Core Points - Dycom Industries, Inc. will host a conference call to discuss its fiscal 2026 second quarter results on August 20, 2025, at 9:00 a.m. ET [1] - A press release with the results will be issued earlier that morning [1] Participation Details - Interested parties can register for the question and answer session of the conference call at a provided link, receiving a dial-in number and unique PIN upon registration [2] - Participants are encouraged to join approximately ten minutes prior to the scheduled start time [2] Access Information - A live listen-only audio webcast of the call, along with a slide presentation, can be accessed via a specified link [3] - A replay of the live webcast and related materials will be available on the Company's Investor Center website for approximately 120 days following the event [3] Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States [4] - Services offered include program management, planning, engineering and design, aerial, underground, and wireless construction, maintenance, and fulfillment services for telecommunications providers [4] - The company also provides underground facility locating services for various utilities, including telecommunications providers, as well as construction and maintenance services for electric and gas utilities [4]

Key Takeaways PWR's Q2 revenue rose 21.1% to $6.77B, topping estimates and marking a new quarterly record.Earnings surged 30.5% to $2.48 per share, aided by scale, operating leverage, and acquisitions.Quanta raised its 2025 revenue and EPS guidance following robust results and recent deal activity.Quanta Services, Inc. (PWR) posted a robust second-quarter 2025 performance, highlighted by double-digit revenue growth, margin expansion, and strategic capital deployment. The results reflect strong demand for ut ...

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum. Group 1: Stock Performance - Dycom Industries (DY) has shown a significant price increase of 46.6% over the past 12 weeks, indicating strong investor interest and potential upside [4] - In the last four weeks, DY's price has increased by 7.7%, suggesting that the upward trend is still intact [5] - DY is currently trading at 98.1% of its 52-week high-low range, indicating a potential breakout [6] Group 2: Fundamental Strength - DY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6] - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7] Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for investors to identify stocks like DY that are on an uptrend supported by strong fundamentals [3] - The article suggests that there are several other stocks passing through the "Recent Price Strength" screen that may also be worth considering for investment [8]

Group 1 - Dycom Industries, Inc. (DY) is a company providing specialty contracting services to the telecommunications sector, holding a Zacks Rank 1 with a 3.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Dycom's shares have gained 77.8% over the last three months, significantly outperforming the S&P 500's advance of 6.9%, and the company has a Momentum Score of A [1] Group 2 - Peakstone Realty Trust (PKST) is a real estate investment trust with a Zacks Rank 1, experiencing a 14.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Peakstone Realty's shares have gained 8.6% over the last three months, also outperforming the S&P 500's advance of 6.9%, and the company possesses a Momentum Score of A [4] - Postal Realty shares gained 2.8% over the past six months, contrasting with the S&P 500's decline of 0.5%, and the company has a Momentum Score of B [4]

Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries across the United States [2] - The services offered by Dycom include program management, planning, engineering and design, aerial, underground, and wireless construction, maintenance, and fulfillment services for telecommunications providers [2] - Additionally, Dycom provides underground facility locating services for various utilities, including telecommunications providers, as well as construction and maintenance services for electric and gas utilities [2] Recent Developments - Dycom Industries announced its participation in the KeyBanc Industrial & Basic Materials Conference in Boston, MA on May 28, 2025, where senior management will engage in one-on-one and group meetings with investors [1]

Core Insights - Dycom Industries, Inc. reported strong financial performance in the first quarter of fiscal 2026, with a 10.2% increase in contract revenues compared to the same quarter in the previous year, reaching $1.259 billion [3][4][9] - The company has increased its full-year fiscal 2026 contract revenue outlook, now expecting revenues between $5.290 billion and $5.425 billion, indicating a growth of 12.5% to 15.4% over the prior year [6][8] - A record backlog of $8.127 billion was reported as of April 26, 2025, reflecting the company's strong market position and demand outlook [9] Financial Performance - Contract revenues for the quarter ended April 26, 2025, were $1.259 billion, up from $1.142 billion in the same quarter last year, marking a 10.2% increase [3][19] - Non-GAAP Adjusted EBITDA rose to $150.4 million, representing 11.9% of contract revenues, compared to $130.9 million or 11.5% in the prior year [4][22] - Net income for the quarter was $61.0 million, or $2.09 per diluted share, slightly down from $62.6 million, or $2.12 per diluted share, in the previous year [4][19] Share Repurchase and Outlook - During the first quarter, the company repurchased 200,000 shares for $30.2 million at an average price of $150.93 per share [5][9] - For the second quarter of fiscal 2026, Dycom expects contract revenues between $1.38 billion and $1.43 billion, with Non-GAAP Adjusted EBITDA projected at $185 million to $200 million [8][9]

