Press Releases July 29, 2026 04:05 PM

DMC Global Reports Second Quarter Financial Results

DMC Global Reports Q2 2026 Results with Mixed Segment Performance and Outlook

By Maya Rios
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DMC Global Inc. reported second quarter 2026 sales of $157 million, flat year over year and up 16% sequentially. Net income attributable to DMC was $0.5 million or $0.10 per diluted share. Adjusted EBITDA was $10.7 million, down 21% year over year but up 174% sequentially. Arcadia Products showed strong sales growth and improved profitability, while DynaEnergetics faced margin pressures from higher input costs and price competition despite steady sales. NobelClad sales declined year over year but improved sequentially with backlog expected to convert in the third quarter. The company provided Q3 guidance projecting sales between $158 million and $168 million and adjusted EBITDA of $10 million to $13 million, highlighting sensitivity to macroeconomic conditions and geopolitical risks.

DMC Global Reports Second Quarter Financial Results
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Key Points

  • Arcadia Products delivered its strongest sales since Q2 2024, with a 9% year-over-year and 19% sequential sales increase and a 36% rise in adjusted EBITDA year over year.
  • DynaEnergetics sales remained flat year over year with a 13% sequential increase, but adjusted EBITDA declined 37% year over year due to unfavorable product mix, higher input costs, and price pressure.
  • NobelClad experienced a 17% year-over-year sales decline due to customer delays but posted a 15% sequential sales increase; backlog stands at $63.5 million with expected improved shipments in Q3.
  • This report impacts the manufacturing, construction, energy (oil, gas, geothermal), and industrial infrastructure sectors due to DMC's diversified business lines.
  • Second quarter sales were $157.0 million
  • Net income attributable to DMC was $0.5 million, or $0.10 per diluted share
  • Adjusted EBITDA attributable to DMC* was $10.7 million

BROOMFIELD, Colo., July 29, 2026 (GLOBE NEWSWIRE) -- DMC Global Inc. (Nasdaq: BOOM) today reported financial results for its second quarter ended June 30, 2026.

Consolidated sales and adjusted EBITDA attributable to DMC were at or above the high end of management's forecasts, driven by meaningfully improved results at Arcadia Products, DMC’s building products business, which delivered its strongest sales performance since the second quarter of 2024. Second quarter consolidated sales were $157.0 million, level with the 2025 second quarter and up 16% sequentially. Adjusted EBITDA attributable to DMC was $10.7 million, down 21% versus the 2025 second quarter, and up 174% sequentially. The year-over-year decline in adjusted EBITDA was driven by unfavorable mix, higher input costs and price pressure at DynaEnergetics, DMC’s energy products business.

The commercial construction market, particularly for larger, longer-term project business, remains highly challenged as reflected by the American Institute of Architects’ Architectural Billings Index, which has gone a record 41 consecutive months without a majority of firms reporting billings growth. Despite this, Arcadia reported second quarter sales of $67.4 million, up 9% versus the year-ago second quarter, and up 19% sequentially. Adjusted EBITDA attributable to DMC was $5.5 million, up 36% year over year and up 135% sequentially due to higher sales and improved fixed cost absorption.

Arcadia’s improved performance was driven by successful efforts to strengthen its short-cycle commercial product line through improved product availability and service across its network of regional service centers. The high-end residential windows and door line also reported improved year-over-year performance. Meanwhile, Arcadia’s sales also benefitted from higher average aluminum prices, which were up 79% year over year and 11% sequentially.

DynaEnergetics reported second quarter sales of $67.4 million, flat versus the year-ago second quarter, and up 13% sequentially. Adjusted EBITDA, which included $1.5 million in tariff refunds, was $5.6 million, down 37% from the 2025 second quarter and up 105% from the prior quarter. The sequential increase was driven by sales growth and tariff refunds, while the year-over-year decline resulted from previously mentioned unfavorable mix, input-cost and price factors.

Demand at DynaEnergetics remains steady across its North American and international markets. DynaEnergetics also recently completed the first customer deliveries of a new perforating system purpose-built for Enhanced Geothermal Systems (EGS) applications, which often involve large wellbores and extreme downhole conditions.

