Zacks Investment Research·5 days ago
4 Infrastructure-Driven Heavy Construction Stocks to Buy NowGrowth in telecom, data centers and energy to aid EME, MTZ, DY & TPC in the Zacks Building Products - Heavy Construction industry.
Dycom Industries, Inc.(DY)Earnings, Financials & Key Ratios
DY•NYSE
$413.15
43.2× P/E·Price updated Jul 7, 2026
AboutDycom Industries, Inc. provides specialty contracting services in the United States. The company offers program management and engineering services; plans and designs aerial, underground, and buried fiber optic, copper, and coaxial cable systems; and construction, maintenance, and installation services, such as placement and splicing of fiber, copper, and coaxial cables to telecommunications providers. It also provides 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; and installs and maintains customer premise equipment, such as digital video recorders, set top boxes, and modems for cable system operators. In addition, the company offers construction and maintenance services for electric and gas utilities, and other customers; and underground facility locating services, such as locating telephone, cable television, power, water, sewer, and gas lines for various utility companies, including telecommunication providers. Dycom Industries, Inc. was incorporated in 1969 and is headquartered in Palm Beach Gardens, Florida.Show more
- Revenue$5.55B+17.9%
- EBITDA$964M+78.9%
- Net Income$281M+20.5%
- EPS (Diluted)9.56+20.7%
- Gross Margin20.56%+31.8%
- EBITDA Margin17.39%+51.6%
- Operating Margin12.53%+72.9%
- Net Margin5.07%+2.1%
- ROE18.15%-10.8%
DY Price & Volume
Dycom Industries, Inc. (DY) stock price & volume — 10-year historical chart
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Aggressive Inorganic Expansion Drives Volatile Revenue Growth
Investment Thesis • Updated 2027Q1
VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Mixed
Cash Flow:Mixed
Primary Risk:High Customer Concentration
Key Thesis Takeaways
- Dycom Industries is currently navigating a period of rapid, acquisition-led expansion that has significantly altered its capital structure and risk profile.
- While the company achieved a 56.1% year-over-year revenue growth in 2027Q1, the reliance on large-scale fiber projects and a concentrated Tier 1 customer base introduces substantial earnings volatility.
- Investors should remain cautious as the company balances a $3.0 billion debt load against inconsistent operating margins that fell to 7.3% in the most recent quarter.
Verdict Logic
while the PEG ratio of 0.93 suggests potential value, the high debt-to-equity ratio of 1.58 and extreme quarterly cash flow volatility warrant a wait-and-see approach.
DY Growth Metrics
Dycom Industries, Inc. (DY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.61%
5 Years11.63%
3 Years13.35%
TTM29.76%
Profit CAGR
10 Years8.13%
5 Years52.28%
3 Years25.51%
TTM34.29%
EPS CAGR
10 Years9.41%
5 Years54.96%
3 Years26.35%
TTM32.7%
Return on Capital
10 Years11.43%
5 Years13.62%
3 Years17.1%
Last Year18.95%
DY Recent Earnings
Dycom Industries, Inc. (DY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 27, 2026Metric
Actual
Est
EPS
$4.42+62.5%
$2.72
Rev
$2.0B+17.5%
$1.7B
Q2 2026
Mar 4, 2026Metric
Actual
Est
EPS
$2.03+6.3%
$1.91
Rev
$1.5B+7.7%
$1.4B
Q4 2025
Nov 19, 2025Metric
Actual
Est
EPS
$3.63+13.1%
$3.21
Rev
$1.5B+3.1%
$1.4B
Q3 2025
Aug 20, 2025Metric
Actual
Est
EPS
$3.33+14.0%
$2.92
Rev
$1.4B-2.1%
$1.4B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 27, 2026 | $4.42vs $2.72+62.5% | $2.0Bvs $1.7B+17.5% |
| Q2 2026 | Mar 4, 2026 | $2.03vs $1.91+6.3% | $1.5Bvs $1.4B+7.7% |
| Q4 2025 | Nov 19, 2025 | $3.63vs $3.21+13.1% | $1.5Bvs $1.4B+3.1% |
| Q3 2025 | Aug 20, 2025 | $3.33vs $2.92+14.0% | $1.4Bvs $1.4B-2.1% |
Based on last 12 quarters of dataView full earnings history →
Latest DY News
Recent stock market news and headlines for Dycom Industries, Inc. (DY)
Zacks Investment Research·5 days ago
Is Dycom's Backlog Expansion Improving Long-Term Revenue Visibility?Dycom Industries, Inc. DY is strengthening long-term revenue visibility through a growing backlog supported by broad-based demand across communications and digital infrastructure markets. A larger and more diversified project pipeline, combined with longer customer commitments, provides greater confidence in future revenue generation while reinforcing the company's multiyear growth outlook.
Zacks Investment Research·6 days ago
5 Relative Price Strength Stocks to Buy for the Second HalfNBIX, MYRG, XYZ, DK and DY show strong relative price strength, upbeat estimate revisions and solid fundamentals heading into the second half.
Zacks Investment Research·Jun 30, 2026
Here's Why Dycom Industries (DY) is a Strong Momentum StockThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Zacks Investment Research·Jun 30, 2026
This Top Construction Stock is a #1 (Strong Buy): Why It Should Be on Your RadarFinding strong, market-beating stocks with a positive earnings outlook becomes easier with the Zacks Rank.
Peers Comparison
Key metrics vs top competitors for Dycom Industries, Inc. (DY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $413.15 | $12.41B | 43.22 | 17.95% | 5.07% | 18.15% | — | |
| $86.97 | $4.72B | 17.32 | 18.97% | 3.31% | 15.21% | — | |
| $656.79 | $98.56B | 96.59 | 19.76% | 3.72% | 12.96% | — | |
| $419.08 | $6.53B | 55.65 | 8.79% | 3.71% | 22.14% | — | |
| $76.89 | $1.16B | 22.03 | 20.46% | 8.24% | 19.38% | — | |
| $17.00 | $1.14B | 15.74 | 16.47% | 8.27% | 14.83% | — |
Compare DY vs Peers
Dycom Industries, Inc. (DY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DY SEC Filings & Documents
Dycom Industries, Inc. (DY) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 1, 2026·SEC
Material company update
May 27, 2026·SEC
Material company update
Mar 24, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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DY Frequently Asked Questions
Dycom Industries, Inc. (DY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Dycom Industries, Inc.'s revenue?
Dycom Industries, Inc. (DY) reported $6.25B in revenue for fiscal year 2026. This represents a 4245% increase from $143.9M in 1997.
How fast is Dycom Industries, Inc. growing?
Dycom Industries, Inc. (DY) grew revenue by 17.9% over the past year. This is strong growth.
Is DY profitable?
Yes, Dycom Industries, Inc. (DY) is profitable, generating $311.4M in net income for fiscal year 2026 (5.1% net margin).
Dividend & Returns
What is DY's return on equity?
Dycom Industries, Inc. (DY) has a return on equity (ROE) of 18.2%. This is reasonable for most industries.
What is Dycom Industries, Inc.'s free cash flow?
Dycom Industries, Inc. (DY) generated $440.3M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.