Dycom Industries, Inc.

Dycom Industries, Inc. Earnings Recaps

DY Industrials 1 recap
Q4 2026 Mar 4, 2026

Dycom Industries, Inc. delivered outstanding fourth-quarter results, achieving all-time record revenue of $1.46 billion, marking a 34.4% year-over-year increase.

Key takeaways
  • Organic revenue growth of 16.6% reflects robust demand and strong momentum heading into fiscal 2027.
  • Non-GAAP adjusted diluted EPS rose by 42% to $2.03, highlighting effective cost management and operational efficiencies.
  • Total backlog reached a record $9.5 billion, positioning the company well for sustained growth, with $6.3 billion expected to be completed in the next 12 months.
  • Fiscal 2026 revenue climbed to $5.55 billion, a 17.9% increase, underscoring strategic M&A success and market expansion.
  • The strong cash flow generation doubled free cash flow to $435.3 million, enhancing the balance sheet and enabling further investments.