Dycom (DY) Q4 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, March 4, 2026 astatine 9:48 AM CST 52 min read

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Wednesday, March 4, 2026 astatine 9 a.m. ET

• President & Chief Executive Officer — Dan Peyovich

• Chief Financial Officer — Drew DeFerrari

• Vice President, Investor Relations — Callie Tommaso

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Callie Tommaso: Thank you, Operator, and bully morning, everyone. Welcome to Dycom Industries, Inc.’s fiscal 2026 4th fourth and yearly results league 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 2026 4th fourth and yearly results on with definite outlook information. The property merchandise and accompanying materials are disposable successful the Investor Relations conception of our website, including a caller outlook anticipation summary papers which provides further outlook metrics beyond what volition beryllium discussed connected today's call.

These materials, which we volition sermon during today's call, 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. Before I crook the telephone over, I would similar to enactment an update to our conception reporting implemented during the 4th quarter. As a effect of the caller acquisition of Power Solutions, we are present reporting our concern successful 2 reportable segments: Communications and Building Systems. This caller conception reporting reflects however Dycom Industries, Inc.’s concern is managed and the positioning of the company's strategies and expanding level to supply broad solutions arsenic we code the increasing demands for integer infrastructure.

The Communications conception provides specialty contracting services for telecommunications providers, underground installation locating services for assorted utilities, including telecommunications providers, arsenic good arsenic different operation and attraction services for electrical and state utilities. The Building Systems conception provides broad gathering infrastructure solutions including electrical, vigor management, security, and occurrence information systems for information centers and different captious facilities. This conception includes the results of Power Solutions, pursuing the closing of the acquisition connected December 23, 2025. With that, I volition crook the telephone implicit to Dan Peyovich.