Is Dycom's 13.4% EBITDA Margin Set for Another Profitability Lift?
Dycom Industries is showing strong signs of sustained profitability improvement, driven by high demand for digital infrastructure, leading to a 74.6% year-over-year surge in adjusted EBITDA and a 141 basis point expansion in adjusted EBITDA margin to 13.4% in fiscal 2027 first-quarter results. Both its Communications and Building Systems segments contributed significantly, with the latter achieving a 17.7% adjusted EBITDA margin. With a record backlog and strategic acquisitions, Dycom is well-positioned for further gains, though it faces execution challenges and is currently ranked #4 (Sell) by Zacks due to recent downward revisions in earnings estimates.
How Adding Two Former CFOs to Its Board Will Impact Dycom Industries (DY) Investors
Dycom Industries (DY) recently expanded its Board of Directors by adding two former CFOs, David J. Fallon and Michael C. Lenz, bringing the total to eleven members. This move is expected to influence Dycom's capital allocation, M&A strategies, and long-term financial planning, aligning with its raised fiscal 2027 revenue outlook of US$7.38 billion to US$7.65 billion. While the appointments provide additional financial oversight for large infrastructure projects, the company's reliance on a few major telecom customers remains a key risk for investors to consider.
Dycom Industries (DY) Adds Veteran CFOs To Its Board Following Undervalued Growth Narrative
Dycom Industries (DY) recently appointed veteran finance executives David J. Fallon and Michael C. Lenz to its Board, drawing investor attention. The company has shown mixed stock performance, with a 20.57% year-to-date return but a decline over the past quarter, although its five-year total shareholder return is over 5x. A valuation narrative suggests Dycom Industries is 34.2% undervalued with a fair value of $637.27, driven by growth opportunities in fiber-to-the-home and data center connectivity.
Bellars Harris Wealth Management LLC Invests $6.89 Million in Dycom Industries, Inc. $DY
Bellars Harris Wealth Management LLC has acquired a new stake of 13,633 shares, valued at approximately $6.89 million, in Dycom Industries, Inc. during the second quarter. This investment is part of a broader trend of institutional investors and hedge funds holding 98.33% of the company's stock. Dycom Industries recently surpassed earnings estimates, reporting $4.42 per share on $1.96 billion in revenue, leading analysts to maintain a "Buy" rating with an average price target of $554.92.
Dycom Stock Up 21.2% Year to Date: Is the Rally Still Worth Chasing?
Dycom Industries, Inc. has seen its stock rise 21.2% year to date in 2026, driven by strong fiber infrastructure spending, data center expansion, and a record backlog. While the company reported significant revenue and earnings growth in Q1 fiscal 2027 and raised its fiscal 2027 outlook, its current valuation trades at a premium to the industry. Despite strong analyst recommendations, investors are advised to seek a more attractive entry point rather than chasing the rally at current levels.
Dycom Stock Up 21.2% Year to Date: Is the Rally Still Worth Chasing?
Dycom Industries (DY) has seen its stock rise 21.2% year-to-date, driven by strong fiber infrastructure spending, data center expansion, and a record backlog. Despite a positive outlook and strong analyst ratings, its valuation trades at a premium to the industry, and cash flow remains negative seasonally. New investors are advised to seek a more attractive entry point rather than chasing the current rally.
Dycom Industries to host Q2 FY27 results call on Aug 26
Dycom Industries, Inc. (NYSE: DY) will host a conference call on Wednesday, August 26, 2026, at 9:00 a.m. ET to discuss its fiscal 2027 second-quarter results. The company will issue a press release with the results earlier that morning. Interested parties can register for the Q&A session or access a live audio webcast.
Dycom Industries, Inc. to Host Fiscal 2027 Second Quarter Results Call on August 26, 2026
Dycom Industries, Inc. (NYSE: DY) announced it will host a conference call on Wednesday, August 26, 2026, at 9:00 a.m. ET to discuss its fiscal 2027 second quarter results. A press release detailing the results will be issued earlier that morning. Interested parties can register online to participate in the question-and-answer session or access a live audio webcast and accompanying slides from Dycom's Investor Center website.
Dycom Industries, Inc. to Host Fiscal 2027 Second Quarter Results Call on August 26, 2026
Dycom Industries, Inc. (NYSE: DY) will host a conference call on Wednesday, August 26, 2026, at 9:00 a.m. ET, to discuss its fiscal 2027 second quarter results. A press release detailing the results will be issued earlier that morning. Interested parties can register to participate in the Q&A session, and a live webcast will also be available on the Company’s Investor Center website.
