DIRTT talks up December commercial momentum

Executive Summary

• DIRTT Environmental Solutions reported strong commercial activity in December, driven by customers transitioning from planning to execution phases.
• The broader market showed improvement, with the Dodge Momentum Index rising 7.0% in December and project planning timelines shortening from 18 months to approximately 16 months.
• The company highlighted significant new engagements, including a major project valued at over $7 million with U-Haul, alongside work with clients such as Google Toronto, Merit Energy, and the Texas Department of Public Safety.

Key Details

• Market Indicators: The Dodge Momentum Index increased by 7.0% in December 2025.
• Planning Efficiency: Average project planning timelines decreased to approximately 16 months, down from 18 months earlier in the year, indicating improved visibility into near-term project conversion.
• Major Contract: Secured a major project valued at over $7 million with U-Haul.
• Additional Client Engagements: Notable recent activities included projects with Google Toronto, Merit Energy, Texas Department of Public Safety, and Wealth Distribution Strategies.
• Customer Sentiment: Customers are prioritizing flexibility, speed, and execution certainty as market conditions evolve.

Notable Quotes

• "Customers are approaching projects with greater clarity as market conditions evolve. Our focus is helping them translate that clarity into efficient execution and moving projects forward with confidence." — Benjamin Urban, Chief Executive Officer