NYSE$DY

Dycom Industries Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Dycom's financial performance increased in the second quarter of fiscal year 2024.

Dycom Industries reported a 7.1% increase in contract revenues, reaching $1.042 billion for the quarter ended July 29, 2023. Net income also increased to $60.2 million, or $2.03 per diluted share. Non-GAAP Adjusted EBITDA was $130.8 million, representing 12.6% of contract revenues.

  • Contract revenues increased by 7.1% year over year, reaching $1.042 billion.
  • Non-GAAP Adjusted EBITDA was $130.8 million, or 12.6% of contract revenues.
  • Net income was $60.2 million, or $2.03 per common share diluted.
  • The company expects organic contract revenues for the next quarter to be in line with the same quarter last year, with an additional $30 million from acquisitions.

Headline financials

Total Revenue

$1.04B

Previous: $972M+7.1%
EPS (adj)

$2.03

Previous: $1.46+39.0%
Capital Expenditures

-$93.9M

Previous: -$80.9M-16.0%
Free Cash Flow

-$123M

Previous: -$158M+22.3%
Net Income

$60.2M

Previous: $43.9M+37.4%
Operating Income

-$912M

Previous: -$872M-4.6%
Gross Profit

-$830M

Previous: -$798M-4.1%
Cash & Equivalents

$83.4M

Previous: $120M-30.7%
Total Assets

$2.4B

Previous: $2.21B+8.6%
Stock-Based Comp

$6.32M

Previous: $4.63M+36.5%

Revenue & EPS history

Dycom · Revenue · Quarterly

$1.04B

Q2 2024+7.1%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Dycom · $1.96B total across 2 segments · Q1 2027

  • Communications
    $1.57B
  • Building Systems
    $395M

Forward guidance

The Company expects organic contract revenues for the quarter ending October 28, 2023 to be in line with contract revenues for the quarter ended October 29, 2022. In addition, the Company expects approximately $30 million of acquired contract revenues for the quarter ending October 28, 2023. Non-GAAP Adjusted EBITDA as a percentage of contract revenues for the quarter ending October 28, 2023 is expected to increase 50 to 100 basis points as compared to the quarter ended October 29, 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.1%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

57%

36 / 63 earnings

Positive

+19.5%

Q3 2015

Best reaction

-27.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026-5.5%-10.7%-13.7%
Q3 2026+9.5%+15.0%+16.3%
Q2 2026-4.8%-5.9%+0.0%
Q1 2026+15.6%+16.3%+20.9%
Q4 2025-5.8%-6.4%-10.5%
Q3 2025-9.6%-10.5%-14.3%
Q2 2025-9.5%-10.4%+0.8%
Q1 2025+14.8%+16.4%+8.1%
Q4 2024+3.2%+5.7%+17.1%
Q3 2024+17.9%+17.0%+31.4%
Q2 2024+0.9%+0.6%-6.5%
Q1 2024+0.1%+3.9%+4.2%
Q4 2023+17.5%+22.6%+11.2%
Q3 2023-16.5%-16.5%-17.3%
Q2 2023+3.2%+1.3%-12.4%
Q1 2023+15.2%+17.4%+19.0%
Q4 2022+6.7%+5.1%+14.5%
Q3 2022+18.5%+15.4%+9.3%
Q2 2022-4.3%-6.2%-2.8%
Q1 2022-11.9%-9.8%-7.9%
Q4 2021+5.0%+10.8%+19.7%
Q3 2021-18.7%-19.4%-5.5%
Q2 2021+10.3%+26.1%+13.0%
Q1 2021+16.3%+25.8%+26.4%
Q4 2020-25.0%-34.1%-41.1%
Q3 2020+4.4%+4.2%-4.2%
Q2 2020+6.1%+8.0%+23.0%
Q1 2020+19.4%+12.2%+25.8%
Q4 2019-27.3%-21.8%-25.9%
Q3 2019-10.4%-10.9%-26.5%
Q2 2019+8.0%+8.2%+9.1%
Q3 2018+1.5%-0.2%+6.2%
Q2 2018-4.4%-4.2%-5.7%
Q1 2018+12.2%+15.6%+22.9%
Q4 2017-1.7%-0.4%+4.6%
Q3 2017-22.2%-23.4%-15.3%
Q2 2017+19.0%+17.8%+13.1%
Q1 2017-19.3%-17.6%-11.0%
Q4 2016-6.8%-8.3%-10.8%
Q3 2016+15.0%+16.5%+25.5%
Q2 2016-5.4%
Q1 2016+6.2%
Q4 2015+12.8%
Q3 2015+19.5%
Q2 2015+14.9%
Q1 2015+15.6%
Q4 2014+0.0%
Q3 2014-10.2%
Q2 2014+3.9%
Q1 2014+5.2%
Q4 2013-7.7%
Q3 2013+8.9%
Q2 2013+3.0%
Q1 2013+14.9%
Q4 2010-9.8%
Q4 2012-16.4%
Q3 2011+0.0%
Q3 2012-5.7%
Q2 2011+2.4%
Q2 2012-4.8%
Q1 2011-5.4%
Q4 2011-5.4%
Q1 2012-1.4%

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