Every material Form 8-K Dycom Industries has filed with the SEC since August 20, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Dycom reported record fiscal 2027 second-quarter contract revenue of $2.006 billion, up 45.6% from a year earlier, with net income of $115.6 million, or $3.81 per diluted share, versus $3.33 a year earlier. The company raised its full-year fiscal 2027 contract revenue outlook to $7.48 billion to $7.66 billion, though it also deferred about $150 million of Communications wireless program revenue into fiscal 2028.
Q2 contract revenues were $2.006 billion, up 45.6%, or 16.7% organically, versus the quarter ended July 26, 2025.
Q2 net income was $115.6 million, or $3.81 per diluted share, compared with $97.5 million, or $3.33, a year earlier.
Full-year fiscal 2027 contract revenue outlook is $7.48 billion to $7.66 billion; third-quarter contract revenue is expected at $1.90 billion to $1.98 billion.
The acquisition of National Technology Integrators was completed in the quarter and contributed about $22.9 million of revenue.
Dycom Industries disclosed that director Jennifer Fritzsche resigned from its Board of Directors, effective August 25, 2026, reducing the board from eleven members to ten. The company states the resignation was not due to any disagreement with the company or any matter relating to its operations, policies, or practices.
Jennifer Fritzsche resigned from the Dycom board effective August 25, 2026.
Board size reduced from eleven members to ten members.
The company states the resignation was not related to any disagreement or to company operations, policies, or practices.
Dycom Industries appointed David Fallon and Michael Lenz to its Board of Directors on August 4, 2026, and increased the board from nine to eleven members. Both were determined to be independent and will stand for election at the 2027 annual meeting, but they have not been assigned to any board committees.
Fallon previously served as Chief Financial Officer at Vertiv Holdings Co. (NYSE: VRT).
Lenz most recently served as Executive Vice President and Interim Chief Financial Officer at Hexcel Corporation (NYSE: HXL) and previously as Executive Vice President and Chief Financial Officer at FedEx Corporation (NYSE: FDX).
Both directors will receive non-employee director compensation, prorated from their appointment date, subject to future Board action.
The Board increased its size from nine to eleven members.
At its May 28, 2026 annual meeting, Dycom shareholders elected four directors, approved executive pay on an advisory basis, and ratified PricewaterhouseCoopers LLP as auditor for fiscal 2027. Directors Laurie J. Thomsen and Luis Avila-Marco retired at the meeting's conclusion, reducing the board from eleven members to nine, and the company said the retirements were not the result of any disagreement.
Laurie J. Thomsen and Luis Avila-Marco retired from the board at the conclusion of the May 28, 2026 annual meeting, reducing its size from eleven to nine.
Phillip R. Gallagher, Stephen O. LeClair and Peter T. Pruitt, Jr. were elected to serve until the 2029 annual meeting; Raejeanne Skillern was elected until the 2027 annual meeting.
Advisory vote on executive compensation: 24,341,198 for and 743,277 against, with 1,823,944 broker non-votes.
PricewaterhouseCoopers LLP was ratified as independent auditor for fiscal 2027 with 26,812,913 votes for and 100,053 against.
Dycom reported record fiscal first-quarter 2027 results for the quarter ended May 2, 2026, with contract revenues of $1.965 billion, up 56.1%, and net income of $91.3 million, or $3.00 per diluted share, up from $2.09. The company raised its full-year fiscal 2027 contract revenue outlook and agreed to acquire National Technology Integrators for $275 million, which the company expects to close before the end of its second fiscal quarter.
Contract revenues were $1.965 billion, up 56.1% (24.7% organic); net income was $91.3 million, or $3.00 per diluted share, versus $2.09 a year earlier
Full-year fiscal 2027 contract revenue outlook raised to $7.38 billion to $7.65 billion; the outlook excludes the pending acquisition
Second-quarter outlook: contract revenues of $1.94 billion to $2.01 billion and non-GAAP adjusted diluted EPS of $4.40 to $4.82
Agreed to acquire National Technology Integrators, a Maryland-based low-voltage firm, for $275 million; it is expected to add an initial annual revenue run-rate of about $175 million
Dycom Industries added Raejeanne Skillern, a former Amazon Web Services and Intel executive, to its board of directors effective March 24, 2026, expanding the board from ten to eleven members. The Board determined she is independent and has not yet assigned her to any committee.
Appointed to the Board effective March 24, 2026, with her term expiring at the 2026 Annual Meeting of Shareholders
Previously served as Vice President and Chief Marketing Officer at AWS from 2023 to 2025 and President of Flex's Communications, Enterprise & Cloud Division from 2019 to 2023
Board increased from ten to eleven members; she was determined independent under NYSE rules
Compensation will be prorated and follows the director pay described in the 2025 proxy statement
Dycom reported record fourth-quarter contract revenues of $1.458 billion, up 34.4%, and full-year revenue of $5.546 billion, up 17.9%, with the Power Solutions acquisition contributing. Fourth-quarter GAAP net income fell to $16.3 million, or $0.55 per diluted share, after transaction-related costs, while adjusted diluted EPS rose to $2.03 and the company guided fiscal 2027 contract revenues to $6.85 billion to $7.15 billion.
Q4 contract revenues $1.458 billion, up 34.4%, or 16.6% organically; Q4 net income $16.3 million vs. $32.7 million a year earlier
Full-year net income $281.2 million, up 20.5%; diluted EPS $9.56 vs. $7.92
Power Solutions, LLC acquisition completed December 23, 2025; Q4 acquisition and integration costs $18.8 million
Fiscal 2027 outlook: contract revenues $6.85 billion to $7.15 billion; Q1 fiscal 2027 adjusted EBITDA $202 million to $218 million
Dycom Industries entered into a First Amendment to its Third Amended and Restated Credit Agreement with Bank of America, N.A., as administrative agent, establishing an $800.0 million senior secured Term Loan B Facility. Proceeds were used to refinance a $600.0 million 364-day senior secured bridge loan, pay related fees and expenses, and fund cash to the company's balance sheet, which adds new debt obligations for shareholders to track.
Term Loan B Facility totals $800.0 million, senior secured, under an amendment dated January 27, 2026
Proceeds refinanced a $600.0 million 364-day senior secured bridge loan and added cash to the balance sheet
Term SOFR loans carry a 1.75% margin and base rate loans a 0.75% margin, subject to a 0.0% floor
Principal amortizes 0.25% per quarter starting September 15, 2026
Dycom Industries closed its acquisition of Power Solutions, an electrical contractor serving data centers, on December 23, 2025, paying about $1.6 billion in cash and issuing 1,011,069 shares. The company also amended its credit agreement, raising its term loan and revolver commitments and adding a $600.0 million bridge facility, which increases its debt load. The company says the deal is expected to be accretive to Adjusted EBITDA margin and Adjusted Diluted EPS.
Cash paid at closing of about $1.6 billion, plus 1,011,069 shares issued to the seller
Term Loan A increased to $1,540 million from $440 million; Revolving Credit Facility increased to $800.0 million from $650.0 million
New $600.0 million 364-day senior secured bridge loan facility; maturities extended to December 23, 2030
Cash consideration remains subject to post-closing adjustments; financial statements and pro forma information to be filed by amendment
Dycom Industries director Luis Avila-Marco notified the board on December 18, 2025, that he will retire at the 2026 Annual Meeting of Shareholders rather than seek reelection. The company said the decision did not stem from any disagreement over its operations, policies or practices, and it expects to reduce the board from 10 to 9 members after his retirement.
Director Luis Avila-Marco notified the board on December 18, 2025 of his decision
He will retire from the board as of the 2026 Annual Meeting of Shareholders
No disagreement with the company on operations, policies or practices, per the filing
Board size expected to fall from 10 to 9 members upon his retirement
Dycom Industries agreed on November 18, 2025 to acquire Power Solutions, LLC from Project Eastern Shore, LLC for a base price of $1.95 billion, subject to post-closing adjustments. The stock portion is 1,011,069 Dycom shares valued at $292.5 million, and the rest is paid in cash, backed by new debt commitments. Shareholders should note the new share issuance and the added borrowing, and that closing depends on regulatory waiting periods and other conditions.
