DMC Global Q1 sales fall 15% on soft demand and competition

Dmc Global

30/04/2026 21:17

Overview

US industrial products maker's Q1 sales fell 15% yr/yr, slightly beating analyst expectations

Adjusted diluted net loss per share was $0.28, compared to adjusted EPS of $0.11 last year

Company cites higher raw material costs and supply chain disruptions as key challenges

Outlook

Company expects Q2 sales between $148 mln and $158 mln

DMC sees Q2 adjusted EBITDA attributable to company in range of $6 mln to $8 mln

Company says Q2 outlook does not include potential additional supply chain disruptions

Result Drivers

HIGHER ALUMINUM COSTS - Arcadia segment faced sharply higher aluminum prices, up 64% yr/yr, contributing to soft demand and margin pressure

SOFT DEMAND & COMPETITION - Arcadia and DynaEnergetics segments experienced soft demand and highly competitive pricing environments, with fewer project opportunities and reduced well completion activity

SUPPLY CHAIN & GEOPOLITICAL DISRUPTIONS - Conflict in the Middle East led to supply chain issues, delayed shipments, and higher raw material prices across all segments

Company press release: ID:nGNX8Vx5tV

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$135.60 mln
$134.23 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 35.1% above its April 29 closing price of $6.29

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.)