AI brief of an SEC Form 8-K · Dycom Industries (DY)

Dycom Q2 revenue rises 14.5% to $1.378 billion; diluted EPS up 35.4% to $3.33

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyDycom Industries (DY)
Form8-K, current report
Filed with the SECAug 20, 2025, 7:03 AM ET
Accession number0000067215-25-000054

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:59 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 20, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.