For the quarter ended October 2025, Dycom Industries (DY Quick QuoteDY - Free Report) reported revenue of $1.45 billion, up 14.1% over the same period last year. EPS came in at $3.63, compared to $2.68 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.4 billion, representing a surprise of +3.7%. The company delivered an EPS surprise of +15.24%, with the consensus EPS estimate being $3.15.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Dycom Industries performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Backlog: $8.2 billion compared to the $8.52 billion average estimate based on two analysts.
• Revenue By Customer- Lumen Technologies: $170.3 million compared to the $156.53 million average estimate based on two analysts. The reported number represents a change of +16.3% year over year.
• Revenue By Customer- AT&T Inc: $361.9 million compared to the $357.27 million average estimate based on two analysts. The reported number represents a change of +36.3% year over year.

View all Key Company Metrics for Dycom Industries here>>>

Shares of Dycom Industries have returned +16.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.