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Oct 25, 2025
Dycom Q3 2026 Earnings Report
Dycom reported record revenue, EPS, and net income in Q3 of fiscal year 2026, supported by strong infrastructure demand.
Key Takeaways
Dycom delivered strong Q3 results with record revenue of $1.45B and net income of $106.4M. The company saw continued momentum in digital infrastructure investments, significantly increasing its backlog and operating cash flow.
Record contract revenue of $1.452 billion in Q3 FY26
Net income reached $106.4 million with GAAP EPS of $3.63
Backlog increased to $8.2 billion as of October 25, 2025
Strong operating cash flows of $220 million
Forward Guidance
Dycom expects continued strong demand in Q4 FY26 and raised the midpoint of its full-year revenue outlook.
Positive Outlook
- Increased midpoint of FY26 revenue outlook
- Expected Q4 revenues between $1.26B and $1.34B
- Anticipated Q4 non-GAAP EPS of $1.62 to $1.97
- Expecting adjusted EBITDA between $140M and $155M in Q4
- Fiscal year includes an extra week of operations
Challenges Ahead
- Seasonal impact on operations expected in Q4 due to winter weather
- Potential material availability and labor cost pressures
- Customer capital budget adjustments may impact project timing
- Macroeconomic uncertainties could affect long-term outlook
- Continued impact from integration of acquired businesses
Historical Earnings Impact
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Avg. Return Before/After Earnings
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