Every 8-K that Dycom Industries, Inc. (DY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DY filings page.
DYCOM INDUSTRIES INC (DY) reported record fiscal 2027 second quarter results with contract revenues of $2.01 billion, up 45.6% from $1.38 billion, including 16.7% organic growth. GAAP net income was $115.6 million (diluted EPS $3.81), up 18.6%, while Non‑GAAP Adjusted Net Income rose 51.1% to $160.7 million and Adjusted diluted EPS increased 45.3% to $5.29. Non‑GAAP Adjusted EBITDA grew 53.5% to $315.5 million, with margin improving to 15.7%.
Total backlog reached a record $12.24 billion, up 53.2% year over year, with $6.47 billion expected in the next 12 months. Communications segment revenues were $1.61 billion with 13.6% Adjusted EBITDA margin, while the Building Systems segment delivered $397.5 million of revenue at a strong 24.5% Adjusted EBITDA margin. Year‑to‑date contract revenues increased 50.6% to $3.97 billion and Adjusted EBITDA rose 62.4% to $578.0 million.
Dycom completed the acquisition of National Technology Integrators, contributing about $22.9 million of quarterly revenue. The company raised its fiscal 2027 outlook, now expecting $7.48–$7.66 billion in contract revenues, including $5.90–$6.01 billion in Communications and $1.58–$1.65 billion in Building Systems, and guides third‑quarter revenues of $1.90–$1.98 billion, Adjusted EBITDA of $281–$302 million, and Adjusted diluted EPS of $4.33–$4.79. About $150 million of wireless revenue is being deferred into fiscal 2028.
DYCOM INDUSTRIES INC (symbol DY) reported a change in its Board of Directors. Effective August 25, 2026, Jennifer Fritzsche resigned from the Board of Directors. On the same date, the size of the Board was reduced from eleven members to ten members. The company states that Ms. Fritzsche’s resignation was not the result of any disagreement with the company or with its operations, policies, or practices. Dycom’s common stock, par value $0.33 1/3 per share, is listed on the New York Stock Exchange under the trading symbol DY.
Dycom Industries, Inc. appointed David J. Fallon and Michael C. Lenz to its Board of Directors, effective August 4, 2026. Both are non-employee, independent directors under New York Stock Exchange rules and the company’s Corporate Governance Guidelines, with compensation aligned to other non-employee directors and prorated from their appointment date.
Each director’s term runs until the calendar year 2027 Annual Meeting of Shareholders, when they will stand for election. The Board increased in size from nine to eleven members, and neither appointee has board committee assignments, family relationships with existing leaders, or related-party transactions. The company highlights their extensive finance, digital infrastructure, and large-scale logistics experience.
Dycom Industries reported results of its 2026 Annual Meeting of Shareholders and board changes. In line with the company’s Board Tenure and Mandatory Retirement Policy, Laurie J. Thomsen and Luis Avila‑Marco retired from the board at the end of the meeting, and the board size was reduced from eleven to nine members. The company stated their retirements did not result from any disagreement with Dycom.
Shareholders elected Phillip R. Gallagher, Stephen O. LeClair and Peter T. Pruitt, Jr. as directors until the 2029 Annual Meeting and elected Raejeanne Skillern as a director until the 2027 Annual Meeting. They also approved, on an advisory basis, the company’s executive compensation and ratified PricewaterhouseCoopers LLP as independent auditor for fiscal 2027.
Dycom Industries, Inc. reported record fiscal 2027 first quarter results, with contract revenues of $1.9648 billion, up 56.1% from the prior-year quarter. Net income rose to $91.3 million, or $3.00 diluted EPS, while Non-GAAP Adjusted Net Income reached $134.3 million, or $4.42 per diluted share.
Non-GAAP Adjusted EBITDA increased to $262.5 million, representing a 13.4% margin, and total backlog grew to $11.906 billion, up 46.5%, supporting multi-year visibility. Dycom raised its full-year fiscal 2027 revenue outlook to a range of $7.38 billion to $7.65 billion and guided second quarter revenue to $1.94 billion to $2.01 billion with Non-GAAP Adjusted Diluted EPS of $4.40 to $4.82.
The company also announced a definitive agreement to acquire National Technology Integrators for $275 million, adding a business with an expected annual revenue run-rate of about $175 million and historically mid-to-high teens Adjusted EBITDA margins, further expanding Dycom’s data center and digital infrastructure capabilities.
