Dycom Industries, Inc.

NYSE:DY Lagerbericht

Marktkapitalisierung: US$12.1b

Dycom Industries Management

Management Kriterienprüfungen 3/4

Dycom Industries CEO ist Dan Peyovich , ernannt in Jun 2024, hat eine Amtszeit von 1.83 Jahren. Die jährliche Gesamtvergütung beträgt $8.01M , bestehend aus 14.7% Gehalt und 85.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.15% der Aktien des Unternehmens, im Wert von $18.21M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.8 Jahre bzw. 4.1 Jahre.

Wichtige Informationen

Dan Peyovich

Geschäftsführender

US$8.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts14.68%
Amtszeit als Geschäftsführer1.8yrs
Eigentum des Geschäftsführers0.2%
Durchschnittliche Amtszeit des Managements1.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.1yrs

Jüngste Management Updates

Recent updates

DY: New Training Campus And Buybacks Will Support Future Cash Generation

Analysts have maintained their fair value estimate for Dycom Industries at about $468 per share, making only minor adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E. These changes reflect a small refinement rather than a major reset in their price target rationale.

Dycom Industries: One Of The Best Shorts For The AI Era

Apr 20

DY: Immersive Training Campus Will Support Future Cash Generation Upside

Analysts have raised their price target on Dycom Industries to $467.91 from $461.42, citing updated fair value estimates supported by slightly lower discount rate assumptions, modestly revised revenue growth expectations, a small increase in projected profit margins, and a higher assumed future P/E multiple. What's in the News Dycom plans to build a flagship, immersive workforce training center on a 49 acre campus in Monroe, Georgia, with support from the Development Authority of Walton County.

DY: Immersive Training Investment Will Support Future Cash Generation Upside

Analysts have kept their price target for Dycom Industries broadly steady around $461, with only small adjustments to inputs such as the discount rate and assumed future P/E multiple shaping this narrative update. What's in the News Dycom plans to build a 49 acre flagship immersive workforce training center in Monroe, Georgia, with support from the Development Authority of Walton County, targeting an opening in mid 2027 (Key Developments).

DY: Stronger Cash Generation And M&A Capacity Will Support Upside Potential

The analyst price target for Dycom Industries has been revised higher from $420.55 to $461.42 as analysts adjust their assumptions to reflect updated views on the discount rate, revenue growth, profit margins, and future P/E. What's in the News Dycom Industries issued earnings guidance for the first quarter of fiscal 2027, with expected contract revenues between US$1.64b and US$1.71b for the period ending May 2, 2026 (Key Developments).

Dycom Industries (DY): The Broadband Backbone – Scaling the Nation’s Fiber and AI Expansion

Dycom Industries (DY) is currently the dominant provider of specialty contracting services for the telecommunications infrastructure industry, and its stock has reflected this essential status. As of the February 27 close, the stock is trading at $419.95 , following a monumental 2025 where it surged over 150%.

DY: Index Reclassification And Updated Assumptions Will Support A Balanced Outlook

Analysts have raised their price target for Dycom Industries to $420.55 from $407.82, citing updated assumptions that include slightly higher revenue growth at 18.69% and a profit margin of 6.34%, partially offset by a modest change in the discount rate to 8.73% and a revised future P/E of 27.62x. What's in the News Dycom Industries, Inc.

DY: Index Inclusion Shift And Updated Guidance Will Support A Balanced Outlook

Analysts have nudged their price target on Dycom Industries slightly higher, to US$407.82 from US$405.55, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Dycom Industries, Inc.

DY: Index Shift And Updated Guidance Will Shape A Balanced Outlook

Narrative Update Analysts have lifted their price target for Dycom Industries to about US$405.55 from roughly US$392.40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dycom Industries, Inc.

DY: Index Reclassification And Stronger Margin Outlook Will Drive Future Upside

Analysts have adjusted their price target on Dycom Industries slightly higher to reflect updated fair value estimates of $392.40, supported by small refinements to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Dycom Industries, Inc.

DY: Index Move And Higher Margin Outlook Will Drive Future Upside

Analysts have raised their price target for Dycom Industries by about 1 percent to approximately $389, citing slightly lower discount-rate assumptions, marginally stronger long term profit margins, and a modestly higher future earnings multiple that more than offset a small reduction in projected revenue growth. What's in the News Dycom Industries was dropped from the S&P 600 and simultaneously added to the S&P 400, reflecting a shift into a mid cap index category (index constituent changes).

