Q2 2026 Dycom Industries Inc Earnings Call Transcript
Key Points
- Dycom Industries Inc (DY) reported record revenue of $1.38 billion for the quarter, a 14.5% increase over the prior year.
- The company achieved record EBITDA and EPS, exceeding expectations due to operating leverage and increased efficiencies.
- Dycom Industries Inc (DY) improved its Days Sales Outstanding (DSOs) by nine days year-over-year, enhancing cash flow management.
- The company secured a significant new award for service and maintenance and fiber-to-the-home work across numerous states.
- Dycom Industries Inc (DY) reaffirmed its fiscal 2026 revenue outlook range of $5.29 billion to $5.425 billion, indicating confidence in future growth.
- The size and complexity of opportunities can lead to short-term variation in reported backlog due to the timing of contract signings.
- There is uncertainty regarding the final approval of individual state plans under the BEAD program, which could impact future revenue.
- The pace of fiber-to-the-home builds is not always linear, leading to potential fluctuations in quarterly performance.
- Tariffs remain fluid, posing potential risks to the company's business and customers' forecasted programs.
- The company faces competitive pressures in the AI and digital infrastructure space, which could impact margins.
Good day, and thank you for standing by. Welcome to the Dycom Industries, Inc second quarter 2026 results conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the conference over to Ms. Callie Tomasso, Dycom's Vice President of Investor Relations. Please go ahead.
Thank you, operator, and good morning, everyone. Welcome to Dycom's second quarter fiscal 2026 results conference call.
Joining me today are Dan Peyovich, our President and Chief Executive Officer; and Drew DeFerrari, our Chief Financial Officer.
Earlier this morning, we released our fiscal 2026 second quarter results, along with certain outlook information. The press release and accompanying materials are available in the Investor Relations section of our website. Today's discussion will include forward-looking statements made pursuant to the safe harbor provision of the Private Securities Litigation Reform Act of 1995. These
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
