BOOM earnings / call / takeaways

BOOM Q3 FY25 earnings call: key takeaways

What BOOM said on its earnings call of October 27, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·October 27, 2026·AI-generated from the call transcript and Lician data

Revenue of $172.8 million also exceeded the $161.1 million consensus (0:57)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.11	$0.48	beat
Revenue	$161.1M	$172.8M	beat

EPS basis: Adjusted EPS, provider (EODHD); matches the company press release

The stock moved +44.5% over the report window (S&P 500 ETF +0.3%). Earnings history

What changed since last quarter

Guidance for Q4 sales was raised to $154–$164 million, up from previous expectations. (7:29)
The tone around defense and geothermal diversification was more optimistic, with the CEO noting it's "very early" but "exciting". (14:29)

Guidance

Metric	This call	Previous call
Revenue	Q4 sales: $154 to $164 million. (7:29)	not captured
EBITDA	Q4 adjusted EBITDA: $10 to $13 million. (7:29)	not captured

What analysts pressed on

Whether the defense business will impact Dyna Energetics' margins in the future. (12:29)
How the California facility shutdown will affect Arcadia's Q4 performance. (22:20)
Concerns about the impact of high interest rates on the construction market. (17:59)

In their words

We believe our businesses are well-positioned to capitalize when our end markets improve. Jim (9:25)
It's very early, but we're working hard at it. (14:29)
We don't want people to be surprised to think we're working on things. (14:29)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.