DHI Group Q1 revenue falls on dice weakness

DHI

05/05/2026 21:36

Overview

US tech job marketplace's Q1 revenue fell 8% yr/yr but beat analyst expectations

Adjusted EPS rose to $0.08 from $0.04

Company repurchased 2.0 mln shares for $4.7 mln in Q1

Outlook

DHI sees Q2 2026 revenue between $30 mln and $32 mln

Company expects full-year 2026 revenue of $124 mln to $128 mln

DHI reaffirms 2026 Adjusted EBITDA margin guidance of 25%

Result Drivers

CLEARANCEJOBS GROWTH - Co said ClearanceJobs benefited from improving demand trends, favorable government spending, and contributions from recent acquisitions

DICE WEAKNESS - Co said Dice revenue declined due to continued softness in the broader tech hiring market, though noted signs of stabilization and increased demand for AI-related skills

COST MANAGEMENT - Co attributed margin expansion and cash flow improvement to disciplined cost management and improved operating leverage

Company press release: ID:nBw3PFJs2a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$29.69 mln
$29.06 mln (3 Analysts)
Q1 EPS
$0.04
Q1 Net Income
$1.53 mln
Q1 Adjusted EBITDA
$8.10 mln
Q1 Adjusted EBITDA Margin
27.00%
Q1 Operating income
$3.06 mln
Q1 Pretax Profit
$2.49 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the employment services peer group is "buy"

Wall Street's median 12-month price target for DHI Group Inc is $3.88, about 56.3% above its May 4 closing price of $2.48

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)