Dhi Group, Inc. (DHX) · Nov 4, 2026 · Earnings

DHI Group earnings beat, but lower revenue ceiling clouds outlook

In line — Revenue $32.24M vs ~$31.13M consensus; GAAP EPS $0.06 vs ~$0.08 consensus

DHI Group earnings show ClearanceJobs accelerating and cash flow improving, but Dice remains weak and full-year revenue guidance narrows lower.

DHI is rebuilding around two specialized talent marketplaces: ClearanceJobs is benefiting from defense and cleared-tech demand, while Dice is being modernized for AI-driven technology hiring but remains under pressure from weak enterprise recruiting budgets. That split was already visible in the second-quarter release, which showed strong ClearanceJobs growth, declining Dice revenue, and a higher Dice margin outlook.

The quarter was operationally mixed, not a clean beat. Revenue of $32.24 million exceeded the published ~$31.13 million consensus, while GAAP diluted EPS of $0.06 was below the roughly $0.08 expectation; non-GAAP EPS of $0.10 was better than the consensus comparison. ClearanceJobs delivered the real upside, with revenue up 18% and bookings up 32%, while Dice revenue fell 13%.

	Q3 2026	Q3 2025	Consensus
Revenue (Financial Highlights)	$32.24M (+0.4%)	$32.12M	~$31.13M
GAAP diluted EPS (Income Statement)	$0.06	$(0.10)	~$0.08
Non-GAAP EPS (Non-GAAP EPS)	$0.10 (+11%)	$0.09	~$0.08
ClearanceJobs revenue (Revenue)	$16.51M (+18%)	$13.94M
Dice revenue (Revenue)	$15.73M (-13%)	$18.19M
Adjusted EBITDA (Financial Highlights)	$8.91M (-13%)	$10.27M
Free cash flow (Free Cash Flow)	$5.31M (+67%)	$3.17M

ClearanceJobs is now the growth engine, with unusually strong leading indicators. Its bookings rose 32% year over year, new-business bookings reached a record for the platform, and revenue renewal improved to 93% from 85%. That is more meaningful than the headline revenue beat because bookings are the committed demand that should convert into revenue over the next 12 months.

Dice is stabilizing, but has not yet returned to growth. Its bookings decline narrowed to 9% from 14% in the second quarter, and customer economics held up better on revenue per recruitment package customer, but Dice revenue still fell 13% and renewal rates weakened to 67% on revenue and 58% on customer count. The recovery remains a work in progress rather than a completed turnaround.

The guidance change improves profitability expectations while quietly lowering the sales ceiling. Full-year DHI Adjusted EBITDA margin guidance rose to 26% from 25%, and Dice rose to 25% from 24%, but full-year revenue guidance narrowed from $124–$128 million to $124–$126 million. That combination says management expects better cost control and mix, not a stronger top-line recovery; backlog was also down 12% from year-end and 7% year over year.

Cash generation gives the transition room to continue. Operating cash flow rose 51% to $7.2 million and free cash flow rose 67% to $5.3 million, allowing DHI to repay $2 million of debt and repurchase about $3.8 million of stock during the quarter. That supports the balance sheet, although Adjusted EBITDA declined 13% and cash remained modest at $3.2 million.

Bottom line: DHI is making real progress where it matters most—ClearanceJobs—and converting earnings into cash, but Dice is still shrinking and the lower revenue ceiling limits the upside. This advances the turnaround modestly, without rewriting the company’s overall story.

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

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DHI Group earnings beat, but lower revenue ceiling clouds outlook

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