Compared to Estimates, Dycom Industries (DY) Q3 Earnings: A Look at Key Metrics

Core Insights - Dycom Industries reported revenue of $1.45 billion for the quarter ended October 2025, reflecting a year-over-year increase of 14.1% [1] - The company's EPS was $3.63, up from $2.68 in the same quarter last year, exceeding the consensus estimate of $3.15 by 15.24% [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $1.4 billion, resulting in a surprise of +3.7% [1] - The stock has returned +16.4% over the past month, outperforming the Zacks S&P 500 composite, which saw a change of -0.3% [3] Customer Revenue Breakdown - Revenue from Lumen Technologies was $170.3 million, surpassing the average estimate of $156.53 million, representing a year-over-year increase of +16.3% [4] - Revenue from AT&T Inc was $361.9 million, exceeding the average estimate of $357.27 million, with a year-over-year increase of +36.3% [4] Backlog Information - The company's backlog stood at $8.2 billion, slightly below the average estimate of $8.52 billion based on two analysts [4]