DHI Group, Q3 2026 Earnings Call Transcript

DHI Group’s third-quarter results showed strong momentum at ClearanceJobs, where bookings rose 32% year over year, or 15% excluding the Point Solutions Group acquisition, and revenue grew 18%. Management expects core booking growth to translate into revenue over time, typically within about six months, and sees a long-term opportunity from rising demand for cleared talent. Proposed defense spending could support growth, though funding approval and timing remain uncertain.

At Dice, the bookings decline narrowed to 9%, but enterprise contract reductions and customer attrition continue to weigh on results. Management expects bookings to remain under pressure through the rest of 2026, with a gradual recovery supported by retention efforts and stronger new business. DHI narrowed its 2026 revenue guidance to $124–$126 million and raised its Adjusted EBITDA margin outlook to 26%.