Dycom is experiencing a powerful revenue acceleration, with 45.6% year-over-year growth in 2027Q2, driven by its dominant position in the ongoing fiber deployment cycle. However, this growth is accompanied by significant margin volatility, with gross margins s...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated sharply to 45.6% year-over-year in 2027Q2, but gross margin volatility remains a key concern, ranging from 13.1% to 30.6% over the last ten quarters.
Dycom Industries reported first-quarter 2026 results with contract revenues of US$1,964.78 million and raised its full-year fiscal 2027 revenue outlook to US$7.38-US$7.65 billion.
Dycom Industries' second-quarter fiscal 2026 results showed earnings per share surpassing estimates, indicating strong financial performance.
The company continues to execute its share buyback program, which can enhance shareholder value.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $5.29+12.1% vs $4.72 | $2.0B+1.3% vs $2.0B |
Q2 2026 May 27, 2026 | $4.42+62.5% vs $2.72 | $2.0B+17.5% vs $1.7B |
Q2 2026 Mar 4, 2026 | $2.03+6.3% vs $1.91 | $1.5B+7.7% vs $1.4B |
Q4 2025 Nov 19, 2025 | $3.63+13.1% vs $3.21 | $1.5B+3.1% vs $1.4B |
The growing demand for data centers, digital infrastructure and critical facilities is creating a favorable backdrop for contractors supporting increasingly complex construction and connectivity needs. Against this backdrop, EMCOR Group, Inc. EME and Dycom Industries, Inc. DY are positioned to benefit from sustained investment in critical infrastructure and digital transformation.
Bank of America Corp DE acquired a new position in shares of Dycom Industries, Inc. (NYSE: DY) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 534,374 shares of the construction company's stock, valued at approximately $270,174,000. Bank of America Corp
Corient Private Wealth LP boosted its stake in shares of Dycom Industries, Inc. (NYSE: DY) by 107.4% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,864 shares of the construction company's stock after acquiring an additional 8,731 shares
Two weeks in, September is already doing what September usually does. The S&P 500 drifted lower toward its 21-day moving average, the AI trade lost its footing, and several companies that had just posted double-digit earnings beats got sold anyway.
Benchmark DY against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Dycom Industries, Inc. (DY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $282.02 | $8.47B | 29.50 | 17.95% | 5.07% | 18.15% | — | |
| $76.32 | $4.14B | 15.20 | 18.97% | 1.92% | 8.46% | — | |
| $642.63 | $96.43B | 94.50 | 19.76% | 4.08% | 14.73% | — | |
| $289.05 | $4.5B | 38.39 | 8.79% | 4.13% | 24.17% | — | |
| $79.89 | $1.21B | 22.89 | 20.46% | 8.8% | 20.92% | — | |
| $17.00 | $1.14B | 15.74 | 16.47% | 8.27% | 14.83% | — |
Dycom Industries, Inc. (DY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Dycom Industries, Inc. (DY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 25, 2026·SEC
Aug 4, 2026·SEC
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Dycom Industries, Inc. (DY) stock FAQ — growth, dividends, profitability & financials explained
Dycom Industries, Inc. (DY) reported $6.88B in revenue for fiscal year 2026. This represents a 4681% increase from $143.9M in 1997.
Dycom Industries, Inc. (DY) grew revenue by 17.9% over the past year. This is strong growth.
Yes, Dycom Industries, Inc. (DY) is profitable, generating $329.6M in net income for fiscal year 2026 (5.1% net margin).
Dycom Industries, Inc. (DY) has a return on equity (ROE) of 18.2%. This is reasonable for most industries.
Dycom Industries, Inc. (DY) generated $468.7M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
