Jul 2026 (Q2 FY27) — Aug 26, 2026
Dycom Industries Q2 FY27 — Record Revenue and Strong Backlog Drive Growth
Read the full callDycom Industries (DY) earnings
- Aug 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
Dycom Industries earnings: last reported Wed, 26 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,006 | +45.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Aug 2026 | Not in the filed figures for the quarter to aug 2026. No older figure is substituted. | ||
| Net profit | 116 | +18.6% YoY | Quarterly, as filed | Quarter to Aug 2026 | Profit after tax as filed. |
Price
$254.39 +0.31% · +$0.78
Performance −13.0% 1Y
1Y: $292.49 on 17 Oct 2025 → $254.39. High $535.2 (28 May 2026), low $253.61 (16 Oct 2026).
- Previous close
- $253.61
- 52-week range
- $253.61 – $535.2
- One year
- −14.15%
Overview
- Symbol
- DY
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — May 27, 2026
Dycom Q1 FY27 — Record $11.9B backlog and 56% revenue growth drive raised full-year outlook
Read the full callJan 2026 (Q4 FY26) — Mar 4, 2026
Dycom Q4 FY26 — Record Revenue & Strong Margin Expansion Driven by Digital Infrastructure Demand
Read the full callEvery analysed call
Dycom Industries earnings calls (DY)
Financials
What the filings say
Net profit, year on year: +19% (quarter to aug 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,272 | 1,085 | 1,259 | 1,378 | 1,452 | 1,458 | 1,965 | 2,006 |
| Expenses | 1,170 | 1,031 | 1,173 | 1,238 | 1,301 | 1,408 | 1,821 | 1,814 |
| Other income | 7 | 7 | 7 | 7 | 3 | -1 | -2 | -0 |
| Profit before tax | 91 | 44 | 79 | 131 | 140 | 18 | 107 | 154 |
| Tax rate | 23.6% | 26.1% | 22.3% | 25.6% | 24.2% | 8.9% | 14.4% | 24.9% |
| Net profit | 70 | 33 | 61 | 97 | 106 | 16 | 91 | 116 |
| EPS ($ per share) | 2.39 | — | 2.11 | 3.37 | 3.67 | — | 3.05 | 3.84 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 10 | 11 | 10 | 10 | 10 | 10 | 10 | 10 |
| Reserves | 772 | 830 | 801 | 748 | 855 | 1,040 | 1,220 | 1,467 |
| Total liabilities | 1,293 | 1,349 | 1,133 | 1,360 | 1,444 | 1,462 | 1,706 | 4,120 |
| Fixed assets | 425 | 377 | 274 | 295 | 368 | 445 | 542 | 575 |
| Total assets | 2,098 | 2,218 | 1,944 | 2,118 | 2,313 | 2,517 | 2,945 | 5,979 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 124 | 58 | 382 | 309 | 165 | 259 | 349 | 643 |
| Cash from investing | -161 | -101 | -45 | -152 | -184 | -306 | -395 | -1,836 |
| Cash from financing | 81 | -31 | -383 | 142 | -67 | -76 | 38 | 1,810 |
| Capital expenditure | -165 | -121 | -58 | -157 | -201 | -218 | -250 | -241 |
| Free cash flow | -41 | -63 | 324 | 152 | -36 | 40 | 99 | 402 |
DY revenue by segment
| Segment | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|
| Communications | 80% | 80% | — |
| Building Systems | 20% | 20% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
DY operating KPIs by quarter
| KPI | 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.
