Dycom Inds Inc Stock Price, News & Analysis

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.

Dycom Industries (NYSE: DY) reported strong Q1 fiscal 2026 results with contract revenues up 10.2% to $1.259 billion. The company achieved Adjusted EBITDA of $150.4 million (11.9% of revenues) and net income of $61.0 million ($2.09 per diluted share). Notably, Dycom reached a record backlog of $8.127 billion and repurchased 200,000 shares for $30.2 million during Q1. Based on strong performance and favorable outlook, Dycom increased its fiscal 2026 revenue guidance to $5.290-$5.425 billion, representing 12.5-15.4% growth. For Q2 fiscal 2026, the company expects revenues of $1.38-1.43 billion and Adjusted EBITDA of $185-200 million.

Dycom Industries (NYSE: DY) has announced it will host a conference call to discuss its fiscal 2026 first quarter results on Wednesday, May 21, 2025, at 9:00 a.m. ET. The company will release its financial results earlier that morning. Interested 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. Replay and related materials will be accessible on Dycom's Investor Center website for approximately 120 days after the event.

Dycom, a key player in America's telecommunications and digital infrastructure, has released its Fiscal 2025 Corporate Sustainability Report. The report showcases the company's role as The People Connecting America® and details their sustainability initiatives, outcomes, and strategic progress.

CEO Dan Peyovich emphasized that their commitment extends beyond infrastructure development to creating lasting value for stakeholders and fostering community connections. The company's approach integrates sustainable practices into their business strategy, focusing on:

• Driving operational efficiencies
• Reducing environmental impact
• Building resilient networks
• Supporting customers, communities, and employees

This inaugural sustainability report demonstrates Dycom's dedication to transparency and enhanced sustainability disclosure, reflecting their mission to build a more resilient, sustainable, and connected future. The complete report is accessible on Dycom's website.

Dycom Industries (NYSE: DY) has announced a new $150 million stock repurchase program authorized by its Board of Directors. The program will run over the next 18 months, allowing the company to repurchase shares through open market purchases or privately-negotiated transactions, including under Rule 10b5-1 plan.

This new initiative replaces Dycom's previous $150 million repurchase program, which had approximately $55.0 million remaining. As of February 25, 2025, Dycom reported 28,979,138 outstanding common shares, excluding stock options and unvested restricted stock. The company maintains flexibility in the program's execution, with no obligation to acquire any specific amount of shares and the ability to suspend or discontinue at any time.

Dycom Industries (DY) reported strong fiscal 2025 fourth quarter and annual results. Q4 contract revenues increased 13.9% to $1.085 billion, with organic growth of 7.4%. Q4 Adjusted EBITDA reached $116.4 million, or 10.7% of revenues, while net income was $32.7 million ($1.11 per share).

For the full fiscal year 2025, contract revenues grew 12.6% to $4.702 billion, with organic growth of 6.8%. Annual Adjusted EBITDA increased to $576.3 million (12.3% of revenues), and net income reached $233.4 million ($7.92 per share). The company generated Operating Cash Flow of $349.1 million, up 34.8%.

During FY2025, Dycom repurchased 410,000 shares for $65.6 million. Looking ahead to fiscal 2026, the company expects total contract revenues to increase 10% to 13% compared to fiscal 2025, with an additional week of operations in Q4.

Dycom Industries (NYSE: DY) has announced its participation in three major investor conferences in March 2025. The company will attend the 46th Annual Raymond James Institutional Investor Conference in Orlando on March 3, featuring a fireside chat presentation at 8:05 a.m. ET. On March 11, they will join the Deutsche Bank Annual Media, Internet & Telecom Conference in Palm Beach. Additionally, they will participate in the TD Cowen 4th Annual Fiber-to-the-Home Symposium virtually on March 20, with a fireside chat scheduled for 12:00 p.m. ET.

Senior management will engage in one-on-one and group meetings with investors at both in-person events. The fireside chat presentations will be available via live audio webcast through Dycom's Investor Relations website, with replays accessible for approximately 90 days after each event.