DMC Global
BOOM
About: DMC Global Inc operates a diversified family of technical product and process businesses serving the energy, industrial and infrastructure markets. Its business is organized into three segments: Arcadia, DynaEnergetics, and NobelClad. Arcadia Products supplies architectural building products, including exterior and interior framing systems, windows, urtain walls, storefronts etc to the commercial construction market. NobelClad is involved in the production of explosion-welded clad metal plates for use in the construction of corrosion-resistant industrial processing equipment and specialized transition joints. DynaEnergetics driver, designs manufactures and distributes products utilized by the oil and gas industry principally for the perforation of oil and gas wells.
Employees: 1,600
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
193% more call options, than puts
Call options by funds: $278K | Put options by funds: $95K
14% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 37
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
1% more funds holding
Funds holding: 107 [Q1] → 108 (+1) [Q2]
0.46% less ownership
Funds ownership: 67.98% [Q1] → 67.52% (-0.46%) [Q2]
5% less capital invested
Capital invested by funds: $117M [Q1] → $112M (-$5.49M) [Q2]
Financial journalist opinion
