Dycom Industries
DY
Market cap $6.39B

222.07 USD

-2.06

0.92%

Updated May 22, 12:43 PM EDT

1 day

-0.92%

5 days

15.15%

1 month

43.64%

3 months

31.71%

6 months

23.17%

Year to date

25.68%

1 year

32.86%

5 years

460.50%

10 years

276.65%

About: Dycom Industries Inc is a provider of specialty contracting services to the telecommunications infrastructure and utility industries throughout the United States. Its operating companies supply telecommunications providers with a comprehensive portfolio of specialty services, including program management; planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services and provide underground facility locating services for various utilities, including telecommunications providers, and others. It also provides a range of construction, maintenance, and installation services, including the placement and splicing of fiber, copper, and coaxial cables. It provides services throughout the United States.

Employees: 15,623

Industrials Engineering & Construction

0

Funds holding %

of 7,245 funds

0

Analysts bullish %

of 6 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0.41% more ownership

Funds ownership: 97.61% [Q4 2024] → 98.02% (+0.41%) [Q1 2025]

0% more funds holding

Funds holding: 341 [Q4 2024] → 341 (+0) [Q1 2025]

13% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $19.1M

13% less capital invested

Capital invested by funds: $4.96B [Q4 2024] → $4.33B (-$629M) [Q1 2025]

14% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 127

45% less funds holding in top 10

Funds holding in top 10: 11 [Q4 2024] → 6 (-5) [Q1 2025]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$183

18%

downside

Avg. target

$218

2%

downside

High target

$258

16%

upside

6 analyst ratings

6 positive

100%

0 neutral

0%

0 negative

0%

JP Morgan Richard Choe	13%upside $250	Overweight Maintained	22 May 2025
UBS Steven Fisher	16%upside $258	Buy Maintained	22 May 2025
Wells Fargo Eric Luebchow	3%downside $215	Overweight Maintained	19 May 2025
Keybanc Sangita Jain	18%downside $183	Overweight Maintained	16 Apr 2025
B. Riley Securities Alex Rygiel	10%downside $200	Buy Maintained	19 Mar 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about DY published over the past 30 days

The Motley Fool

Dycom Reports Record Backlog and Growth

Dycom Industries, Inc. (DY 15.69%) reported first quarter fiscal 2026 earnings on May 21, 2025, surpassing the high end of its guidance across revenue, adjusted EBITDA (non-GAAP), and EPS. Revenue reached $1.26 billion, while adjusted EBITDA was $150.4 million (11.9% margin), and net income stood at $61 million.

Dycom Reports Record Backlog and Growth

Dycom Industries, Inc. to Participate in Upcoming Investor Conference

WEST PALM BEACH, Fla., May 21, 2025 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today that the Company will participate in the KeyBanc Industrial & Basic Materials Conference in Boston, MA on Wednesday, May 28, 2025. Senior management will participate in one-on-one and group meetings with investors.

Dycom Industries, Inc. to Participate in Upcoming Investor Conference

Dycom Industries, Inc. (DY) Q1 2026 Earnings Call Transcript

Dycom Industries, Inc. (NYSE:DY ) Q1 2026 Earnings Conference Call May 21, 2025 9:00 AM ET Company Participants Callie Tomasso - Vice President of Investor Relations Dan Peyovich - President & Chief Executive Officer Drew DeFerrari - Chief Financial Officer Conference Call Participants Alex Waters - BofA Richard Choe - JPMorgan Steven Fisher - UBS Frank Louthan - Raymond James & Associates Sangita Jain - KeyBanc Adam Thalhimer - Thompson Davis Jean Veliz - D.A. Davidson Laura Maher - B.

Dycom Industries, Inc. (DY) Q1 2026 Earnings Call Transcript

Zacks Investment Research

Dycom Industries (DY) Q1 Earnings and Revenues Surpass Estimates

Dycom Industries (DY) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.60 per share. This compares to earnings of $2.12 per share a year ago.

Dycom Industries (DY) Q1 Earnings and Revenues Surpass Estimates

Dycom Industries, Inc. Reports Fiscal 2026 First Quarter Results and Increases Annual Outlook

First Quarter Highlights (All metrics compared to the first quarter of fiscal 2025) Contract revenues of $1.259 billion , up 10.2% Adjusted EBITDA of $150.4 million , or 11.9% of contract revenues, up 14.9% Net income of $61.0 million , or $2.09 per common share diluted Record backlog of $8.127 billion as of April 26, 2025 Repurchased 200,000 shares for $30.2 million during Q1 WEST PALM BEACH, Fla., May 21, 2025 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) announced today its results for the first quarter ended April 26, 2025.

Dycom Industries, Inc. Reports Fiscal 2026 First Quarter Results and Increases Annual Outlook

Zacks Investment Research

Dycom Gears Up to Report Q1 Earnings: What's in Store for the Stock?

DY's fiscal first-quarter 2026 results are likely to reflect strong activity across fiber and wireless projects, supported by rising demand from key customers.

Dycom Gears Up to Report Q1 Earnings: What's in Store for the Stock?

Zacks Investment Research

Stay Ahead of the Game With Dycom Industries (DY) Q1 Earnings: Wall Street's Insights on Key Metrics

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Dycom Industries (DY), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2025.

Stay Ahead of the Game With Dycom Industries (DY) Q1 Earnings: Wall Street's Insights on Key Metrics

Dycom Industries, Inc. to Host Fiscal 2026 First Quarter Results Conference Call

WEST PALM BEACH, Fla., May 09, 2025 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) will host a conference call to discuss fiscal 2026 first quarter results on Wednesday, May 21, 2025, at 9:00 a.m.

Dycom Industries, Inc. to Host Fiscal 2026 First Quarter Results Conference Call

Dycom Industries: Capitalizing On AI And Long-Term Growth Drivers

Specialty contractors like EMCOR Group and MasTec have outperformed the market, benefiting from the Inflation Reduction Act, Infrastructure Investment and Jobs Act, and trends like AI and electrification. Dycom Industries is well-positioned in the growing network telecommunications industry, benefiting from increased broadband infrastructure investments and the expansion of fiber optic technology. Dycom has shown strong growth post-pandemic, with 14 consecutive quarters of revenue growth and a significant backlog of $7.760 billion, indicating robust future prospects.

Dycom Industries: Capitalizing On AI And Long-Term Growth Drivers

Dycom Releases Fiscal 2025 Corporate Sustainability Report

WEST PALM BEACH, Fla., April 30, 2025 (GLOBE NEWSWIRE) -- Dycom Industries, Inc. (NYSE: DY) today announced the release of its Fiscal 2025 Corporate Sustainability Report, which outlines the Company's sustainability strategy, outcomes, and progress. The report highlights Dycom's critical role in building and maintaining America's telecommunications and digital infrastructure as The People Connecting America® and reflects its ongoing commitment to transparency and enhanced sustainability disclosure that is meaningful to its business and its stakeholders.

Dycom Releases Fiscal 2025 Corporate Sustainability Report

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