Dycom Industries, Inc. to Host Fiscal 2027 Second Quarter Results Call on August 26, 2026
Dycom Industries, Inc. (NYSE: DY) announced it will host a conference call on Wednesday, August 26, 2026, at 9:00 a.m. ET to discuss its fiscal 2027 second-quarter results. The company plans to issue a press release with its financial results earlier that morning. Interested parties can register to participate in the Q&A session or access a live listen-only audio webcast and accompanying slide presentation.
Dycom Industries (DY) Earnings Expected to Grow: What to Know Ahead of Q2 Release
Dycom Industries (DY) is expected to report significant year-over-year earnings and revenue growth for Q2 2026, with an estimated EPS of $4.62 and revenues of $1.97 billion. The company has a positive Earnings ESP of +0.69% and a Zacks Rank of #3, indicating a high probability of beating consensus EPS estimates. This expectation is supported by a strong history of beating EPS estimates over the last four quarters.
Dycom Industries (DY) Could Be 37% Undervalued Following Its Board Appointments
Dycom Industries recently appointed David J. Fallon and Michael C. Lenz to its Board of Directors, expanding it to eleven members and adding experienced financial and infrastructure leaders. Despite recent share price easing, the company has delivered strong long-term shareholder returns, and Simply Wall St. analysis suggests it could be 37% undervalued. This valuation is based on expected robust backlog growth and double-digit revenue expansion driven by fiber-to-the-home and data center connectivity buildouts.
Is Adding Veteran CFOs To Its Board Altering The Investment Case For Dycom Industries (DY)?
Dycom Industries expanded its Board of Directors by appointing two veteran finance executives, David J. Fallon and Michael C. Lenz, to enhance expertise in capital allocation, M&A, and infrastructure operations. This move strengthens financial oversight as Dycom focuses on large-scale fiber and data center projects, despite ongoing reliance on major telecom customers. The company projects significant revenue and earnings growth by 2029, with a fair value estimate suggesting a substantial upside.
Royal Bank of Canada Buys 7,452 Shares of Dycom Industries, Inc. $DY
Royal Bank of Canada increased its stake in Dycom Industries (NYSE:DY) by 50.1% in the first quarter, acquiring 7,452 additional shares, bringing its total ownership to 22,327 shares valued at $7.6 million. Institutional investors now own 98.33% of the company. Dycom Industries reported strong quarterly earnings of $4.42 per share, surpassing estimates, with revenue up 56.1% year-over-year to $1.96 billion, and analysts maintain a "Buy" rating with price targets as high as $654.
Contravisory Investment Management Inc. Boosts Holdings in Dycom Industries, Inc. $DY
Contravisory Investment Management Inc. significantly increased its stake in Dycom Industries, Inc. (NYSE:DY) by 39,655.6% in the second quarter, now holding 17,890 shares valued at approximately $9.05 million. The construction company reported strong quarterly results with EPS of $4.42 and revenue of $1.96 billion, both surpassing analyst expectations. Despite a recent opening stock price of $408.11, analysts maintain a consensus "Buy" rating with an average price target of $554.92 for Dycom Industries.
Dycom Industries Inc (HAM:DYI) Stock Price & 30 Year Financial Data
This article provides comprehensive 30-year financial data for Dycom Industries Inc (HAM:DYI), including growth rates for revenue, EPS, EBIT, EBITDA, Free Cash Flow, and Book Value. It lists the company's current market capitalization, enterprise value, and various financial ratios like PE and PB. The data is presented with options for different timeframes and export formats.
Dycom Industries Inc Stock Historical Valuations
This page provides historical valuation data for Dycom Industries Inc (HAM:DYI), including its P/E and P/B ratios, market capitalization, and enterprise value. It notes that GuruFocus has detected one severe warning sign for DYI and offers a free trial to access more detailed analysis. The information is sourced from GuruFocus.com, which also provides various investment tools and data.
Quantinno Capital Management LP Acquires 6,574 Shares of Dycom Industries, Inc. $DY
Quantinno Capital Management LP significantly increased its stake in Dycom Industries (NYSE:DY) by 192.9% in the first quarter, purchasing 6,574 additional shares. This brings their total holdings to 9,982 shares, valued at approximately $3.38 million. Dycom Industries reported strong quarterly results, with EPS of $4.42 surpassing estimates and revenue increasing by 56.1% year-over-year.
