Overview
AI-powered career marketplace's Q4 revenue beat analyst expectations despite a 10% decline
Company repurchased 2.9 mln shares for $5.2 mln in Q4
Company launches new $10 mln share repurchase program effective through February 2027
Outlook
DHI Group expects Q1 2026 revenue between $28M and $30M
Company targets FY 2026 revenue of $118M to $122M
DHI Group aims for 2026 Adjusted EBITDA margin of 25%
Result Drivers
CLEARANCEJOBS GROWTH - ClearanceJobs revenue and bookings increased, driven by defense hiring trends and strategic platform expansions
DICE CHALLENGES - Dice revenue and bookings declined due to a challenging commercial tech hiring environment
STRONG MARGINS - Company maintained strong margins and recurring revenue, supporting long-term growth strategies
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $31.38 mln | $30.36 mln (3 Analysts) |
Q4 EPS | $0.03 | ||
Q4 Net Income | $1.35 mln | ||
Q4 Adjusted EBITDA | $9.4 mln | ||
Q4 Adjusted EBITDA Margin | 30.00% | ||
Q4 Operating income | $3.66 mln | ||
Q4 Pretax Profit | $2.15 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the employment services peer group is "buy"
Wall Street's median 12-month price target for DHI Group Inc is $3.88, about 129.3% above its February 3 closing price of $1.69
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nBw8bflB3a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)