DHI Group, Inc. (DHX) Earnings
DHI Group, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.07. DHX has beaten EPS estimates in 11 of its last 12 reported quarters (average surprise +136.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.04 | $0.08 | +100.0% | $30M | +2.2% |
| Feb 4, 2026 | $0.08 | $0.09 | +12.5% | $31M | +8.1% |
| May 7, 2025 | $0.01 | $0.04 | +300.0% | $32M | +0.2% |
| Feb 5, 2025 | $0.03 | $0.07 | +133.3% | $35M | +3.1% |
| Feb 7, 2024 | $0.04 | $0.04 | +0.0% | $37M | +4.2% |
| Nov 1, 2023 | $0.03 | $0.03 | +12.5% | $37M | -2.8% |
| Aug 2, 2023 | $0.01 | $0.02 | +199.9% | $39M | -0.4% |
| May 10, 2023 | $0.00 | $0.01 | +159.7% | $39M | +3.1% |
| Feb 7, 2023 | $0.00 | $0.01 | +900.0% | $40M | +2.1% |
| Nov 2, 2022 | $-0.01 | $0.02 | +300.0% | $39M | +3.0% |
| Aug 3, 2022 | $0.00 | $0.01 | +200.3% | $37M | +4.1% |
| May 4, 2022 | $0.00 | $0.01 | +400.0% | $34M | +5.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- DHI helps employers connect with tech professionals via Clearance Jobs and DICE. Clearance Jobs is leading in cleared tech professionals, with 2 million candidates. Acquired PSG and seeing early results. Agile ATS making progress. Premium candidate subscription on Clearance Jobs has good adoption. DICE seeing signs of stabilization in tech hiring market, AI driving demand for tech talent. - Operating expenses decreased $15.0 million or 36% to $26.6 million. Net income was $1.5 million, or 4 cents per diluted share. Adjusted EBITDA was $8.1 million, margin of 27%. Operating cash flow was $8.4 million, free cash flow was $6.8 million.
Guidance
- Expect Clearance Jobs bookings to grow in 2026. Don't anticipate DICE bookings growth until tech hiring improves. Full-year HR revenue expected $124 - $128 million. Second quarter revenue expected $30 - $32 million. CJ full-year revenue expected $62 - $64 million, second quarter $15 - $16 million. DICE full-year revenue expected $62 - $64 million, second quarter $15 - $16 million. Target full-year adjusted EBITDA margin for DHI of 25%, 40% for CJ, 22% for DICE. Focus on long-term sustainable and profitable revenue growth and strong free cash flow.
Segment performance
Clearance Jobs: Revenue was $14.0 million, up 5% year-over-year; bookings were $18.0 million, up 7% year-over-year. Adjusted EBITDA margin was 40%. Ended Q1 with 1,741 recruitment package customers. Revenue renewal rate was 88%, retention rate was 105%. PSG acquisition contributed $700,000 of revenue and bookings. DICE: Revenue was $15.7 million, down 17% year-over-year and 10% sequentially; bookings were $20.2 million, down 20% year-over-year. Ended Q1 with 3,832 recruitment package customers. Revenue renewal rate was 71%, retention rate was 100%. Average annual revenue per DICE recruitment package customer was $15,466. Deferred revenue was $44.5 million, total committed contract backlog was $99.0 million.
Analyst Q&A
Q: What were the capitalized development costs in the quarter?
A: $1.6 million.
Q: Is the increase in revenue range at CJ really entirely the reason for the revenue increase or are they performing better than expected from start of year?
A: Purely related to revenue from PSG.
Q: DICE retention increased to 100% from 92%, is that a good leading indicator?
A: Reading is correct, seeing stabilization in demand.
Q: Why haven't seen uptick in bookings from CompTIA job postings?
A: Historical pattern of customers, contracts start in every month, crescendo in Dec and Jan.
Q: How are acquisitions performing, especially PSG?
A: Agile ATS bookings and revenue performing better than expected, PSG too early to tell but established new relationships.
Q: Active pipeline for acquisitions in defense-adjacent landscape?
A: View CJ as platform, have trusted relationships, view to additional tuck-in acquisitions.
Q: Exposure to DHS and recent funding approval?
A: Larger customer CISA didn't renew last year, but believe they will hire again.
Q: Contribution from PSG to revenue line in Q2 and full year?
A: Uplifted guidance by approx $6 million for full year.
Q: Timing of investing more in sales or marketing?
A: Conservative, assessing real time, more investment in sales and marketing for Clearance Jobs as demand signals, additional marketing investment for Dice.