earnings
confidence high
sentiment positive
materiality 0.85
Dycom Q2 FY2027 revenue record $2.006B, +45.6% YoY, raises FY outlook
DYCOM INDUSTRIES INC
- Q2 contract revenues $2.005.9B, +45.6% YoY (16.7% organic); net income $115.6M, diluted EPS $3.81.
- Adjusted net income $160.7M; adjusted diluted EPS $5.29; adjusted EBITDA $315.5M, margin 15.7% (up 81 bps).
- Backlog record $12.242B (+53.2%); acquired National Technology Integrators, contributed $22.9M Q2 revenue.
- FY2027 outlook raised to $7.48-7.66B revenue; Communications ~$150M wireless revenue deferred to FY2028.
- Q3 FY27 guide: revenue $1.90-1.98B, adjusted EBITDA $281-302M, adjusted diluted EPS $4.33-4.79.