Dycom Industries Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Dycom Industries ha aumentado sus beneficios a una tasa media anual de 33.3%, mientras que los beneficios de la industria de Construction han experimentado un crecimiento de 28% anual. Los ingresos han ido creciendo a una tasa media de 11.9% al año. La rentabilidad financiera de Dycom Industries es de 15.1%, y sus márgenes netos son de 5.1%.
Información clave
33.33%
Tasa de crecimiento de los beneficios
34.18%
Tasa de crecimiento del BPA
| Crecimiento de la industria Construction | 20.19% |
| Tasa de crecimiento de los ingresos | 11.85% |
| Rentabilidad financiera | 15.12% |
| Margen neto | 5.07% |
| Próxima actualización de resultados | 27 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 22
DY: Training Campus Investment Will Support Future Cash Generation
Analysts have lifted their price target on Dycom Industries slightly, pointing to a modestly higher fair value of about $474 per share as they factor in updated views on growth, margins, discount rate, and future P/E assumptions. What's in the News Dycom plans to build a flagship, immersive workforce training center on a 49 acre campus in Monroe, Georgia, with a simulated town environment, mission critical facility mock up, and on site housing to support technical training for fiber deployment and utility work, with ground breaking targeted for early April (Key Developments).Seeking Alpha • May 05
Why Dycom Is A Strong Buy After The Breakout (Rating Upgrade)
Summary Dycom Industries, Inc. is upgraded to a Strong Buy, driven by record results and strategic expansion, notably the Power Solutions acquisition. DY posted 34.4% Y/Y revenue growth in Q4, with backlog up 23% Y/Y and book-to-bill at 1.3x, signaling robust demand. Management forecasts 23.6%-29% revenue growth and expanding EBITDA margins, leveraging operating scale and a strong communications services base. Despite valuation and profitability grades softening, DY's growth grade improved to A-, supported by AI-driven infrastructure demand and multiyear revenue cycles. Read the full article on Seeking AlphaActualización de narrativa • Apr 26
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.Actualización de narrativa • Apr 09
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.Actualización de narrativa • Mar 25
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).Actualización de narrativa • Mar 10
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).
Nueva narrativa • Feb 28
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%.Actualización de narrativa • Feb 24
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.Actualización de narrativa • Feb 09
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.Actualización de narrativa • Jan 26
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.Actualización de narrativa • Jan 11
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.Actualización de narrativa • Dec 24
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).Actualización de narrativa • Dec 10
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).Artículo de análisis • Dec 05
Dycom Industries, Inc.'s (NYSE:DY) 26% Jump Shows Its Popularity With Investors
Despite an already strong run, Dycom Industries, Inc. ( NYSE:DY ) shares have been powering on, with a gain of 26% in...Artículo de análisis • Nov 29
Additional Considerations Required While Assessing Dycom Industries' (NYSE:DY) Strong Earnings
Dycom Industries, Inc.'s ( NYSE:DY ) stock was strong after they recently reported robust earnings. However, we think...Actualización de narrativa • Nov 26
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.Actualización de narrativa • Nov 11
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).Actualización de narrativa • Oct 28
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.Actualización de narrativa • Oct 13
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.Artículo de análisis • Sep 08
Calculating The Fair Value Of Dycom Industries, Inc. (NYSE:DY)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Dycom Industries fair value estimate is US$208 Dycom...Actualización de narrativa • Aug 22
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.Artículo de análisis • Aug 13
Dycom Industries, Inc. (NYSE:DY) Not Lagging Market On Growth Or Pricing
NYSE:DY 1 Year Share Price vs Fair Value Explore Dycom Industries's Fair Values from the Community and select yours...Artículo de análisis • Jul 21
Is It Time To Consider Buying Dycom Industries, Inc. (NYSE:DY)?
