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 -1.95% change in stock price 10 days leading up to the earnings, and a +3.12% change 10 days following the report. On the earnings day itself, the stock moves by +0.07%. 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
1.08B
13.87%
-14.74%
Gross Margin
13.07%
7.48%
-21.78%
Operating Margin
4.95%
10.24%
-35.55%
Net Margin
3.01%
22.36%
-45.17%
EPS
1.11
40.51%
-53.16%
No Data Available
DY Earnings Analysis
Dycom Industries Inc Corporation (DY.N) Earnings Conference Call
Positive
Fourth Quarter Financial Highlights: Strong fourth quarter performance with revenues of $1.085 billion and adjusted EBITDA of $116.4 million, representing 10.7% of revenue.
Profitable Revenue Growth: Fiscal 2025 revenues reached $4.702 billion with an adjusted EBITDA margin of 12.3%, showcasing profitable growth.
Revenue and EBITDA Growth: Over the past three years, revenues increased by 50% and EBITDA margin expanded by approximately 450 basis points, indicating strong operational performance.
Customer Base Diversification: Diversification of customer base with top 5 customers contributing 55% of revenue in fiscal 2025, down from 66% in fiscal 2022, reflecting improved customer relationships.
Strong Backlog and Revenue Visibility: Backlog at the end of fiscal year was $7.8 billion, with $4.6 billion expected to be completed in the next 12 months, indicating strong future revenue visibility.
Stock Repurchase Program Authorization: Authorization of a new $150 million stock repurchase program, demonstrating commitment to returning capital to shareholders.
Fiber-to-Home Expansion: Continued execution of fiber-to-the-home programs with customers adding over 35 million incremental passings in calendar 2024, indicating strong demand in the market.
Partnerships and Growth Opportunities: New market awards from Verizon and extended agreements, highlighting strong partnerships and growth opportunities in fiber-to-the-home and maintenance services.
Long-Haul Fiber Market Opportunities: Significant opportunities in the long-haul fiber market driven by hyperscalers' demand for AI-related infrastructure, with new contracts awarded in Q4 2025.
Rural Broadband Expansion: State and federal programs progressing to provide broadband to rural areas, with over $1 billion awarded across 9 states for broadband infrastructure, presenting growth opportunities.
Free Cash Flow Improvement: Improved free cash flow performance with a total of $137.8 million for the year, up 82%, indicating strong cash generation capabilities.
Negative
Weather-Related Operational Challenges: Overall, the company faced unforeseen weather challenges that impacted operations, despite achieving strong revenue growth.
Customer Dependency Risk: The company has a high dependency on its top customers, with the top 5 customers accounting for 56.7% of total revenue, indicating potential risk if any of these relationships falter.
Revenue Outlook Concerns: The outlook for fiscal 2026 does not include any revenue from storm restoration services, which contributed significantly in fiscal 2025, potentially leading to lower revenue expectations.
Risky Contract Strategy: The company is willing to take on low-margin, high-risk contracts to grow backlog, which could impact profitability if not managed carefully.
Debt Risk Concerns: Despite strong cash flow performance, the company still has a significant amount of debt, which could pose risks in a rising interest rate environment.
DY FAQs
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DY Earning Call Sentiment
Dycom Industries, Inc. (DY) Q4 2025 Earnings Call Transcript
DY.N
5.49%Positive
The earnings call revealed strong financial performance with significant revenue and EBITDA growth, a positive outlook on customer capital expenditures, and a solid backlog. The Q&A section highlighted management's confidence in continued growth and efficiency improvements. Despite some uncertainties in organic revenue assumptions and investment cycle length, the company's strategic initiatives and shareholder return plans, including share repurchases, are likely to positively impact the stock price. Given the market cap, a positive stock price movement of 2% to 8% is expected over the next two weeks.
