DHI Group (NYSE:DHX) Announces Quarterly Earnings Results, Beats Estimates By $0.06 EPS

Key Points

• DHI Group beat quarterly estimates: EPS was $0.10, $0.06 above consensus, while revenue of $32.24 million topped the $31.13 million estimate.
• Performance diverged by business: ClearanceJobs revenue grew 18% and bookings rose 32% year over year, while Dice revenue fell 13% and bookings declined 9%; management expects Dice pressure to continue through 2026.
• Cash flow improved, but margins weakened: Free cash flow increased to $5.3 million from $3.2 million a year earlier, while adjusted EBITDA margin fell to 28% from 32%. DHI narrowed its 2026 revenue outlook and raised its adjusted EBITDA margin target.

DHI Group (NYSE:DHX - Get Free Report) posted its quarterly earnings results on Wednesday. The technology company reported $0.10 earnings per share for the quarter, topping analysts' consensus estimates of $0.04 by $0.06, FiscalAI reports. The company had revenue of $32.24 million for the quarter, compared to the consensus estimate of $31.13 million. DHI Group had a net margin of 0.97% and a return on equity of 13.01%.

Here are the key takeaways from DHI Group's conference call:

• ClearanceJobs accelerated: Revenue grew 18% and bookings rose 32% year over year, including 15% core bookings growth excluding Point Solutions Group. Management said core bookings typically convert to revenue in about six months, supporting an outlook for continued growth.
• Dice remains under pressure: Revenue fell 13%, bookings declined 9%, and recruitment-package customers were down 19% year over year as renewals and customer count remained weak. The bookings decline narrowed from prior quarters and new-business bookings grew, but management expects pressure to continue through the rest of 2026.
• Profitability and cash flow showed mixed trends: Adjusted EBITDA was $8.9 million, with margin declining to 28% from 32% a year ago, while free cash flow rose to $5.3 million from $3.2 million. The company used cash to reduce debt by $2 million and repurchase $3.8 million of shares.
• Full-year outlook was mixed: DHI narrowed its 2026 revenue guidance to $124 million–$126 million from $124 million–$128 million, while raising its adjusted EBITDA margin target to 26% from 25%. Management expects ClearanceJobs bookings growth to continue but said Dice bookings will likely remain pressured for the rest of the year.

DHI Group Trading Down 5.9%

NYSE DHX traded down $0.29 during mid-day trading on Wednesday, hitting $4.62. The company's stock had a trading volume of 253,407 shares, compared to its average volume of 213,642. DHI Group has a 52-week low of $1.44 and a 52-week high of $5.19. The stock's fifty day simple moving average is $4.70 and its two-hundred day simple moving average is $3.54. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.44 and a quick ratio of 0.44. The firm has a market capitalization of $200.69 million, a P/E ratio of 17.54 and a beta of 1.29.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on DHX. Weiss Ratings raised shares of DHI Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Thursday, October 8th. Lake Street Capital raised DHI Group from a "hold" rating to a "buy" rating and set a $5.00 target price on the stock in a research report on Thursday, August 6th. B. Riley Financial lifted their target price on DHI Group from $4.50 to $5.25 and gave the company a "buy" rating in a report on Thursday, August 6th. Finally, Zacks Research downgraded DHI Group from a "strong-buy" rating to a "hold" rating in a research report on Thursday, August 6th. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $6.75.

DHI Group Company Profile

DHI Group, Inc NYSE: DHX is a provider of specialized career marketplaces and recruiting solutions. The company connects employers with highly skilled professionals, with a primary focus on technology and security-cleared talent.

Its principal brands include Dice, a career platform serving technology professionals and employers, and ClearanceJobs, a marketplace focused on professionals who hold or are eligible for U.S. government security clearances. The company's services include job postings, candidate sourcing, recruitment advertising, employer branding, and related data and analytics tools.

DHI Group was formerly known as Dice Holdings and adopted its current name in 2015.

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