DMC Global Q2 sales beat estimates as Arcadia results improve

Dmc Global

29/07/2026 21:44

Overview
US engineered products maker's Q2 sales were flat yr/yr, beating analyst expectations
Adjusted EBITDA attributable to DMC fell 21% yr/yr due to higher costs and price pressure
Arcadia Products delivered strongest sales since Q2 2024, driven by improved product availability

Outlook
DMC Global expects Q3 sales between $158 mln and $168 mln
Company anticipates Q3 adjusted EBITDA attributable to DMC of $10 mln to $13 mln
Guidance excludes possible supply chain disruptions and aluminum cost volatility

Result Drivers
ARCADIA IMPROVEMENT - Arcadia Products' sales and profitability improved due to better product availability, service enhancements, and higher aluminum prices
DYNAENERGETICS PRESSURE - DynaEnergetics' year-over-year results were hurt by unfavorable mix, higher input costs, and price pressure
NOBELCLAD DELAYS - NobelClad sales declined due to customer delays in taking delivery of certain clad-plate orders

Company press release: ID:nGNX48lYmm

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$157 mln
$148.97 mln (3 Analysts)

Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction supplies & fixtures peer group is "buy."
Wall Street's median 12-month price target for DMC Global Inc is $8.50, about 55.7% above its July 28 closing price of $5.46

Reuters Recommended Reads
July 28 - Crane Company Q2 sales rise 26%, beat estimates; outlook raised
July 28 - Illinois Tool Works Q2 revenue beats on segment growth; raises outlook
July 29 - Stanley Black & Decker Q2 adjusted EPS beats estimates on volume growth 

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.)