DMC Global (BOOM) Q3 2026 Earnings Call: Sales Rise 14%, Backlog Grows
Source Tradingkey
Key Takeaways
- Consolidated Q3 2026 sales reached $172.8 million, up 14% year over year and 10% sequentially, supported by growth at Arcadia and NobelClad.
- Reported EBITDA attributable to DMC was $19.0 million, including $5.4 million of DynaEnergetics tariff refunds. Excluding those refunds, adjusted EBITDA attributable to DMC was $13.6 million, up 59% year over year and 48% sequentially.
- Arcadia sales increased 25% year over year and 14% sequentially, reflecting stronger commercial aluminum framing and high-end residential door and window sales.
- NobelClad sales rose 38% year over year and 30% sequentially. Its backlog increased to $72.4 million, including a quarterly record $16 million of orders related to U.S. Navy vessel construction.
- Free cash flow improved to $16.6 million, while net debt declined to $13.7 million, its lowest level since the Arcadia acquisition in December 2021.
- Management guided Q4 sales to $154 million-$164 million and adjusted EBITDA attributable to DMC to $10 million-$13 million.
Core Financial Data
| Metric | Q3 2026 result | Change or context |
|---|---|---|
| Consolidated sales | $172.8 million | Up 14% YoY and 10% sequentially |
| Reported EBITDA attributable to DMC | $19.0 million | Includes $5.4 million of tariff refunds |
| Adjusted EBITDA attributable to DMC, excluding tariff refunds | $13.6 million | Up 59% YoY and 48% sequentially |
| Adjusted net income attributable to DMC | $9.8 million | $0.48 per diluted share; includes tariff refunds |
| SG&A expense | $27.5 million | 15.9% of sales, versus 17.1% a year earlier |
| Free cash flow | $16.6 million | Supported by improved profitability, steadier working capital and tariff refunds |
| Cash and cash equivalents | $38.0 million | Quarter-end balance |
| Net debt | $13.7 million | Down from $30.5 million at Q2 2026-end and $18.7 million at 2025 year-end |
Business and Operating Performance
Arcadia
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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