Every material Form 8-K Dycom Industries filed with the SEC in 2026, 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
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