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Dycom Industries, Inc.

Dycom Industries, Inc.

NYSE•DY
CEO: Mr. Steven E. Nielsen
Sector: Industrials
Industry: Engineering & Construction
Listing Date: 1984-06-04
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; wireless networks in connection with the deployment of macro cell and new small cell sites; and program and project management and inspection personnel. It also provides construction, maintenance, and installation services for telephone companies and cable multiple system operators, such as placement and splicing of copper, fiber, and coaxial cables; 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; underground facility locating services comprising locating telephone, cable television, power, water, sewer, and gas lines; installation and maintenance of customer premise equipment, including digital video recorders, set top boxes, and modems for cable system operators; and construction and maintenance services for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is headquartered in Palm Beach Gardens, Florida.
Contact Information
11780 US Highway 1, Suite 600, Palm Beach Gardens, FL, 33408, United States
561-627-7171
www.dycomind.com
Market Cap
$9.88B
P/E (TTM)
33.2
44.6
Dividend Yield
--
52W High
$366.65
52W Low
$131.37
52W Range
89%
Rank42Top 35.8%
4.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2026 Data

Revenue

$1.45B+14.13%
4-Quarter Trend

EPS

$3.67+53.56%
4-Quarter Trend

FCF

$164.81M-1975.63%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Revenue Growth Strong Contract revenues reached $1.452B USD for the quarter, marking a 14.1% increase over prior period results.
Net Income Soars Quarterly net income increased significantly to $106.4M USD, representing a 52.4% improvement from last year.
Margin Efficiency Improves Costs of earned revenues dropped to 77.9% of revenue, improving gross margin structure versus prior period.

Risk Factors

Customer Revenue Concentration Top customers AT&T and Lumen represent 36.6% of current quarter contract revenues, posing concentration risk.
Pending Acquisition Integration Integrating $1.95B Power Solutions acquisition carries risks regarding regulatory clearance and realizing anticipated synergies.
Goodwill Impairment Potential Goodwill balance is $332.6M USD; adverse economic conditions could lead to impairment review and write-downs.

Outlook

Major Acquisition Planned Agreement signed to acquire Power Solutions for $1.95B USD, financed by stock and committed debt facilities.
Liquidity Remains Sufficient Capital resources, including cash and Credit Agreement availability, are sufficient to meet obligations for next 12 months.
Debt Covenants Compliance Company remains compliant with Credit Agreement leverage ratio (3.50:1.00 max) and interest coverage ratio (3.00:1.00 min).

Peer Comparison

Revenue (TTM)

Fluor CorporationFLR
$15.59B
-1.8%
Oshkosh CorporationOSK
$10.33B
-2.5%
Primoris Services CorporationPRIM
$7.46B
+21.5%

Gross Margin (Latest Quarter)

Armstrong World Industries, Inc.AWI
42.0%
-0.5pp
SPX Technologies, Inc.SPXC
40.4%
-0.5pp
Chart Industries, Inc.GTLS
34.1%
-0.0pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DY$9.88B33.222.2%32.0%
SPXC$9.87B45.313.7%14.5%
CAE$9.47B31.48.8%30.3%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
10.2%
Steady Growth
4Q Net Income CAGR
48.2%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 25, 2026
|
EPS:$1.66
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2026

    Period End: Oct 25, 2025|Filed: Nov 20, 2025|
    Revenue: $1.45B+14.1%
    |
    EPS: $3.67+53.6%
    Beat
  • Form 10-Q - Q2 2026

    Period End: Jul 26, 2025|Filed: Aug 21, 2025|
    Revenue: $1.38B+14.5%
    |
    EPS: $3.37+43.4%
    Beat
  • Form 10-Q - Q1 2026

    Period End: Apr 26, 2025|Filed: May 22, 2025|
    Revenue: $1.26B+10.2%
    |
    EPS: $2.11-1.9%
    Beat
  • Form 10-K - FY 2025

    Period End: Jan 25, 2025|Filed: Feb 28, 2025|
    Revenue: $4.70B+12.6%
    |
    EPS: $8.02+7.5%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Oct 26, 2024|Filed: Nov 21, 2024|
    Revenue: $1.27B+12.0%
    |
    EPS: $2.39-16.4%
    Beat
  • Form 10-Q - Q2 2025

    Period End: Jul 27, 2024|Filed: Aug 22, 2024|
    Revenue: $1.20B+15.5%
    |
    EPS: $2.35+14.6%
    Beat
  • Form 10-Q - Q1 2025

    Period End: Apr 27, 2024|Filed: May 23, 2024|
    Revenue: $1.14B+9.3%
    |
    EPS: $2.15+22.9%
    Beat
  • Form 10-K - FY 2024

    Period End: Jan 27, 2024|Filed: Mar 1, 2024|
    Revenue: $4.18B+9.6%
    |
    EPS: $7.46+55.1%
    Beat