--- title: "DMC Global | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 156.95 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/294254721.md" datetime: "2026-07-29T20:16:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294254721.md) - [en](https://longbridge.com/en/news/294254721.md) - [zh-HK](https://longbridge.com/zh-HK/news/294254721.md) generator: "portal-rs" --- # DMC Global | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 156.95 M Revenue: As of FY2026 Q2, the actual value is USD 156.95 M, beating the estimate of USD 148.97 M. EPS: As of FY2026 Q2, the actual value is USD 0.1. EBIT: As of FY2026 Q2, the actual value is USD 5.233 M. ### DMC Global Inc. Consolidated Results #### Operational Metrics DMC Global Inc. reported net income attributable to DMC Global Inc. of $507 thousand for the second quarter of 2026, marking a 337% increase year-over-year and a 108% sequential increase. Adjusted EBITDA attributable to DMC Global Inc. was $10,673 thousand, which was a decrease of 21% year-over-year but an increase of 174% sequentially. The consolidated gross profit percentage for the second quarter of 2026 was 21.9%, compared to 18.8% in the prior quarter and 23.6% in the year-ago quarter. Selling, General & Administrative (SG&A) expenses amounted to $24,541 thousand, showing a 0% sequential change and a -6% year-over-year change. Operating income was $5,218 thousand, representing a 228% sequential increase and a 34% year-over-year increase. #### Cash Flow and Balance Sheet Net cash used in operating activities for the second quarter of 2026 was - $7,960 thousand. Net cash used in investing activities was - $383 thousand, while net cash provided by financing activities totaled $4,908 thousand. Cash and cash equivalents at the end of the second quarter of 2026 stood at $28,551 thousand. ### Arcadia Products Segment #### Segment Revenue Arcadia Products reported second quarter 2026 net sales of $67,419 thousand, an increase of 9% year-over-year and 19% sequentially. #### Operational Metrics Adjusted EBITDA attributable to DMC Global Inc. for Arcadia was $5,490 thousand, increasing 36% year-over-year and 135% sequentially. The segment’s gross profit percentage was 27.7%, up from 24.1% sequentially and 26.2% year-over-year. Operating income was $3,645 thousand, a 282% sequential increase and a 606% year-over-year increase. ### DynaEnergetics Segment #### Segment Revenue DynaEnergetics’ second quarter 2026 net sales were $67,383 thousand, remaining flat year-over-year and increasing 13% sequentially. #### Operational Metrics Adjusted EBITDA for DynaEnergetics, which included $1.5 million in tariff refunds, was $5,638 thousand, down 37% year-over-year but up 105% sequentially. The gross profit percentage was 15.9%, compared to 12.6% sequentially and 20.9% year-over-year. Operating income was $3,927 thousand, a 331% sequential increase and a -39% year-over-year change. ### NobelClad Segment #### Segment Revenue NobelClad recorded second quarter 2026 net sales of $22,151 thousand, a decrease of 17% year-over-year but an increase of 15% sequentially. #### Operational Metrics Adjusted EBITDA was $3,032 thousand, down 31% year-over-year but up 60% sequentially. The gross profit percentage was 22.6%, consistent with the prior quarter but down from 24.7% year-over-year. Operating income was $2,183 thousand, a 108% sequential increase and a -36% year-over-year change. #### Unique Metrics NobelClad’s order backlog at the end of the second quarter was $63.5 million, compared to $70.3 million at the end of the first quarter of 2026. The rolling 12-month bookings were $106.9 million, with a 12-month book-to-bill ratio of 1.33. ### Outlook / Guidance DMC Global Inc. expects third-quarter sales to be in the range of $158 million to $168 million, with adjusted EBITDA attributable to DMC Global Inc. anticipated between $10 million and $13 million. These projected sequential improvements are attributed to steady performance at Arcadia Products, expected increases in well completion activity in DynaEnergetics’ markets, and increased project shipments at NobelClad. 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