secwatch.observer — SEC 8-K summary
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Issuer:     DYCOM INDUSTRIES INC (DY)
CIK:        0000067215
Form:       8-K
Filed at:   2025-08-20T23:59:59+00:00
Accession:  0000067215-25-000054
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dycom posts record Q2 revenue $1.378B, EPS $3.33, up 35%; reaffirms FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/67215/000006721525000054/0000067215-25-000054-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/67215/000006721525000054/dy-20250820.htm
  HTML page:      https://secwatch.observer/filing/0000067215-25-000054

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer