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DY

Dycom Industries, Inc.

DY

NYSE·Industrials·Engineering & Construction·Mkt cap $9.0B

$300.23

+1.58%

P/E

27.22

Mkt Cap

$9.0B

52-Wk Range

$246.19–$566.47

52-Week Range

$246.19 - $566.47

P/E

27.22

Fwd P/E

17.61

Beta

1.49

Div Yield

0.00%

Avg Vol

580.0K

Shares Out

30.0M

Mkt Cap

$9.0B

Price action

Price chart

Up 18.9% over the trailing year

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

1 risk

  • Average volatility.

Growth

Moderate growth ahead

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

Value

Attractively priced below Construction & Engineering peer average

Momentum

Falling

-34.6% over 3m

Quality

Thin

Strong fundamentals

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: Nov 18, 2026

Q3 26 RECAP

AUG 26, 2026

Reported EPS of $5.29 vs $4.72 consensus (+12.1% surprise). Revenue of $2.0B vs $2.0B expected (+1.3%). Beat on both top and bottom lines.

EPS beat +12.1%
Rev beat +1.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+12.1%

Revenue trend · last 8Q

+14%

+10%

+15%

+14%

+34%

+56%

+46%

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

Q1 27

Q2 27

$1.3B

$1.1B

$1.3B

$1.4B

$1.5B

$1.5B

$2.0B

$2.0B

Margins · last 8Q

Gross

16.2%

Operating

9.6%

Profit

5.8%

Wall Street consensus

7 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

7

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Cantor Fitzgerald · Aug 27, 2026

vs Industry

How DY stacks vs Engineering & Construction

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

Industry comparison data unavailable for this stock.