Dycom Industries Non-GAAP EPS of $3.33 beats by $0.41, revenue of $1.38B misses by $30M

* Dycom Industries press release [https://seekingalpha.com/pr/20206202-dycom-industries-inc-reports-fiscal-2026-second-quarter-results] (NYSE:DY [https://seekingalpha.com/symbol/DY]): Q2 Non-GAAP EPS of $3.33 beats by $0.41.
* Revenue of $1.38B (+15.0% Y/Y) misses by $30M.
* On an organic basis, contract revenues increased 3.4% after excluding contract revenues from acquired businesses that were not owned for the entirety of both the current and prior year quarters. Total contract revenues from acquired businesses were $139.8 million for the quarter ended July 26, 2025, compared to $5.7 million for the prior year quarter.
* Backlog of $8.0 billion as of July 26, 2025
* We continue to expect total contract revenues for fiscal 2026 to range from $5.290 billion to $5.425 billion, representing a range of 12.5% to 15.4% total growth over the prior year.
*
For the quarter ending October 25, 2025, the Company expects the following:

Contract revenues
$1.38 billion to $1.43 billion

Non-GAAP Adjusted EBITDA
$198 million to $213 million

Diluted Earnings per Common Share
$3.03 to $3.36 vs $3.15 consensus

MORE ON DYCOM INDUSTRIES

* Dycom Industries: The Workhorse To Deliver Fiber Connections [https://seekingalpha.com/article/4803235-dycom-industries-stock-strong-secular-tailwinds-buy]
* Dycom Industries: The Potential Seems To Be Priced In [https://seekingalpha.com/article/4800033-dycom-industries-stock-potential-seems-to-be-priced-in]
* Dycom Industries Q2 2026 Earnings Preview [https://seekingalpha.com/news/4487057-dycom-industries-q2-2026-earnings-preview]
* Seeking Alpha’s Quant Rating on Dycom Industries [https://seekingalpha.com/symbol/DY/ratings/quant-ratings]
* Historical earnings data for Dycom Industries [https://seekingalpha.com/symbol/DY/earnings]