Education
About Us
Working with TipRanks
Follow Us
Dycom (DY)
NYSE:DY
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
2.72Last Year’s EPS
2.09Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was positive: management reported record quarterly and annual revenue, meaningful margin expansion, strong free cash flow improvement, a record backlog and constructive FY2027 guidance. Strategic progress was highlighted by the Power Solutions acquisition and clear positioning within fiber-to-the-home, hyperscaler long-haul/middle-mile, and BEAD opportunities. Near-term challenges include margin pressure from workforce ramp and winter weather, timing and funding uncertainty around BEAD, a projected $100M decline in wireless equipment replacement revenue next year, elevated acquisition-related leverage and transaction costs. Despite these headwinds management provided a clear deleveraging plan, continued margin expansion targets, and investments (training facility, workforce) to capture secular tailwinds, which leaves the overall tone constructive and growth-oriented.Company Guidance
Record Quarterly Revenue and Strong Organic Growth
Q4 record consolidated revenue of ~$1.46B, up 34.4% year-over-year; organic revenue for the quarter increased 16.6%, underscoring strong backlog conversion and demand momentum.
Record Full-Year Financial Performance
Fiscal 2026 record revenue of $5.55B, up 17.9% versus prior year; organic revenue +6.5% for the year; adjusted EBITDA of $737.7M with margin of 13.3% (↑105 bps year-over-year); adjusted diluted EPS $11.97 (↑29.7% YoY).
Significant Free Cash Flow and Operating Cash Improvement
Free cash flow increased to $435.3M (more than doubled; reported +216%); full-year operating cash flow $642.5M; Q4 operating cash flow increased 27.7% to $419M; DSOs improved to 101 days (improvement of 13 days YoY).
Margin Expansion and Adjusted EBITDA Growth
Q4 adjusted EBITDA $162.4M (↑39.6% YoY per commentary) with adjusted EBITDA margin 11.1% (↑~41 bps YoY); demonstrates ability to grow margins while scaling revenue.
Record Backlog and Healthy Book-to-Bill
Record total backlog of ~$9.5B (Drew: $9.542B) with ~$6.3B expected to be completed in next 12 months; book-to-bill was 1.3x total and 1.2x organic, indicating sustained demand visibility.
Strategic Acquisition and Entry into Data Center/Building Systems
Closed acquisition of Power Solutions (purchase price ~$1.95B) on 12/23/2025; contributed $95.8M revenue and $11.1M adjusted EBITDA in the abbreviated period; provides immediate footprint in data center/building systems market and cross-sell opportunities.
Ambitious FY2027 Outlook
Guidance for fiscal 2027 revenue of $6.85B–$7.15B (≈+23.6% to 29% total YoY, or +6.6% to 10.3% organic); expectations for continued adjusted EBITDA margin expansion and Building Systems mid-teens segment margin as scale is realized.
Market Tailwinds and Program Opportunities
Strong end-market signals: nearly 6M additional fiber-to-the-home passings noted by customers; BEAD verbal awards increasing (>$500M previously disclosed and growing); hyperscaler CapEx guidance up ~70% YoY to ~$718B, supporting long-haul/middle-mile and inside-the-fence opportunities.
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 |
|---|---|---|---|
Mar 04, 2026 | $403.49 | $387.07 | -4.07% |
Nov 19, 2025 | $296.20 | $325.29 | +9.82% |
Aug 20, 2025 | $269.57 | $257.26 | -4.57% |
May 21, 2025 | $193.62 | $224.13 | +15.76% |
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 (DY) report earnings?
Dycom (DY) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is Dycom (DY) earnings time?
Dycom (DY) earnings time is at May 27, 2026, Before Open (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 2027 (Q1) is 2.72.