Dycom Industries Inc (HAM:DYI) Stock Earnings Transcripts
This page provides a comprehensive list of earnings call transcripts and conference transcripts for Dycom Industries Inc (HAM:DYI) dating back to 2019. It includes various quarterly earnings calls and presentations at investor conferences, offering a historical record of the company's communications with the financial community. The stock information, including current price, market cap, and key ratios, is also displayed.
Dycom Industries (NYSE: DY) lists Michael C. Lenz as director insider
Dycom Industries Inc. (NYSE: DY) has filed an initial statement of beneficial ownership (Form 3) for Michael C. Lenz, identifying him as a new director. The filing indicates no equity transactions or derivative positions at this time, primarily serving to establish his reporting status. A Power of Attorney is referenced, authorizing others to submit ownership reports on his behalf.
Dycom Industries (NYSE: DY) awards 343 RSUs to director Lenz
Dycom Industries director Michael C. Lenz was granted 343 Restricted Stock Units (RSUs) on August 4, 2026, which will vest in a single installment on August 4, 2027. These RSUs were awarded without cash consideration and represent a contingent right to acquire shares of Dycom common stock upon vesting. Following this transaction, Lenz holds 343 RSUs, including unvested awards, as detailed in the Form 4 filing.
Dycom Industries Inc (NYSE: DY) awards director 48 common shares
Dycom Industries Inc. (NYSE: DY) director Philip R. Gallagher was granted 48 shares of common stock on August 3, 2026, valued at $414.98 per share. This transaction, classified as a non-derivative acquisition, increased his direct holdings to 872 shares, which includes unvested Restricted Stock Units. The grant was reported in a Form 4 filing accepted by the SEC on August 5, 2026.
Dycom Industries (NYSE: DY) director Fallon submits initial Form 3
Dycom Industries Inc. announced that David Joseph Fallon has filed an initial Statement of Beneficial Ownership of Securities (Form 3) as a director. The filing reports no insider purchase, sale, or other equity transactions and references a Power of Attorney. This Form 3 establishes his reporting status as a director but does not disclose any specific security transactions or positions.
Dycom Industries (NYSE: DY) awards 343 RSUs to director
Dycom Industries (NYSE: DY) director David Joseph Fallon was granted 343 Restricted Stock Units (RSUs) as disclosed in a recent Form 4 filing. These RSUs, which represent a contingent right to acquire one share of common stock each, were granted for no consideration and will vest in a single installment on August 4, 2027. Following this transaction, Fallon holds 343 RSUs, including unvested awards.
Dycom Industries, Inc. Appoints David Fallon and Michael Lenz to Board of Directors
Dycom Industries, Inc. (NYSE: DY) has appointed David Fallon and Michael Lenz to its Board of Directors, effective August 4, 2026. Both new board members bring extensive financial expertise and leadership experience from complex public companies, with Fallon having served as CFO of Vertiv Holdings Co. and Lenz as CFO of FedEx Corporation. Their appointments are expected to enhance Dycom's strategic objectives and support its market leadership in telecommunications infrastructure and utility services.
Janus Henderson Group PLC Has $13.63 Million Holdings in Dycom Industries, Inc. $DY
Janus Henderson Group PLC significantly increased its stake in Dycom Industries, Inc. (NYSE:DY) by 221.4% in the first quarter, now owning 40,228 shares valued at $13.63 million. Institutional investors hold a substantial 98.33% of the company's stock, and analysts maintain a consensus "Buy" rating with an average price target of $554.92. Dycom recently reported strong quarterly adjusted earnings of $4.42 per share, surpassing estimates, and revenue increased by 56.1% year-over-year to $1.96 billion.
Dycom Industries appoints David J. Fallon and Michael C. Lenz to Board
Dycom Industries has appointed David J. Fallon and Michael C. Lenz to its Board of Directors, effective August 4, 2026. The appointments were disclosed in an SEC filing, with no specific reasons or replacement information provided. Neither individual has been appointed to any committees at this time.
Dycom Industries, Inc. Appoints David Fallon and Michael Lenz to Board of Directors
Dycom Industries, Inc. has appointed David Fallon and Michael Lenz to its Board of Directors, effective August 4, 2026. Both new board members bring extensive financial expertise and leadership experience from complex public companies, with Fallon having served as CFO at Vertiv Holdings Co. and Lenz as EVP and Interim CFO at Hexcel Corporation and CFO at FedEx Corporation. Their appointments are expected to strengthen Dycom's strategic objectives, capital allocation, and operational efficiency as the company navigates increasing industry demand.
