Inferra AI / Company / DY

Dycom Industries Inc.

DY · Industrials

Last earnings Aug 26, 2026

Key results

Contract revenuequarter

$1.965 billion

Contract revenues of $1.965 billion (*) increased 56.1%, or 24.7% organically

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Net incomequarter

$91.3 million

Net income of $91.3 million (*) , or $3.00 (*) per common share diluted

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Adjusted net incomequarter

$134.3 million

Adjusted Net Income of $134.3 million (*) , or $4.42 (*) per common share diluted Adjusted EBITDA of $262.5 million (*)

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Non-GAAP Adjusted net incomequarter

$12.0 million

Prior periods have been adjusted for comparability with the current presentation as follows Amortization expense of $12.0 million and the related tax impact has been excluded from the original reported Non-GAAP Adjusted Net Income for the quarter ended April 26, 2025.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Prior periods have been adjusted for comparability with the current presentation as follows: Amortization expense of $12.0 million and the related tax impact has been excluded from the original reported Non-GAAP Adjusted Net Income for the quarter ended April 26, 2025.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

AI analysis

Q2 FY2027 · reported May 27, 2026

Based on: Earnings release + Q2 FY2027 deck + parent 8-K + 10-Q — transcript not held

Net income · Q2 FY2027

$91.3M

EX-99 · May 27, 2026

Non-GAAP Adjusted net income · Q2 FY2027

$12.0M

EX-99 · May 27, 2026

Contract revenue · Q2 FY2027

$1.965B

EX-99 · May 27, 2026

Adjusted net income · Q2 FY2027

$134.3M

EX-99 · May 27, 2026

Headline figures

Metric	Q2 FY2027	Prior qtr	Year ago
Contract revenue	$1.965 billion	—	—
Net income	$91.3 million	—	—
Adjusted net income	$134.3 million	—	—
Non-GAAP Adjusted net income	$12.0 million	—	—

EX-99 · May 27, 2026

Guidance · company-stated

Direction: Raised

Revenue$7.38 billion

“Fiscal 2027 Annual Outlook Based on its strong first quarter results and expectations for the remainder of the year, the Company is increasing its full year fiscal 2027 outlook and now expects the following Fiscal Year Ending January 30, 2027 Contract revenues $7.38 billion to $7.65 billion Contract revenues by segment Communications $6.03 billion to $6.20 billion Building Systems $1.35 billion to $1.45 billion The Company continues to anticipate Adjusted EBITDA margin expansion for the year.”

Company outlook — Raised

“As a result, we are raising our full year outlook.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Notional Net Debt - aggregate face amount of outstanding debt less cash and equivalents.

Free Cash Flow net cash provided by operating activities less capital expenditures, net of proceeds from the sale of property and equipment.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

May 27, 2026 DYCOM INDUSTRIES, INC

Based on: Earnings release + Q2 FY2027 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Fiscal 2027 Annual Outlook Based on its strong first quarter results and expectations for the remainder of the year, the Company is increasing its full year fiscal 2027 outlook and now expects the following Fiscal Year Ending January 30, 2027 Contract revenues $7.38 billion to $7.65 billion Contract revenues by segment Communications $6.03 billion to $6.20 billion Building Systems $1.35 billion to $1.45 billion The Company continues to anticipate Adjusted EBITDA margin expansion for the year.”

Company outlook — Raised (“raising”)
“As a result, we are raising our full year outlook.”

Revenue — Raised (“increasing”)
“Fiscal 2027 Annual Outlook Based on its strong first quarter results and expectations for the remainder of the year, the Company is increasing its full year fiscal 2027 outlook and now expects the following Fiscal Year Ending January 30, 2027 Contract revenues $7.38 billion to $7.65 billion Contract revenues by segment Communications $6.03 billion to $6.20 billion Building Systems $1.35 billion to $1.45 billion The Company continues to anticipate Adjusted EBITDA margin expansion for the year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Notional Net Debt - aggregate face amount of outstanding debt less cash and equivalents.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

Free Cash Flow net cash provided by operating activities less capital expenditures, net of proceeds from the sale of property and equipment.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

As of Q1 2027 and Q4 2026, the Company had $53.6 million of standby letters of credit outstanding under the Senior Credit Facility.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

Liquidity represents the sum of availability from the Company s Senior Credit Facility, considering net funded debt balances, and available cash and equivalents.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

For calculation of availability under the Senior Credit Facility, applicable cash and equivalents are netted against the funded debt amount.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

The right-of-use assets for finance leases are included on our consolidated balance sheet in property and equipment, net of accumulated depreciation, with a corresponding amount recorded in current portion of debt or long-term debt, as appropriate.

SEC original ↗Dycom Industries Inc. — 10-Q Quarterly report10-QAug 27, 2026

Strategy & priorities

Dycom delivered an outstanding start to the year that exceeded the high end of our expectations with strong revenue growth and margin expansion as well as record backlog, said Dan Peyovich , Dycom s President and Chief Executive Officer.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

We are strategically expanding our capabilities to meet this need both organically and through acquisitions.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Growth during the period was driven by expansion into additional geographies and fiber-to-the-home builds that ramped ahead of expectations all aided by a favorable seasonal backdrop.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Fiscal 2027 Annual Outlook Based on its strong first quarter results and expectations for the remainder of the year, the Company is increasing its full year fiscal 2027 outlook and now expects the following Fiscal Year Ending January 30, 2027 Contract revenues $7.38 billion to $7.65 billion Contract revenues by segment Communications $6.03 billion to $6.20 billion Building Systems $1.35 billion to $1.45 billion The Company continues to anticipate Adjusted EBITDA margin expansion for the year.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

IMPORTANT INFORMATION 3 Dycom delivered an outstanding start to the year that exceeded the high end of our expectations with strong revenue growth, margin expansion and record backlog.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

Risks & headwinds

Forward-looking 3 statements are based on management s expectations, estimates and projections, are made solely as of the date these statements are made, and are subject to both known and unknown risks and uncertainties that may cause the actual results and occurrences discussed in these forward-looking statements to differ materially from those referenced or implied in the forward-looking statements contained in this press release.

SEC original ↗Dycom Industries Inc. — Earnings release (8-K exhibit)EX-99May 27, 2026

Forward-looking statements are based on management s expectations, estimates and projections, are made solely as of the date these statements are made, and are subject to both known and unknown risks and uncertainties that may cause the actual results and occurrences discussed in these forward- looking statements to differ materially from those referenced or implied in the forward-looking statements contained in this presentation.

SEC original ↗Dycom Industries Inc. — Presentation / slide deck (8-K exhibit)EX-99May 27, 2026

These statements are subject to risks and uncertainties that may cause actual results for completed periods and periods in the future to differ materially from the results projected or implied in any forward-looking statements contained in this press release.

SEC original ↗Dycom Industries Inc. — 8-K Current report8-KMay 27, 2026

Legal Proceedings 45 Item 1A.

SEC original ↗Dycom Industries Inc. — 10-Q Quarterly report10-QAug 27, 2026

Documents

Earnings deck slides

0 decks with slide view

Dycom Industries Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors