Dycom Industries, Inc. · NYSE:DY
Dycom Industries — Q2 2019 Earnings Presentation
13 slides from Dycom Industries's earnings presentation, Aug 13, 2018
Slide 1: 2nd Quarter Fiscal 2019 Update Conference Call
Exhibit 99.2 2nd Quarter Fiscal 2019 August 13, 2018 Update Conference Call
Slide 2: Forward Looking Statements, Non-GAAP Financial Measures and Other Information
Forward Looking Statements, Non-GAAP Financial Measures and Other Information The financial information contained in this presentation for the quarter ended July 28, 2018 is preliminary and represents estimates of financial results for the quarter then ended. When the Company files its Quarterly Rep
Slide 3: Participants and Agenda
Participants Steven E. Nielsen President & Chief Executive Officer H. Andrew DeFerrari Chief Financial Officer Richard B. Vilsoet General Counsel Agenda Introduction and Q2-19 Update Outlook Q&A 33
Slide 4: Q2-19 Summary
Q2-19 Summary The information for the quarter ended July 28, 2018 included in this presentation is preliminary. ™ Revenues and results for the quarter ended July 28, 2018 will be below previous guidance ¾ Contract revenues expected to be approximately $799.5 million (including $3.8 million of revenu
Slide 5: Q2-19 Revenue Update
Q2-19 Revenue Update Organic % adjusted for revenues from an acquired business and storm restoration services The information for the quarter ended July 28, 2018 included in this presentation is preliminary. ™ Contract revenues expected to be $799.5 million for Q2-19, including $3.8 million of reven
Slide 6: Q2-19 Update - Backlog and Awards
Q2-19 Update - Backlog and Awards Financial charts - $ in millions The information for the quarter ended July 28, 2018 included in this presentation is preliminary. (a) (a) (a) (a) (a) Due to the change in the Company’s fiscal year end, the Company’s fiscal 2018 six month transition period consisted
Slide 7: Q2-19 Update
Q2-19 Update The information for the quarter ended July 28, 2018 included in this presentation is preliminary. ™ Revenues and results for the quarter ended July 28, 2018 will be below previous guidance Previous Guidance Preliminary Results Q2-19 Q2-19(a)(b) Contract revenues $830-$860 million $799
Slide 8: Outlook
Outlook The revised guidance for fiscal 2019 and the guidance for the quarter ending October 27, 2018 included in this presentation are preliminary and will be updated, as necessary, in our second quarter results release scheduled for Wednesday, August 29, 2018. ™ Revised financial guidance for Fisc
Slide 9: Appendix: Regulation G Disclosure - Explanation of Non-GAAP Measures
Appendix: Regulation G Disclosure Explanation of Non-GAAP Measures The Company reports its financial results in accordance with U.S. generally accepted accounting principles (GAAP). In the Company’s quarterly results releases, trend schedules, conference calls, slide presentations, and webcasts, it
Slide 10: Reconciliation of Non-GAAP Organic Contract Revenue
Appendix: Regulation G Disclosure Reconciliation of Non-GAAP Financial Measures to Comparable GAAP Financial Measures Non-GAAP Organic Contract Revenue – certain customers Unaudited ($ in millions) The information for the quarter ended July 28, 2018 included in this presentation is preliminary. Note
Slide 11: Reconciliation of Non-GAAP Diluted Earnings per Share
Appendix: Regulation G Disclosure Reconciliation of Non-GAAP Financial Measures to Comparable GAAP Financial Measures Non-GAAP Diluted Earnings per Common Share Unaudited The financial results for the quarter ended July 28, 2018, the guidance for the quarter ending October 27, 2018, and the revised
Slide 12: Reconciliation of Net Income to Non-GAAP Adjusted EBITDA
Appendix: Regulation G Disclosure Reconciliation of Non-GAAP Financial Measures to Comparable GAAP Financial Measures Reconciliation of Net Income to Non-GAAP Adjusted EBITDA based on the Midpoint of Earnings per Common Share ("EPS") range Unaudited The financial results for the quarter ended July 2
Slide 13: 2nd Quarter Fiscal 2019 Update Conference Call
2nd Quarter Fiscal 2019 August 13, 2018 Update Conference Call