operating margin
23–23 pct
FY 2019
official guidance
DHI GROUP, INC.
Last · NYSE$4.80-0.30 (-5.88%)stale · yahoo · 56h ago
Market cap$208.44M43.4M sh
P/E · TTM160fwd 21.3 · eps 0.03
Beta1.24vs S&P 500
Div yield0.00%annual · TTM
52w range
$1.44$5.19
Volume243.9Ksession
| Revenue | $127.8M |
|---|---|
| Operating income | $-11.4M |
| Net income | $-13.5M |
| Free cash flow | $13.8M |
| Operating margin | -8.9% |
| Net margin | -10.6% |
| Return on equity | -14.3% |
| Period | 2025 |
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OpenFilings analyst
Our analyst
Agentic read of the latest earnings call — recommendation updates when we process a new transcript. Research synthesis, not investment advice.
Strong BuyBuyHoldSellStrong Sell
Wait for clear Dice growth and evidence that product investments are translating into faster revenue growth.
Hold: DHI showed early stabilization, but the recovery is not yet investable.
Tech-focused revenue rose 2% year over year to $37.4 million, Dice declined 1% to $23.2 million, and ClearanceJobs grew 17% to $6.0 million; however, management only expects modest second-half growth and Dice to turn positive in Q4. The bull case is improving retention, higher-value customers, product upgrades, and 24% Q2 adjusted EBITDA margin, while the key tension is whether increased sales, engineering, and marketing spending can overcome North American competition and produce sustained growth.
Themes
- Dice Stabilization
- Clearancejobs Growth
- Efinancialcareers
- Competitive Challenges
- Sales Investment
- Performance Pricing
Near term
Dice’s expected return to positive year-over-year growth in Q4 is the key near-term execution test.
Second-half adjusted EBITDA margin is expected to hold near 23% as hiring and marketing investment increases.
Brexit-related uncertainty could pressure eFinancialCareers’ UK business, though Asia-Pacific growth is helping offset weakness.
Performance-based pay-per-view pricing is early but reportedly retaining converted customers at over 100%; revenue contribution remains unquantified.
Longer term
Dice represents roughly two-thirds of revenue, with more than 90% recurring and 6,100 recruitment-package customers; sustained stabilization would materially improve the investment case.
ClearanceJobs is the strongest growth and product platform, with 17% revenue growth and six government-agency pilots that could expand a historically negligible government revenue stream.
The strategy depends on successfully transferring ClearanceJobs features to Dice and eFinancialCareers and building a new direct-sales organization; neither has yet demonstrated scaled growth.
Higher-value customer focus is encouraging: Dice renewal rates improved to 70% by customer count and 80% by revenue, while average monthly revenue per recruitment-package customer reached $1,130.
Red flags
The analyst explicitly raised competitive challenges in North America for eFinancialCareers; management attributed the weakness partly to the platform being newer there but did not quantify market-share, customer, or revenue losses.
Management repeatedly described growth as a future outcome of product and sales investments, but current core growth remains only 2% and Dice is still down year over year.
The 23% second-half EBITDA margin depends on controlling incremental product, engineering, sales, and marketing investment; Q2’s 24% margin benefited partly from hiring timing.
Government pilots and performance-based pricing were presented positively, but their potential revenue scale and conversion timing remain unquantified.
Forward outlook
Recommendation history
OpenFilings analyst view from primary-source filings and earnings calls — not investment advice.
From latest 10-K · 2026-02-12
- Net Margin Sharply Negative
- Current Ratio Low
Red flags
- Net Margin Sharply Negative — Net margin -10.6%
- Current Ratio Low — Current ratio 0.44
Upcoming earnings
9:00 PM UTC+1
Period
Sep 2026
Est. EPS
$0.06
Est. revenue
31.3M
Earnings transcripts
- Motley Fool
DHI Group (DHX) Q2 2026 Earnings Call Transcript
DHI GROUP, INC.
- Issuer webcast
Q2 2026 earnings call transcript
DHI GROUP, INC.
- Issuer IR
Q2 2026 earnings call transcript
DHI GROUP, INC.
- Issuer IR
Q1 2026 earnings call transcript
DHI GROUP, INC.
- Issuer webcast
Q1 2026 earnings call transcript
DHI GROUP, INC.
- Issuer IR
Q4 2025 earnings call transcript
DHI GROUP, INC.
Documents
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