Dycom Industries, Inc. appointed Raejeanne Skillern to its Board of Directors, effective March 24, 2026, and expanded the Board from ten to eleven members. She will serve a term ending at the 2026 Annual Meeting of Shareholders, when she will stand for election.
The Board determined that Ms. Skillern is independent under New York Stock Exchange requirements and the company’s Corporate Governance Guidelines. She will receive director compensation consistent with other non-employee directors, prorated from her appointment date, and is not currently assigned to any Board committees.
Dycom notes that Ms. Skillern has more than 30 years of leadership experience across hyperscale cloud, data center infrastructure, communications and artificial intelligence, including senior roles at Amazon Web Services, Flex and Intel. The company highlights her background in digital infrastructure, large-scale business transformation and strategic partnerships as complementary to Dycom’s growth strategy.
Dycom Industries, Inc. filed an amended report to add detailed financial information related to its completed acquisition of Power Solutions, LLC. The amendment supplies audited 2024 and unaudited nine‑month 2025 financial statements for Power Solutions and unaudited pro forma combined financial data showing how Dycom and Power Solutions would look on a combined basis.
The filing notes that Power Solutions generated earned revenue of $736.8 million and net income of $127.7 million in 2024, and earned revenue of $752.1 million with net income of $132.8 million for the nine months ended September 30, 2025. Dycom completed the acquisition on December 23, 2025 for approximately $1.64 billion in cash plus 1,011,069 Dycom shares, based on a $1,950.0 million base price. The pro forma information is presented for illustration only and is not intended as a prediction of future results.
Dycom Industries reported a record fiscal 2026, driven by strong telecom demand and a major expansion into data centers. Fourth-quarter contract revenues reached $1.46 billion, up 34.4%, while full-year revenues rose 17.9% to $5.55 billion. Non-GAAP adjusted EBITDA grew 28.0% to $737.7 million, with margins improving to 13.3% of revenues.
Free cash flow for the year jumped to $435.3 million from $137.8 million, and total backlog increased 23.0% to $9.54 billion, supporting future activity. Dycom closed the acquisition of Power Solutions, LLC, adding a Building Systems segment focused on electrical infrastructure for data centers. This deal more than doubled total assets to $5.98 billion but lifted long‑term debt to $2.81 billion, reflecting a more leveraged balance sheet.
For fiscal 2027, Dycom guides contract revenues between $6.85 billion and $7.15 billion, with Communications expected at $5.70–$5.90 billion and Building Systems at $1.15–$1.25 billion, and it anticipates further adjusted EBITDA margin expansion.
Dycom Industries, Inc. entered into a First Amendment to its Third Amended and Restated Credit Agreement, creating an $800 million senior secured Term Loan B Facility. The company used the borrowings to refinance a $600 million 364‑day senior secured bridge loan, pay related fees and expenses, and add cash to its balance sheet.
Borrowings under the Term Loan B Facility bear interest, at the company’s option, at term SOFR plus a 1.75% margin (with a 0.0% floor) or at the Administrative Agent’s base rate plus a 0.75% margin. The base rate is defined as the highest of the federal funds rate plus 0.50%, the Administrative Agent’s prime rate, or one‑month term SOFR plus 1.00%. The Term Loan B will amortize at 0.25% starting on September 15, 2026 and on the 15th day of March, June, September and December thereafter.
Dycom Industries, Inc. completed its acquisition of Power Solutions, LLC on December 23, 2025. At closing, Dycom paid approximately $1.6 billion in cash and issued 1,011,069 shares of common stock to the seller, with the share amount based on $292.5 million, or 15% of the base purchase price, divided by a 10‑day volume‑weighted average price before signing. The cash portion remains subject to post‑closing adjustments, which will be settled only in cash.
To fund the deal and refinance existing debt, Dycom entered into an Amended and Restated Credit Agreement. This agreement adds a $600.0 million 364‑day senior secured bridge facility, extends the maturity of its term loan A and revolving credit facilities to December 23, 2030, increases the revolver commitments to $800.0 million, and expands the term loan A facility to $1,540 million. The facilities carry SOFR‑ or base‑rate‑based interest margins and include financial covenants requiring a consolidated net leverage ratio not greater than 4.50:1.00 initially and 4.00:1.00 thereafter, and an interest coverage ratio above 2.50:1.00.