At NobelClad, DMC’s composite metals business, second quarter sales were $22.2 million, down 17% versus last year’s second quarter, but up 15% sequentially. Second quarter sales were negatively impacted by customer delays in taking delivery of certain clad-plate orders. Adjusted EBITDA was $3.0 million, down 31% year over year, but up 60% versus the prior quarter. NobelClad ended the second quarter with an order backlog of $63.5 million versus $70.3 million at the end of the 2026 first quarter. Shipments from NobelClad’s backlog are expected to improve during the third quarter as customer delays in delivery acceptance abate.

“Although each of our businesses continues to be impacted by difficult end market conditions, we benefitted from specific improvement initiatives discussed in prior quarters, most notably at Arcadia,” said James O’Leary, president and CEO. Looking ahead, both DynaEnergetics and NobelClad should benefit as market headwinds begin to ease. Finally, I would like to thank our associates for their continued hard work and focus during the most recent quarter.”

Guidance
Third quarter sales are expected to be in a range of $158 million to $168 million, with adjusted EBITDA attributable to DMC anticipated in a range of $10 million to $13 million. The expected sequential improvements reflect steady performance at Arcadia, expected increases in well completion activity in DynaEnergetics’ oil and gas and EGS markets, and increased project shipments at NobelClad. DMC’s third quarter guidance does not contemplate increased disruptions in international supply chains due to ongoing hostilities in the Middle East, which could impact both DynaEnergetics and NobelClad, continued volatility in aluminum input costs at Arcadia, or generally weaker end market conditions.

This guidance remains highly dependent on macroeconomic conditions, particularly within DMC’s core energy and construction markets, and may change—either positively or negatively—as these volatile factors evolve throughout 2026.

Summary Second Quarter Results

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$156,953  $135,595  $155,487  16 % 1 %Gross profit percentage 21.9 %  18.8 %  23.6 %     SG&A$24,541  $24,604  $26,147  — % (6)%Net income (loss)$2,017  $(6,810) $321  130 % 528 %Net income (loss) attributable to DMC$507  $(6,065) $116  108 % 337 %Diluted net income (loss) per share attributable to DMC$0.10  $(0.34) $(0.24) 129 % 142 %Adjusted net income (loss) attributable to DMC$727  $(5,697) $2,473  113 % (71)%Adjusted diluted net income (loss) per share$0.04  $(0.28) $0.12  114 % (67)%Adjusted EBITDA attributable to DMC$10,673  $3,895  $13,538  174 % (21)%Adjusted EBITDA before NCI allocation$14,333  $5,456  $16,228  163 % (12)%Adjusted EBITDA before NCI allocation margin 9.1 %  4.0 %  10.4 %                      

Arcadia Products

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$67,419  $56,706  $61,980  19 % 9 %Gross profit percentage 27.7 %  24.1 %  26.2 %    Adjusted EBITDA attributable to DMC$5,490  $2,341  $4,035  135 % 36 %Adjusted EBITDA before NCI allocation$9,150  $3,902  $6,725  134 % 36 %Adjusted EBITDA before NCI allocation margin 13.6 %  6.9 %  10.9 %                    

DynaEnergetics

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$67,383  $59,547  $66,862  13 % 1 %Gross profit percentage 15.9 %  12.6 %  20.9 %    Adjusted EBITDA$5,638  $2,746  $8,979  105 % (37)%Adjusted EBITDA margin 8.4 %  4.6 %  13.4 %                    

NobelClad

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$22,151  $19,342  $26,645  15 % (17)%Gross profit percentage 22.6 %  22.6 %  24.7 %      Adjusted EBITDA$3,032  $1,893  $4,399  60 % (31)%Adjusted EBITDA margin 13.7 %  9.8 %  16.5 %                        
  • NobelClad's rolling 12-month bookings were $106.9 million, and the 12-month book-to-bill ratio was 1.33.

Conference call information
The conference call will begin today at 5 p.m. Eastern (3 p.m. Mountain) and will be accessible by dialing 877-407-5783 (or +1 201-689-8782 for international callers).

Investors are invited to listen to the webcast live via the Internet at:
https://event.choruscall.com/mediaframe/webcast.html?webcastid=JzbhrP5f

Webcast participants should access the website at least 15 minutes early to register and download any necessary audio software. The webcast also will be available on the Investor page of DMC’s website, located at: ir.dmcglobal.com. A replay of the webcast will be available for six months.

