earnings
confidence high
sentiment positive
materiality 0.75
Dycom posts record Q2 revenue $1.378B, EPS $3.33, up 35%; reaffirms FY guidance
DYCOM INDUSTRIES INC
2026-Q2 EPS reported
$5.42
revenue$2,636,551,000
- Record contract revenue $1.378B (+14.5% YoY); record GAAP diluted EPS $3.33 (up 35.4%).
- Record net income $97.5M (+42.5%); record adjusted EBITDA $205.5M (14.9% margin, up 29.8%).
- Organic revenue grew 3.4% excluding $139.8M M&A; backlog $8.0B as of July 26, 2025.
- FY2026 annual revenue guidance reaffirmed at $5.290B-$5.425B; Q3 rev $1.38-1.43B, EPS $3.03-$3.36.
- H1 share repurchases: 200k shares for $30.2M at avg price $150.93.
item 2.02item 9.01