Base price of $1.95 billion, with stock of 1,011,069 shares valued at $292,500,000 and the remainder in cash
Debt commitments include a $1,000 million term loan A, a $700 million 364-day bridge loan and a $445 million term loan A backstop
Closing is not required before December 22, 2025, and the agreement has an outside date of May 18, 2026
Closing is subject to Hart-Scott-Rodino waiting period expiration and other customary conditions
Dycom Industries reported fiscal 2026 third-quarter results for the quarter ended October 25, 2025, with contract revenues up 14.1% to $1.452 billion and GAAP net income up to $106.4 million, or $3.63 per diluted share, from $69.8 million, or $2.37, a year earlier. The company raised the midpoint of its fiscal 2026 revenue outlook to a range of $5.350 billion to $5.425 billion and gave fourth-quarter guidance for contract revenues of $1.26 billion to $1.34 billion and diluted EPS of $1.30 to $1.65.
Q3 contract revenues were $1.452 billion, up 14.1%; organic revenue growth was 7.2%
GAAP diluted EPS was $3.63 versus $2.37 a year earlier; net income was $106.4 million versus $69.8 million
Fiscal 2026 contract revenue outlook is $5.350 billion to $5.425 billion, with the midpoint raised
Fourth-quarter fiscal 2026 guidance (quarter ending January 31, 2026): diluted EPS of $1.30 to $1.65
Dycom Industries named Stephen O. LeClair, Executive Chair of Core & Main, to its Board of Directors effective immediately, with a term running until the 2026 Annual Meeting of Shareholders. The Board also approved increasing its size from nine to ten members. The filing discloses his director pay but does not report any financial results or guidance.
LeClair's director pay includes an $80,000 annual retainer and restricted stock units with a grant date fair value of $175,000, both prorated for his start date.
The Board determined LeClair is independent under NYSE rules and has not assigned him to any committees.
LeClair was CEO of Core & Main from August 2017 to March 2025 and remains its Executive Chair, and he has served on the AAON board since 2017.
Dycom Industries named Phillip R. Gallagher, current CEO of Avnet, Inc., to its Board of Directors effective immediately, with a term running until the 2026 Annual Meeting of Shareholders. The board also increased its size from eight to nine members. The filing says Gallagher was determined to be independent and has not been assigned to any board committees.
Phillip R. Gallagher appointed to Dycom's board effective October 7, 2025, serving until the 2026 Annual Meeting of Shareholders
Board size increased from eight to nine members
Gallagher to receive an annual retainer of $80,000 and restricted stock units with a grant date fair value of $175,000, both prorated for his start date
Gallagher has served as CEO of Avnet, Inc. since November 2020 and began his career at Dycom in 1982
Dycom reported fiscal 2026 second-quarter results for the period ended July 26, 2025, with contract revenues up 14.5% to $1.378 billion and GAAP net income up 42.5% to $97.5 million. The company reaffirmed its full-year fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion and gave a third-quarter outlook, which shareholders can use to compare future results with the company's expectations.
Q2 GAAP diluted EPS was $3.33, up from $2.32 a year earlier; Adjusted EBITDA was $205.5 million, or 14.9% of contract revenues, up 29.8%
Organic contract revenue growth was 3.4%; revenue from acquired businesses was $139.8 million versus $5.7 million a year earlier
Fiscal 2026 contract revenue outlook of $5.290 billion to $5.425 billion was reaffirmed, excluding storm restoration revenue
Q3 fiscal 2026 outlook (quarter ending October 25, 2025): contract revenues $1.38 billion to $1.43 billion, Adjusted EBITDA $198 million to $213 million, diluted EPS $3.03 to $3.36
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