Dycom Industries

DY

Market cap $15.3B

Dycom Industries, Inc. delivered a blowout Q1, with revenues up 55.6% to $1.96B and a 26% share price surge. DY's growth was driven by both organic expansion (24.7%) and the Power Solutions acquisition, boosting data center infrastructure exposure. Backlog soared 46.5% to $11.9B, with a 2.2x book-to-bill ratio, and management raised full-year revenue guidance by 7%.

Dycom Industries (DY) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

WEST PALM BEACH, Fla., May 27, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in the following upcoming institutional investor events:

Dycom Industries, Inc. (DY) Q1 2027 Earnings Call Transcript

Dycom Industries Inc (NYSE:DY) shares jumped around 29% on Wednesday as the company reported better-than-expected first-quarter sales results and raised its FY27 sales guidance above estimates.

Dycom Industries NYSE: DY reported a sharply higher fiscal first quarter and raised its full-year revenue outlook, citing accelerating demand for fiber deployments, data center-related infrastructure and a growing backlog that management said supports multi-year growth.

While the top- and bottom-line numbers for Dycom Industries (DY) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Dycom Industries (DY) came out with quarterly earnings of $4.42 per share, beating the Zacks Consensus Estimate of $2.73 per share. This compares to earnings of $2.09 per share a year ago.

Dycom stock popped on fiscal Q1 earnings that handily beat estimates. The company raised full year guidance and announced an acquisition.

Delivers Record First Quarter Results and Exceeds High End of Fiscal Q1 2027 Outlook Raises Full Year Fiscal 2027 Outlook Announces Acquisition of National Technology Integrators Further Extending Capabilities in the High-Growth Data Center Industry First Quarter Highlights (All metrics compared to the first quarter of fiscal 2026) Contract revenues of $1.965 billion (*) increased 56.1% , or 24.7% organically Net income of $91.3 million (*) , or $3.00 (*) per common share diluted Adjusted Net Income of $134.3 million (*) , or $4.42 (*) per common share diluted Adjusted EBITDA of $262.5 million (*) , or 13.4% of contract revenues Total backlog of $11.906 billion (*) an increase of 46.5% Entered into a definitive agreement to acquire National Technology Integrators Repurchased 100,000 shares for $36.0 million (*) Amount represents quarterly record or first quarter record result WEST PALM BEACH, Fla., May 27, 2026 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today its results for the first quarter ended May 2, 2026.