Varamir
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BOOM

DMC Global Inc.
7.35post+$0.04 (+0.55%)at close +$0.00 (+0.00%)
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as of 19:59:59 UTCnext report Nov 2 · 89d
Earnings Room‹ back to BOOM

The report

fiscal Q3 2026 · from the company's notice
Nov 2after close89days out

Expected movement

market-implied · at the Aug 4 close
±34.1%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 136days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Dec 18 · first after the reportATM strike 7.5straddle 2.95ATM IV 83%× 0.85 straddle-to-rangespot 7.35

Blast radius

2 linked · N-PORT + EDGAR

If BOOM moves ±34.1% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

3 expiries · as of the Aug 3 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +1%
95
Aug 21
18d
136
▼ −2%
▲ +0%
47
Sep 18
46d
896
▲ +0%
▲ +0%
16
Dec 18
137d
1.1k
▲ +0%

The record

expected in pale · actual in full color
4/8reports moved further than the options market had pricedtypically ±18.9% realized vs ±17.4% priced
Jul 29 '26±21.5%+15.5%×0.72
Apr 30 '26±24.6%+36.1%×1.47
Feb 23 '26±17.6%33.0%×1.87
Nov 4 '25±17.5%18.6%×1.06
Aug 5 '25±12.1%18.8%×1.56
May 1 '25±16.1%+14.4%×0.90
Feb 24 '25±19.2%+9.0%×0.47
Nov 4 '24±10.5%6.0%×0.57
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported 0.10 · rev $157M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.