Dycom Industries Posts Strong Q3 Results: EPS Beats Estimates By 14%
Company Performance: Dycom Industries reported a 12% year-over-year increase in contract revenue to $1.272 billion, exceeding expectations, with adjusted EBITDA rising to $170.7 million and adjusted EPS at $2.68.
Future Outlook: For the fourth quarter, Dycom expects a mid- to high single-digit percentage increase in total contract revenues and a projected increase in adjusted EBITDA margin by about 25 basis points year-over-year.
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Financial Performance: Planet Fitness reported a 11.5% increase in sales year-on-year to $276.7 million for Q1 2025, but fell short of analyst expectations. Adjusted EPS was 59 cents, missing the consensus estimate of 62 cents.
Future Outlook: The company maintains its FY25 revenue guidance at $1.3 billion and expects same club sales growth of 5% to 6%, while planning to open approximately 160 to 170 new locations.

Partnership Expansion: Kyndryl Holdings has expanded its partnership with Nokia to provide advanced data center networking solutions, combining Kyndryl's expertise in hybrid cloud management with Nokia's secure networking technologies.
Integration and Benefits: The collaboration will integrate Nokia’s Event-Driven Automation technology with Kyndryl's Bridge platform to enhance network automation and management, helping enterprises modernize their data center networks while addressing regulatory requirements and technology transformation needs.
Company Performance: Dycom Industries reported a 12% year-over-year increase in contract revenue to $1.272 billion, exceeding expectations, with adjusted EBITDA rising to $170.7 million and adjusted EPS at $2.68.
Future Outlook: For the fourth quarter, Dycom expects a mid- to high single-digit percentage increase in total contract revenues and a projected increase in adjusted EBITDA margin by about 25 basis points year-over-year.

Kyndryl Launches AI Private Cloud: Kyndryl Holdings has introduced a dedicated AI private cloud in Japan, aimed at supporting various sectors like finance and retail in developing secure AI solutions, in collaboration with Dell Technologies and Nvidia.
Investment Opportunities: Kyndryl's stock (KD) is experiencing an increase in value, and investors can access it through ETFs such as Invesco S&P Spin-Off ETF and Hilton Small-MidCap Opportunity ETF.

Financial Performance: Dycom Industries reported a 15.5% year-over-year increase in contract revenue to $1.203 billion for Q2 FY25, with adjusted EBITDA rising to $158.3 million and adjusted EPS of $2.46 exceeding expectations.
Acquisition and Outlook: The company acquired Black & Veatch’s wireless telecom infrastructure business, expected to generate $250-$275 million in revenues for fiscal 2026, while anticipating a mid- to high single-digit percentage increase in total contract revenues for Q3.








