Dycom Industries, Inc. (DY) Q2 2025 Earnings Call Transcript Summary
Dycom Industries, Inc. (DY) Q2 2025 Earnings Call Transcript Summary
Gross margin was 20.8% of revenue, demonstrating an increase of 52 basis points compared to the same quarter in the previous fiscal year.The following is a summary of the Dycom Industries, Inc. (DY) Q2 2025 Earnings Call Transcript:
以下是戴康工業公司（DY）2025年Q2業績會交易摘要：
Financial Performance:
金融業績：
Dycom Industries reported a second quarter revenue of $1.203 billion, marking a 15.5% increase year-over-year.
Organic revenue increased by 9.2%.
Gross margin was 20.8% of revenue, demonstrating an increase of 52 basis points compared to the same quarter in the previous fiscal year.
Adjusted EBITDA was $158.3 million, representing 13.2% of revenue.
Adjusted earnings per share were $2.46.
戴康工業報告第二季度營業收入爲12.03億美元，同比增長15.5%。
有機營業收入增長了9.2%。
毛利率佔營業收入的20.8%，較上一財年同季度增加了52個點子。
調整後的EBITDA爲1.583億美元，佔營業收入的13.2%。
調整後的每股收益爲2.46美元。
Business Progress:
業務進展：
Dycom Industries completed the acquisition of Black & Veatch's public carrier wireless telecommunications infrastructure business for $150 million.
The company is expecting to integrate the acquisition and expects it to contribute $250 million to $275 million of revenue with post-integration EBITDA margins in line with our consolidated average for fiscal year 2026.
Dycom saw increased strategic interest and demand for gigabit wireline networks, wireless/wireline converged networks, and AI data centers promoting high-capacity broadband services.
The company is benefiting from an improving labor market in many regions and normalized automotive and equipment supply chains.
戴康工業以1.5億美元完成了對布萊克維奇的公共運營商無線電信基礎設施業務的收購。
該公司預計整合收購，並預計在2026財年爲營業收入貢獻2.5億到2.75億美元，集成後的毛利率與我們的整體平均水平相符。
戴康看到了對千兆網絡、無線/有線融合網絡和人工智能數據中心的戰略興趣和需求，推動了高容量寬帶服務。
該公司正在受益於許多地區勞動力市場的改善和正常化的汽車和設備供應鏈。
Opportunities:
機會：
Dycom has a broad set of opportunities particularly with the advent of AI data centers and growing interest in high-capacity, low-latency networks.
The acquisition of Black & Veatch's infrastructure business strategically expands geographic presence, positioning Dycom to address growth opportunities in wireless network modernization.
Expansion into AI data center connectivity aligns with industry trends demanding higher broadband and network services.
The continued interest and investment in intercity networks indicate ongoing industry opportunities for large-scale deployments.
戴康擁有廣闊的機會，特別是隨着人工智能數據中心的出現和對高容量、低延遲網絡的增長興趣的增加。
戴康收購布萊克維奇的基礎設施業務在地理上戰略性擴大了存在，使戴康能夠應對無線網絡現代化的增長機遇。
擴展到人工智能數據中心連接與行業趨勢相一致，要求更高的寬帶和網絡服務。
對市區網絡的持續關注和投資表明大規模部署的行業機遇仍在繼續。
Risks:
風險：
Potential fluctuations in growth from various customers' projects can affect quarterly results, as noted with expected slower growth in Q3 compared to Q2.
來自各個客戶項目的潛在增長波動可能會對季度業績產生影響，正如在第三季度相比第二季度預計增長放緩所指出的。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。