Dycom Industries, Inc. Appoints David Fallon and Michael Lenz to Board of Directors
Dycom Industries, Inc. announced the appointment of David Fallon and Michael Lenz to its Board of Directors, effective August 4, 2026. Both individuals bring extensive financial expertise and leadership experience from complex public companies, with Fallon specializing in digital infrastructure and Lenz in large-scale logistics. Their appointments are expected to enhance Dycom's strategic objectives and support its growth in the telecommunications infrastructure and utility industries.
Dycom Industries, Inc. Appoints David Fallon and Michael Lenz to Board of Directors
Dycom Industries, Inc. announced the appointment of David Fallon and Michael Lenz to its Board of Directors, effective August 4, 2026. Both individuals bring extensive financial expertise and leadership experience from complex public companies to the board. Their appointments are expected to strengthen Dycom's capabilities as it pursues long-term strategic objectives and expands its market leadership.
Will Dycom Industries (DY) Beat Estimates Again in Its Next Earnings Report?
Dycom Industries (DY) is expected to continue its streak of beating earnings estimates in its upcoming report, according to Zacks Equity Research. The company has a strong record of exceeding expectations, with an average surprise of 34.09% over the past two quarters. A positive Zacks Earnings ESP of +0.69% combined with a Zacks Rank #3 (Hold) further suggests a high probability of another earnings beat.
Dycom Industries (DY) Stock Could Be Slightly Below Fair Value
Dycom Industries (DY) stock appears slightly undervalued according to a Discounted Cash Flow (DCF) analysis, suggesting a 10.3% discount with an intrinsic value of $447 per share compared to the current price of around $401. However, its P/E ratio of 38.7x is modestly higher than the industry average, indicating it's broadly in line with peers. The article highlights that the company's valuation hinges on its ability to sustain cash flow generation from large communications projects without facing margin pressures.
Dycom Industries Number of Employees 2026 | Employee Count & Headcount Data
As of March 2026, Dycom Industries, Inc. (DY) has approximately 19,646 total employees worldwide, representing a 1.6% growth since 2023. The company, an Engineering and Construction Services firm, is actively hiring with 2,967 active job postings in 2026, a 47.0% increase from 2025. Its workforce is primarily concentrated in North America, and the average employee salary is $59,185.
Dycom Industries, Inc. Actuals & Estimates (NYSE:DY)
This article provides a financial overview and analyst estimates for Dycom Industries, Inc. (NYSE:DY). It details the company's stock performance, market capitalization, earnings, revenue, and future forecasts, including analyst price targets. The article also covers key financial metrics like EBITDA and addresses frequently asked questions about the stock.
Dycom Industries Inc (DY) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Dycom Industries Inc (DY), highlighting its price momentum score of 3.97, ranking 25 out of 42 in its industry. It identifies the stock trading between a resistance level of 446.22 and a support level of 363.18, suggesting suitability for range-bound swing trading. The analysis includes various technical indicators and moving averages, with a summary indicating a "Neutral" signal for the stock today based on these metrics.
Cash flow from operating activities of Dycom Industries, Inc. – HAM:DYI
This article focuses on the cash flow from operating activities for Dycom Industries, Inc. (HAM:DYI), noting that the market is currently closed with no trades. The information is presented within the context of financial data provided by TradingView, with data from ICE Data Services and FactSet.
Net margin % of Dycom Industries, Inc. – HAM:DYI
This page provides financial information for Dycom Industries, Inc. (HAM:DYI), specifically focusing on its net margin percentage. It indicates that the market is closed with no trades and presents a framework for displaying financial data over different periods.
DY|Dycom Industries Inc|Price:417.140|Chg%:+45.220
This article from TradingKey provides a comprehensive stock analysis of Dycom Industries Inc (DY), highlighting its strong fundamentals and high growth potential. The company's valuation is considered fair, ranking 5th in its industry. Despite recent market performance, analysts rate it as a Buy with a high target price.
Dycom Industries, Inc. Revenue Breakdown – BX:DYI
This article provides a revenue breakdown for Dycom Industries, Inc. (BX:DYI). Last year, the company generated 4.29 billion CHF, with the Communication segment being the top performer contributing 4.21 billion CHF. The United States was the greatest regional contributor to this revenue.
Dycom: I Still See 27% Downside (NYSE:DY)
Bulls are anticipating a Q2 earnings beat for Dycom, driven by a strong backlog and consistent growth; however, given cooling AI sentiment and the company's valuation at 14.1x EV/EBITDA, there's a belief it's currently overvalued. The stock is assigned a Sell rating with a $290 price target, suggesting a potential 27% downside, and it will likely become attractive only after further valuation compression. Leverage stands at 2.3x with a target to delever to 2x in 12 months.
