DHI Group Inc (DHX)
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-09-04
$4.52-1.31%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologyStaffing & Employment ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · DHX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to deliver and raise Adjusted EBITDA margin guidance for DHI and its segments, focusing on margin expansion and profitability.
Stated as a priority in 3 of last 3 quarters. Management reaffirmed full-year Adjusted EBITDA margin guidance for DHI at 25% in 2026-Q1 and 2026-Q2, with ClearanceJobs at 40% and raised Dice margin guidance from 22% to 24% in 2026-Q2. The trajectory shows delivering margin expansion and maintaining profitability as committed.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reaffirms full-year revenue guidance and raises Dice margin outlook to 24% from 22%.”
“We are reaffirming our 2026 fiscal year Adjusted EBITDA margin guidance for DHI of 25% with ClearanceJobs at 40% and Dice at 22%.”
“We are raising our full-year Adjusted EBITDA margin guidance to 27%.”
Focus on growing ClearanceJobs revenue and bookings while maintaining high profitability and Adjusted EBITDA margins.
Stated as a priority in 2 of last 2 quarters. ClearanceJobs revenue grew from $14.0M in 2026-Q1 to $15.6M in 2026-Q2 (+14% YoY), bookings increased 24% YoY in 2026-Q2, and Adjusted EBITDA margin remained high at 39%. Management is delivering growth and strong profitability in this segment.
“ClearanceJobs revenue was $15.6 million, up 14%. Bookings up 24%. Adjusted EBITDA margin 39%.”
“ClearanceJobs revenue was $14.0 million, up 5%. Bookings up 7%. Adjusted EBITDA margin 40%.”
Address Dice revenue softness while improving Adjusted EBITDA margin through disciplined expense management and product innovation.
Stated as a priority in 2 of last 2 quarters. Dice revenue declined from $15.7M in 2026-Q1 to $15.8M in 2026-Q2, down 14% YoY, but Adjusted EBITDA margin improved from 23% to 26% in 2026-Q2. Management is balancing revenue softness with margin improvement through disciplined expense management.
“Dice revenue was $15.8 million, down 14%. Adjusted EBITDA margin improved to 26%.”
“Dice revenue was $15.7 million, down 17%. Adjusted EBITDA margin was 28%.”
Maintain financial flexibility by generating cash flow and repurchasing shares under a disciplined capital allocation strategy.
Stated as a priority in 2 of last 2 quarters. The company repurchased 2.0 million shares for $4.7M in 2026-Q1 and 0.7 million shares for $2.0M in 2026-Q2, while generating free cash flow of $6.8M and $4.5M respectively. Management is delivering disciplined capital allocation with strong cash generation.
“Repurchased 0.7 million shares for $2.0 million under share repurchase program.”
“Repurchased 2.0 million shares for $4.7 million under share repurchase program.”
Pursue acquisitions such as Point Solutions Group to enhance the ClearanceJobs platform and drive growth.
Stated as a priority in 2 of last 2 quarters. Management emphasized that acquisitions of Point Solutions Group and AgileATS are performing ahead of expectations and expanding the ClearanceJobs platform. This reflects ongoing execution of strategic M&A to drive growth.
“Point Solutions Group exceeded expectations, expanding strategic value of ClearanceJobs platform.”
“Recent acquisitions, Point Solutions Group and AgileATS, are performing ahead of expectations.”
Over the trailing year it converted -2.84x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.