Dycom's Adjusted EBITDA Margin Hits 13.4% in Fiscal Q1

EarningsM&A · Partnership
โดย Zacks Investment Research·US·Read original
Summary · why it matters

Dycom Industries reported a 74.6% year-over-year surge in adjusted EBITDA to $262.5 million for its fiscal 2027 first quarter, lifting its adjusted EBITDA margin by 141 basis points to 13.4%. The Communications segment generated $1.57 billion in revenues, up 24.7% organically, with adjusted EBITDA up 28% to $192.4 million and a margin of 12.3%. The Building Systems segment posted $395.4 million in revenues and a 17.7% adjusted EBITDA margin, with management expecting high-teen margins throughout fiscal 2027. Dycom also announced a pending $275 million acquisition of National Technology Integrators, expected to add about $175 million in annual revenues at mid-to-high-teen historical EBITDA margins. The company's backlog reached $11.9 billion, up 46.5% year over year, while its stock carries a Zacks Rank #4 (Sell) with fiscal 2027 earnings estimates of $16.39 per share.

Impact on stocks 4

Energy Transition & Power Demand▲ · 2 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
Dycom Industries Inc
DY
▲ PositiveCapitalrelevance

Adjusted EBITDA surged 74.6% and margin expanded to 13.4%, with strong segment growth and raised expectations.

Artificial Intelligence▲ · 1 stocks

Off-coverage companies 1

National Technology Integrators, LLCPrivate▲ Positive
Capitalrelevance

Acquisition by Dycom at mid-to-high-teen EBITDA margins, adding $175M in annual revenues.

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