Precision Trading with Dycom Industries Inc. (DY) Risk Zones
This article provides an in-depth analysis of Dycom Industries Inc. (DY) using AI-generated trading strategies. It highlights a strong near-term sentiment with a long-term positive bias, presenting an exceptional risk-reward setup. The analysis offers specific entry, target, and stop-loss zones for position trading, momentum breakout, and risk hedging strategies across multiple timeframes.
DY|Dycom Industries Inc|Price:416.355|Chg%:-13.455
This article provides a detailed company profile for Dycom Industries Inc (DY), a provider of specialty contracting services to the telecommunications infrastructure and utility industries in the United States. It includes business scope, financial data such as its market cap of $12.74 billion and a P/E TTM of 43.83, and lists key company executives and their shareholdings. The report also highlights institutional ownership data, noting that 893 institutions hold shares, accounting for 93.82% of total shares as of Q1 2026.
Dycom Industries Inc (DY) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article from TradingKey provides a revenue breakdown for Dycom Industries Inc (DY), including its market capitalization of $12.74 billion and a P/E TTM of 43.83. It notes that detailed revenue data by business segment and region for various fiscal years (FY2026, FY2025, FY2024, FY2023, FY2022) has not yet been disclosed by the company. However, it does state that the United States accounts for $5.55 billion in revenue.
Dycom Industries, Inc. Revenue Breakdown – XETR:DYI
Dycom Industries, Inc. (DYI) generated 4.68 billion EUR in revenue last year, with the Communications segment contributing the most at 4.60 billion EUR. The United States was the primary revenue source, accounting for 4.68 billion EUR, a slight increase from 4.54 billion EUR the previous year. This breakdown highlights the company's strong focus on communication infrastructure within the US market.
US Infrastructure Stocks Retail Investors Are Watching For Tariff Resilience
This article examines three U.S. infrastructure and construction stocks—Dycom Industries (DY), Orion Group Holdings (ORN), and Bowman Consulting Group (BWMN)—that may benefit from shifting trade dynamics and increased U.S. tariff measures. These companies are highlighted for their domestic focus and resilience to supply chain disruptions. The analysis delves into their operations, market positions, and financial health, offering insights into why they might appeal to investors amidst current trade policy news.
Dycom Industries Inc (DY) Risk Assessment: Volatility, Financial Risk & Investment Risk
This article provides a risk assessment for Dycom Industries Inc (DY), highlighting its volatility and financial risk. The company has a risk assessment score of 6.21, ranking 14 out of 41 in the Construction & Engineering industry, with a beta value of 1.50, indicating higher volatility compared to the S&P 500. Key metrics include significant daily return fluctuations, a 240-day maximum drawdown of +24.43%, and a 240-day volatility of +55.84%.
DY|Dycom Industries Inc|Price:429.810|Chg%:-10.740
Dycom Industries Inc. (DY) is a provider of specialty contracting services for telecommunications infrastructure and utilities in the US. The company shows strong fundamentals with high revenue and profit growth, despite recent weak stock market performance. Analyst ratings are predominantly "Buy," with a high price target, suggesting potential upside, though the stock's valuation is considered fairly valued and institutional selling has occurred recently.
Dycom Industries Inc (DY) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Dycom Industries Inc (DY), highlighting its current earnings forecast score of 8.67, ranking 6th in the Construction & Engineering industry. Analysts have set an average price target of $375.00, with a "Buy" rating based on 12 analysts. The company's expected revenue for the next quarter is $1.98 billion, and its EPS for the next quarter is projected at $4.68.
Best Growth Stocks to Buy for July 23rd
This article identifies three growth stocks, Macro Bank (BMA), Five Below (FIVE), and Dycom Industries (DY), as top picks for July 23rd. Each of these companies holds a Zacks Rank #1 and boasts a Growth Score of A, alongside positive trends in their Zacks Consensus Estimate for current year earnings. The analysis highlights their favorable PEG ratios compared to their respective industries.
USU26723AB9 Bond Risk Profile
This article provides a bond risk profile for Dycom Industries, Inc. (USU26723AB9) 4.5% bond due 15-APR-2029, traded on the Frankfurt Stock Exchange. It highlights key metrics for credit risk assessment, including security level, inflation protection, and issuer rating, to help investors evaluate bond reliability. The article also mentions access to analyst ratings for further insights.
