DPC (NYSE:DPC) Releases Earnings Results, Beats Estimates By $0.34 EPS

DPC (NYSE:DPC) posted its quarterly earnings data on Thursday. The company reported $0.49 EPS for the quarter, topping the consensus estimate of $0.15 by $0.34, FiscalAI reports. The firm had revenue of $308.10 million for the quarter. DPC updated its FY 2027 guidance to 1.000-1.100 EPS.

Here are the key takeaways from DPC’s conference call:

• DPC reported a record third quarter, with revenue up 39% to $308 million and adjusted EBITDA up 56% to $58 million; the adjusted EBITDA margin expanded 200 basis points to 18.9%. The company raised its 2026 guidance and introduced 2027 guidance, with midpoint adjusted EBITDA of $250 million.
• Five strategic customer partnerships are expected to generate more than $300 million of annual incremental revenue by 2031. The newest, a minimum 10-year IGT contract, is expected to contribute over $100 million in annual revenue when fully ramped, with the customer funding approximately 80% of its more than $200 million capacity investment.
• Management cited strong aerospace and heavy-duty gas turbine demand, constrained qualified casting capacity, and long customer order backlogs as growth drivers. It plans to expand capacity and said its IGT growth outlook excludes data-center-related demand.
• DPC acquired the remaining 50% stake in Montana Precision Products for $73 million, consolidating the established GE Aerospace joint venture; management expects the deal to be earnings-accretive within its first year. It also said the acquisition strengthens its aerospace position and could create opportunities to supply MPP with alloy.
• Elevated investment for capacity expansion is expected to weigh on near-term cash generation: 2027 free cash flow guidance is approximately break-even at the midpoint, including customer funding and total planned capital expenditure. Management said customer contributions will arrive in stages over 2027–2029.

DPC Price Performance

NYSE:DPC traded down $0.56 during trading hours on Friday, hitting $33.77. 568,950 shares of the company were exchanged, compared to its average volume of 1,407,000. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.48 and a quick ratio of 1.22. DPC has a 52-week low of $25.00 and a 52-week high of $57.25. The stock has a market cap of $5.04 billion and a PE ratio of 676.20. The company’s 50 day moving average is $35.79.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on DPC shares. Wall Street Zen lowered shares of DPC from a “hold” rating to a “sell” rating in a report on Saturday, September 19th. Weiss Ratings lowered DPC from a “sell (d)” rating to a “sell (d-)” rating in a report on Wednesday, October 28th. Rothschild & Co Redburn began coverage on DPC in a research report on Monday, July 20th. They issued a “buy” rating and a $53.50 price objective for the company. Jefferies Financial Group started coverage on DPC in a research note on Monday, July 20th. They set a “buy” rating and a $56.00 target price on the stock. Finally, Zacks Research raised DPC to a “hold” rating in a research report on Tuesday, July 21st. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $50.30.

Institutional Investors Weigh In On DPC

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Mudrick Capital Management L.P. acquired a new position in shares of DPC in the 2nd quarter valued at $314,115,000. HBK Investments L P purchased a new stake in DPC during the 2nd quarter valued at about $72,750,000. William Blair Investment Management LLC grew its stake in DPC by 197.1% during the 3rd quarter. William Blair Investment Management LLC now owns 1,901,643 shares of the company’s stock valued at $80,363,000 after purchasing an additional 1,261,638 shares during the last quarter. Irenic Capital Management LP purchased a new stake in DPC during the 2nd quarter valued at about $41,201,000. Finally, SurgoCap Partners LP acquired a new position in shares of DPC in the second quarter valued at about $31,336,000.

Key DPC News

These are some of the DPC news items that stood out recently:

• Positive Sentiment: DPC reported Q3 EPS of $0.49, beating the $0.15 consensus by $0.34, while revenue reached $308.1 million. Reports described the quarter as record-setting, supporting the company’s growth story. DPC Holdings Reports Record Third Quarter 2026 Results
• Positive Sentiment: For FY2027, DPC projected revenue of approximately $1.23 billion–$1.33 billion and EBITDA of $240 million–$260 million. The revenue outlook is above the roughly $1.1 billion analyst consensus. DPC also added a fifth 10-year partnership with IGT, providing a long-term commercial relationship. 2027 Guidance and IGT Partnership
• Positive Sentiment: DPC raised its FY2026 revenue outlook to $1.1 billion, versus the $1.0 billion consensus estimate, another sign of stronger-than-expected sales. Q3 Adjusted Earnings and Revenue Rise

DPC Company Profile

DPC Dash Limited operates Domino’s Pizza restaurants in China under a master franchise arrangement. Its business includes preparing and selling pizzas and other menu items through company-operated stores, along with delivery and carryout services. The company serves customers in mainland China, where it has expanded its restaurant network across multiple cities. Its operations focus on adapting Domino’s menu and service model to local markets while maintaining the brand’s core offerings. DPC Dash was established in 2010 and is headquartered in Shanghai, China.