DDycom provides a wide range of telecommunications and utility construction and maintenance services across the United States, including program management, planning, engineering and design, aerial and underground construction, wireless installation, maintenance, fulfillment, electrical contracting for data centers and other facilities, and underground facility locating, while supplying the labor, tools, and equipment needed for these projects. It coordinates multi-disciplinary teams from planning through execution to deliver end-to-end infrastructure work for telecom and utility networks, leveraging a national network of field offices. The company differentiates itself with its scale and breadth of services, enabling rapid staffing and equipment deployment for large projects across many regions. Its goal is to help connect America by building and maintaining reliable communications and utility infrastructure.
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Industries
Company Size
501-1,000
Company Stage
IPO
Headquarters
Palm Beach Gardens, Florida
Founded
1969
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Total Funding
$732.7M
Above
Industry Average
Funded Over
3 Rounds
Ford teams up with comedian Nate Bargatze. Ford has recruited comedian Nate Bargatze to help deliver a message that deserves more attention: The people who keep its vehicles running deserve some recognition, and America needs more people learning how to do their jobs. Bargatze brings the laughs, while Ford's technicians bring the mechanical knowledge. Judging by his own description of his repair experience, that division of responsibilities is probably best for everybody. If you've never seen Nate's standup routines, look him up on YouTube, he is hilarious. Writing for Ford's From the Road website, Bargatze recalled that his first used car had a sticky shift knob. His solution was to cover it with a tennis ball. That was apparently enough automotive innovation for one lifetime. The Bronco owner is now the face of Ford's "Real Parts. Real Pros. Real Easy." campaign, which launched Oct. 1 across streaming television, digital video and social media. The campaign promotes Ford parts, dealership service professionals and the convenience of service that can come to customers. According to Bargatze's article, Ford trained more than 26,000 technicians in 2025. Photo: Ford. The partnership also connects to a broader workforce effort. Bargatze was named host of Ford's second annual ACCELERATE the Essential Economy conference, held Sept. 30 at Michigan Central Station in Detroit. In her account of the event, Ford communications team member Kirsty McInnes described initiatives aimed at helping people discover skilled careers, finish training and enter the workforce. Those steps included expanded transportation support through Ford Philanthropy and $550,000 in joint support from Ford Philanthropy and JPMorganChase for Focus: HOPE, a Detroit nonprofit providing education and job training. The practical point is simple: Getting someone interested in a career does little good if that person cannot reach the classroom or complete the training. The size of the challenge is substantial. According to a Sept. 30 announcement from the Alliance for America's Skilled Trades, its new national report projects approximately 1.7 million skilled trades job openings annually through 2035. That figure covers openings created by growth and the need to replace workers leaving those occupations; it is not a prediction that 1.7 million jobs will go unfilled every year. The report examines 124 occupations across all 50 states, reaching well beyond automotive service. The alliance says training programs currently produce only 55 workers for every 100 needed, and just half of those enrolling in skilled trades training finish. It identifies transportation, child care and the need to earn a paycheck as practical barriers. Founded in July by BlackRock, Carhartt, Ford and Google, the alliance added 14 companies in September, including toolmakers, telecommunications providers and technology businesses. That range helps explain why the concern extends far beyond the dealership service lane. There is also a gap between interest and action. Writing on Ford's website, Derrick Feldmann, managing director of the Ad Council Research Institute, reported that 38% of surveyed students would consider a trades career, but only 11% planned to pursue one after high school. His explanation was that families often lack clear information about available careers, training requirements and how to get started. Parents were the strongest influence in students' decision-making networks, making them an essential audience, too. The Ad Council is developing a separate national public education campaign with founding partners Ford, Dycom, The Home Depot and the Wallace Foundation. Scheduled to launch in 2027, it aims to make those career paths easier to understand and pursue. Bargatze's service campaign supplies an entertaining introduction to a serious subject. Helping families see a clear route from interest to employment is the next step - and one that requires considerably more equipment than a tennis ball. Photo: Ford
Dycom Industries, Inc. to participate in upcoming institutional Investor Conference. WEST PALM BEACH, Fla., Sept. 10, 2026 (GLOBE NEWSWIRE) - Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in the D.A. Davidson 25th Annual Diversified Industrials & Services Conference in Nashville, TN on Thursday, September 24, 2026. Senior management will present in a fireside chat format at 9:00 a.m. ET / 8:00 a.m. CT and will participate in one-on-one and group meetings with investors. The fireside chat presentation referenced above will be live audio webcasted and accessible from the Events and Presentations section of Dycom's Investor Relations website at https://ir.dycomind.com. A replay of each webcast will be available for approximately 90 days following the live event. About Dycom Industries, Inc. Dycom is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. These services include program management, planning, engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services for telecommunications providers. Additionally, Dycom provides electrical contracting services for data centers and other vital industries, underground facility locating services for various utilities, including telecommunications providers, as well as other construction and maintenance services for electric and gas utilities. Callie Tomasso, Vice President Investor Relations & Corporate Communications Email: [email protected] Phone: (561) 627-7171 Recommended reading.
