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Stock impact report

Will Dycom's Pricing Discipline Drive Stronger Margins in FY27? [Yahoo! Finance]

EMCOR Group, Inc. (EME) 
Last emcor group, inc. earnings: 4/30 07:30 am Check Earnings Report
US:NYSE Investor Relations: emcorgroup.com/investor-relations
Company Research Source: Yahoo! Finance
robust market trends, which are expected to continue into fiscal 2027. In the first nine months of fiscal 2026, its adjusted EBITDA increased year over year by 25.1% to $575.3 million, with adjusted EBITDA margin expanding 140 basis points (bps) to 14.1%. Despite ongoing labor and equipment cost pressures across the construction and telecom services space, DY's emphasis on selective bidding and holding onto higher-margin projects is keeping the trend afloat. A backlog of $8.22 billion, with nearly $5 billion expected to convert within the next 12 months, gives the company leverage in customer negotiations, allowing it to price projects in a way that reflects rising complexity, tighter labor markets and higher safety and compliance standards. Moreover, the positive trend across a strong public infrastructure funding environment and the optimism surrounding the Broadband Equity, Access and Deployment (BEAD) program also bodes well. Importantly, margin expansion in fiscal 2027 does n Show less Read more
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