Core Insights - Dycom Industries, Inc. (DY) is set to report its fourth-quarter fiscal 2026 results on March 4, with previous quarter's adjusted earnings and contract revenues exceeding estimates by 15.2% and 3.7% respectively, showing year-over-year growth of 35.4% and 14.1% [1] Revenue Estimates - The Zacks Consensus Estimate for DY's fiscal fourth-quarter earnings per share (EPS) has increased to $1.66 from $1.60, indicating a year-over-year growth of 41.9% [2] - Contract revenues are estimated at $1.29 billion, reflecting an 18.9% year-over-year rise from $1.09 billion [2] Factors Influencing Q4 Performance - Dycom's revenue growth is expected to be driven by strong demand for data centers, the Broadband Equity, Access and Deployment (BEAD) program, and increased fiber-to-the-home initiatives [3] - The demand for data-intensive applications and AI workloads is projected to be a significant growth driver, with an addressable market opportunity exceeding $20 billion over the next five years [4] Revenue Projections - For the fiscal fourth quarter, Dycom anticipates contract revenues between $1.26 billion and $1.34 billion, with expected year-over-year increases in revenues from Telecommunications (6.7% to $986.1 million), Underground Facility Locating (16.2% to $81.7 million), and Electric and Gas Utilities (12.6% to $32.4 million) [5] Earnings and Margins - The company expects adjusted EBITDA to be between $140 million and $155 million, up from $116.4 million in the prior-year quarter, with an anticipated adjusted EPS range of $1.62-$1.97 [6] - Adjusted EBITDA is projected to grow by 20.5% to $140.2 million, with an EBITDA margin expansion of 30 basis points to 11% [7] Backlog Insights - Dycom's total backlog is expected to be approximately $7.99 billion, indicating a 3% growth from $7.76 billion reported in the prior-year quarter [9]

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