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DY

Dycom Industries, Inc.

DY

NYSE·Industrials·Engineering & Construction·Mkt cap $14.1B

$437.76

-6.96%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$233.00 - $566.47

P/E

45.70

Fwd P/E

32.46

Beta

1.50

Div Yield

0.00%

Avg Vol

551.6K

Shares Out

30.0M

Mkt Cap

$14.1B

Price action

Price chart

Up 90.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Established relationships with major telecommunications, wireless, and utility customers providing recurring revenue
  • Comprehensive service capabilities across multiple infrastructure types reducing customer fragmentation
  • Specialized expertise and equipment in complex installations including fiber splicing and tower construction
  • Nationwide geographic footprint with local operational presence enabling rapid project deployment

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Construction & Engineering peers

Growth

Moderate growth ahead

5G network expansion and wireless infrastructure buildout driving tower and small cell deployment demand

Value

Premium valuation to Construction & Engineering peers

Momentum

Hot

+35.1% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 19, 2026

Q2 26 RECAP

MAY 27, 2026

Reported EPS of $4.42 vs $2.72 consensus (+62.5% surprise). Revenue of $2.0B vs $1.7B expected (+17.5%). Beat on both top and bottom lines.

EPS beat +62.5%
Rev beat +17.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+62.5%

Next: Aug 19, 2026

Revenue trend · last 8Q

+14%

+10%

+15%

+14%

+34%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

$1.1B

$1.2B

$1.3B

$1.1B

$1.3B

$1.4B

$1.5B

$1.5B

Margins · last 8Q

Gross

30.6%

Operating

21.9%

Profit

1.1%

Wall Street consensus

8 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

100%

Hold

0%

Sell

0%

Median Price Target

$620.00

+41.6% vs $437.76

Low $610.00
Median $620.00
High $654.00

Latest: KeyBanc · $610.00 · Jun 1, 2026

7 analysts covering

vs Industry

How DY stacks vs Engineering & Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.