*Use of Non-GAAP Financial Measures

In addition to disclosing financial results that are determined in accordance with generally accepted accounting principles in the United States (GAAP), DMC also discloses certain non-GAAP financial measures that we use in operational and financial decision making. Non-GAAP financial measures include the following:

  • EBITDA: defined as net income (loss) plus net interest, taxes, depreciation and amortization.
  • Adjusted EBITDA: excludes from EBITDA stock-based compensation, restructuring expenses and asset impairment charges (if applicable) and, when appropriate, nonrecurring items that management does not utilize in assessing DMC’s operating performance (as further described in the tables below).
  • Adjusted EBITDA attributable to DMC Global Inc.: excludes the Adjusted EBITDA attributable to the 40% redeemable noncontrolling interest in Arcadia Products.
  • Adjusted EBITDA for DMC business segments: defined as operating income (loss) plus depreciation, amortization, allocated stock-based compensation (if applicable), restructuring expenses and asset impairment charges (if applicable) and, when appropriate, nonrecurring items that management does not utilize in assessing DMC's operating performance.
  • Adjusted net income (loss): defined as net income (loss) attributable to DMC Global Inc. stockholders prior to the adjustment of redeemable noncontrolling interest plus restructuring expenses and asset impairment charges (if applicable) and, when appropriate, nonrecurring items that management does not utilize in assessing DMC’s operating performance.
  • Adjusted diluted earnings per share: defined as diluted earnings per share attributable to DMC Global Inc. stockholders (exclusive of adjustment of redeemable noncontrolling interest) plus restructuring expenses and asset impairment charges (if applicable) and, when appropriate, nonrecurring items that management does not utilize in assessing DMC's operating performance.
  • Net debt: defined as total debt less consolidated cash and cash equivalents per the Condensed Consolidated Balance Sheets.

Management believes providing these additional financial measures is useful to investors in understanding DMC's operating performance, excluding the effects of restructuring, impairment, and other nonrecurring charges, as well as its liquidity. Management typically monitors the business utilizing the above non-GAAP measures, in addition to GAAP results, to understand and compare operating results across accounting periods, and certain management incentive awards are based, in part, on these measures. The presence of non-GAAP financial measures in this report is not intended to suggest that such measures be considered in isolation or as a substitute for, or as superior to, DMC’s GAAP information, and investors are cautioned that the non-GAAP financial measures are limited in their usefulness.

Because not all companies use identical calculations, DMC’s presentation of non-GAAP financial measures may not be comparable to other similarly titled measures of other companies. However, these measures can still be useful in evaluating the company’s performance against its peer companies because management believes the measures provide users with valuable insight into key components of GAAP financial disclosures. For example, a company with greater GAAP net income may not be as appealing to investors if its net income is more heavily comprised of gains on asset sales. Likewise, eliminating the effects of interest income and expense moderates the impact of a company’s capital structure on its performance.

DMC is unable to reconcile its expected third quarter 2026 adjusted EBITDA attributable to DMC to the most directly comparable projected GAAP financial measure because certain information necessary to calculate such measure on a GAAP basis is unavailable or dependent on the timing of future events outside of DMC’s control. Therefore, because of the uncertainty and variability of the nature of and the amount of any potential applicable future adjustments, which could be significant, DMC is unable to provide a reconciliation for expected adjusted EBITDA attributable to DMC without unreasonable efforts.

About DMC Global Inc.
DMC Global is an owner and operator of innovative, asset-light manufacturing businesses that provide unique, highly engineered products and differentiated solutions. DMC’s businesses have established leadership positions in their respective markets and consist of: Arcadia Products, a leading supplier of architectural building products; DynaEnergetics, which serves the global energy industry; and NobelClad, which addresses the global industrial infrastructure and transportation sectors. Based in Broomfield, Colorado, DMC trades on Nasdaq under the symbol “BOOM.” For more information, visit: http://www.dmcglobal.com/.

