secwatch.observer — SEC 8-K summary
======================================

Issuer:     DYCOM INDUSTRIES INC (DY)
CIK:        0000067215
Form:       8-K
Filed at:   2026-03-04T23:59:59+00:00
Accession:  0000067215-26-000004
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dycom Q4 revenue $1.46B (+34% YoY), record; FY2027 guidance $6.85-$7.15B
------------------------------------------------------------------------

- Q4 adjusted diluted EPS $2.03 vs. $1.43 YoY; organic revenue growth 16.6%.
- Fiscal 2026 revenue $5.55B (+17.9% YoY); adjusted EBITDA margin 13.3%, +105bps.
- Completed acquisition of Power Solutions (data center electrical) on Dec 23, 2025.
- Fiscal 2027 revenue outlook $6.85-$7.15B; Q1 adj. EBITDA $202-$218M.
- Operating cash flow $642.5M for FY2026, free cash flow $435.3M, both records.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000004/0000067215-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000004/dy-20260304.htm
  HTML page:      https://secwatch.observer/filing/0000067215-26-000004

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