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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 VP & CHRO Jill L. Ramshaw reported a Form 4 transaction involving company common stock. On February 17, 2026, 114 shares were disposed of at $427.48 per share in a tax-withholding disposition related to the vesting of restricted stock units. After this withholding for tax purposes, she directly holds 3,896 shares of Dycom common stock.
Dycom Industries director Philip R. Gallagher reported acquiring common stock of the company. On February 2, 2026, he acquired 32 shares of Dycom Industries common stock at a price of $383.58 per share. Following this transaction, he beneficially owned 465 shares, held in direct ownership.
Industries Inc director Jennifer M. Fritzsche reported acquiring 33 shares of the company’s common stock on February 2, 2026. The shares were acquired at a price of $383.58 per share, and she now beneficially owns 9,694 common shares, held as a direct ownership position.
Dycom Industries director Stephen O. LeClair acquired additional common stock in the company. On February 2, 2026, he received 59 shares of common stock at a price of $383.58 per share. Following this transaction, he directly beneficially owns 396 shares of Dycom Industries common stock.
The Vanguard Group filed an amended Schedule 13G reporting its beneficial ownership of 2,739,704 shares of Dycom Industries common stock, representing 9.14% of the class as of December 31, 2025.
Vanguard reports shared voting power over 240,532 shares and shared dispositive power over all 2,739,704 shares, with no sole voting or dispositive power. Vanguard states the shares were acquired and are held in the ordinary course of business and not to change or influence control of Dycom.
The filing explains that, following an internal realignment effective January 12, 2026, certain Vanguard subsidiaries or business divisions that are deemed beneficial owners are expected to report their holdings separately while continuing the same investment strategies.
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.
BlackRock, Inc. has filed an amended Schedule 13G reporting beneficial ownership of 3,320,786 shares of Dycom Industries Inc. common stock, representing 11.1% of the class as of 12/31/2025. BlackRock reports sole power to vote 3,250,302 shares and sole power to dispose of 3,320,786 shares, with no shared voting or dispositive power.
The filing states that these securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Dycom Industries. Various underlying clients have rights to dividends or sale proceeds, but no single client has more than five percent of the outstanding common shares.
Dycom Industries director Eitan Gertel reported selling 3,645 shares of the company’s common stock. The sale took place on January 9, 2026 and is reported as an open market sale. The weighted average sale price was $345.62 per share, with the shares sold in two trades of 3,638 shares at $345.62 and 7 shares at $346.04.
After this transaction, Gertel directly holds 15,997 shares of Dycom Industries common stock. The filing reflects a single non-derivative transaction and shows that he is a director of the company, with no officer or 10% owner status indicated.
Dycom Industries insider plans a small Rule 144 stock sale. A holder has filed to sell 3,645 shares of Class A common stock of Dycom Industries through UBS Financial Services on or about 01/09/2026, with an aggregate market value of $1,239,300. The filing notes that 28,956,051 shares of this class are outstanding and that the shares trade on the NYSE.
The shares to be sold were acquired directly from the issuer as compensation through multiple restricted stock vesting events between 2017 and 2024. The signer represents that they are not aware of any undisclosed material adverse information about Dycom’s current or future operations.