DMC Global (BOOM)
Operating specialized manufacturers across construction, energy, and industrial-processing markets.
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The portfolio combines Arcadia Products’ architectural systems with DynaEnergetics’ oil-and-gas perforating equipment and NobelClad’s explosion-welded clad metals. Its businesses span construction, energy completion activity, and industrial capital projects.
Specialized manufacturing businesses operate across construction, oil-and-gas, and industrial-processing end markets. Arcadia Products sells architectural framing systems, windows, curtain walls, storefronts, doors, and interior partitions for commercial construction, alongside customized windows and doors for high-end residential construction.
DynaEnergetics supplies perforating systems and related hardware for the global oil-and-gas industry. NobelClad produces explosion-welded clad metal plates used in corrosion-resistant pressure vessels and heat exchangers for industrial processing, energy, transportation, and other applications.
The portfolio depends on construction conditions, oil-and-gas completion activity, and industrial capital projects. Arcadia is a controlled business with a potential path to DMC’s acquisition of the remaining minority interest.
Company facts
Target rangeAs of Sep 2, 2026
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Stifel Nicolaus | Target | $8.50 | $8 | ||
| Nov 20, 2024 | Stifel | Downgrade | Buy | Hold |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $28.6M · Total debt $59.1M · Total assets $649.6M · Shareholders' equity $237.4M
- Revenue
- $157.0M
- Operating income
- $5.2M
- Net income
- $2.0M
No dividends on record.
| Institutions127 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | ≈ 69.66% | 14.31M shares | |
| Insiders14 holders · as of Jul 6, 2026 | 6.72% | 1.38M shares | |
| Otherremainder | ≈ 23.62% | 4.85M shares |
20.54M company shares as of Sep 3, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Brown Capital Management, LLCInstitution | 11.02% | 2.26M | 13G/Afiled Feb 14, 2022 ↗ |
Wasatch Advisors, Inc.Institution | 8.05% | 1.65M | 13D/Gfiled May 10, 2021 ↗ |
Ameriprise Financial IncInstitution | 6.48% | 1.33M | 13Fas of Jun 30, 2026 |
Cooke & Bieler L.P.Institution | 5.99% | 1.23M | 13D/Gfiled Feb 11, 2022 ↗ |
Steel Partners Holdings L.P.Institution | 5.39% | 1.11M | 13Fas of Jun 30, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 3, 2025 | James Schladen | officer: President of Arcadia | −17,718 | $6.00 |
| Dec 2, 2025 | James Schladen | officer: President of Arcadia | −782 | $6.00 |
- Oil States International
Direct overlap in oil-and-gas perforation systems and downhole tools
- Apogee Enterprises
Aluminum windows, curtainwall, storefront and entrance systems
- Halliburton
Integrated plug-and-perforating automation for unconventional completions
- JELD-WEN
Windows and exterior doors for construction and renovation
- ATI
Corrosion-resistant alloy alternatives for heat-exchanger applications
ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| DMC Global | $6.76 | −1.17% | $140.5M | — | 22.1 | 0.2 | +0.9% |
| Oil States International | $8.88 | −0.84% | $539.3M | — | 16.1 | 0.9 | −5.3% |
| Apogee Enterprises | $38.06 | +1.25% | $794.2M | 11.9 | 12.7 | 0.6 | −1.1% |
| Halliburton | $37.82 | +0.50% | $31.44B | 19.7 | 14.8 | 1.4 | +3.7% |
| JELD-WEN | $2.31 | +0.22% | $199.0M | — | — | 0.1 | −0.7% |
| ATI | $202.98 | +0.61% | $27.52B | 59.1 | 35.5 | 5.8 | +10.6% |
| Median | 19.7 | 15.5 | 0.9 | −0.7% |