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Dycom Industries (DY)
:DY
Earnings Data
Report Date
Aug 20, 2025TBA Not Confirmed
Period Ending
2026 (Q2)Consensus EPS Forecast
2.92Last Year’s EPS
2.46Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 21, 2025
|% Change Since: 20.86%
|Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment overall, with Dycom exceeding guidance expectations and increasing revenue forecasts due to strong performance in fiber-to-the-home and data center projects. Despite some challenges related to macroeconomic uncertainty and cash flow, the company's record backlog and strategic growth initiatives indicate a strong position in the market.Company Guidance
During the Dycom Industries Inc. First Quarter 2026 Results Conference Call, the company reported that it exceeded the high end of its guidance on all key financial metrics, including revenue, adjusted EBITDA, and EPS. The first quarter revenue was $1.259 billion, reflecting a 10.2% increase compared to Q1 2025. The adjusted EBITDA was $150.4 million, which represented 11.9% of revenues and marked a 14.9% increase over the prior year. The company also repurchased 200,000 shares for $30.2 million during the quarter. Based on strong performance and market conditions, Dycom raised its revenue expectations for the fiscal year to a range of $5.29 billion to $5.425 billion. The company highlighted its record backlog of $8.1 billion, with $4.7 billion expected to be completed in the next 12 months, underscoring its confidence in industry drivers and strategic growth opportunities.Exceeding Guidance Expectations
Dycom exceeded the high end of guidance for Q1 2026 in all metrics, including revenue, adjusted EBITDA, and EPS. Revenue was $1.259 billion, a 10.2% increase over Q1 2025, and adjusted EBITDA was $150.4 million, representing an increase of 14.9% over Q1 2025.
Record Backlog
Dycom reported a record backlog of $8.1 billion, including a record $4.7 billion expected to be completed in the next 12 months.
Increased Revenue Expectations
Due to strong performance, Dycom increased its revenue expectations for fiscal 2026 to a range of $5.29 billion to $5.425 billion, representing a growth range of 12.5% to 15.4% over the previous year.
Fiber-to-the-Home and Data Center Growth
Significant growth in fiber-to-the-home programs and data center-related fiber demand, including new multiyear awards from ISP customers and hyperscaler projects.
Successful Share Repurchase
The company repurchased 200,000 shares for $30.2 million during the quarter, returning capital to shareholders.
DY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2025 | $193.62 | $224.13 | +15.76% |
Feb 26, 2025 | $171.94 | $161.96 | -5.80% |
Nov 20, 2024 | $202.79 | $176.56 | -12.93% |
Aug 21, 2024 | $194.20 | $179.54 | -7.55% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dycom Industries (DY) report earnings?
Dycom Industries (DY) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
What is Dycom Industries (DY) earnings time?
Dycom Industries (DY) earnings time is at Aug 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DY EPS forecast?
DY EPS forecast for the fiscal quarter 2026 (Q2) is 2.92.
