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
Vol526.70K
As of25 Sep 2026

The Verdict

Hold

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/E24.82x
Forward P/E13.07x
EV / EBITDA11.68x
P / S (ttm)1.19x
Profit margin4.8%
Return on equity19.2%
Revenue growth+45.6%
Earnings growth+14.4%
Debt / equity147.70

Layer Breakdown

LayerRawContribution
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.

United States · www.dycomind.com

Risk Metrics

Beta vs SPX1.23
Corr SPX0.41
Annual vol47.9%
Annual ret+27.6%
Sharpe0.58
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
Analysts11
Strong Buy1
Buy10
Hold0
Sell0
Strong Sell0

Recent rating actions

2026-03-27Cantor Fitzgerald→ Overweight
2026-03-10Cantor Fitzgerald→ Overweight
2026-03-05Keybanc→ Overweight
2026-03-05JP Morgan→ Overweight
2026-03-05B. Riley Securities→ Buy
2026-02-25B of A Securities→ Buy

Material Events

DateEvent8-K
2026-08-04Officer / Director Change, Exhibitsread
2026-06-01Officer / Director Change, Shareholder Voteread
2026-05-27Earnings Release, Exhibitsread
2026-03-24Officer / Director Change, Exhibitsread
2026-03-04Earnings Release, Exhibitsread
2026-01-27Material Agreement, Material Obligation…read
2025-12-23Material Agreement, Acquisition / Disposition…read
2025-12-19Officer / Director Changeread
2025-11-19Material Agreement, Listing Notice…read
2025-11-19Earnings Release, Exhibitsread
2025-11-10Officer / Director Changeread
2025-10-07Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-04Lenz Michael C.DirectorGrant343—
2026-08-04Fallon David JosephDirectorGrant343—
2026-08-03LeClair Stephen ODirectorGrant42$17.43K
2026-08-03Sykes Richard KDirectorGrant114$47.31K
2026-08-03GALLAGHER PHILIP RDirectorGrant48$19.92K
2026-08-03Skillern RaejeanneDirectorGrant29$12.03K
2026-08-03Fritzsche Jennifer MDirectorGrant32$13.28K
2026-06-02Fritzsche Jennifer MDirectorGift100—
2026-05-28Fritzsche Jennifer MDirectorGrant331—
2026-05-28Sykes Richard KDirectorGrant331—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders0
Top-5 share0.0%
HHI0 (—)

SEC Filings

DateFormDoc
2026-08-054view
2026-08-054view
2026-08-053view
2026-08-054view
2026-08-053view
2026-08-054view
2026-08-054view
2026-08-054view
2026-08-054view
2026-08-048-Kview
2026-06-024view
2026-06-018-Kview
2026-05-294view
2026-05-294view
2026-05-294view

The Long Run

FY 2012–2026 · 14 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$274.33$277.00$270.48$271.52526.70K
Sep 24$277.50$279.17$271.87$272.10548.50K
Sep 23$283.45$285.31$275.10$280.94549.60K
Sep 22$292.82$295.52$281.74$282.02665.70K
Sep 21$295.22$296.01$287.57$291.55553.90K

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