DMC Global Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
2analysts covering
FY Revenue (est.)
$593Mnext fiscal year
Monitoring Framework
Key Performance Indicators
NobelClad Order Backlog Quarterly70.3MTarget: Maintain upward trajectory to support long-term industrial infrastructure demand
Consolidated Net Sales Quarterly135.6MTarget: 148000000 to 158000000
Adjusted EBITDA Attributable to DMC Quarterly3.9MTarget: 6000000 to 8000000
Watch Items
- Arcadia Products 40% Minority Interest Put OptionTrigger: September 6, 2026 (Earliest exercise date)Action: Monitor leverage ratios and utilize the amended credit facility (allowing up to 3.5x leverage) or preferred stock issuance to fund the potential cash buyout.
- Aluminum Input Costs for Arcadia ProductsTrigger: 64% year-over-year and 16% sequential increase in Q1 2026Action: Track pricing adjustments, raw material hedging, and margin recovery strategies to offset multi-year high aluminum costs.
- DynaEnergetics North American Well Completion ActivityTrigger: Pricing pressure and lower unit sales in North American onshore marketAction: Evaluate the adoption rate of the next-generation DynaStage perforating system and monitor the completion of phase two automation at the Texas manufacturing center.
Research as of 19 Jun 2026