Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates ...
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Est. EPS $4.65 · Revenue $1.96B · 7 analysts
Est. EPS $17.00 · Revenue $7.62B · 7 analysts
Est. EPS $2.70 · Revenue $1.70B · 6 analysts
Est. EPS $4.26 · Revenue $2.07B · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.5B | +17.9% | +2.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $281.2M | +20.5% | +26.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +20.6% | +31.8% | +15.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.5% | +72.9% | +30.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +5.1% | +2.1% | +24.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $401.7M | +307.3% | +136.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +7.2% | +245.3% | +135.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 160.9% | +88.8% | -6.6% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.74x | -5.1% | -9.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $6.0B | +103.0% | +5.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 9.56 vs 11.28 | -15.2% | 3.81 vs 4.65 | -18.1% |
| Revenue Surprise | $5.5B vs $5.4B | +2.0% | $2.0B vs $2.0B | +2.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Fallon David Joseph | director | Common Stock | A | 700 | $286.92 |
| Aug 4, 2026 | Lenz Michael C. | director | Common Stock | A | 343 | — |
| Aug 4, 2026 | Fallon David Joseph | director | Common Stock | A | 343 | — |
| Aug 4, 2026 | Lenz Michael C. | — | — | — | 0 | — |
| Aug 4, 2026 | Fallon David Joseph | — | — | — | 0 | — |
Operator: Good day, and thank you for standing by. Welcome to the Dycom Industries, Inc. First Quarter 2027 Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to Ms. Callie Tomasso, Dycom's Vice President of Investor Relations and Corporate Communications. Please go ahead. Callie Tomasso: Thank you, operator, and good morning, everyone. Welcome to Dycom's fiscal 2027 First Quarter Results Conference Call. Joining me today are Dan Peyovich, our President and Chief Executive Officer; and Drew DeFerrari, our Chief Financial Officer. Earlier this morning, we released our fiscal 2027 first quarter results along with certain outlook information. We also announced a definitive agreement to acquire National Technology Integrators, a low-voltage engineering and construction firm based in Maryland. The press release and accompanying materials are available in the Investor Relations section of our website, including the outlook expectation summary document, which provides additional outlook metrics beyond what will be discussed on today's call. These materials, which we will discuss during today's call include forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Our discussion and these statements reflect our expectations, assumptions and beliefs regarding future events and are subject to risks and uncertainties that could cause actual results to differ materially. A detailed discussion of these risks and uncertainties is included in our filings with the SEC. Forward-looking statements are made as of today's date, and we undertake no obligation to update them. Additionally, we will reference certain non-GAAP financial measures during today's call. Explanations of these measures and reconciliations to the most directly comparable GAAP measures can be found in our press release and accompanying materials. With that, I will turn the call over to Dan Peyovich. Daniel Peyovich: Thank you, Callie, and good morning, everyone. Thank you for joining us today. We delivered an outstanding start to the year, continuing to execute our strategy and capitalize on the generational set of opportunities across our business. Total revenues of $1.965 billion exceeded the high end of our expectations, increasing 56% compared to Q1 FY 2026, including organic growth of 25%. With robust and intensifying demand drivers, we remain disciplined in our awards, high-grading the pipeline and intensely focusing on execution. The results of this discipline are reflected in our earnings for the quarter, which also exceeded the high end of our expectations. Adjusted EBITDA of $262.5 million and adjusted EBITDA margin of 13.4% increased 75% and 141 basis points, respectively. And non-GAAP adjusted diluted EPS was $4.42, an 85% increase compared to Q1 fiscal 2026. We ended the quarter with record total backlog of …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Daniel S. Peyovich | Chief Executive Officer, President & Director | USD 4,248,696 | Male | 1976 | Active |
Kevin Wetherington | Executive Vice President & Chief Operating Officer | USD 2,601,827 | Male | 1969 | Active |
H. Andrew DeFerrari | Senior VP & CFO | USD 2,094,630 | Male | 1969 | Active |
Ryan F. Urness | Senior Vice President, General Counsel & Secretary | USD 1,696,856 | Male | 1972 | Active |
Jill L. Ramshaw | Senior VP & Chief Human Resources Officer | USD 1,117,299 | Female | 1978 | Active |
Heather Floyd | Vice President & Chief Accounting Officer | — | Female | 1980 | Active |
Rebecca Brightly Roach | Vice President of Business Process | — | Female | 1975 | Active |
Regina Salazar | SVP and Chief Information & Digital Officer | — | Female | — | Active |
Callie A. Tomasso | Vice President Investor Relations & Corporate Communications | — | — | — | Active |
James Gresham | Chief Revenue Officer | — | Male | — | Active |
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Dycom Industries delivered robust Q2 FY2027 results, with revenue up 45.6%, organic growth of 16.7%, and a record $12.24B backlog. Despite strong growth, DY's stock fell due to lower Communications margins, wireless revenue deferral, and Q3 EPS guidance slightly below expectations. Growth catalysts include accelerating fiber-to-the-home, AI/data center-driven long-haul fiber demand, and Building Systems segment expansion, supporting multi-year upside.
DY sees BEAD construction ramping in 2027, opening a roughly $17 billion addressable market alongside strong fiber-to-the-home growth.
The accelerating buildout of fiber networks, data-center connectivity and other digital infrastructure is creating a multiyear opportunity for contractors with the scale and expertise to execute complex projects. Dycom Industries DY is heavily exposed to communications infrastructure, particularly fiber-to-the-home, long-haul and middle-mile fiber, while MasTec MTZ operates a broader infrastructure platform spanning communications, power delivery, clean energy, pipelines and mission-critical construction.
Dycom reported Q2 2027 financial results this week. Several analysts lowered their price targets.