DY: Raised Outlook And Completed Buyback Will Shape Future Performance

Analysts have marginally increased their price target on Dycom Industries to 385.56 dollars from 385.56 dollars, reflecting slightly refined assumptions on discount rates, revenue growth, profit margins, and future valuation multiples while maintaining an overall steady outlook. What's in the News Dycom Industries raised its fiscal 2026 revenue outlook, now expecting total contract revenues of 5.350 billion to 5.425 billion dollars, implying 13.8% to 15.4% growth over the prior year (Corporate Guidance: Raised).

Dycom Industries, Inc.'s (NYSE:DY) 26% Jump Shows Its Popularity With Investors

Dec 05
Dycom Industries, Inc.'s (NYSE:DY) 26% Jump Shows Its Popularity With Investors

Additional Considerations Required While Assessing Dycom Industries' (NYSE:DY) Strong Earnings

Nov 29
Additional Considerations Required While Assessing Dycom Industries' (NYSE:DY) Strong Earnings

DY: Share Buyback and Updated Guidance Will Influence Future Performance

Narrative Update on Dycom Industries Analysts have raised their fair value estimate for Dycom Industries from $308 to $386. This reflects increased optimism about future revenue growth, although there is a slightly lower profit margin outlook.

DY: Share Buyback and Earnings Guidance Will Shape 2025 Outlook

Narrative Update on Dycom Industries Analysts have maintained their price target for Dycom Industries at $308.44, citing steady expectations for revenue growth and profitability, even though there has been a slight increase in the discount rate and future price-to-earnings ratio assumptions. What's in the News Dycom Industries successfully completed the repurchase of 200,000 shares, representing 0.69% of outstanding shares, for a total of $30.19 million as part of the buyback program announced on February 26, 2025 (Key Developments).

Buybacks And Stimulus Will Drive Enduring Connectivity In The Coming Year

Analysts have slightly raised their price target for Dycom Industries from $304.67 to $308.44. This reflects subtle improvements in fair value estimates based on updated financial assumptions.

Expanding AI Workloads And Broadband Stimulus Will Fuel Enduring Connectivity

Analysts have raised their price target for Dycom Industries from $297.89 to $304.67. This reflects improved revenue growth forecasts, even though there is a slightly higher discount rate and marginally lower profit margins.

Calculating The Fair Value Of Dycom Industries, Inc. (NYSE:DY)

Sep 08
Calculating The Fair Value Of Dycom Industries, Inc. (NYSE:DY)

Expanding AI Workloads And Broadband Stimulus Will Fuel Enduring Connectivity

Despite a moderation in Dycom Industries’ forecast revenue growth, analysts have raised their price target due to improving net profit margins, lifting the consensus fair value from $283.00 to $297.89. What's in the News Provided Q3 earnings guidance: contract revenues of $1.38–$1.43 billion and diluted EPS of $3.03–$3.36.

Dycom Industries, Inc. (NYSE:DY) Not Lagging Market On Growth Or Pricing

Aug 13
Dycom Industries, Inc. (NYSE:DY) Not Lagging Market On Growth Or Pricing

Is It Time To Consider Buying Dycom Industries, Inc. (NYSE:DY)?

Jul 21
Is It Time To Consider Buying Dycom Industries, Inc. (NYSE:DY)?

Dycom Industries (NYSE:DY) Seems To Use Debt Quite Sensibly

Jul 07
Dycom Industries (NYSE:DY) Seems To Use Debt Quite Sensibly

There's Been No Shortage Of Growth Recently For Dycom Industries' (NYSE:DY) Returns On Capital

Jun 24
There's Been No Shortage Of Growth Recently For Dycom Industries' (NYSE:DY) Returns On Capital

Results: Dycom Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

May 25
Results: Dycom Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Dycom Industries, Inc. (NYSE:DY) Looks Just Right With A 26% Price Jump

May 13
Dycom Industries, Inc. (NYSE:DY) Looks Just Right With A 26% Price Jump

Dycom Industries: A Good Long-Term Bet

Feb 01

Dycom Industries: A Solid Stock To Buy With The BEAD Program

Nov 11

Dycom Industries: Favorable Industry Trends And Strategic Acquisition

Oct 03
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Wireless Infrastructure Expansion And Calculated Acquisitions Propel Growth In Telecommunications Sector

