Dycom stock analysis
Dycom (DYI) Stock Price & Analysis
DYI Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 5.49B
- Enterprise Value
- CHF 14.89B
- Total Cash (Recent Filing)
- CHF 340.08M
- Total Debt (Recent Filing)
- CHF 3.05B
- Price to Earnings (P/E)
- 20.6
- Beta
- -0.35
- Next Earnings
- Nov 24, 2026 (Est.)
- EPS Estimate
- 3.82
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue And Margin Expansion
Sustained revenue growth alongside meaningful EBIT and net-margin expansion indicates stronger execution and operating leverage. If maintained, the improved profitability can support reinvestment, strengthen competitive positioning, and provide a more durable earnings base over the next several quarters.
Record Backlog And Growth Outlook
The record backlog provides substantial contracted visibility into future revenue and supports continued scale across communications and building systems. Raised guidance and positive organic growth suggest demand is broad enough to sustain expansion beyond a single quarterly performance.
Improving Cash Generation
The recovery and improvement in operating and free cash flow increase Dycom’s ability to fund equipment, workforce development, acquisitions, and other growth needs internally. Positive cash generation also gives management greater flexibility while the business expands its contracted workload.
Bears Say
Higher Financial Leverage
The sharp increase in debt has raised Dycom’s financial risk and reduced flexibility compared with earlier periods. Higher leverage can constrain capital allocation, increase sensitivity to operating weakness, and make it more difficult to absorb execution or demand pressures if conditions soften.
Skilled Labor Constraints
Persistent shortages of specialized workers can limit Dycom’s capacity to convert its substantial backlog into revenue and may delay project execution. The constraint also raises the importance of training and hiring investments, potentially limiting growth and profitability until workforce capacity catches up.
Communications Margin Pressure
Lower Communications margins show that scaling investments, fuel costs, and the wireless revenue deferral are weighing on operating leverage in a core segment. If these pressures persist, strong revenue growth may translate less efficiently into earnings and cash generation.
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Dycom Stock Smart Score
Company Description
Dycom
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. 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; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites. It also provides construction, maintenance, and installation services, 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, including locating telephone, cable television, power, water, sewer, and gas lines for utility companies; installation and maintenance of customer premise equipment for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in West Palm Beach, Florida.
- Sector
- Industrials
- Industry
- Engineering & Construction
- CEO
- Daniel S. Peyovich
- Employees
- 19,556
- Website
- www.dycomind.com
- Address
- 300 Banyan Boulevard, West Palm Beach, FL, 33401, US
Dycom (DYI) Earnings & Revenues
DYI Company Deck
DYI Earnings Call
Earnings Call SentimentPositive
The call presents a strongly positive operational and financial performance: record revenue, substantial EBITDA and EPS growth, robust backlog, strategic acquisitions, improved cash flow and raised guidance. Offsetting near-term headwinds include Communications margin pressure driven by investments and a $150 million wireless revenue deferral into FY2028, craft labor constraints that may limit near-term capacity, fuel and benefit cost pressures, and timing uncertainty around BEAD-related construction. On balance, the highlights — particularly large revenue and profitability gains, backlog strength and improved cash generation — meaningfully outweigh the lowlights, which are largely timing, investment-driven, or related to industry-wide labor and cost constraints.
View all CH:DYI earnings summaries