DMC Global Gestione
Criteri Gestione verificati 1/4
DMC Global Il CEO è Jim O'Leary, nominato in Nov2024, e ha un mandato di 1.5 anni. la retribuzione annua totale è $ 5.62M, composta da 11.7% di stipendio e 88.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.94% delle azioni della società, per un valore di $ 1.42M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 2.8 anni.
Informazioni chiave
Jim O'Leary
Amministratore delegato
US$5.6m
Compenso totale
| Percentuale dello stipendio del CEO | 11.65% |
| Mandato del CEO | 1.5yrs |
| Proprietà del CEO | 0.9% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 2.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
BOOM: Tariff And Macro Headwinds Will Pressure Near Term Yet Preserve Rebound Potential
Analysts have reduced their price targets on DMC Global to a range of $7 to $10, citing weaker than expected Q4 results, a softer near term outlook, and macro and tariff pressures, while still highlighting balance sheet progress and product quality as potential offsets. Analyst Commentary Recent research points to a more cautious stance on DMC Global, with price targets brought down into a single digit range following weaker than expected Q4 results and a softer near term outlook.DMC Global: What To Make Of Its Recent 'Dead Cat Bounce'
Summary DMC Global (BOOM) was previously a special situation, with high potential upside thanks to activist involvement and management's then-pursuit of possible strategic alternatives such as asset sales. However, after a 18 months, the activists have left the scene, as macro challenges weigh on the company's performance. A potential rebound may not be fully priced-in, but there are substantial reasons why investors keep pricing shares at a discount. Sticking to the sidelines remains the best move for now. Read the full article on Seeking Alpha
BOOM: Balance Sheet Reset And Tariff Mitigation Will Drive Future Upside Potential
Analysts have trimmed their average price targets on DMC Global, with recent cuts such as Roth Capital moving from $12 to $10 and Stifel from $8 to $7. They cited weaker Q4 results, a softer near term outlook, and adjustments to longer term EBITDA forecasts, even as they highlight an improving balance sheet and ongoing product and international opportunities.BOOM: Softer Outlook And Tariff Pressures Will Set Up Rebound Potential
Analysts have lowered DMC Global's average price target to $7, reflecting weaker Q4 results, a softer near term outlook, and reduced 2026 to 2027 EBITDA forecasts, even as some still point to balance sheet improvement and product strength as potential longer term supports. Analyst Commentary Recent research updates highlight a more cautious tone around DMC Global, with reduced price targets and trimmed forecasts reflecting execution and growth risks after a challenging Q4 and a softer near term outlook.BOOM: Thinner Margins And Tariff Headwinds Will Set Up Rebound Potential
Analysts have cut the consolidated DMC Global price target to $7, down from $8, citing weaker than expected Q4 results, reduced EBITDA forecasts, and a soft near term outlook. They also note that balance sheet improvement and product strength at DynaEnergetics could help offset some of these pressures.BOOM: Tariff Mitigation And International Expansion Will Drive Future Upside Potential
Narrative Update on DMC Global The updated analyst price target for DMC Global has shifted from $12 to $10. This reflects analysts' response to weaker Q4 results, a softer near term outlook, trimmed 2026 to 2027 EBITDA forecasts, and ongoing tariff and macro pressures.
