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DYCOM INDUSTRIES INC (DY) SEC Filings, Feb-Mar 2026

DY NYSE

Welcome to our dedicated page for DYCOM INDUSTRIES SEC filings (Ticker: DY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

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.

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Floyd Heather M reported acquisition or exercise transactions in this Form 4 filing.

Dycom Industries reported that VP & CAO Heather M. Floyd received an equity compensation grant of 1,918 restricted stock units (RSUs) of common stock. These RSUs vest in three substantially equal annual installments beginning on March 30, 2027, and no cash consideration was paid for the grant.

After this award, Floyd holds 4,574 shares and RSUs directly, including unvested RSUs. Each RSU represents a contingent right to receive one share of Dycom common stock when it vests, aligning a portion of her compensation with the company’s future performance.

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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.

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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.

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Dycom Industries, Inc. files its annual report outlining a business focused on specialty contracting for digital infrastructure, telecommunications, utilities and data centers across all 50 U.S. states. The company now operates in two reportable segments, Communications and Building Systems, following its acquisition of Power Solutions, LLC in the fourth quarter of fiscal 2026.

Backlog was $9,542.0 million as of January 31, 2026, with $6,358.0 million expected over the next 12 months, compared with total backlog of $7,759.9 million a year earlier. Dycom highlights a highly concentrated customer base, with AT&T, Verizon and Lumen together contributing a significant share of fiscal 2026 contract revenues, and notes strong exposure to long-term bandwidth and data center demand alongside detailed economic, regulatory, labor, technology, safety and cybersecurity risk factors.

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Dycom Industries, Inc. has filed a Form S-3 shelf registration to register the offer and sale, from time to time, of common stock, preferred stock, senior and subordinated debt securities, depositary shares, warrants, securities purchase contracts and units.

The prospectus states senior and subordinated debt issued by Dycom Industries, Inc. may be fully and unconditionally guaranteed by certain 100% owned subsidiaries (the "Guarantors"), and that Dycom Investments, Inc. may issue debt securities that could be guaranteed by Dycom Industries, Inc. The prospectus notes 29,970,067 shares of common stock outstanding as of March 3, 2026 and lists intended uses of proceeds including working capital, debt repayment, acquisitions, share repurchases and capital expenditures.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many DYCOM INDUSTRIES (DY) SEC filings are available on StockTitan?

StockTitan tracks 86 SEC filings for DYCOM INDUSTRIES (DY), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for DYCOM INDUSTRIES (DY)?

The most recent SEC filing for DYCOM INDUSTRIES (DY) was filed on March 25, 2026.