NYSE$DY
Dycom Industries Inc. · Q3 2026 earnings
Q3 2026 earnings · · Before market open · Investor relations
Briefing
Dycom reported record revenue, EPS, and net income in Q3 of fiscal year 2026, supported by strong infrastructure demand.
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
Headline financials
Revenue & EPS history
Dycom · Revenue · Quarterly
$1.45B
Revenue by segment
Dycom · $1.96B total across 2 segments · Q1 2027
- Communications$1.57B—79.9%
- Building Systems$395M—20.1%
Forward guidance
Dycom expects continued strong demand in Q4 FY26 and raised the midpoint of its full-year revenue outlook.
Tailwinds
- 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
Headwinds
- 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
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q3 2026
+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
| Quarter | Report date | Reaction (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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