BOOM: Future P/E Re Rating Will Drive Upside Despite Weather Headwinds
Analysts have adjusted their price target on DMC Global to $9.00 from $10.25, citing updated assumptions regarding revenue growth, profit margins, and a higher future P/E multiple. What's in the News DMC Global issued earnings guidance for the first quarter of 2026, with expected sales in a range of $132 million to $138 million.DMC Global: What To Make Of This Special Situation
Summary In recent months, DMC Global has been on the radar of special situation investors. This is due to the industrial products company's decision to pursue strategic alternatives, as well as due to a recently reiterated takeover bid for the company from Steel Connect. However, upside isn't limited to just the $16.50 per share STCN is offering for the whole company. Given DMC Global's underlying value, and the potential for further activist activity, an eventual move to prices north of $20 per share is within reach. Read the full article on Seeking Alpha
Operational Efficiencies And Strategic Restructurings Poised To Propel Profit Margins And Global Expansion
Strategic improvements in operations and cost efficiency at Arcadia and DynaEnergetics highlight potential for enhanced profitability and market growth.DMC Global: Lots Of Upside If Macro Stabilizes
Summary DMC Global's stock is pressured due to their oil and gas exposure, debt risk, and macro sensitivity, which is reflective in year-over-year results. While DynaEnergetics is posting stable results, Arcadia's construction exposure is showing continued softness. While there are ample risks, most notably debt, considering that both segments have decent competitive positions, today's price offers upside should the macro stabilize. Read the full article on Seeking AlphaCapital Allocation Trends At DMC Global (NASDAQ:BOOM) Aren't Ideal
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...These 4 Measures Indicate That DMC Global (NASDAQ:BOOM) Is Using Debt Reasonably Well
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...DMC Global: End Market Pressure Takes A Toll On Margin (Rating Downgrade)
Summary DMC Global faces challenges including margin headwinds and declining operating margins in certain segments. BOOM plans to deleverage its balance sheet and introduce new products to improve margins. The company expects Q1 EBITDA to decrease, but international sales and new product production could offset headwinds in certain segments. Read the full article on Seeking AlphaRevenues Not Telling The Story For DMC Global Inc. (NASDAQ:BOOM)
It's not a stretch to say that DMC Global Inc.'s ( NASDAQ:BOOM ) price-to-sales (or "P/S") ratio of 0.5x right now...DMC Global (NASDAQ:BOOM) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$25m |
| Dec 31 2025 | US$6m | US$654k | -US$18m |
| Sep 30 2025 | n/a | n/a | -US$9m |
| Jun 30 2025 | n/a | n/a | -US$170m |
| Mar 31 2025 | n/a | n/a | -US$161m |
| Dec 31 2024 | US$4m | US$92k | -US$161m |
| Sep 30 2024 | n/a | n/a | -US$158m |
| Jun 30 2024 | n/a | n/a | US$13m |
| Mar 31 2024 | n/a | n/a | US$22m |
| Dec 31 2023 | US$71k | n/a | US$21m |
Compensazione vs Mercato: La retribuzione totale di Jim ($USD 5.62M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 1.59M ).
Compensazione vs guadagni: La retribuzione di Jim è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Jim O'Leary (62 yo)
Mr. James O'Leary, also known as Jim, is an Executive Chairman of the Board of DMC Global Inc. from October 16, 2024 and was its Independent Director from November 08, 2023 until October 16, 2024. He serve...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Executive Chairman of the Board | 1.5yrs | US$5.62m | 0.94% $ 1.4m | |
| Chief Financial Officer | 3.3yrs | US$1.56m | 0.49% $ 744.2k | |
| Chief Accounting Officer | 3.2yrs | US$667.86k | 0.11% $ 161.0k | |
| President & MD of DynaEnergetics | 13.3yrs | US$1.13m | 0.40% $ 607.9k | |
| President of Arcadia Products | 1.3yrs | US$2.02m | 2.78% $ 4.2m | |
| Vice President of Investor Relations & Corporate Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Human Resources | 3.3yrs | Nessun dato | Nessun dato | |
| President of NobelClad Europe SAS | 5.8yrs | US$692.25k | 0.10% $ 157.6k |
Gestione esperta: Il team dirigenziale di BOOM è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Executive Chairman of the Board | 2.5yrs | US$5.62m | 0.94% $ 1.4m | |
| Independent Director | 5.8yrs | US$273.99k | 0.24% $ 362.0k | |
| Independent Director | 5.6yrs | US$280.49k | 0.24% $ 359.7k | |
| Lead Independent Director | 2.8yrs | US$320.49k | 0.18% $ 266.6k | |
| Independent Director | 9.5yrs | US$268.99k | 0.30% $ 461.2k | |
| Independent Director | less than a year | US$99.08k | 0.047% $ 71.9k | |
| Independent Director | less than a year | US$149.14k | 0.071% $ 107.6k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di BOOM non è considerato esperto (durata media del mandato 2.8 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 22:21 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
DMC Global Inc. è coperta da 11 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Richard Ryan | Colliers Securities |
| Avinash Kant | D.A. Davidson & Co. |
| Yvonne Varano | Jefferies LLC |