Dycom Industries (DY) Investor presentation summary

Fiscal 2026 performance highlights

• Achieved $5.5 billion in contract revenue, representing 17.9% growth year-over-year.

• Adjusted EBITDA reached $738 million with a 13.3% margin.

• Adjusted diluted EPS was $11.97, up 29.7% from the prior year.

• Total backlog at year-end was $9.5 billion, supporting future revenue visibility.

• Organic revenue growth was 6.5% for the year.

Strategic positioning and growth drivers

• Largest specialty contractor focused on U.S. telecommunications and digital infrastructure.

• Multi-year demand drivers include fiber-to-the-home, data center expansion, government programs, and wireless modernization.

• 93% of revenues are under master service or long-term contracts, ensuring recurring revenue streams.

• Workforce of 19,500+ with industry-leading safety and training programs.

• National reach with 38 trusted brands and local expertise across all 50 states.

Capital allocation and acquisitions

• Balanced approach prioritizes organic growth, selective M&A, and share repurchases.

• Completed five acquisitions from FY2024 to FY2026 for $2.29 billion.

• Acquired Power Solutions in December 2025, expanding data center capabilities and skilled labor.

• $120 million remains authorized for share repurchases through August 2026.