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DPC Holdings Reports Record Q3 2026 Revenue of $308 Million, Raises Guidance

DPC Holdings posts record $308 million Q3 revenue, up 39% YoY, while securing a major 10-year IGT partnership and raising full-year 2026 guidance on strong aerospace and industrial demand.

📅 November 12, 2026 🕐 1 min read

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Record Q3 2026: revenue $308 million up 39%, adjusted EPS $0.49 vs $0.22, net income swung to $32 million from a $42 million loss, and full-year 2026 guidance upgraded. The largest-ever strategic partnership (minimum 10-year IGT contract, >$200 million capacity investment ~80% customer-funded, >$100 million annual incremental revenue expected by 2032) plus a $325 million refinancing materially improve the earnings outlook.

Catalysts

▲ Q3 2026 results released November 12, 2026 with record revenue of $308 million (+39% YoY) and upgraded FY2026 guidance
▲ Fifth Strategic Customer Partnership: minimum 10-year IGT OEM contract with >$100 million expected annual incremental revenue by 2032

Risk Factors

▼ Nine-month GAAP net loss still widened slightly to $146.8 million from $144.7 million
▼ Working capital increased due to growth-related investment and metal cost inflation pass-through

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🎯 Key Takeaways

Q3 2026 revenue reached $308 million, marking a 39% increase compared to the same period in 2025.
Adjusted EPS rose to $0.49 in Q3 2026, up from $0.22 in the third quarter of 2025.
The company signed a minimum 10-year IGT contract with a partner funding 80% of a $200 million capacity investment.
DPC acquired a 50% stake in Montana Precision Products on October 30, 2026, to expand aerospace manufacturing capabilities.
Full-year 2026 revenue guidance was raised to a range of $1,115 million to $1,130 million.

📝 Executive Summary

DPC Holdings PLC reported record third-quarter 2026 revenue of $308 million, a 39% year-over-year increase, driven by strong performance in its Aerospace and Industrial Gas Turbine segments. The company swung to a $32 million net profit from a $42 million loss in the prior-year period and upgraded its full-year 2026 guidance. Additionally, DPC secured its fifth strategic customer partnership, a 10-year IGT contract expected to generate over $100 million in annual incremental revenue by 2032.

❓ FAQ

How strong were Doncasters' third quarter results?

Revenue rose 39% year over year to $308 million, adjusted EBITDA grew 56% to $58 million with an 18.9% margin, adjusted EPS was $0.49 versus $0.22 a year earlier, and GAAP net income was $32 million versus a $42 million loss in Q3 2025.

What is the new strategic customer partnership worth?

It is a minimum 10-year contract with an IGT OEM; the customer plans to fund about 80% of a capacity investment of over $200 million, expected to deliver more than $100 million of annual incremental margin-accretive revenue by 2032.

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