DY Dycom (DY) Q4 FY26 earnings call
Dycom concluded a record fiscal year, driven by robust demand across digital infrastructure, including fiber-to-the-home and data center buildouts, significantly bolstered by the Power Solutions acquisition. The company achieved substantial margin expansion and cash flow improvement, positioning it for continued growth in FY27 despite anticipated headwinds from a transitioning wireless program and slower BEAD program ramp-up.
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DY operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Backlog | $9.542BBacklog at the end of Q4 was $9.542 billion, including $8.333 billion of Communications backlog and $1.209 billion of Building Systems backlog.Source: earnings call transcript | $11.9BWe ended the quarter with record total backlog of $11.9 billion, growing 25% sequentially and representing a book-to-bill of 2.2x for the quarter.Source: earnings call transcript | $12.2BWe finished the quarter with record total backlog of $12.2 billion, representing a total book-to-bill of 1.2x and 1.1x on an organic basis.Source: earnings call transcript | +2.5% |
| Backlog Communications | $8.333BBacklog at the end of Q4 was $9.542 billion, including $8.333 billion of Communications backlog and $1.209 billion of Building Systems backlog.Source: earnings call transcript | $10.8BTotal backlog at the end of Q1 was $11.9 billion, including $10.8 billion of communications backlog and $1.1 billion of Building Systems backlog.Source: earnings call transcript | $10.98BTotal backlog at the end of Q2 was $12.2 billion, including $10.98 billion of Communications backlog and $1.26 billion of Building Systems backlog.Source: earnings call transcript | +1.7% |
| Backlog Building Systems | $1.209BBacklog at the end of Q4 was $9.542 billion, including $8.333 billion of Communications backlog and $1.209 billion of Building Systems backlog.Source: earnings call transcript | $1.1BTotal backlog at the end of Q1 was $11.9 billion, including $10.8 billion of communications backlog and $1.1 billion of Building Systems backlog.Source: earnings call transcript | $1.26BTotal backlog at the end of Q2 was $12.2 billion, including $10.98 billion of Communications backlog and $1.26 billion of Building Systems backlog.Source: earnings call transcript | +14.5% |
| Employees | 19.5K+We are investing heavily in our workforce, now over 19,500 strong to meet intensifying customer demand.Source: earnings call transcript | — | <21KOur success is made possible by our skilled workers, nearly 21,000 strong who bring excellence every day to the customers and communities we serve nationwide.Source: earnings call transcript | — |
| Book-to-bill ratio | — | 2.2 ratioWe ended the quarter with record total backlog of $11.9 billion, growing 25% sequentially and representing a book-to-bill of 2.2x for the quarter.Source: earnings call transcript | 1.2 ratioWe finished the quarter with record total backlog of $12.2 billion, representing a total book-to-bill of 1.2x and 1.1x on an organic basis.Source: earnings call transcript | -45.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.