Insider filings
53 filings between Oct 27, 2025 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
$551.3K
3 purchases by 3 insiders
Sales
$1.26M
1 sale by 1 insider
Compensation
not trading decisions- 38
- Award — granted as compensation
- 10
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Gertel Eitan | — | $1.26M | Jan 9, 2026 |
| Peyovich Daniel S | $252.2K | — | Sep 9, 2026 |
| Fallon David Joseph | $200.8K | — | Sep 1, 2026 |
| Sabater Carmen M | $98.2K | — | Sep 23, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Wetherington Kevin M Executive VP & COO | Tax withheld | 536 | $155.7K |
| Sep 23, 2026 | Sabater Carmen M Director | Purchase | 350 | $98.2K |
| Sep 9, 2026 | Peyovich Daniel S President & CEO | Purchase | 850 | $252.2K |
| Sep 1, 2026 | Fallon David Joseph Director | Purchase | 700 | $200.8K |
| Aug 4, 2026 | Lenz Michael C. Director | Award | 343 | $0 |
| Aug 4, 2026 | Fallon David Joseph Director | Award | 343 | $0 |
| Aug 3, 2026 | LeClair Stephen O Director | Award | 42 | $17.4K |
| Aug 3, 2026 | Sykes Richard K Director | Award | 114 | $47.3K |
| Aug 3, 2026 | GALLAGHER PHILIP R Director | Award | 48 | $19.9K |
| Aug 3, 2026 | Fritzsche Jennifer M Director | Award | 32 | $13.3K |
| Aug 3, 2026 | Skillern Raejeanne Director | Award | 29 | $12.0K |
| Jun 2, 2026 | Fritzsche Jennifer M Director | Gift | 100 | $0 |
| May 28, 2026 | Fritzsche Jennifer M Director | Award | 331 | $0 |
| May 28, 2026 | Sabater Carmen M Director | Award | 331 | $0 |
| May 28, 2026 | Skillern Raejeanne Director | Award | 331 | $0 |
| May 28, 2026 | Gertel Eitan Director | Award | 331 | $0 |
| May 28, 2026 | GALLAGHER PHILIP R Director | Award | 331 | $0 |
| May 28, 2026 | LeClair Stephen O Director | Award | 331 | $0 |
| May 28, 2026 | Sykes Richard K Director | Award | 331 | $0 |
| May 28, 2026 | Sykes Richard K Director | Award | 142 | $0 |
| May 28, 2026 | Pruitt Peter T Jr Director | Award | 331 | $0 |
| May 4, 2026 | Skillern Raejeanne Director | Award | 41 | $17.6K |
| May 4, 2026 | Fritzsche Jennifer M Director | Award | 25 | $10.7K |
| May 4, 2026 | LeClair Stephen O Director | Award | 28 | $12.0K |
| May 4, 2026 | GALLAGHER PHILIP R Director | Award | 28 | $12.0K |
| Mar 30, 2026 | Floyd Heather M VP & CAO | Tax withheld | 627 | $214.4K |
| Mar 30, 2026 | URNESS RYAN F SVP, GC & Secretary | Tax withheld | 4,440 | $1.52M |
| Mar 30, 2026 | DeFerrari H Andrew SVP & CFO | Award | 9,313 | $0 |
| Mar 30, 2026 | DeFerrari H Andrew SVP & CFO | Tax withheld | 6,176 | $2.11M |
| Mar 30, 2026 | URNESS RYAN F SVP, GC & Secretary | Award | 6,042 | $0 |
| Mar 30, 2026 | Peyovich Daniel S President & CEO | Award | 13,370 | $0 |
| Mar 30, 2026 | Peyovich Daniel S President & CEO | Tax withheld | 7,862 | $2.69M |
| Mar 30, 2026 | Wetherington Kevin M Executive VP & COO | Award | 3,604 | $0 |
| Mar 30, 2026 | Ramshaw Jill L SVP & CHRO | Award | 1,177 | $0 |
| Mar 30, 2026 | Ramshaw Jill L SVP & CHRO | Tax withheld | 637 | $217.8K |
| Mar 24, 2026 | Skillern Raejeanne Director | Award | 88 | $0 |
| Mar 24, 2026 | Wetherington Kevin M Executive VP & COO | Award | 3,942 | $0 |
| Mar 24, 2026 | Ramshaw Jill L SVP & CHRO | Award | 1,124 | $0 |
| Mar 24, 2026 | Peyovich Daniel S President & CEO | Award | 6,899 | $0 |
| Mar 24, 2026 | URNESS RYAN F SVP, GC & Secretary | Award | 1,695 | $0 |
| Mar 24, 2026 | Floyd Heather M VP & CAO | Award | 1,918 | $0 |
| Mar 24, 2026 | DeFerrari H Andrew SVP & CFO | Award | 2,582 | $0 |
| Feb 17, 2026 | Ramshaw Jill L VP & CHRO | Tax withheld | 114 | $48.7K |
| Feb 2, 2026 | Fritzsche Jennifer M Director | Award | 33 | $12.7K |
| Feb 2, 2026 | LeClair Stephen O Director | Award | 59 | $22.6K |
| Feb 2, 2026 | GALLAGHER PHILIP R Director | Award | 32 | $12.3K |
| Jan 9, 2026 | Gertel Eitan Director | Sale | 3,645 | $1.26M |
| Dec 2, 2025 | URNESS RYAN F SVP, GC & Secretary | Tax withheld | 318 | $111.3K |
| Dec 2, 2025 | DeFerrari H Andrew SVP & CFO | Tax withheld | 330 | $115.5K |
| Nov 30, 2025 | Peyovich Daniel S President & CEO | Tax withheld | 1,047 | $378.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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