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DMC Global Inc.
Q12022
5/5/2022
Steven Gengaro
Analyst, Stiefel
Don't mind one final one. When I looked at your guidance for the second quarter and I sort of tried to piece together incremental margins and just sort of different pieces, it seemed like the biggest sequential growth driver was the Dyna Energetics business to the EBITDA line versus the other two segments. Am I thinking about that correctly?
Kevin Long (also referred to as ‘Keller’)
Company Executive, likely the CEO
Yes, you are. In fact, if you think of Noble Cloud and Arcadia, we've seen inflation adjusted pricing to offset material costs. In DynEnergetics, we've seen inflation earlier in the year, but their pricing moves and volume are primarily margin improvement.
Steven Gengaro
Analyst, Stiefel
Great. Thank you for the call, Kevin.
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