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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
DMC Global
DMC Global (BOOM) investor relations material
DMC Global Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 sales were $172.8 million, up 14% YoY and 10% sequentially, driven by higher Arcadia volumes and increased NobelClad shipments.
Adjusted EBITDA attributable to DMC, excluding $5.4 million in tariff refunds, was $13.589 million, up 59% YoY and 48% sequentially, above the high end of guidance.
Cost-saving and commercial initiatives supported results amid challenging markets; net debt reached its lowest level since the Arcadia acquisition in December 2021.
9M sales were $465.4 million, nearly flat YoY, while adjusted EBITDA attributable to shareholders declined 8% to $33.6 million.
Financial highlights
Gross profit was $46.4 million, up 41% YoY; gross margin expanded to 26.9% from 21.7%, partly reflecting tariff refunds.
Operating income was $14.5 million versus $0.6 million; net income attributable to shareholders was $9.7 million versus a $3.1 million loss, with diluted EPS of $0.59 versus $(0.10).
Adjusted EBITDA attributable to DMC was $19.0 million including $5.4 million in tariff refunds, and $13.6 million excluding refunds; adjusted net income was $9.8 million, or $0.48 per diluted share.
SG&A was $27.5 million, or 15.9% of sales, versus 17.1% YoY and 15.6% QoQ.
9M operating income rose 42% to $15.6 million; net income attributable to shareholders was $4.2 million versus a $2.3 million loss.
Outlook and guidance
Q4 sales guidance is $154 million-$164 million; adjusted EBITDA attributable to DMC is expected at $10 million-$13 million.
Assumptions include seasonal moderation, steady well-completion activity in DynaEnergetics’ core U.S. market, cost savings offsetting input-cost increases, and continued improvement in NobelClad shipments; no defense contribution is included.
Planned California anodizing-facility maintenance at December-end will last ~2 weeks; inventory will be built to support customers, though shipments may be pressured.
Guidance excludes increased Middle East-related supply-chain disruption and weaker end markets; results remain sensitive to macroeconomic conditions in energy and construction.
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Latest events from DMC Global
- TTM sales reached $587.6M with $31.8M adjusted EBITDA, driven by three niche businesses.BOOM
Investor presentation - Q2 sales rose 16% sequentially to $157M, with Arcadia leading and Q3 guidance positive.BOOMQ2 2026
- TTM sales reached $586.1M, with margin-focused growth across all business segments.BOOMInvestor presentation
- Q1 2026 sales and earnings declined, but Q2 guidance signals expected sequential improvement.BOOMQ1 2026
- Rights Agreement extended to June 2027, restricting large share accumulations.BOOMProxy filing
- 2025 sales reached $609.8M, driven by niche market leadership and operational discipline.BOOMInvestor presentation
- Proxy covers director elections, pay, incentive plan changes, and auditor ratification.BOOMProxy filing
- Shareholders will vote on director elections, compensation, incentive plan, and auditor ratification.BOOMProxy filing
- Q3 net loss reached $159.4M on 11% lower sales, with further declines expected in Q4.BOOMQ3 2024
Next DMC Global earnings date
Q4 202625 Feb, 2027
DMC Global
Next DMC Global earnings date
Q4 202625 Feb, 2027
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Frequently asked questions
DMC Global Inc is a diversified holding company with operating segments in industrial, energy, and infrastructure sectors. Its businesses design, manufacture, and distribute specialized products, including metal working tools, oilfield services equipment, and architectural building components. The company operates through a portfolio of brands targeting niche markets. DMC Global Inc is headquartered in Broomfield, Colorado, and its shares are listed on the NASDAQ.