Dycom Industries, Inc. reported that director Luis Avila‑Marco has informed the Board that he will not stand for reelection at the company’s 2026 Annual Meeting of Shareholders and will retire from the Board at that time. The company states that his decision is not due to any disagreement with Dycom on its operations, policies, or practices. Dycom currently expects to reduce the size of its Board from 10 to 9 members upon his retirement.
Dycom Industries filed an amended current report to correct a technical header tag and to restate details of its planned acquisition of Power Solutions, LLC. Dycom agreed to buy all outstanding units of Power Solutions for a base price of $1.95 billion, paid in a mix of cash and stock. At closing, the seller is expected to receive 1,011,069 Dycom shares valued at $292.5 million, with the remainder of the price paid in cash and subject to customary post-closing adjustments based on cash, debt, working capital and expenses. Dycom arranged committed debt financing, including a $1,000 million term loan A, a $700 million 364‑day bridge facility and a $445 million term loan A backstop, to help fund the deal and refinance existing debt. Closing depends on regulatory approvals, satisfaction of conditions and an outside date of May 18, 2026.
Dycom Industries agreed to acquire Power Solutions, LLC for a base purchase price of $1,950,000,000 under a unit purchase agreement. The consideration will be a mix of cash and 1,011,069 shares of Dycom common stock valued at $292,500,000, equal to 15% of the base price and based on a 10-day volume weighted average price, with customary closing and post-closing adjustments paid in cash. Dycom obtained committed financing that includes a $1,000 million senior secured term loan A facility, a $700 million 364-day senior secured bridge facility, and a $445 million senior secured term loan A backstop facility to refinance existing debt and fund the transaction and related costs. Closing is subject to regulatory approvals, third-party consents, absence of legal restraints and a Company Material Adverse Effect, and other customary conditions, with an outside termination date of May 18, 2026, and the stock consideration will be issued as restricted, unregistered securities in reliance on Section 4(a)(2) of the Securities Act.
Dycom Industries, Inc. reported its fiscal 2026 third quarter results and issued forward guidance in a press release dated November 19, 2025. The company also prepared a slide presentation for a webcast and conference call on the same date to discuss these results and outlook. Both the press release and the slides are furnished as exhibits to this report rather than being formally filed, which limits their use for certain legal purposes.
Dycom Industries (DY) appointed Stephen O. LeClair to its Board of Directors, effective immediately. His term runs until the 2026 Annual Meeting of Shareholders, and the Board increased its size from nine to ten members. The Board determined he is independent under NYSE rules and company guidelines, and he has not been assigned to any committees.
LeClair, Executive Chair of Core & Main and former CEO, will receive an annual retainer of $80,000, paid quarterly, and a grant of restricted stock units valued at $175,000 based on the November 7, 2025 closing price, both prorated to his start date. He will also receive standard meeting fees for fiscal 2026.
Dycom Industries has appointed Phillip R. Gallagher, the Chief Executive Officer of Avnet, Inc., to its Board of Directors effective October 7, 2025. Gallagher brings decades of leadership experience in global electronic components distribution and has served as Avnet’s CEO since 2020 and as a board member there since 2020.
Gallagher will receive an annual cash retainer of $80,000, paid quarterly, and a grant of restricted stock units with a grant date fair value of $175,000 based on Dycom’s closing stock price on October 7, 2025, both prorated for his partial year of service. He will also receive meeting fees consistent with other non‑employee directors for fiscal 2026.
His term runs until Dycom’s 2026 Annual Meeting of Shareholders. The Board determined he is independent under New York Stock Exchange rules and the company’s governance guidelines, and he currently has no board committee assignments. In connection with his appointment, Dycom increased the size of its board from eight to nine directors.
Dycom Industries, Inc. furnished an update on its business by issuing a press release reporting its fiscal 2026 second quarter results and providing forward guidance. On the same day, the company also released a slide presentation and other materials to support a webcast and conference call discussing these results. The press release and presentation are included as Exhibits 99.1 and 99.2 and are treated as furnished rather than filed under securities law, limiting certain legal liabilities. The company notes that these materials contain forward-looking statements that depend on factors such as economic conditions, customer capital spending, availability and cost of labor and materials, insurance and credit loss reserves, potential asset impairments, acquisition and project changes, weather and health-related disruptions, litigation or regulatory outcomes, and liquidity and financing under its credit agreement.