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DHI Group Inc (DE:32D)
FRANKFURT:32D
Germany Market
EarningsQ2 2026 Earnings Report

DHI Group (32D) Q2 2026 Earnings Report

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DE:32D Q2 2026 EPS Results

Actual EPS€0.05
Consensus EPS€0.03
Beat/MissBeat by +€0.02
One Year Ago EPS-€0.02

DE:32D Q2 2026 Revenue Results

Actual Revenue€27.92M
Expected Revenue€27.50M
Beat/MissBeat by +€414.18K
YoY Revenue Growth-2.14%

Earnings Announcement Details

QuarterQ2 2026
Date08/05/2026
TimeAfter Close
Conference CallWednesday, August 5, 2026
DE:32D Upcoming Earnings
DHI Group's next earnings date is estimated for November 4, 2026, based on past reporting schedules.

Q2 2026 Earnings Call Audio

DE:32D Q2 2026 Earnings Call
0:00 / 0:00

Q2 2026 Earnings Slide Deck

Q2 2026 Earnings Call Summary

Q2 2026
Earnings Call Date:Aug 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveys a cautiously optimistic outlook driven by strong, accelerating performance at ClearanceJobs (double-digit revenue and high bookings growth, rising ARPC and exceptional retention) and sustained profitability and cash generation across the company. These positives are tempered by continued weakness at Dice (mid-teens revenue and bookings declines, customer churn concentrated among smaller accounts), lower deferred revenue and backlog versus last year, and some margin pressure related to the PSG acquisition. Management emphasizes product innovation, AI-enabled capabilities, and a path to Dice recovery, while reiterating conservative guidance for 2026. On balance, the company appears financially stable with a clear growth engine in ClearanceJobs and a credible plan to stabilize and monetize Dice over time.
Company Guidance
Management guided full‑year 2026 revenue of $124–$128 million (Q3 revenue $30–$32 million), with ClearanceJobs and Dice each expected to contribute $62–$64 million for the full year and $15–$16 million in Q3; they expect ClearanceJobs bookings growth to accelerate in H2 while Dice’s year‑over‑year bookings decline should moderate (but Dice bookings growth is not expected to resume in 2026). Profitability targets include a full‑year adjusted EBITDA margin of ~25% for DHI, 40% for ClearanceJobs and 24% for Dice, with free cash flow targeted at or above 10% of revenues. Capital expenditures are forecast at $6–$7 million for the year; at quarter‑end leverage was 0.89x adjusted EBITDA with $3.8 million cash, $32 million total debt, and $4.5 million remaining on a $10 million share buyback authorization.
ClearanceJobs Strong Revenue and Bookings Growth
ClearanceJobs revenue $15.6M, up 14% year-over-year and up 11% sequentially; bookings $14.3M, up 24% year-over-year (7% organic growth excluding PSG acquisition).
ClearanceJobs Customer and Retention Strength
ClearanceJobs reached 2 million cleared candidate profiles; new business sales up ~75% year-over-year; pipeline at highest level in >5 years; revenue renewal rate 87% and retention rate 110%; average annual revenue per CJ recruitment package customer $28,255, up 9% year-over-year and 4% sequentially.
Product Innovation and Monetization Progress
Launched Dice Model Context Protocol (MCP) server enabling AI assistants to interact with Dice job data; introduced Dice self-service digital experience and CJ premium candidate subscription with accelerated subscriber growth after mobile launch; AgileATS adding customers and updated pricing.
Profitability and Cash Generation
Adjusted EBITDA $8.3M (27% margin), consistent with prior year margin; CJ adjusted EBITDA $6.0M (39% margin); Dice adjusted EBITDA $4.2M (26% margin). Operating cash flow $6.1M and free cash flow $4.5M for the quarter.
Improved Capital Allocation and Balance Sheet Actions
Repurchased ~700,000 shares under $10M authorization, diluted shares down 7% YoY to 42.1M; debt reduced to $32M (down $1M QoQ) with leverage 0.89x adjusted EBITDA; $4.5M remaining on repurchase program.
Positive Market Signals for Dice
New technology job postings increased ~30% year-over-year in Q2; ~75% of new tech postings require at least one AI-related skill (vs ~38% a year ago), supporting long-term demand for skills-based matching on Dice.
Full-Year Guidance and Profitability Targets
Full-year revenue guidance $124M–$128M; Q3 revenue $30M–$32M; company targets full-year adjusted EBITDA margin ~25%, ClearanceJobs margin target 40%, Dice margin target raised to 24%; free cash flow target averaging at/above 10% of revenues.
Successful Integration of Point Solutions Group
PSG acquisition contributed approximately $2M of revenue and bookings in the quarter and drove sequential revenue growth for the business unit.

DE:32D Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Nov 04, 2026
2026 (Q3)
0.04 / -
-0.089―
2026 (Q2)
0.03 / 0.05
-0.018400.00% (+0.07)
2026 (Q1)
0.01 / 0.04
-0.187119.05% (+0.22)
2025 (Q4)
0.03 / 0.03
0.01850.00% (<+0.01)
2025 (Q3)
0.04 / -0.09
0―
Aug 06, 2025
2025 (Q2)
<0.01 / -0.02
0.018-200.00% (-0.04)
2025 (Q1)
-0.02 / -0.19
-0.027-600.00% (-0.16)
2024 (Q4)
0.00 / 0.02
0.045-60.00% (-0.03)
2024 (Q3)
<0.01 / 0.00
0.018―
2024 (Q2)
0.01 / 0.02
0―
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed