BOOM
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Oct 27, 2026 AMC | 3Q2026 | $0.12 | $0.48 | +$0.36 (>+100%) beat | $172.8B | +44.5% +44.1 vs SPY | +23.7% | — |
| Jul 29, 2026 AMC | 2Q2026 | −$0.12 | $0.04 | +$0.17 (>+100%) beat | $157.0M | +15.5% +13.8 vs SPY | +29.1% | +34.3% |
| Apr 30, 2026 Intraday | 1Q2026 | −$0.33 | −$0.28 | +$0.04 (+13.8%) beat | $135.6M | -1.8% -2.7 vs SPY | -1.3% | +17.5% |
| Feb 23, 2026 AMC | 4Q2025 | −$0.12 | −$0.50 | −$0.38 (<−100%) miss | $143.5M | -33.0% -33.7 vs SPY | -16.9% | -32.6% |
| Nov 4, 2025 AMC | $0.03 | −$0.08 | −$0.11 miss | — | -18.6% -19.0 vs SPY | -5.3% | -20.3% | |
| Aug 5, 2025 AMC | $0.06 | $0.12 | +$0.06 beat | — | -18.8% -19.6 vs SPY | -8.4% | -24.8% | |
| May 1, 2025 AMC | −$0.08 | $0.11 | +$0.19 beat | — | +14.4% +12.9 vs SPY | +9.8% | +5.7% | |
| Feb 24, 2025 AMC | −$0.29 | $0.09 | +$0.38 (>+100%) beat | — | +9.0% +9.5 vs SPY | +12.4% | -1.4% | |
| Nov 4, 2024 AMC | $0.02 | −$0.49 | −$0.51 miss | — | -6.0% -7.2 vs SPY | -11.6% | -8.2% | |
| Aug 1, 2024 AMC | $0.16 | $0.29 | +$0.13 (+81.2%) beat | — | +0.3% +2.2 vs SPY | +0.8% | -7.5% | |
| May 2, 2024 AMC | $0.22 | $0.21 | −$0.01 (−4.5%) miss | — | -16.8% -18.0 vs SPY | -5.4% | -16.4% | |
| Feb 22, 2024 AMC | $0.33 | $0.50 | +$0.17 (+51.5%) beat | — | -2.8% -2.8 vs SPY | -14.0% | -4.4% | |
| Nov 2, 2023 AMC | $0.58 | $0.50 | −$0.08 (−13.8%) miss | — | -9.9% -10.9 vs SPY | -10.8% | -16.6% | |
| Aug 8, 2023 AMC | $0.41 | $0.72 | +$0.31 (+75.6%) beat | — | +26.8% +27.5 vs SPY | +17.9% | +33.0% | |
| May 4, 2023 AMC | $0.30 | $0.32 | +$0.02 (+6.7%) beat | — | +5.9% +4.0 vs SPY | +4.0% | +0.3% | |
| Feb 23, 2023 AMC | $0.30 | $0.22 | −$0.08 (−26.7%) miss | — | -3.7% -2.6 vs SPY | -7.8% | +3.5% | |
| Nov 3, 2022 AMC | $0.27 | $0.35 | +$0.08 (+29.6%) beat | — | +9.7% +8.2 vs SPY | -0.8% | +9.8% | |
| Aug 4, 2022 AMC | −$0.06 | $0.29 | +$0.35 beat | — | +5.1% +5.2 vs SPY | +6.8% | +10.5% | |
| May 5, 2022 AMC | −$0.30 | −$0.16 | +$0.14 (+46.7%) beat | — | +19.3% +19.9 vs SPY | +12.2% | +2.0% | |
| Feb 24, 2022 AMC | $0.02 | $0.05 | +$0.03 beat | — | -8.9% -11.1 vs SPY | 0.0% | -24.3% | |
| Oct 21, 2021 AMC | $0.10 | $0.02 | −$0.08 (−80.0%) miss | — | — | — | — | |
| Jul 22, 2021 AMC | $0.14 | $0.10 | −$0.04 (−28.6%) miss | — | — | — | — | |
| Apr 22, 2021 AMC | $0.02 | $0.04 | +$0.02 beat | — | — | — | — | |
| Feb 18, 2021 AMC | −$0.05 | −$0.05 | $0.00 in line | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Cash flow & capex
Past four quarters: operating cash $22.4M, capex $9.9M, free cash flow $12.4M; capex took 44% of operating cash.
