US · Industrials · Engineering & Construction
EPS came in at 5.29 against a street estimate of 4.36 — a beat of 21.3%.
Analysts rate Dycom Industries Inc a strong buy (9 buy, 0 hold, 0 sell out of 9) with an average price target of $520.36.
CONFIDENT Dycom reported record Q2 revenue of $2.01B (+45.6% YoY, +16.7% organic) with adjusted EBITDA margin of 15.7%. Raised FY27 guidance to $7.48–7.66B. Fiber-to-home surged 60%, long-haul backlog exceeded $1B. Wireless deferred $150M to FY28. Q2 FY27 No specific regional breakdown provided; company described national reach across long-haul, middle-mile, and inside plant fiber work. Analysts probed three areas: wireless deferral mechanics and FY28 confidence (management affirmed line-of-sight and added scope); Building Systems margin sustainability post-24.5% Q2 (executives positioned as strategic investment mirroring Communications playbook); and fiber-to-home deceleration risk (CEO emphasized execution complexity and project-by-project cadence, not market saturation). 2026-08-26…
Full summary in the app.
| Fund | Stake |
|---|---|
| Peconic Partners LLC | 14.73% |
| BlackRock Inc | 12.81% |
| Vanguard Portfolio Management, LLC | 4.43% |
| Vanguard Capital Management, LLC | 4.28% |
| State Street Corp | 3.57% |
| Hill City Capital, LP | 3.35% |
| FMR Inc | 3.18% |
| First Trust Advisors L.P. | 3.01% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 DYCOM INDUSTRIES, INC. – FORM 10-Q SUMMARY For Quarter Ended August 1, 2026 --- HEADLINE NUMBERS • Contract revenues (Q2 2026): $2,005.9 million vs | 2026-08-27 |
| Results announced · Q3 FY2027 DYCOM INDUSTRIES, INC. - Q2 FISCAL 2027 EARNINGS SUMMARY HEADLINE NUMBERS • Contract revenues Q2: $2.006 billion, up 45.6% year-over-year; organic g | 2026-08-26 |
| Board / officer change · Q3 FY2027 DYCOM INDUSTRIES, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Composition Change: Jennifer Fritzsche resigned from the Board of Directors e | 2026-08-25 |
| Board / officer change · Q3 FY2027 DYCOM INDUSTRIES, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Board Expansion: Dycom Industries increased its Board of Directors from 9 to 11 mem | 2026-08-04 |
| Board / officer change · Q2 FY2027 DYCOM INDUSTRIES, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Board size reduced from 11 to 9 members following the May 28, 2026 Annual Meeting of Sh | 2026-06-01 |
| Quarterly report · Q2 FY2027 DYCOM INDUSTRIES, INC. – Q1 FY2027 SUMMARY (Period Ended May 2, 2026) HEADLINE NUMBERS • Contract revenues: $1,964.8 million (Q1 FY2027) vs. $1,258. | 2026-05-28 |
| Proxy statement · Q2 FY2027 DYCOM INDUSTRIES INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect four directors: Philip R. Gallagher, Stephen O. | 2026-04-16 |
| Annual report FY2026 DYCOM INDUSTRIES, INC. - 10-K SUMMARY HEADLINE NUMBERS • Fiscal Year End: January 31, 2026 (53 weeks; prior two years were 52 weeks) • Market Capita | 2026-03-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Completed acquisition of Power Solutions for approximately $1.9 billion Dycom Industries completed a major acquisition of Power Solutions on December 23, 2025, paying approximately $1.6 billion in cash plus 1.01 million shares of stock (worth ~$292.5 million). T | 2025-12-23 |
| Entry into purchase agreement to acquire another business Dycom Industries announced on November 19, 2025, that it has agreed to acquire Power Solutions, LLC through a purchase agreement signed November 18, 2025. To fund this acquisition, Dycom sec | 2025-11-19 |
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Google PlayApp StoreData updated 2026-09-18.