Jun 2026 (Q2 FY26) — Jul 29, 2026
DMC Global Q2 FY26 — Arcadia's Operational Turnaround Drives Stronger Consolidated Results
Read the full callDMC Global earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 157 | +0.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 3.3 | +0.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 0.51 | +337.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $7.25 on 17 Oct 2025 → $5.29. High $8.97 (29 Jan 2026), low $4.73 (13 Mar 2026).
Overview
Call summaries
DMC Global Q2 FY26 — Arcadia's Operational Turnaround Drives Stronger Consolidated Results
Read the full callEvery analysed call
Financials
Net profit, year on year: +337% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 152 | 152 | 159 | 155 | 152 | 144 | 136 | 157 |
| Operating profit | -149 | -1 | 7 | 4 | 1 | -11 | -4 | 5 |
| Operating margin | −97.7% | −0.5% | 4.1% | 2.5% | 0.4% | −7.8% | −3.0% | 3.3% |
| Interest | 2 | 2 | 2 | 2 | 2 | 1 | 1 | 1 |
| Profit before tax | -152 | -2 | 5 | 2 | -1 | -13 | -6 | 4 |
| Tax rate | −5.2% | 53.2% | 59.5% | 81.5% | −52.6% | 6.3% | −21.9% | 49.0% |
| Net profit | -101 | 0 | 1 | 0 | -3 | -11 | -6 | 1 |
| EPS ($ per share) | -8.27 | — | 0.04 | 0.24 | -0.10 | — | -0.34 | 0.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 89 | 119 | 116 | 111 | 125 | 147 | 0 | -13 |
| Total liabilities | 106 | 105 | 83 | 307 | 311 | 286 | 233 | 207 |
| Fixed assets | 95 | 108 | 109 | 122 | 129 | 129 | 129 | 127 |
| Investments | — | 0 | 26 | 0 | 0 | 13 | 0 | — |
| Total assets | 240 | 277 | 280 | 864 | 879 | 884 | 671 | 636 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 28 | 65 | 30 | -13 | 45 | 66 | 47 | 54 |
| Cash from investing | -45 | -26 | -40 | -268 | -21 | -28 | -4 | -7 |
| Cash from financing | 22 | -31 | 17 | 283 | -29 | -33 | -60 | -29 |
| Net cash flow | 4 | 7 | 8 | 3 | -6 | 6 | -17 | 18 |
| Capital expenditure | -45 | -27 | -14 | -9 | -19 | -16 | -17 | -17 |
| Free cash flow | -17 | 37 | 17 | -21 | 26 | 50 | 29 | 37 |
26 filings between Nov 1, 2025 and Jul 1, 2026.
Purchases
None
No insider bought shares.
Sales
$111.0K
2 sales by 1 insider
Also filed: 1 disposition to issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Schladen James | — | $111.0K | Dec 3, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jul 1, 2026 | OLEARY JAMES Exec. Chair, President & CEO | Disposition to issuer | 72,040 | $451.0K |
| Jul 1, 2026 | OLEARY JAMES Exec. Chair, President & CEO | Option exercise | 72,040 | $0 |
| May 28, 2026 | Seger Brett A. Chief Accounting Officer | Tax withheld | 230 | $1.6K |
| May 13, 2026 | Dreessen Ruth Director | Award | 16,937 | $0 |
| May 13, 2026 | Spurlin Sharon Director | Award | 16,937 | $0 |
| May 13, 2026 | SANANIKONE OUMA Director | Award | 16,937 | $0 |
| May 13, 2026 | Doubman John R Director | Award | 16,937 | $0 |
| May 13, 2026 | Kelly Michael Aaron Director | Award | 16,937 | $0 |
| May 13, 2026 | Walter Eric V. Chief Financial Officer | Tax withheld | 11,427 | $85.8K |
| Mar 14, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 3,541 | $0 |
| Mar 14, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 1,569 | $7.4K |
| Mar 14, 2026 | Nobili Antoine President of NobelClad | Option exercise | 904 | $0 |
| Mar 14, 2026 | Walter Eric V. Chief Financial Officer | Tax withheld | 2,272 | $10.7K |
| Mar 14, 2026 | Seger Brett A. Chief Accounting Officer | Tax withheld | 1,595 | $7.5K |
| Feb 28, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 1,978 | $11.7K |
| Feb 28, 2026 | Walter Eric V. Chief Financial Officer | Tax withheld | 2,921 | $17.2K |
| Feb 28, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 4,464 | $0 |
| Feb 28, 2026 | Nobili Antoine President of NobelClad | Option exercise | 2,304 | $0 |
| Feb 26, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 3,761 | $24.0K |
| Feb 26, 2026 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 8,486 | $0 |
| Feb 26, 2026 | Walter Eric V. Chief Financial Officer | Tax withheld | 6,407 | $40.9K |
| Feb 26, 2026 | Seger Brett A. Chief Accounting Officer | Tax withheld | 1,212 | $7.7K |
| Feb 3, 2026 | Schladen James President of Arcadia | Tax withheld | 8,053 | $68.8K |
| Dec 3, 2025 | Schladen James President of Arcadia | Sale | 17,718 | $106.3K |
| Dec 2, 2025 | Schladen James President of Arcadia | Sale | 782 | $4.7K |
| Nov 1, 2025 | OLEARY JAMES Exec. Chair, President & CEO | Tax withheld | 64,818 | $522.4K |
| Sep 25, 2025 | Spurlin Sharon Director | Award | 9,659 | $0 |
| Aug 8, 2025 | OLEARY JAMES Exec. Chair, President & CEO | Purchase | 39,798 | $236.8K |
| Jun 25, 2025 | Doubman John R Director | Award | 14,459 | $0 |
| May 28, 2025 | Seger Brett A. Chief Accounting Officer | Tax withheld | 233 | $1.6K |
| Mar 14, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 1,682 | $13.5K |
| Mar 14, 2025 | Walter Eric V. Chief Financial Officer | Tax withheld | 2,273 | $18.2K |
| Mar 14, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Tax withheld | 1,205 | $9.6K |
| Mar 14, 2025 | Seger Brett A. Chief Accounting Officer | Tax withheld | 1,379 | $11.0K |
| Mar 14, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 3,541 | $0 |
| Mar 14, 2025 | Nobili Antoine President of NobelClad | Option exercise | 1,810 | $0 |
| Mar 9, 2025 | Seger Brett A. Chief Accounting Officer | Tax withheld | 399 | $3.3K |
| Mar 2, 2025 | Schladen James President of Arcadia | Tax withheld | 998 | $8.5K |
| Mar 2, 2025 | Schladen James President of Arcadia | Option exercise | 2,429 | $0 |
| Mar 2, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 1,534 | $13.0K |
| Mar 2, 2025 | Nobili Antoine President of NobelClad | Option exercise | 615 | $0 |
| Mar 2, 2025 | Nobili Antoine President of NobelClad | Option exercise | 922 | $0 |
| Mar 2, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Option exercise | 3,230 | $0 |
| Mar 2, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Tax withheld | 1,597 | $13.5K |
| Mar 2, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Tax withheld | 1,064 | $9.0K |
| Mar 2, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 2,153 | $0 |
| Mar 2, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Tax withheld | 1,023 | $8.7K |
| Mar 2, 2025 | Grieves Ian Pres & Mng Dir, DynaEnergetics | Option exercise | 3,230 | $0 |
| Mar 1, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Option exercise | 319 | $0 |
| Mar 1, 2025 | SHEPSTON MICHELLE H Chief Legal Officer | Tax withheld | 133 | $1.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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