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Adam Toller

Research Analyst at Thompson Davis

Adam Thalhimer is the Director of Research and Partner at Thompson Davis & Co., specializing in equity research across the Building Materials, Building Products, Engineering & Construction, and Telecom Equipment sectors. He covers nearly two dozen companies within these industries and, during his tenure at BB&T Capital Markets, led a three-person research team, consistently earning top analyst recognition for his sector expertise and coverage depth. Adam began his investment career in 2001 at UBS PaineWebber, later serving as a mutual fund analyst at Scott & Stringfellow before spending thirteen years with BB&T Capital Markets; he joined Thompson Davis in 2016. He holds the Chartered Financial Analyst (CFA) designation and is registered with FINRA.

Adam Toller's questions to DYCOM INDUSTRIES (DY) leadership

Question · Q3 2026

Adam Toller asked if it was too early to discuss Dycom's fiscal 2027 outlook for organic revenue growth and margin improvement, and requested more background on how discussions for the Power Solutions acquisition began.

Answer

President and CEO Dan Peyovich indicated it was too early for detailed fiscal 2027 guidance but affirmed strong organic growth leading into the year, driven by diversified telecom drivers and improving margins. He explained that the Power Solutions acquisition stemmed from a top-down strategic review, recognizing the natural next step in hyperscaler relationships and data center proximity. He emphasized that the decision was rooted in cultural fit and the leadership team's strength, aiming for long-term shareholder returns and growth opportunities.

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Question · Q3 2026

Adam Toller asked for an early outlook on Dycom's fiscal 2027 organic business, including broad strokes for revenue growth and margin improvement. He also requested more background on how discussions for the Power Solutions acquisition began.

Answer

President and CEO Daniel Peyovich deferred detailed FY27 guidance but noted strong organic growth leading into FY27, driven by diversification (BEAD, hyperscalers, wireless) and improving margins. He explained that the Power Solutions acquisition resulted from a top-down strategic review, seeing it as a natural progression to expand into data centers, driven by a strong cultural fit and existing relationships with end-users.

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