DHI Group releases transcript of first-quarter 2026 earnings call

DHI Group, Inc.

DHI Group, Inc.

DHX

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  • DHI Group discussed fiscal Q1 2026 results on May 5, with President, CEO & Director Art Zeile and CFO Greg Schippers joined by analysts Gary Frank Prestopino, Maxwell Scott Michaelis, and Kevin D. Liu.
  • ClearanceJobs remained growth driver, with revenue up 5% to $14 million, bookings up 7% to $18 million, adjusted EBITDA margin 40%; management pointed to improved demand following passage of $1 trillion US defense budget, while noting a $500,000+ annual-spend customer did not renew but is expected to return in Q3 after a failed switch to smaller rival ClearedJobs.Net.
  • Point Solutions Group acquisition added $700,000 of Q1 revenue and bookings; guidance uplift implied about $6 million of revenue contribution over a 10-month period, with early progress cited in new subcontract relationships with prime contractors.
  • Dice showed early stabilization but no bookings recovery yet, with revenue down 17% to $15.7 million, bookings down 20% to $20.2 million; management flagged March tech job postings up 19% year over year as a leading indicator, with booking benefit expected to build through 2026.
  • Full-year revenue outlook set at $124 million-$128 million with adjusted EBITDA margin target 25%; Q1 free cash flow rose to $6.8 million, share repurchases totaled 2,000,000 shares for $4.7 million, with $6.4 million left on $10 million authorization.


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