DY
Dycom Industries, Inc.347.61
-3.58-1.02%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Power Solutions cross-sell accelerates
Q&A largely reaffirmed prepared remarks on surging demand but spotlighted early cross-sell wins blending Power Solutions' electrical services with Dycom's fiber work, earning hyperscaler praise. Long-haul/middle-mile TAM likely tops $20B, ramping via Lumen overpull this year before takeoff in 2028. BEAD verbal awards exceed $500M yet revenue stays modest in FY27, with similar margins to core work. Power Solutions targets 15-25% growth; Building Systems M&A pipeline active beyond electrical. Margin gains moderate versus last year due to workforce investments. Cross-sell takes flight fast. Investors eye data center execution.
Key Stats
Market Cap
10.07BP/E (TTM)
34.25Basic EPS (TTM)
10.15Dividend Yield
0%Recent Filings
10-K
FY2026 10-K excerpt
Dycom Industries' 10-K for fiscal year ended January 31, 2026 lacks financial statements, quarterly breakdowns, or MD&A details on revenue, profitability, or Q4 momentum. No topline figures, y/y deltas, margins, EPS, segments, debt, or cash flow trends disclosed in the provided filing excerpt. Capital allocation and outlook not detailed. Q4 results unavailable. Backlog drives performance. Supply chain disruptions threaten quarterly momentum.
8-K
Record results, Power acquisition
8-K
Dycom adds $800M Term Loan B
8-K
Dycom completes Power Solutions buyout
Dycom closed its acquisition of Power Solutions on December 23, 2025, paying ~$1.6B cash and issuing 1.01M shares. It amended its credit agreement, boosting revolving commitments to $800M, Term Loan A to $1.54B, adding a $600M bridge, and extending maturities to 2030. Deal bolsters data center capabilities. Post-closing adjustments pending.
8-K
Director retires, board shrinks
Dycom Industries' director Luis Avila-Marco notified the board on December 18, 2025, that he won't seek reelection at the 2026 Annual Meeting and will retire then. No disagreements with company operations, policies, or practices prompted his exit. Board shrinks from 10 to 9 members. Smooth transition, no drama.
IPO
Website
Employees
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