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rewrite this title Dycom Industries, Inc. (DY) Q3 2026 Earnings Call Transcript

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November 19, 2025
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Dycom Industries, Inc. (DY) Q3 2026 Earnings Call November 19, 2025 9:00 AM EST

Company Participants

Callie TomassoDaniel Peyovich – CEO, President & DirectorH. DeFerrari – Senior VP, CFO & Treasurer

Conference Call Participants

Frank Louthan – Raymond James & Associates, Inc., Research DivisionSangita Jain – KeyBanc Capital Markets Inc., Research DivisionAlexander Waters – BofA Securities, Research DivisionRichard Choe – JPMorgan Chase & Co, Research DivisionSteven Fisher – UBS Investment Bank, Research DivisionAdam Thalhimer – Thompson, Davis & Company, Inc., Research DivisionEric Luebchow – Wells Fargo Securities, LLC, Research DivisionBrent Thielman – D.A. Davidson & Co., Research DivisionLaura Maher

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Dycom Industries, Inc. Third Quarter 2026 Results Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to Ms. Callie Tomasso, Dycom’s Vice President of Investor Relations and Corporate Communications. Please go ahead.

Callie Tomasso

Thank you, operator, and good morning, everyone. Welcome to Dycom’s Third Quarter Fiscal 2026 Results Conference Call. Joining me today are Dan Peyovich, our President and Chief Executive Officer; and Drew DeFerrari, our Chief Financial Officer. Earlier this morning, we released our fiscal 2026 third quarter results, along with certain outlook information. We also announced a definitive agreement to acquire Power Solutions, a premier data center electrical contractor in the Mid-Atlantic. Both press releases and accompanying materials are available in the Investor Relations section of our website.

These materials, which we will discuss during today’s call include forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Our discussion and these statements reflect our expectations, assumptions and beliefs regarding future events and are subject to risks and uncertainties that could cause actual results

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