The Manufacturers Life Insurance Company acquires shares in Dycom Industries, reflecting potential growth in telecommunications and implications for insurance professionals.
Dycom Industries reported record fiscal second-quarter revenue of $2.01 billion, up 45.6% year over year, though acquisitions contributed $397.5 million of the roughly $628 million increase. Organic contract revenue still grew 16.7% to $1.61 billion, demonstrating underlying strength beyond acquisitions. The company's Communications backlog rose 37.5% to $10.98 billion, driven by fiber-to-the-home programs and infrastructure projects. The newly acquired Building Systems segment generated $397.5 million in revenue with a 24.5% adjusted EBITDA margin. However, the Communications segment's adjusted EBITDA margin declined to 13.6% from 14.9%, attributed to expansion investments and higher fuel costs. Dycom also deferred approximately $150 million of wireless revenue into fiscal 2028, prompting a reduction in its Communications revenue outlook despite raising consolidated guidance to between $7.48 billion and $7.66 billion.
Dycom (DY) grew revenue 46% but nearly $400M came from acquisitions. Is organic growth strong enough? Published on august 28, 2026 at 10:59 pm by jeff lewis in hedge funds, news. Dycom Industries, Inc. (NYSE:DY) reported record fiscal second-quarter revenue, but the headline growth rate requires some unpacking. Contract revenue increased 45.6% year over year to $2.01 billion, with acquired businesses contributing $397.5 million. Acquisitions therefore generated nearly two-thirds of the approximately $628 million revenue increase. The underlying business was hardly weak. Company-defined non-GAAP organic contract revenue, which excludes businesses not owned throughout both comparison periods, grew 16.7% to $1.61 billion. That performance shows Dycom Industries, Inc. (NYSE:DY) is not simply buying additional revenue. Bull case. The Communications segment of Dycom Industries, Inc. (NYSE:DY) benefited from fiber-to-the-home programs, long-haul and middle-mile construction, inside-the-fence fiber projects, and expanding maintenance services. Communications backlog increased 37.5% to $10.98 billion, while the portion expected over the next 12 months rose 16.5% to $5.36 billion. Those figures provide a cleaner view of underlying demand than the 53.2% increase in total backlog to $12.24 billion, which also includes the acquired Building Systems segment. Even after separating the acquisition effect, the order pipeline of Dycom Industries, Inc. (NYSE:DY) remains strong. The Building Systems segment of Dycom Industries, Inc. (NYSE:DY) generated $397.5 million of revenue and a company-defined non-GAAP adjusted EBITDA margin of 24.5%. Power Solutions continued scaling its data-center electrical construction operations, while newly acquired National Technology Integrators contributed $22.9 million following the transaction's completion during the quarter. The Building Systems margin partly reflected favorable changes in project cost estimates and service scope. Dycom Industries, Inc. (NYSE:DY) expects the segment's adjusted EBITDA margin to be in the high teens to low twenties for the remainder of fiscal 2027. Bear case. Despite double-digit organic growth, the company-defined non-GAAP adjusted EBITDA margin of the Communications segment declined to 13.6% from 14.9%. Dycom Industries, Inc. (NYSE:DY) attributed the contraction to investments required to expand operations, higher fuel costs, and wireless projects being pushed into the next fiscal year. Dycom Industries, Inc. (NYSE:DY) raised its consolidated fiscal 2027 revenue outlook to between $7.48 billion and $7.66 billion. However, Dycom Industries, Inc. (NYSE:DY) reduced its Communications outlook to between $5.90 billion and $6.01 billion after approximately $150 million of wireless revenue was deferred into fiscal 2028. The overall program scope was unchanged, but the delay still limits near-term operating leverage. Acquisition spending has also increased the financial commitment behind the strategy. Dycom Industries, Inc. (NYSE:DY) paid $225.5 million, net of acquired cash, for acquisitions during the quarter. Company-defined notional net debt increased sequentially to $2.50 billion from $2.30 billion, while quarterly net interest expense rose to $38 million from $15.6 million a year earlier. Hedge fund sentiment. The filings available so far reflect positions held before DY reported its recent results. Insider Monkey's database showed 68 hedge funds holding DY at the end of 2Q2026, up from 52 funds three months earlier. Conclusion. Dycom Industries, Inc. (NYSE:DY) produced enough organic growth to show that its core fiber-infrastructure business remains healthy. The 16.7% organic revenue increase and 37.5% Communications backlog growth are more important than the acquisition-inflated headline rate. Still, nearly $400 million of quarterly revenue came from acquired businesses, while Communications margins contracted and net debt increased. Organic demand at Dycom Industries, Inc. (NYSE:DY) is strong enough to support the growth story, but future results will depend increasingly on converting backlog into revenue while integrating acquisitions without sacrificing margins or balance-sheet flexibility. Disclosure: None. This article is originally published at Insider Monkey. Related Insider Monkey Articles
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Industries
Company Size
501-1,000
Company Stage
IPO
Headquarters
Palm Beach Gardens, Florida
Founded
1969
Find jobs on Simplify and start your career today