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Dycom (DY)
NYSE:DY
Earnings Data
Report Date
May 21, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
1.62Last Year’s EPS
2.12Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -6.03%
|Next Earnings Date:May 21, 2025
Earnings Call Sentiment|Positive
Dycom Industries reported strong revenue and growth, driven by significant fiber and 5G opportunities, with a positive outlook for fiscal 2026. However, challenges such as weather impacts, exclusion of BEAD revenues, and increased SG&A expenses present potential hurdles.Company Guidance
During the Dycom Industries, Inc. Fourth Quarter 2025 Results Conference Call, the company provided guidance for fiscal 2026, forecasting a total revenue increase of 10% to 13% over fiscal 2025, which reported revenues of $4.702 billion and adjusted EBITDA of $576.3 million. The company stated that the fiscal 2026 outlook does not include potential revenues from storm restoration or the BEAD program, which is expected to contribute in calendar 2026. The backlog at the end of fiscal 2025 was $7.8 billion, with $4.6 billion expected to be completed over the next twelve months. The company also highlighted ongoing projects, including fiber-to-the-home expansions and 5G market awards, and noted that they are well-positioned to capitalize on increasing customer investments in digital infrastructure. Additionally, the company announced a new $150 million stock repurchase program and completed three acquisitions in fiscal 2025.Strong Revenue and Growth
Dycom Industries reported Q4 2025 revenues of $1.085 billion, marking a 13.9% increase over the previous year, and full-year revenues of $4.702 billion, a 12.6% increase. The company also achieved an adjusted EBITDA of $116.4 million for Q4, or 10.7% of revenue, and $576.3 million for the full year, expanding their EBITDA margin by approximately 450 basis points over the past three years.
Backlog and Customer Diversification
The company's backlog at the end of the fiscal year was $7.8 billion, with $4.6 billion expected to be completed over the next twelve months. They further diversified their customer base, with the top five customers accounting for 55% of revenue in fiscal 2025, down from 66% in fiscal 2022.
Significant Fiber and 5G Opportunities
Dycom is capitalizing on fiber-to-the-home and 5G opportunities, with customers adding more than 35 million incremental passings. They were awarded new markets for Verizon and extended several existing agreements.
Positive Free Cash Flow and Share Repurchases
The company saw improved free cash flow performance, generating $137.8 million for the full year. They also repurchased 410,000 shares of common stock and announced a new $150 million stock repurchase authorization.
2026 Revenue Growth Outlook
Dycom Industries expects fiscal 2026 total revenue to increase by 10% to 13% over fiscal 2025, driven by fiber-to-the-home expansions, hyperscaler long-haul projects, and wireless equipment replacements, excluding BEAD and storm-related revenues.
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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
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DY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| May 22, 2024 | $154.40 | $167.14 | +8.25% |
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.
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FAQ
When does Dycom (DY) report earnings?
Dycom (DY) is schdueled to report earning on May 21, 2025, TBA Not Confirmed.
What is Dycom (DY) earnings time?
Dycom (DY) earnings time is at May 21, 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 (Q1) is 1.62.
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