Dycom Industries Inc (NYSE:DY)
$ 176.47 -2.53 (-1.41%) Market Cap: 5.15 Bil Enterprise Value: 6.34 Bil PE Ratio: 23.22 PB Ratio: 4.17 GF Score: 85/100
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Q3 2025 Dycom Industries Inc Earnings Call Transcript

Nov 20, 2024 / 02:00 PM GMT
Release Date Price: $176.56 (-12.93%)

Key Points

Positve
  • Dycom Industries Inc (DY) reported a 12% year-over-year increase in revenue, reaching $1.272 billion, with organic revenue up by 7.6%.
  • The company completed the acquisition of Black & Veatch's public carrier wireless telecommunications infrastructure business, which is integrating well.
  • Dycom Industries Inc (DY) secured new awards and extensions from major customers like AT&T, enhancing its fiber-to-the-home and maintenance services.
  • The company is well-positioned to capitalize on opportunities related to AI and data center connectivity, with significant potential for long-haul fiber network deployments.
  • Dycom Industries Inc (DY) has a strong liquidity position of $462.8 million, supporting its growth and acquisition strategies.
Negative
  • The company anticipates seasonal factors such as fewer workdays and inclement weather to impact Q4 earnings.
  • There are incremental costs associated with the CEO transition and acquisition integration, impacting G&A expenses.
  • Organic growth is expected to slow down in Q4 due to some customers having stronger performance in the first half of the year.
  • The integration of recent acquisitions involves additional costs, which may affect short-term profitability.
  • Dycom Industries Inc (DY) faces uncertainties related to the timing and execution of federal and state broadband deployment programs.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DY.N - Dycom Industries Inc
Q3 2025 Dycom Industries Inc Earnings Call
Nov 20, 2024 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day. And thank you for standing by. Welcome to the Dycom Industries Inc third quarter, 2025 results conference call at this time. All participants are in a listen-only mode.

After the speaker's presentation, there will be a question and answer session to ask a question during the session. You will need to press star 11 on your telephone.

You will then hear an automated message advising your hand is raised to withdraw your question. Please press star 11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to Mr Steven Nielsen, Chief Executive Officer. Please go ahead, sir.

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