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Dycom Industries director Philip R. Gallagher received an equity grant in the form of restricted stock units. The award covers 331 RSUs, each representing a contingent right to acquire one share of Dycom Industries common stock upon vesting. The RSUs vest in a single installment on the earlier of May 28, 2027 or the date of the company’s next annual shareholder meeting. No cash consideration was paid for this grant. Following this award, Gallagher’s reported direct holdings, including unvested RSUs, total 824 shares or share-equivalents.
Dycom Industries reported strong quarterly growth, with contract revenues of $1.965 billion for the three months ended May 2, 2026, up from $1.259 billion a year earlier. Net income rose to $91.3 million, and diluted EPS increased to $3.00 from $2.09.
Results reflect the first full-quarter impact of the Power Solutions acquisition, which contributed $395.4 million of Building Systems revenue alongside $1.569 billion from the Communications segment. Dycom now carries $2.816 billion of debt, primarily under its Term Loan A, Term Loan B, and 4.50% senior notes.
Cash and equivalents were $538.8 million, down from $709.2 million at fiscal year-end, after capital expenditures, share repurchases, and acquisition-related outflows. The company also agreed to acquire National Technology Integrators for $275 million, further expanding its Building Systems segment.
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.
Fritzsche Jennifer M reported acquisition or exercise transactions in this Form 4 filing.
Dycom Industries director Jennifer M. Fritzsche received a grant of 25 shares of common stock on May 4, 2026. The shares were valued at $429.47 per share in the filing. After this grant, she directly holds 9,719 shares of Dycom Industries common stock.
Dycom Industries director Stephen O. LeClair received a grant of 28.0000 shares of Dycom Industries common stock on 2026-05-04. The shares were reported at a price of $429.4700 per share as a grant, award, or other acquisition, not an open-market purchase. Following this compensation-related transaction, his direct holdings increased to 424.0000 shares of common stock.
Dycom Industries director Philip R. Gallagher received an award of 28 shares of Common Stock on May 4, 2026 at $429.47 per share. The transaction is classified as a grant, award, or other acquisition rather than an open-market purchase. Following this award, Gallagher directly holds 493 shares of Dycom Industries Common Stock.
Skillern Raejeanne reported acquisition or exercise transactions in this Form 4 filing.
Dycom Industries Inc. director Raejeanne Skillern received a grant of 41 shares of common stock on May 4, 2026 at an indicated value of $429.47 per share. Following this compensation-related award, she directly holds 129 shares of Dycom common stock.
Dycom Industries Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 1,516,960 shares of Common Stock, representing 5.06% of the class as of 03/31/2026. The filer discloses sole voting power for 227,266 shares and sole dispositive power over 1,516,960 shares.
Dycom Industries is asking shareholders to vote at its 2026 virtual Annual Meeting on May 28, 2026 at 11:00 a.m. Eastern Time. Shareholders of record on April 1, 2026 can attend online and have one vote per common share, with advance voting available by internet, phone or mail.
The agenda includes electing four directors, an advisory Say-on-Pay vote on executive compensation, and ratifying PricewaterhouseCoopers LLP as independent auditor for fiscal 2027. The Board is classified into three staggered classes; four nominees are up for election, and two current directors will retire, reducing the Board from eleven to nine members.
The Board highlights strong governance practices, including an independent Chairman, 10 independent directors, majority voting with resignation requirements in uncontested elections, stock ownership guidelines for directors and executives, and restrictions on hedging and pledging company stock. Executive pay is positioned as performance-based, with significant “at risk” annual cash incentives and a 50/50 mix of time-vesting and performance-vesting RSUs.