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Jan 31
Dycom Q4 2026 Earnings Report
Dycom delivered record Q4 2026 revenue growth and strong adjusted profitability, supported by fiber infrastructure demand and the Power Solutions acquisition.
Key Takeaways
Dycom reported record fourth-quarter revenue driven by strong demand for fiber and digital infrastructure services and the addition of the Power Solutions acquisition. While GAAP net income declined due to acquisition-related costs, adjusted earnings and EBITDA increased significantly and backlog reached record levels.
Revenue increased 34.4% year-over-year to $1457562000 in Q4 2026.
Adjusted diluted EPS rose to $2.03 from $1.43 in the prior-year quarter.
Adjusted EBITDA grew 39.6% year-over-year to $162422000 with margin expansion to 11.1%.
Backlog reached a record $9542000000 supported by fiber deployments and data center demand.
Revenue by Segment
Forward Guidance
Dycom expects strong growth in fiscal 2027 supported by fiber deployments, hyperscaler data center demand and expansion of its Building Systems segment.
Positive Outlook
- Fiscal 2027 revenue expected between $6850000000 and $7150000000.
- Strong demand from fiber-to-the-home deployments.
- Data center construction driving Building Systems growth.
- Communications segment expected to benefit from operating leverage.
- Continued adjusted EBITDA margin expansion anticipated.
Challenges Ahead
- Integration risks related to the Power Solutions acquisition.
- Higher workforce investment required to support growth.
- Exposure to weather-related disruptions impacting operations.
- Customer capital spending cycles may create volatility.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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