secwatch.observer — SEC 8-K summary
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Issuer:     DYCOM INDUSTRIES INC (DY)
CIK:        0000067215
Form:       8-K
Filed at:   2026-05-27T11:02:34+00:00
Accession:  0000067215-26-000023
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dycom reports record Q1 revenue $1.965B, raises FY2027 outlook, acquires NTI for $275M
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- Q1 contract revenues $1.965B, up 56.1% YoY (24.7% organic); adjusted diluted EPS $4.42.
- Adjusted EBITDA $262.5M (13.4% margin); total backlog $11.906B, up 46.5%.
- Acquiring National Technology Integrators for $275M; ~$175M annual revenue run-rate.
- Raised FY2027 revenue guidance to $7.38B-$7.65B; Q2 guidance: $1.94B-$2.01B.
- Communications segment revenue $1.569B, up 24.7% organic; Building Systems $395.4M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000023/0000067215-26-000023-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000023/dy-20260527.htm
  HTML page:      https://secwatch.observer/filing/0000067215-26-000023

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