Inside the research
Dycom Industries, Inc.
DY Research profile · latest available data
Price overview
$271.52
▼ -0.58 (-0.2%)
| 52w hi | $535.20 |
|---|---|
| 52w lo | $271.52 |
| Vol | 526.70K |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.31
| Short | -0.45 |
|---|---|
| Medium | -0.36 |
| Long | +0.06 |
computed 2026-09-27
Key fundamentals
Dycom Industries, Inc.
Industrials · Engineering & Construction
| Market cap | $8.19B |
|---|---|
| Enterprise value | $10.89B |
| Trailing P/E | 24.82x |
| Forward P/E | 13.07x |
| EV / EBITDA | 11.68x |
| P / S (ttm) | 1.19x |
| Profit margin | 4.8% |
| Return on equity | 19.2% |
| Revenue growth | +45.6% |
| Earnings growth | +14.4% |
| Debt / equity | 147.70 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.32 | |
| Sector | -0.01 | |
| Technical | -0.36 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites. It also provides construction, maintenance, and installation services, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services, including locating telephone, cable television, power, water, sewer, and gas lines for utility companies; installation and maintenance of customer premise equipment for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in West Palm Beach, Florida.
Risk Metrics
| Beta vs SPX | 1.23 |
|---|---|
| Corr SPX | 0.41 |
| Annual vol | 47.9% |
| Annual ret | +27.6% |
| Sharpe | 0.58 |
| Max DD | -49.3% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $467.91 |
|---|---|
| High / Low | $510.00 / $415.00 |
| Median | $475.00 |
| Analysts | 11 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 10 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-03-27 | Cantor Fitzgerald | → Overweight |
| 2026-03-10 | Cantor Fitzgerald | → Overweight |
| 2026-03-05 | Keybanc | → Overweight |
| 2026-03-05 | JP Morgan | → Overweight |
| 2026-03-05 | B. Riley Securities | → Buy |
| 2026-02-25 | B of A Securities | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Officer / Director Change, Exhibits | read |
| 2026-06-01 | Officer / Director Change, Shareholder Vote | read |
| 2026-05-27 | Earnings Release, Exhibits | read |
| 2026-03-24 | Officer / Director Change, Exhibits | read |
| 2026-03-04 | Earnings Release, Exhibits | read |
| 2026-01-27 | Material Agreement, Material Obligation… | read |
| 2025-12-23 | Material Agreement, Acquisition / Disposition… | read |
| 2025-12-19 | Officer / Director Change | read |
| 2025-11-19 | Material Agreement, Listing Notice… | read |
| 2025-11-19 | Earnings Release, Exhibits | read |
| 2025-11-10 | Officer / Director Change | read |
| 2025-10-07 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | Lenz Michael C. | Director | Grant | 343 | — |
| 2026-08-04 | Fallon David Joseph | Director | Grant | 343 | — |
| 2026-08-03 | LeClair Stephen O | Director | Grant | 42 | $17.43K |
| 2026-08-03 | Sykes Richard K | Director | Grant | 114 | $47.31K |
| 2026-08-03 | GALLAGHER PHILIP R | Director | Grant | 48 | $19.92K |
| 2026-08-03 | Skillern Raejeanne | Director | Grant | 29 | $12.03K |
| 2026-08-03 | Fritzsche Jennifer M | Director | Grant | 32 | $13.28K |
| 2026-06-02 | Fritzsche Jennifer M | Director | Gift | 100 | — |
| 2026-05-28 | Fritzsche Jennifer M | Director | Grant | 331 | — |
| 2026-05-28 | Sykes Richard K | Director | Grant | 331 | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
SEC Filings
The Long Run
FY 2012–2026 · 14 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.55B | +27.6% | |
| Gross profit | $174.29M | +9.4% | |
| Net income | $281.19M | +16.3% | |
| Cash from ops | $258.98M | +11.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $274.33 | $277.00 | $270.48 | $271.52 | 526.70K |
| Sep 24 | $277.50 | $279.17 | $271.87 | $272.10 | 548.50K |
| Sep 23 | $283.45 | $285.31 | $275.10 | $280.94 | 549.60K |
| Sep 22 | $292.82 | $295.52 | $281.74 | $282.02 | 665.70K |
| Sep 21 | $295.22 | $296.01 | $287.57 | $291.55 | 553.90K |
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