DY Earnings Prediction
The chart below shows how DY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DY sees a -4.79% change in stock price 10 days leading up to the earnings, and a +3.26% change 10 days following the report. On the earnings day itself, the stock moves by +1.08%. This data can give you a slight idea of what to expect for the next quarter's release.
DY Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.27B
11.96%
5.73%
Gross Margin
16.71%
-8.24%
-1.24%
Operating Margin
7.68%
-26.93%
-11.21%
Net Margin
5.49%
-25.51%
-3.51%
EPS
2.37
-15.96%
2.16%
No Data Available
DY Earnings Analysis
Dycom Industries, Inc. Corporation (DY.N) Earnings Conference Call
Positive
Year-over-Year Revenue Increase: Revenue increased year-over-year to $1.272 billion, an increase of 12%.
Organic Revenue Increase: Organic revenue increased 7.6% as we deployed gigabit wireline networks, wireless, wireline converged networks, and wireless networks.
Customer Demand Increase: This quarter reflected an increase in demand from three of our top five customers.
Gross Margin Improvement: Non-GAAP gross margin was 20.8% of revenue and increased 45 basis points compared to Q3 of fiscal '24.
Non-GAAP Net Income Increase: Non-GAAP net income increased to $2.68 per share compared to $2.23 per share in Q3 last year after excluding $0.59 for the change order and project closeout benefit last year in Q3.
Negative
Backlog Growth Surge: A significant increase in backlog was reported, rising to $7.856 billion from $6.834 billion in July 2024, indicating a growth of over $1 billion.
Organic Revenue Decline: The company experienced a decline in organic revenue growth, which slowed down to 7.6% after excluding revenue from acquired businesses, compared to previous quarters.
Rising Operational Costs: Non-GAAP general and administrative expenses were reported at 7.8% of revenue, slightly up from 7.7% in Q3 of the previous year, indicating rising operational costs.
Acquisition Integration Costs: The integration costs related to the acquisition of Black & Veatch were noted at $4.2 million, contributing to increased expenses during the quarter.
Cost Increase Impact: The company anticipates a modest increase in costs in Q4, which may impact earnings due to seasonal factors and additional operational expenses.
DY FAQs
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DY Earning Call Sentiment
Dycom Industries, Inc. (DY) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
DY.N
-2.72%Positive
The earnings call indicates strong financial performance with increased revenue, gross margin, and adjusted EBITDA. The acquisition of Black & Veatch and backlog growth provide a positive outlook. The Q&A reveals management's confidence in future opportunities, particularly in AI and broadband. Despite some unclear responses, the overall sentiment is positive, supported by strong earnings, optimistic guidance, and strategic positioning in growth markets. The market cap suggests a moderate reaction, leading to a prediction of a positive stock price movement (2% to 8%) over the next two weeks.
