Dycom Industries (DY) reported $1.96 billion in revenue for the quarter ended April 2026, representing a year-over-year increase of 56.1%. EPS of $4.42 for the same period compares to $2.09 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.66 billion, representing a surprise of +18.02%. The company delivered an EPS surprise of +62.2%, with the consensus EPS estimate being $2.73.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Dycom Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Backlog: $11.91 billion versus $9.68 billion estimated by three analysts on average. Revenues- Building Systems: $395.38 million versus $293.78 million estimated by three analysts on average. Revenues- Communications: $1.57 billion compared to the $1.36 billion average estimate based on three analysts. Adjusted EBITDA- Building Systems: $70.04 million compared to the $43.84 million average estimate based on three analysts. Adjusted EBITDA- Communications: $192.42 million versus the three-analyst average estimate of $163.61 million.View all Key Company Metrics for Dycom Industries here>>>
Shares of Dycom Industries have returned +4.2% over the past month versus the Zacks S&P 500 composite's +5.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Dycom Industries, Inc. (DY): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).