Dycom Industries, Inc. filings document the company’s operating results, governance structure, capital arrangements and material corporate events as a New York Stock Exchange-listed issuer. Form 8-K disclosures cover quarterly and annual results materials, board appointments and changes, and amendments to credit agreements, including senior secured Term Loan B financing.
Dycom’s proxy filings describe director elections, board composition, independence determinations, director compensation, executive compensation and shareholder voting matters. The filing record also identifies the company’s common stock, capital-structure disclosures, material agreements and governance practices related to its specialty contracting and building infrastructure businesses.
DYCOM INDUSTRIES INC (DY) director David Joseph Fallon reported an open-market purchase of company stock. On 2026-09-01, he purchased 700 shares of common stock at $286.92 per share. Following this transaction, he directly holds 1,043 shares of common stock, which includes unvested Restricted Stock Units.
Dycom Industries, Inc. (DY) reported sharply higher results for the quarter and six months ended August 1, 2026, driven by organic growth and the new Building Systems segment created through recent acquisitions. Quarterly contract revenues were $2,005.9 million, up from $1,377.9 million, with net income of $115.6 million versus $97.5 million. Diluted EPS rose to $3.81 from $3.33. For the first six months, contract revenues were $3,970.7 million and net income was $206.9 million, compared with $2,636.6 million and $158.5 million a year earlier.
Total assets increased to $6.54 billion, reflecting the acquisitions of Power Solutions and National Technology Integrators, which added significant goodwill and intangibles and now form the Building Systems segment (six‑month revenues $792.9 million). Debt remained substantial at $2.82 billion under a term loan structure and 4.50% senior notes, while cash and equivalents declined to $340.1 million after $238.3 million of acquisition-related cash outflows and $139.8 million of capital expenditures. Operating cash flow improved to $79.1 million. The customer base remains highly concentrated, with AT&T, Verizon, and Lumen together representing over one‑third of revenues. Dycom remained in compliance with all credit agreement covenants and had $746.4 million of revolver availability; the board also authorized a new $150 million share repurchase program after quarter‑end.
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.
Lenz Michael C. reported acquisition or exercise transactions in this Form 4 filing.
Dycom Industries director Michael C. Lenz received a grant of 343 Restricted Stock Units representing Dycom common shares on August 4, 2026. The RSUs were granted for no cash consideration and vest in a single installment on August 4, 2027. Following this grant, he holds 343 RSUs, including unvested awards.
Fallon David Joseph reported acquisition or exercise transactions in this Form 4 filing.
Dycom Industries Inc granted director David Joseph Fallon 343 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of common stock. The RSUs vest in a single installment on August 4, 2027, were granted for no consideration, and Fallon now holds 343 RSUs including unvested awards.
Dycom Industries Inc. submitted an initial ownership report for director Michael C. Lenz on Form 3. The report identifies him as a board member and reporting person, lists no equity transactions or derivative positions, and references a Power of Attorney incorporated by reference as an exhibit.
Dycom Industries Inc. discloses that David Joseph Fallon has filed an initial statement of beneficial ownership of securities (Form 3) in his capacity as a director. The filing reports no insider purchase, sale, or other equity transactions and references a Power of Attorney filed as Exhibit 24.
LeClair Stephen O reported acquisition or exercise transactions in this Form 4 filing.
Dycom Industries director Stephen O. LeClair received a grant of 42 shares of Common Stock on August 3, 2026, recorded at $414.98 per share. After this award, he directly holds 797 shares, a total that includes unvested Restricted Stock Units (RSUs), and the transaction was not under a Rule 10b5-1 plan.
Dycom Industries director Richard K. Sykes reported a grant/award acquisition of 114 shares of Common Stock on 2026-08-03 at $414.98 per share. After this award, he directly holds 21,983 shares, which include unvested Restricted Stock Units. The filing indicates this transaction was not made under a Rule 10b5-1 trading plan.