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

Issuer:     DYCOM INDUSTRIES INC (DY)
CIK:        0000067215
Form:       8-K
Filed at:   2026-08-26T11:05:58+00:00
Accession:  0000067215-26-000039
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Dycom Q2 FY2027 revenue record $2.006B, +45.6% YoY, raises FY outlook
---------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000039/0000067215-26-000039-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/67215/000006721526000039/dy-20260826.htm
  HTML page:      https://secwatch.observer/filing/0000067215-26-000039

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