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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
$10.66B
P/E (TTM)
36.7
48.5
Dividend Yield
--
52W High
$445.53
52W Low
$131.37
52W Range
71%
Rank37Top 34.1%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2026 Data

Revenue

$1.46B+0.00%
4-Quarter Trend

EPS

$0.53+0.00%
4-Quarter Trend

FCF

$364.61M+0.00%
4-Quarter Trend

2026 Annual Earnings Highlights

Key Highlights

Revenue Jumps 17.9% Contract revenues reached $5.546B USD in FY2026, up 17.9% from $4.702B USD in FY2025, driven by fiber builds.
EBITDA Growth Strong Consolidated Non-GAAP Adjusted EBITDA grew 28.0% to $737.7M USD in FY2026, reflecting improved operating leverage.
Backlog Hits $9.54B Total backlog reached $9.542B USD as of January 31, 2026, up from $7.760B USD previously reported.
New Building Systems Segment Building Systems segment created following Power Solutions acquisition for $1.996B USD consideration in Q4 FY2026.

Risk Factors

Customer Base Highly Concentrated Top three customers accounted for 50.2% of FY2026 contract revenues, posing liquidity risk if lost.
Economic Downturns Impact Spending Economic uncertainty, inflation, and capital market fluctuations may cause customers to delay or eliminate service spending.
Labor Dependency Risks Business highly dependent on attracting, retaining, and ensuring productivity of specialized, skilled labor force.
Trade Restrictions Increase Costs Imposition of tariffs on imported materials like steel and fiber cable could significantly increase operating costs.

Outlook

Capitalize Growth Drivers Strategy centers on capitalizing on demand for digital infrastructure, fiber-to-the-home, and hyperscaler data center builds.
Disciplined Financial Strategy Pursuing disciplined financial approach by centralizing IT, legal, and treasury functions to leverage scope and scale.
Selective Acquisitions Continue Company targets operationally and financially beneficial acquisitions for revenue and service offering diversification.
FY2027 Capital Expenditures Planned Expect net capital expenditures for fiscal 2027 to range between $210.0M USD and $220.0M USD.

Peer Comparison

Revenue (TTM)

FLR stock ticker logoFLR
$15.50B
-5.0%
OSK stock ticker logoOSK
$10.42B
-2.9%
PRIM stock ticker logoPRIM
$7.57B
+19.0%

Gross Margin (Latest Quarter)

ZWS stock ticker logoZWS
40.8%
-2.1pp
AWI stock ticker logoAWI
39.8%
-0.5pp
SPXC stock ticker logoSPXC
36.9%
-4.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DY$10.66B36.718.8%50.0%
SPXC$10.09B39.613.3%13.8%
GTLS$9.91B234.21.3%38.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.0%
Steady Growth
4Q Net Income CAGR
-35.6%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow

Deep Research

Next earnings:May 19, 2026
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LTM
No Data