Safe Harbor Language
Except for the historical information contained herein, this news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including third quarter 2026 guidance on sales and adjusted EBITDA attributable to DMC; the expectation of accelerated order shipments at NobelClad as delays in order acceptance by customers is expected to abate; the expected easing of macroeconomic headwinds at DynaEnergetics and NobelClad; the expected increase in well completion activity in DynaEnergetics’ end markets, and the expected steady performance in results at Arcadia. Such statements and information are based on numerous assumptions regarding present and future business strategies, the markets in which we operate, anticipated costs and the ability to achieve goals. Forward-looking information and statements are subject to known and unknown risks, uncertainties and other important factors that may cause actual results and performance to be materially different from those expressed or implied by such forward-looking information and statements, including but not limited to: changes in global economic conditions, including tariffs or reciprocal tariffs; our ability to obtain new contracts at attractive prices; the size and timing of customer orders and shipments; product pricing and margins; our ability to realize sales from our backlog and our ability to adjust our manufacturing and supply chain; fluctuations in customer demand; our ability to manage periods of growth and contraction effectively; general economic conditions, both domestic and foreign, impacting our business and the business of the end-market users we serve; competitive factors; the timely completion of contracts; the timing and size of expenditures; the timely receipt of government approvals and permits; the price and availability of metal and other raw materials; the adequacy of local labor supplies at our facilities; current or future limits on manufacturing capacity at our various operations; the impact of catastrophic weather events on our business and that of our customers; the ability to remain an innovative leader in our fields of business; the costs and impacts of pending or future litigation or regulatory matters; changes to legislation, regulation or public sentiment related to our business and the industries in which our customers operate; the impacts of trade and economic sanctions or other restrictions imposed by the European Union, the United States or other countries; costs and risks associated with compliance with laws and regulations, including the United States Foreign Corrupt Practices Act and similar legislation; the availability and cost of funds; fluctuations in foreign currencies; actions of activist stockholders or others; the impact of our stockholder protection rights agreement, which includes terms and conditions that could discourage a takeover or other transaction that stockholders may consider favorable, as well as the other risks detailed from time to time in our SEC reports, including the annual report on Form 10-K for the year ended December 31, 2025. We do not undertake any obligation to release public revisions to any forward-looking statement, including, without limitation, to reflect events or circumstances after the date of this news release, or to reflect the occurrence of unanticipated events, except as may be required under applicable securities laws.

DMC GLOBAL INC.
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(Amounts in Thousands, Except Share and Per Share Data)
(unaudited)           Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNET SALES$156,953  $135,595  $155,487  16 % 1 %COST OF PRODUCTS SOLD 122,598   110,152   118,756  11 % 3 %Gross profit 34,355   25,443   36,731  35 % (6)%Gross profit percentage 21.9%  18.8%  23.6%      COSTS AND EXPENSES:           General and administrative expenses 13,916   14,132   15,905  (2)% (13)%Selling and distribution expenses 10,625   10,472   10,242  1 % 4 %Amortization of purchased intangible assets 4,357   4,356   4,763  — % (9)%Strategic review and related expenses —   —   775  — % (100)%Restructuring expenses and asset impairments 239   566   1,149  (58)% (79)%Total costs and expenses 29,137   29,526   32,834  (1)% (11)%OPERATING INCOME (LOSS) 5,218   (4,083)  3,897  228 % 34 %OTHER EXPENSE:           Other income (expense), net 15   (45)  (346) 133 % 104 %Interest expense, net (1,280)  (1,461)  (1,811) (12)% (29)%INCOME (LOSS) BEFORE INCOME TAXES 3,953   (5,589)  1,740  171 % 127 %INCOME TAX PROVISION 1,936   1,221   1,419  59 % 36 %NET INCOME (LOSS) 2,017   (6,810)  321  130 % 528 %Less: Net income (loss) attributable to redeemable noncontrolling interest 1,510   (745)  205  303 % 637 %NET INCOME (LOSS) ATTRIBUTABLE TO DMC GLOBAL INC. STOCKHOLDERS$507  $(6,065) $116  108 % 337 %NET INCOME (LOSS) PER SHARE ATTRIBUTABLE TO DMC GLOBAL INC. STOCKHOLDERS          Basic$0.10  $(0.34) $(0.24) 129 % 142 %Diluted$0.10  $(0.34) $(0.24) 129 % 142 %WEIGHTED AVERAGE SHARES OUTSTANDING:          Basic 20,199,424   20,066,158   20,134,760  1 % — %Diluted 20,235,822   20,066,158   20,134,760  1 % 1 %                    