While Dycom Industries, Inc. ( NYSE:DY ) might not have the largest market cap around , it saw a significant share...Artículo de análisis • Jul 07
Dycom Industries (NYSE:DY) Seems To Use Debt Quite Sensibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Jun 24
There's Been No Shortage Of Growth Recently For Dycom Industries' (NYSE:DY) Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Feb 01
Dycom Industries: A Good Long-Term Bet
Summary Dycom Industries is poised for growth due to strong backlog, increased fiber deployments, and federal stimulus for rural broadband, making it an attractive buy. The company’s revenue growth is supported by telecom capex, federal programs, and AI adoption, providing good visibility for near-term and long-term growth. Improved pricing power and operating leverage are enhancing margins, with further margin improvement expected as new projects scale and start-up costs normalize. Trading at a discount to historical and peer valuations, Dycom offers attractive long-term growth prospects, justifying a buy rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 11
Dycom Industries: A Solid Stock To Buy With The BEAD Program
Summary Dycom Industries has shown over 50% return in 2024, with BEAD expected to drive further growth, leading to a BUY rating with a $389.68 FY 2027 target price. Dycom's strong relationships with major telecom providers and its extensive geographical presence position it well to capitalize on BEAD opportunities. BEAD is anticipated to significantly boost Dycom's revenue and margin growth from FY 2026, with a peak organic growth forecast of 21%. Risks include potential political changes, permitting delays, economic conditions, and adverse weather, but the long-term upside remains highly favorable. Thereby initiating a BUY rating on DY, with a FY 2027 target price of $389.68. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Dycom Industries: Favorable Industry Trends And Strategic Acquisition
Summary DY reported strong 2Q25 earnings result as revenue grew 15.5% year-over-year. Organically, the company still grew at a respectable 9.2%. Adjusted EBITDA margin improved to 13.2%, while adjusted net income margin increased to 6%, boosting adjusted diluted EPS to $2.46. The acquisition of Black & Veatch's wireless telecommunications infrastructure business is expected to contribute $250-$275 million in FY2026 revenue and add $1 billion to DY’s backlog through 2027. Favorable industry trends, such as the upgrading of wireless and fiber networks and growing demand from AI data centers, position DY for continued growth. Read the full article on Seeking Alpha
Nueva narrativa • Aug 29
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.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Dycom Industries. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Jan 26 | 5,546 | 281 | 427 | 0 |
| 25 Oct 25 | 5,173 | 298 | 395 | 0 |
| 26 Jul 25 | 4,993 | 261 | 394 | 0 |
| 26 Apr 25 | 4,818 | 232 | 387 | 0 |
| 25 Jan 25 | 4,702 | 233 | 377 | 0 |
| 26 Oct 24 | 4,570 | 224 | 374 | 0 |
| 27 Jul 24 | 4,434 | 238 | 355 | 0 |
| 27 Apr 24 | 4,273 | 230 | 340 | 0 |
| 27 Jan 24 | 4,176 | 219 | 328 | 0 |
| 28 Oct 23 | 4,141 | 220 | 327 | 0 |
| 29 Jul 23 | 4,047 | 191 | 318 | 0 |
| 29 Apr 23 | 3,978 | 174 | 306 | 0 |
| 28 Jan 23 | 3,808 | 142 | 293 | 0 |
| 29 Oct 22 | 3,652 | 118 | 285 | 0 |
| 30 Jul 22 | 3,464 | 93 | 273 | 0 |
| 30 Apr 22 | 3,279 | 67 | 265 | 0 |
| 29 Jan 22 | 3,131 | 49 | 262 | 0 |
| 30 Oct 21 | 3,120 | 44 | 263 | 0 |
| 31 Jul 21 | 3,076 | 49 | 258 | 0 |
| 01 May 21 | 3,112 | 68 | 261 | 0 |
| 30 Jan 21 | 3,199 | 34 | 260 | 0 |
| 24 Oct 20 | 3,186 | 27 | 257 | 0 |
| 25 Jul 20 | 3,260 | 18 | 264 | 0 |
| 25 Apr 20 | 3,320 | 11 | 262 | 0 |
| 25 Jan 20 | 3,340 | 57 | 255 | 0 |
| 26 Oct 19 | 3,351 | 56 | 260 | 0 |
| 27 Jul 19 | 3,315 | 60 | 259 | 0 |
| 27 Apr 19 | 3,230 | 60 | 259 | 0 |
| 26 Jan 19 | 3,128 | 63 | 269 | 0 |
| 27 Oct 18 | 3,034 | 115 | 256 | 0 |
| 28 Jul 18 | 2,942 | 116 | 252 | 0 |
| 28 Apr 18 | 2,923 | 130 | 247 | 0 |
| 27 Jan 18 | 2,978 | 151 | 246 | 0 |
| 28 Oct 17 | 3,024 | 135 | 244 | 0 |
| 29 Jul 17 | 3,067 | 157 | 239 | 0 |
| 29 Apr 17 | 3,076 | 163 | 241 | 0 |
| 28 Jan 17 | 2,954 | 157 | 236 | 0 |
| 29 Oct 16 | 2,812 | 149 | 225 | 0 |
| 30 Jul 16 | 2,673 | 129 | 216 | 0 |
| 23 Apr 16 | 2,462 | 113 | 202 | 0 |
| 23 Jan 16 | 2,290 | 100 | 191 | 0 |
| 24 Oct 15 | 2,171 | 94 | 185 | 0 |
| 25 Jul 15 | 2,022 | 84 | 179 | 0 |
Ingresos de calidad: DY tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (5.1%) de DY son superiores a los del año pasado (5%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lDY han crecido significativamente en un 33.3% al año.
Acelerando crecimiento: El crecimiento de los beneficios de DY en el último año (20.5%) está por debajo de su media de 5 años (33.3% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de DY en el último año (20.5%) no superó al de la industria Construction 30.4%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de DY (15.1%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 18:15 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Dycom Industries, Inc. está cubierta por 16 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Michael Funk | BofA Global Research |
| Liam Burke | B. Riley Securities, Inc. |
| Alfred Moore | Canaccord Genuity |