| Quarter ended | Operating cash | Capex | Free cash flow | Capex / cash | Capex vs yr ago | Filed |
|---|---|---|---|---|---|---|
| Sep 30, 2026 Q3 | $17.5M | $980,000 | $16.5M | 6% | -77% | 10-Q Oct 27 |
| Jun 30, 2026 Q2 | −$8.0M | $1.3M | −$9.2M | — | -56% | 10-Q Jul 29 |
| Mar 31, 2026 Q1 | −$2.4M | $2.1M | −$4.5M | — | -44% | 10-Q Apr 30 |
| Dec 31, 2025 Q4 | $15.2M | $5.6M | $9.6M | 37% | -2% | 10-K Feb 23 |
| Sep 30, 2025 Q3 | $18.6M | $4.2M | $14.4M | 23% | -30% | 10-Q Nov 4 |
| Jun 30, 2025 Q2 | $15.2M | $2.9M | $12.3M | 19% | +15% | 10-Q Aug 5 |
| Mar 31, 2025 Q1 | $4.5M | $3.8M | $709,000 | 84% | +27% | 10-Q May 1 |
| Dec 31, 2024 Q4 | $11.8M | $5.7M | $6.1M | 48% | -33% | 10-K Feb 24 |
From the latest earnings release
- Segments: Arcadia Products $76.9B (+25%) · DynaEnergetics $67.1B (-3%) · NobelClad $28.8B (+38%)
- NobelClad order backlog: $72.4B
- Margins: gross 26.9%, operating 8.4%
How it is funded
| Quarter ended | D&A | Leases paid | FCF after leases | Debt raised | Shares sold | Buybacks | Dividends | Cash | Debt | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2026 | $8.0M | $38.0M | $51.7M | 20M | ||||||
| Jun 30, 2026 | $7.9M | $93,000 | $28.6M | $59.1M | 20M | |||||
| Mar 31, 2026 | $8.1M | $367,000 | $31.5M | $54.0M | 20M | |||||
| Dec 31, 2025 | $8.6M | $587,000 | $31.9M | $50.6M | ||||||
| Sep 30, 2025 | $8.5M | $15,000 | $26.4M | $56.5M | 20M | |||||
| Jun 30, 2025 | $8.5M | $79,000 | $12.4M | $58.7M | 20M | |||||
| Mar 31, 2025 | $8.4M | $484,000 | $14.7M | $72.4M | 20M | |||||
| Dec 31, 2024 | $8.9M | $240,000 | $14.3M | $70.8M |
From the company's SEC filings (XBRL), each quarter as first reported; 10-Q cash-flow statements are year-to-date, so a quarter is the difference from the one before. How the big spenders compare
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Dec 31, 2026 | $0.11 (2) | $0.10 – $0.12 | +122% | +10.0% | ▲1 ▼0 | $160.8M | +12% |
| Next quarter · Mar 31, 2027 | $0.04 (1) | $0.04 – $0.04 | +114% | +33.3% | ▲1 ▼0 | $155.5M | +15% |
| Current year · Dec 31, 2026 | $0.35 (1) | $0.35 – $0.35 | +200% | -1850.0% | ▲2 ▼0 | $626.2M | +3% |
| Next year · Dec 31, 2027 | $0.52 (2) | $0.39 – $0.64 | +47% | -5.5% | ▲1 ▼1 | $663.2M | +6% |
Consensus as of Oct 31, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.