Core Points - Dycom Industries, Inc. will host a conference call to discuss its fiscal 2026 first quarter results on May 21, 2025, at 9:00 a.m. ET [1] - A press release with the results will be issued earlier that morning [1] Participation Details - Interested parties can register for the question and answer session of the conference call at a provided link, receiving a dial-in number and unique PIN upon registration [2] - Participants are encouraged to join approximately ten minutes before the scheduled start time [2] Access Information - A live listen-only audio webcast of the call, along with a slide presentation, will be available at a specified link [3] - A replay of the live webcast and related materials will be accessible on the Company's Investor Center website for approximately 120 days following the event [3] Company Overview - Dycom Industries, Inc. is a leading provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States [4] - Services offered include program management, planning, engineering and design, construction, maintenance, and fulfillment services for telecommunications providers [4] - The company also provides underground facility locating services for various utilities, including telecommunications, as well as construction and maintenance services for electric and gas utilities [4]

Market Overview - The S&P 500 is experiencing its longest winning streak since 2004, achieving a nine-day winning streak with a gain of 10.2%, erasing losses from the early April downturn triggered by tariff announcements [1][9] - SPDR S&P 500 ETF Trust (SPY) has gained 7.6% over the past nine days, with notable contributions from stocks such as Palantir Technologies Inc. (PLTR), Netflix (NFLX), Quanta Services Inc. (PWR), GE Vernova (GEV), and DexCom Inc. (DXCM) [2][9] Key Drivers - Easing trade tensions between the U.S. and China, with indications of renewed negotiations on tariffs, have positively influenced market sentiment [3] - Strong quarterly earnings from major tech companies like Microsoft (MSFT) and Meta Platforms (META) have bolstered optimism in the tech sector, highlighting robust demand for AI amidst economic uncertainties [4] - A positive jobs report for April showed the U.S. economy added 177,000 jobs, with the unemployment rate steady at 4.2%, indicating resilience in the labor market [5] SPY Fund Details - SPDR S&P 500 ETF Trust holds 503 stocks, with no single stock exceeding 7% of total assets, ensuring a balanced portfolio across sectors [6] - The fund has an assets under management (AUM) of $569 billion and charges an annual fee of 9 basis points, with an average daily trading volume of 104 million shares [7] Best-Performing Stocks - Palantir Technologies (PLTR) has surged approximately 42% over the past month, with an estimated earnings growth rate of 34.1% for the year [10] - Netflix (NFLX) has increased by 23.6% in the same period, with a solid earnings estimate revision and an estimated growth of 27.74% [11] - Quanta Services (PWR) has gained 21.4% over the month, with an estimated earnings growth rate of 13.82% despite a slight negative revision [12] - GE Vernova (GEV) climbed 19.8%, supported by a significant earnings estimate revision and an estimated growth of 28.67% [13] - DexCom (DXCM) also rose 19.8%, with an estimated earnings growth rate of 23.17% despite a minor negative revision [14]

Core Insights - Dycom Industries, Inc. released its Fiscal 2025 Corporate Sustainability Report, emphasizing its role in enhancing America's telecommunications and digital infrastructure while committing to transparency and sustainability [1][2] - The company integrates sustainable practices into its business strategy, aiming to create lasting value for stakeholders and reduce environmental impact [2] Company Overview - Dycom is a leading provider of specialty contracting services for telecommunications infrastructure and utility industries in the United States, offering services such as program management, planning, engineering, construction, and maintenance [3] Sustainability Commitment - The company’s sustainability strategy is fundamental to its operations, focusing on driving efficiencies and helping customers build resilient networks [2] - Dycom's inaugural Corporate Sustainability Report details its strategies, initiatives, and impact towards a more sustainable future [2]