Dycom publishes transcript of fiscal 2027 first-quarter results conference call

Dycom Industries, Inc.

Dycom Industries, Inc.

DY

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  • Dycom discussed fiscal 2027 Q1 results on a May 27 conference call attended by CEO Daniel S. Peyovich, CFO H. Andrew DeFerrari, IR VP Callie A. Tomasso.
  • Revenue USD 1.97 billion, up 56%; adjusted EBITDA USD 262.5 million; adjusted diluted EPS USD 4.42; record backlog USD 11.9 billion.
  • Raised full-year revenue outlook to USD 7.38-7.65 billion; Q2 view USD 1.94-2.01 billion revenue, USD 284-303 million adjusted EBITDA, EPS USD 4.4-4.82.
  • Announced agreement to buy National Technology Integrators for USD 275 million; consideration USD 234 million cash, USD 41 million stock; close expected in Q2.
  • Management flagged faster FTTH ramp as main driver; long-haul and middle-mile seen ramping in calendar 2027, accelerating in 2028; BEAD revenue possible in Q2.


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