BOOM · DMC GLOBAL INC Q2 FY2026 earnings call record财报电话会记录

“Arcadia's second quarter sales increased 9% year-over-year and 19% sequentially, marking its strongest quarterly sales performance since the second quarter of 2024 and the best EBITDA performance in over a year.”

“While demand for large, longer-term construction projects remains highly challenged, Arcadia saw improved turnover for its core short-cycle products across its regional service center network, as well as for high-end residential windows and doors.”

“Arcadia reported adjusted EBITDA margin before NCI allocation of 13.6%, up from 10.9% in the year-ago quarter and 6.9% in the first quarter.”

“At DynaEnergetics, adjusted EBITDA margin was 8.4% and benefited from a $1.5 million tariff refund.”

“Dyna's EBITDA margin was up from 4.6% in the prior quarter from sales growth and the tariff refund.”

“NobelClad reported adjusted EBITDA margin of 13.7%, down from 16.5% in the year-ago quarter and up from 9.8% in the first quarter.”

“Net debt increased to $30.5 million, up from $18.7 million at our 2025 year-end.”

“We expect sales will be in a range of $158 million-$168 million, while adjusted EBITDA attributable to DMC is expected in a range of $10 million-$13 million.”

“Our guidance does not contemplate increased disruptions in international supply chains due to renewed 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.”

“As a reminder, our guidance is heavily impacted by macroeconomic conditions, including evolving tariff policies, particularly in our core energy and construction markets.”

“At NobelClad, a strong order backlog and the expected easing of customer-related delivery delays should drive higher shipment volumes and stronger financial results during the second half of the year.”

“The only caveat that would be, I think, specific to us, particularly amongst equipment providers, we have a pretty big European presence, and we're a little bit more influenced or impacted negatively when you can't get stuff to some of our Middle Eastern customers.”