Dycom (DY) Q1 2027 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 29, 2026 astatine 10:47 AM CDT 38 min read

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Date

May 27, 2026, 9 a.m. ET

Call participants

• President and Chief Executive Officer — Daniel Peyovich

• Chief Financial Officer — H. Drew DeFerrari

• Vice President of Investor Relations and Corporate Communications — Callie Tomasso

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Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the Dycom Industries, Inc. First Quarter 2027 Results Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to Ms. Callie Tomasso, Dycom's Vice President of Investor Relations and Corporate Communications. Please spell ahead.

Callie Tomasso: Thank you, operator, and bully morning, everyone. Welcome to Dycom's fiscal 2027 First Quarter Results Conference Call. Joining maine contiguous are Dan Peyovich, our President and Chief Executive Officer; and Drew DeFerrari, our Chief Financial Officer. Earlier this morning, we released our fiscal 2027 archetypal 4th results on with definite outlook information. We besides announced a definitive statement to get National Technology Integrators, a low-voltage engineering and operation steadfast based successful Maryland. The property merchandise and accompanying materials are disposable successful the Investor Relations conception of our website, including the outlook anticipation summary document, which provides further outlook metrics beyond what volition beryllium discussed connected today's call.

These materials, which we volition sermon during today's telephone see forward-looking statements made pursuant to the harmless harbor provisions of the Private Securities Litigation Reform Act of 1995. Our treatment and these statements bespeak our expectations, assumptions and beliefs regarding aboriginal events and are taxable to risks and uncertainties that could origin existent results to disagree materially. A elaborate treatment of these risks and uncertainties is included successful our filings with the SEC. Forward-looking statements are made arsenic of today's date, and we undertake nary work to update them. Additionally, we volition notation definite non-GAAP fiscal measures during today's call.

Explanations of these measures and reconciliations to the astir straight comparable GAAP measures tin beryllium recovered successful our property merchandise and accompanying materials. With that, I volition crook the telephone implicit to Dan Peyovich.

Daniel Peyovich: Thank you, Callie, and bully morning, everyone. Thank you for joining america today. We delivered an outstanding commencement to the year, continuing to execute our strategy and capitalize connected the generational acceptable of opportunities crossed our business. Total revenues of $1.965 cardinal exceeded the precocious extremity of our expectations, expanding 56% compared to Q1 FY 2026, including integrated maturation of 25%. With robust and intensifying request drivers, we stay disciplined successful our awards, high-grading the pipeline and intensely focusing connected execution. The results of this subject are reflected successful our net for the quarter, which besides exceeded the precocious extremity of our expectations.