Reconciliation to net income (loss) attributable to DMC Global Inc. stockholders after adjustment of redeemable noncontrolling interest for purposes of calculating earnings per share

 Three months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025Net income (loss) attributable to DMC Global Inc. stockholders$507  $(6,065) $116 Adjustment of redeemable noncontrolling interest 1,541   (735)  (4,900)Net income (loss) attributable to DMC Global Inc. stockholders after adjustment of redeemable noncontrolling interest$2,048  $(6,800) $(4,784)            


 Six months ended Change Jun 30, 2026 Jun 30, 2025 Year-on-yearNET SALES$292,548  $314,777  (7)%COST OF PRODUCTS SOLD 232,750   236,847  (2)%Gross profit 59,798   77,930  (23)%Gross profit percentage 20.4%  24.8%   COSTS AND EXPENSES:      General and administrative expenses 28,048   32,579  (14)%Selling and distribution expenses 21,097   21,868  (4)%Amortization of purchased intangible assets 8,713   9,526  (9)%Strategic review and related expenses —   2,073  (100)%Restructuring expenses and asset impairments 805   1,474  (45)%Total costs and expenses 58,663   67,520  (13)%OPERATING INCOME 1,135   10,410  (89)%OTHER EXPENSE:      Other expense, net (30)  (564) (95)%Interest expense, net (2,741)  (3,510) (22)%(LOSS) INCOME BEFORE INCOME TAXES (1,636)  6,336  126 %INCOME TAX PROVISION 3,157   4,152  (24)%NET (LOSS) INCOME (4,793)  2,184  319 %Less: Net income attributable to redeemable noncontrolling interest 765   1,391  (45)%NET (LOSS) INCOME ATTRIBUTABLE TO DMC GLOBAL INC. STOCKHOLDERS$(5,558) $793  801 %NET LOSS PER SHARE ATTRIBUTABLE TO DMC GLOBAL INC. STOCKHOLDERS      Basic$(0.24) $(0.20) 20 %Diluted$(0.24) $(0.20) 20 %WEIGHTED AVERAGE SHARES OUTSTANDING:      Basic 20,133,159   19,861,073  1 %Diluted 20,133,159   19,861,073  1 %            

Reconciliation to net loss attributable to DMC Global Inc. stockholders after adjustment of redeemable noncontrolling interest for purposes of calculating earnings per share

 Six months ended Jun 30, 2026 Jun 30, 2025Net (loss) income attributable to DMC Global Inc. stockholders$(5,558) $793 Adjustment of redeemable noncontrolling interest 806   (4,819)Net loss attributable to DMC Global Inc. stockholders after adjustment of redeemable noncontrolling interest$(4,752) $(4,026)        


DMC GLOBAL INC.
SEGMENT STATEMENTS OF OPERATIONS
(Amounts in Thousands)
(unaudited) 

Arcadia Products

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$67,419  $56,706  $61,980  19 % 9 %Gross profit 18,664   13,665   16,250  37 % 15 %Gross profit percentage 27.7%  24.1%  26.2%      COSTS AND EXPENSES:           General and administrative expenses 6,205   6,431   6,489  (4)% (4)%Selling and distribution expenses 4,410   4,385   4,290  1 % 3 %Amortization of purchased intangible assets 4,357   4,356   4,763  — % (9)%Restructuring expenses and asset impairments 47   495   192  (91)% (76)%Operating income (loss) 3,645   (2,002)  516  282 % 606 %Adjusted EBITDA 9,150   3,902   6,725  134 % 36 %Less: adjusted EBITDA attributable to redeemable noncontrolling interest (3,660)  (1,561)  (2,690) 134 % 36 %Adjusted EBITDA attributable to DMC Global Inc.$5,490  $2,341  $4,035  135 % 36 %                    


 Six months ended Change Jun 30, 2026 Jun 30, 2025 Year-on-yearNet sales$124,125  $127,560  (3)%Gross profit 32,329   36,611  (12)%Gross profit percentage 26.0%  28.7%   COSTS AND EXPENSES:      General and administrative expenses 12,636   13,949  (9)%Selling and distribution expenses 8,795   9,107  (3)%Amortization of purchased intangible assets 8,713   9,526  (9)%Restructuring expenses and asset impairments 542   517  5 %Operating income 1,643   3,512  (53)%Adjusted EBITDA 13,052   16,052  (19)%Less: adjusted EBITDA attributable to redeemable noncontrolling interest (5,221)  (6,421) (19)%Adjusted EBITDA attributable to DMC Global Inc.$7,831  $9,631  (19)%           

