DYCOM INDUSTRIES INC — Form 8-K
Filed August 26, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Dycom reported Q2 FY2027 record contract revenues of $2.006B (45.6% YoY growth, 16.7% organic), with adjusted EBITDA of $315.5M (15.7% margin) and adjusted diluted EPS of $5.29. The company completed its acquisition of National Technology Integrators (~$22.9M Q2 revenue contribution) and raised full-year FY2027 revenue guidance to $7.48–$7.66B (from prior guidance). Total backlog reached a record $12.242B (+53.2% YoY), with $6.472B in next-12-months backlog. Communications segment revenues of $1.608B grew 16.7% organically; Building Systems (now reported separately post-NTI acquisition) contributed $397.5M with 24.5% adjusted EBITDA margin.
Why this rating
Strong organic growth (16.7%), record backlog ($12.2B vs. $7.6B market cap = 1.6x size) provides multi-year visibility. NTI acquisition expands capabilities. Organic growth and margin expansion are real, material for a $7.6B company, though partly offset by $150M wireless deferral and Communications margin pressure.
Tradability signal
NO TRADE
No trade: only ~$0k traded in the last 30 min — too illiquid to enter and exit.
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $369.00 ▲ 1.10% | at our read · backfill $365.00 | +10 min · backfill $351.00 ▼ 3.84% | +30 min · backfill $346.00 ▼ 5.21% | +1 hr · backfill $335.11 ▼ 8.19% | +4 hrs · backfill $307.39 ▼ 15.78% |
The stock had already moved -1.08% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
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