Strategic acquisitions and increased demand in telecommunication infrastructure projects indicate significant revenue growth and market expansion opportunities.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Dan Peyovich im Vergleich zu den Einnahmen von Dycom Industries verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jan 31 2026US$8mUS$1m

US$281m

Oct 25 2025n/an/a

US$298m

Jul 26 2025n/an/a

US$261m

Apr 26 2025n/an/a

US$232m

Jan 25 2025US$7mUS$884k

US$233m

Oct 26 2024n/an/a

US$224m

Jul 27 2024n/an/a

US$238m

Apr 27 2024n/an/a

US$230m

Jan 27 2024US$4mUS$800k

US$219m

Oct 28 2023n/an/a

US$220m

Jul 29 2023n/an/a

US$191m

Apr 29 2023n/an/a

US$174m

Jan 28 2023US$4mUS$725k

US$142m

Oct 29 2022n/an/a

US$118m

Jul 30 2022n/an/a

US$93m

Apr 30 2022n/an/a

US$67m

Jan 29 2022US$3mUS$642k

US$49m

Oct 30 2021n/an/a

US$44m

Jul 31 2021n/an/a

US$49m

May 01 2021n/an/a

US$68m

Jan 30 2021US$2mUS$43k

US$34m

Vergütung im Vergleich zum Markt: DanDie Gesamtvergütung ($USD8.01M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.50M).

Entschädigung vs. Einkommen: DanDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Dan Peyovich (49 yo)

1.8yrs
Amtszeit
US$8,011,338
Vergütung

Mr. Daniel S. Peyovich, also known as Dan, is President at Dycom Industries, Inc. since June 17, 2024 and has been its Chief Executive Officer & Director from November 30, 2024. He was Chief Operating Offi...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Daniel Peyovich
CEO, President & Director1.8yrsUS$8.01m0.15%
$ 18.2m
H. DeFerrari
Senior VP & CFO20.4yrsUS$3.81m0.53%
$ 63.7m
Kevin Wetherington
Executive VP & COO1.5yrsUS$4.95m0.025%
$ 3.0m
Ryan Urness
Senior VP7.5yrsUS$2.82m0.10%
$ 12.5m
Jill Ramshaw
Senior VP & Chief Human Resources Officer1.2yrsUS$2.18m0.0054%
$ 656.4k
Heather Floyd
VP & Chief Accounting Officer2.1yrskeine Daten0.0045%
$ 541.4k
Regina Salazar
SVP and Chief Information & Digital Officerno datakeine Datenkeine Daten
Callie Tomasso
Vice President Investor Relations & Corporate Communicationsno datakeine Datenkeine Daten
James Gresham
Chief Revenue Officerless than a yearkeine Datenkeine Daten
Rebecca Roach
Vice President of Business Process7.4yrskeine Datenkeine Daten
1.8yrs
Durchschnittliche Betriebszugehörigkeit
50yo
Durchschnittliches Alter

Erfahrenes Management: DYDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.8 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Daniel Peyovich
CEO, President & Director1.4yrsUS$8.01m0.15%
$ 18.2m
Laurie Thomsen
Independent Director10.9yrsUS$308.55k0.063%
$ 7.6m
Philip Gallagher
Independent Directorless than a yearUS$139.40k0.00028%
$ 33.9k
Eitan Gertel
Independent Director10.2yrsUS$297.55k0.046%
$ 5.6m
Luis Avila-Marco
Independent Director2.8yrsUS$289.55k0.0053%
$ 638.2k
Carmen Sabater
Independent Director4.1yrsUS$289.55k0.011%
$ 1.3m
Stephen LeClair
Independent Directorless than a yearUS$98.59k0.0013%
$ 159.9k
Jennifer Fritzsche
Independent Director5.5yrsUS$310.80k0.025%
$ 3.1m
Richard Sykes
Independent Chairman8.1yrsUS$451.30k0.064%
$ 7.8m
Raejeanne Skillern
Independent Directorless than a yearkeine Datenkeine Daten
Peter Pruitt
Independent Director7.4yrsUS$308.30k0.044%
$ 5.4m
4.1yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrener Vorstand: DYDie Vorstandsmitglieder gelten als erfahren (4.1 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/04/29 07:46
Aktienkurs zum Tagesende2026/04/29 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Dycom Industries, Inc. wird von 16 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael FunkBofA Global Research
Liam BurkeB. Riley Securities, Inc.
Alfred MooreCanaccord Genuity