DynaEnergetics

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$67,383  $59,547  $66,862  13 % 1 %Gross profit 10,714   7,505   13,959  43 % (23)%Gross profit percentage 15.9%  12.6%  20.9%      COSTS AND EXPENSES:           General and administrative expenses 2,619   2,640   3,028  (1)% (14)%Selling and distribution expenses 4,101   3,882   3,774  6 % 9 %Restructuring expenses and asset impairments 67   71   746  (6)% (91)%Operating income 3,927   912   6,411  331 % (39)%Adjusted EBITDA$5,638  $2,746  $8,979  105 % (37)%                   


 Six months ended Change Jun 30, 2026 Jun 30, 2025 Year-on-yearNet sales$126,930  $132,413  (4)%Gross profit 18,219   26,770  (32)%Gross profit percentage 14.4%  20.2%    COSTS AND EXPENSES:       General and administrative expenses 5,259   5,775  (9)%Selling and distribution expenses 7,983   8,250  (3)%Restructuring expenses and asset impairments 138   746  (82)%Operating income 4,839   11,999  (60)%Adjusted EBITDA$8,384  $16,358  (49)%            

NobelClad

 Three months ended Change Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Sequential Year-on-yearNet sales$22,151  $19,342  $26,645  15 % (17)%Gross profit 5,010   4,377   6,593  14 % (24)%Gross profit percentage 22.6%  22.6%  24.7%       COSTS AND EXPENSES:            General and administrative expenses 746   1,168   852  (36)% (12)%Selling and distribution expenses 2,081   2,157   2,123  (4)% (2)%Restructuring expenses and asset impairments —   —   211  — % (100)%Operating income 2,183   1,052   3,407  108 % (36)%Adjusted EBITDA$3,032  $1,893  $4,399  60 % (31)%                    


 Six months ended Change Jun 30, 2026 Jun 30, 2025 Year-on-yearNet sales$41,493  $54,804  (24)%Gross profit 9,387   14,690  (36)%Gross profit percentage 22.6%  26.8%    COSTS AND EXPENSES:       General and administrative expenses 1,914   2,043  (6)%Selling and distribution expenses 4,238   4,407  (4)%Restructuring expenses and asset impairments —   211  (100)%Operating income 3,235   8,029  (60)%Adjusted EBITDA$4,925  $9,815  (50)%            


DMC GLOBAL INC.
CONDENSED CONSOLIDATED BALANCE SHEETS
(Amounts in Thousands)                         Change Jun 30, 2026 Mar 31, 2026 Dec 31, 2025 Sequential Year-end (unaudited) (unaudited)        ASSETS                             Cash and cash equivalents$28,551  $31,511  $31,898  (9)% (10)%Accounts receivable, net 102,051   90,861   93,697  12 % 9 %Inventories 167,309   167,002   144,552  — % 16 %Prepaid expenses and other 15,256   12,210   16,224  25 % (6)%Total current assets 313,167   301,584   286,371  4 % 9 %Property, plant and equipment, net 121,104   124,407   127,358  (3)% (5)%Purchased intangible assets, net 146,338   150,695   155,051  (3)% (6)%Other long-term assets 69,017   71,723   67,051  (4)% 3 %Total assets$649,626  $648,409  $635,831  — % 2 %               LIABILITIES, REDEEMABLE NONCONTROLLING INTEREST, AND STOCKHOLDERS’ EQUITY                   Accounts payable$49,076  $58,386  $48,188  (16)% 2 %Contract liabilities 30,072   27,048   22,568  11 % 33 %Accrued income taxes 2,762   2,087   4,289  32 % (36)%Current portion of long-term debt 3,750   3,750   3,438  — % 9 %Other current liabilities 36,870   34,690   35,842  6 % 3 %Total current liabilities 122,530   125,961   114,325  (3)% 7 %Long-term debt 55,314   50,204   47,206  10 % 17 %Deferred tax liabilities 412   117   475  252 % (13)%Other long-term liabilities 46,940   49,852   44,695  (6)% 5 %Redeemable noncontrolling interest 187,080   187,080   187,080  — % — %Stockholders’ equity 237,350   235,195   242,050  1 % (2)%Total liabilities, redeemable noncontrolling interest, and stockholders’ equity$649,626  $648,409  $635,831  — % 2 %                    


