Dycom Inds Inc Stock Price, News & Analysis

Dycom (NYSE: DY) agreed to acquire Power Solutions for $1.95 billion, expanding into data center electrical contracting. Power Solutions brings ~2,800 employees, expected 2025 revenue of ~$1.0 billion, a four‑year CAGR of ~15%, mid‑to‑high‑teens Adjusted EBITDA margins, and a backlog exceeding $1.0 billion. Dycom expects the deal to be immediately accretive to Adjusted EBITDA margin and Adjusted diluted EPS (excluding non‑cash amortization) and to improve free cash flow for the combined company.

Consideration is approximately $293 million in Dycom stock with the remainder in cash funded by cash on hand, a $1.0 billion term loan and a $700 million 364‑day bridge; pro forma net leverage is expected below 3.0x at closing with a path to ~2.0x in 12–18 months. Closing is expected before Dycom’s fiscal year end.

Dycom (NYSE: DY) reported record third-quarter results for the period ended October 25, 2025: contract revenues $1.452B (+14.1% YoY), GAAP diluted EPS $3.63 (+35.4% YoY), net income $106.4M (+34.4% YoY), and adjusted EBITDA $219.4M (15.1% margin, +28.5% YoY). Operating cash flow was $220.0M and backlog reached a record $8.2B as of October 25, 2025. Year-to-date contract revenues were $4.088B (+13.0% YTD). The company raised the midpoint of fiscal 2026 revenue guidance to a range of $5.350B–$5.425B (13.8%–15.4% growth) and provided Q4 guidance for contract revenues of $1.26B–$1.34B.

Dycom Industries (NYSE: DY) appointed Stephen O. LeClair to its Board of Directors, effective November 7, 2025. Mr. LeClair currently serves as Executive Chair and Executive Director of Core & Main (NYSE: CNM) after serving as its CEO and brings extensive experience in infrastructure and industrial distribution.

Company leaders said his operational and executive background in water, wastewater, storm drainage and related services will support Dycom's growth objectives and shareholder value efforts.

Dycom Industries (NYSE: DY) will host a conference call to discuss fiscal 2026 third quarter results on Wednesday, November 19, 2025 at 9:00 a.m. ET.

A press release with the results will be issued earlier that morning. Registered participants can join the Q&A by obtaining a dial-in number and unique PIN after registering at the provided registration link. A live listen-only audio webcast and slide presentation will be available via the provided webcast link.

A replay of the webcast and related materials will be accessible on the company Investor Center website for approximately 120 days following the event.

Dycom (NYSE: DY) appointed Phillip R. Gallagher to its Board of Directors, effective October 7, 2025.

Gallagher currently serves as Chief Executive Officer of Avnet (Nasdaq: AVT), a Fortune 500 global technology distributor. Company leaders said his industry expertise, customer focus and operational experience will support Dycom's strategy and long-term shareholder value.

Dycom Industries (NYSE:DY) announced its participation in three upcoming institutional investor conferences in September 2025. The company's senior management will attend: Bank of America Media, Communications & Entertainment Conference on September 3 in New York, Goldman Sachs Communacopia & Technology Conference on September 11 in San Francisco, and D.A. Davidson Diversified Industrials & Services Conference on September 18 in Nashville.

Management will present in fireside chat formats at the Bank of America and Goldman Sachs events, with live audio webcasts available on Dycom's Investor Relations website. The presentations will be accessible for replay for approximately 90 days after the events.

Dycom Industries (NYSE:DY) reported outstanding fiscal 2026 second quarter results, achieving record-breaking performance across key metrics. The company posted contract revenues of $1.378 billion, up 14.5% year-over-year, with organic growth of 3.4%. Net income surged 42.5% to $97.5 million, resulting in record GAAP diluted EPS of $3.33.

The company demonstrated strong operational efficiency with Adjusted EBITDA of $205.5 million, representing 14.9% of contract revenues. Dycom maintains a robust backlog of $8.0 billion and reaffirmed its fiscal 2026 revenue outlook of $5.290-$5.425 billion. During the first half, the company repurchased 200,000 shares for $30.2 million at an average price of $150.93 per share.

Dycom Industries (NYSE:DY) has announced it will host a conference call on Wednesday, August 20, 2025, at 9:00 a.m. ET to discuss its fiscal 2026 second quarter results. The company will release its financial results earlier that morning.

Participants can join the Q&A session by registering online to receive dial-in details. A live audio webcast with slide presentation will be available for other attendees. The webcast replay and related materials will be accessible on Dycom's Investor Center website for approximately 120 days after the event.

Dycom Industries (NYSE: DY) has announced its participation in the upcoming KeyBanc Industrial & Basic Materials Conference in Boston, MA. The event is scheduled for Wednesday, May 28, 2025, where the company's senior management team will engage in one-on-one and group meetings with investors. This conference provides an opportunity for investors to interact directly with Dycom's leadership and gain insights into the company's operations and strategy.