DHI Group Approves $10 Million Share Repurchase Program
Greg Schippers, CFO of DHI Group, commented: "During the quarter, ClearanceJobs returned to bookings growth, and we believe the expected record defense budget will be a meaningful catalyst for continued momentum in 2026. More broadly, we expect organizations across industries will increase investment in technology initiatives, creating attractive growth opportunities for both ClearanceJobs and Dice. We remain focused on enhancing our industry-leading solutions, sharpening our go-to-market execution, and operating with discipline and efficiency to drive margin performance and free cash flow. Reflecting confidence in the business and our commitment to delivering shareholder value, our Board approved a new $10 million share repurchase program, which will commence this month and run through February 2027."
Trade with 70% Backtested Accuracy
Analyst Views on DHX
About DHX
About the author

- Earnings Beat: Align Technology reported Q4 earnings of $3.29 per share, surpassing analyst expectations of $2.97, indicating a significant improvement in profitability and boosting market confidence in future growth.
- Sales Growth: The company achieved quarterly sales of $1.047 billion, exceeding the consensus estimate of $1.033 billion, demonstrating robust performance amid strong market demand.
- Stock Surge: Align's shares jumped 10.4% in pre-market trading to $178.13, reflecting a positive investor reaction to the financial results, which may attract more investor interest.
- Increased Market Confidence: This earnings beat not only enhances Align's market image but also potentially supports its future investment and expansion plans, further solidifying its leadership position in the industry.
- Buyback Authorization: DHI Group's board has authorized a $10 million stock repurchase program effective from February 9, 2026, to February 8, 2027, reflecting confidence in the company's strategic direction and cash flow durability.
- Earnings Report Highlights: The company reported fourth-quarter revenue of $31.4 million, a 10% decline year-over-year, yet adjusted EBITDA rose 2% to $9.4 million, with margins increasing from 26% to 30%, indicating effective cost management.
- Future Revenue Guidance: DHI Group projects fiscal 2026 revenue between $118 million and $122 million, with ClearanceJobs and Dice expected to generate $56 million to $58 million and $62 million to $64 million respectively, showcasing a positive outlook for growth.
- Market Performance Analysis: With a market capitalization of $78.28 million and a 40.5% decline in stock price over the past year, DHI Group's shares currently trade at $2.15, suggesting cautious market sentiment despite potential short-term rebound opportunities.
- Clear Growth Signals: DHI Group reported total revenue of $32.4 million for Q4 2025, down 10% year-over-year, yet ClearanceJobs revenue of $13.9 million showed a 1% increase, indicating signs of market recovery driven by improved sales execution under new leadership.
- Surge in AI Demand: The percentage of Dice job postings requiring AI skills rose from 28% to 55% year-over-year, despite a 17% decline in overall revenue, highlighting a growing market demand for AI capabilities that could set the stage for future recruitment growth.
- Shareholder Return Plan: The Board authorized a new $10 million share repurchase program aimed at enhancing shareholder value, while projecting 2026 revenue between $118 million and $122 million, reflecting management's confidence in future performance.
- Strategic Product Launch: ClearanceJobs plans to roll out a premium candidate subscription service in 2026, with early results being encouraging, which is expected to establish a new recurring revenue stream and further solidify the company's competitive position in the recruitment market.
- Earnings Beat: DHI Group's Q4 2025 non-GAAP EPS of $0.09 exceeded expectations by $0.03, indicating robust profitability amidst challenging market conditions.
- Revenue Decline: The reported revenue of $31.4 million, down 9.7% year-over-year, still surpassed expectations by $1.43 million, showcasing the company's competitive resilience.
- Stock Buyback Program: DHI Group has authorized a $10 million stock repurchase program aimed at enhancing EPS by reducing the number of shares outstanding, reflecting management's confidence in future growth.
- EBITDA Margin Target: The company targets a 27% EBITDA margin, planning to achieve this through new platform launches, leveraging the upswing in defense budgets to drive business expansion.

Financial Performance Overview: DHI Group, Inc. reported a total revenue of $32.1 million for Q3 2025, a 9% decrease from the previous year, with a net loss of $4.3 million driven by a $9.6 million impairment of intangible assets.
Segment Performance: ClearanceJobs revenue increased by 1% to $13.9 million, while Dice revenue fell by 15% to $18.2 million. Total bookings also declined by 12%, with ClearanceJobs bookings down 7% and Dice bookings down 17%.
Adjusted EBITDA and Cash Flow: The company achieved an Adjusted EBITDA of $10.3 million, a 19% increase from the previous year, and generated free cash flow of $3.2 million, up from $2.3 million in Q3 2024.
Future Outlook: DHI Group maintains a full-year revenue guidance of $126 to $128 million, anticipating continued growth in ClearanceJobs due to increased defense spending, while noting that total bookings growth may not resume until the tech hiring environment stabilizes.