DMC GLOBAL INC.
CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS
(Amounts in Thousands)
(unaudited)     Three months ended Six months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025CASH FLOWS FROM OPERATING ACTIVITIES:        Net income (loss)$2,017  $(6,810) $321  $(4,793) $2,184 Adjustments to reconcile net income (loss) to net cash from operating activities:         Depreciation 3,588   3,715   3,707   7,303   7,367 Amortization of purchased intangible assets 4,357   4,356   4,763   8,713   9,526 Amortization of deferred debt issuance costs 241   231   231   472   448 Stock-based compensation 794   863   1,417   1,657   3,016 Bad debt expense 34   61   (10)  95   696 Deferred income taxes 898   (339)  392   559   414 Asset impairments —   —   296   —   296 Other, net (457)  (119)  433   (576)  988 Change in working capital, net (19,432)  (4,337)  3,696   (23,769)  (5,201)Net cash (used in) provided by operating activities (7,960)  (2,379)  15,246   (10,339)  19,734 CASH FLOWS FROM INVESTING ACTIVITIES:        Acquisition of property, plant and equipment (1,274)  (2,110)  (2,921)  (3,384)  (6,700)Proceeds from property, plant and equipment reimbursements 556   847   1,362   1,403   1,788 Proceeds on sale of property, plant and equipment 335   —   6   335   27 Proceeds from settlement of note receivable —   —   4,167   —   4,167 Net cash (used in) provided by investing activities (383)  (1,263)  2,614   (1,646)  (718)CASH FLOWS FROM FINANCING ACTIVITIES:        Repayments on term loan (937)  (625)  (625)  (1,562)  (1,250)Borrowings on revolving loans 65,338   58,600   38,359   123,938   46,859 Repayments on revolving loans (59,400)  (54,775)  (51,512)  (114,175)  (57,887)Payment of debt issuance costs —   —   (650)  —   (650)Distributions to redeemable noncontrolling interest holder —   —   (5,104)  —   (6,255)Treasury stock purchases (93)  (367)  (79)  (460)  (563)Net cash provided by (used in) financing activities 4,908   2,833   (19,611)  7,741   (19,746)EFFECTS OF EXCHANGE RATES ON CASH 475   422   (527)  897   (1,132)          NET DECREASE IN CASH AND CASH EQUIVALENTS (2,960)  (387)  (2,278)  (3,347)  (1,862)CASH AND CASH EQUIVALENTS, beginning of the period 31,511   31,898   14,705   31,898   14,289 CASH AND CASH EQUIVALENTS, end of the period$28,551  $31,511  $12,427  $28,551  $12,427                     


DMC GLOBAL INC.
RECONCILIATIONS OF NON-GAAP FINANCIAL MEASUREMENTS TO MOST
DIRECTLY COMPARABLE GAAP FINANCIAL MEASUREMENTS
(Amounts in Thousands)
(unaudited)    DMC Global

EBITDA and Adjusted EBITDA     Three months ended Six months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025Net income (loss)$2,017  $(6,810) $321  $(4,793) $2,184 Interest expense, net 1,280   1,461   1,811   2,741   3,510 Income tax provision 1,936   1,221   1,419   3,157   4,152 Depreciation 3,588   3,715   3,707   7,303   7,367 Amortization of purchased intangible assets 4,357   4,356   4,763   8,713   9,526 EBITDA 13,178   3,943   12,021   17,121   26,739 Stock-based compensation 931   902   1,417   1,833   2,980 Strategic review and related expenses —   —   775   —   2,073 Restructuring expenses and asset impairments 239   566   1,149   805   1,474 Executive transition costs —   —   520   —   520 Other (income) expense, net (15)  45   346   30   564 Adjusted EBITDA$14,333  $5,456  $16,228  $19,789  $34,350 Less: adjusted EBITDA attributable to redeemable noncontrolling interest (3,660)  (1,561)  (2,690)  (5,221)  (6,421)Adjusted EBITDA attributable to DMC Global Inc.$10,673  $3,895  $13,538  $14,568  $27,929                     

