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

Dycom Q4 revenue rises 34.4% to $1.458 billion as GAAP net income falls 50.1%

Mixed Impact 4 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyDycom Industries (DY)
Form8-K, current report
Filed with the SECMar 4, 2026, 7:02 AM ET
Accession number0000067215-26-000004

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:58 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 March 04, 2026.

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.