Adjusted Net Income (Loss)* and Adjusted Diluted Earnings per Share

*Net income (loss) attributable to DMC Global Inc. prior to the adjustment of redeemable noncontrolling interest for purposes of calculating earnings per share

 Three months ended June 30, 2026 Amount Per Share(1)Net income attributable to DMC Global Inc.*$507  $0.03 Restructuring expenses and asset impairments, net of tax 220   0.01 As adjusted$727  $0.04 

(1) Calculated using diluted weighted average shares outstanding of 20,235,822.

 Three months ended March 31, 2026 Amount Per Share(1)Net loss attributable to DMC Global Inc.*$(6,065) $(0.30)Restructuring expenses and asset impairments, net of tax 368   0.02 As adjusted$(5,697) $(0.28)

(1) Calculated using diluted weighted average shares outstanding of 20,066,158.

 Three months ended June 30, 2025 Amount Per Share(1)Net income attributable to DMC Global Inc.*$116  $— Strategic review and related expenses, net of tax 775   0.04 Restructuring expenses and asset impairments, net of tax 1,062   0.05 Executive transition costs, net of tax 520   0.03 As adjusted$2,473  $0.12 

(1) Calculated using diluted weighted average shares outstanding of 20,134,760.

 Six months ended June 30, 2026 Amount Per Share(1)Net loss attributable to DMC Global Inc.*$(5,558) $(0.28)Restructuring expenses and asset impairments, net of tax 588   0.03 As adjusted$(4,970) $(0.25)

(1) Calculated using diluted weighted average shares outstanding of 20,133,159.

 Six months ended June 30, 2025 Amount Per Share(1)Net income attributable to DMC Global Inc.*$793  $0.04 Strategic review and related expenses, net of tax 2,073   0.10 Restructuring expenses and asset impairments, net of tax 1,257   0.06 Executive transition costs, net of tax 520   0.03 As adjusted$4,643  $0.23 

(1) Calculated using diluted weighted average shares outstanding of 19,861,073.

Segment Adjusted EBITDA

Arcadia Products

 Three months ended Six months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025Operating income (loss), as reported$3,645  $(2,002) $516  $1,643  $3,512 Adjustments:         Depreciation 1,023   1,029   1,016   2,052   2,022 Amortization of purchased intangible assets 4,357   4,356   4,763   8,713   9,526 Stock-based compensation 78   24   238   102   475 Restructuring expenses and asset impairments 47   495   192   542   517 Adjusted EBITDA 9,150   3,902   6,725   13,052   16,052 Less: adjusted EBITDA attributable to redeemable noncontrolling interest (3,660)  (1,561)  (2,690)  (5,221)  (6,421)Adjusted EBITDA attributable to DMC Global Inc.$5,490  $2,341  $4,035  $7,831  $9,631                     

DynaEnergetics

 Three months ended Six months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025Operating income, as reported$3,927  $912  $6,411  $4,839  $11,999 Adjustments:              Depreciation 1,644   1,763   1,822   3,407   3,613 Restructuring expenses and asset impairments 67   71   746   138   746 Adjusted EBITDA$5,638  $2,746  $8,979  $8,384  $16,358                     

NobelClad

 Three months ended Six months ended Jun 30, 2026 Mar 31, 2026 Jun 30, 2025 Jun 30, 2026 Jun 30, 2025Operating income, as reported$2,183  $1,052  $3,407  $3,235  $8,029 Adjustments:              Depreciation 849   841   781   1,690   1,575 Restructuring expenses and asset impairments —   —   211   —   211 Adjusted EBITDA$3,032  $1,893  $4,399  $4,925  $9,815                     


CONTACT:

Geoff High, Vice President of Investor Relations
303-604-3924


Risks

  • Macroeconomic headwinds, particularly in energy and construction markets, may adversely affect sales and profitability.
  • Ongoing geopolitical risks, including potential supply chain disruptions from international conflicts, could impact operations and delivery schedules.
  • Volatility in raw material costs, especially aluminum, can pressure margins and pricing, affecting financial results.

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