Dycom Industries, Inc.

Report azionario NYSE:DY

Capitalizzazione di mercato: US$12.5b

Dycom Industries Crescita futura

Criteri Future verificati 5/6

Dycom Industries prevede che gli utili e i ricavi cresceranno rispettivamente di 24.1% e 14.7% all'anno. Si prevede che l'EPS crescerà di 22.1% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.3% in 3 anni.

Informazioni chiave

24.1%

Tasso di crescita degli utili

22.13%

Tasso di crescita dell'EPS

Construction crescita degli utili25.4%
Tasso di crescita dei ricavi14.7%
Rendimento futuro del capitale proprio26.33%
Copertura analitica

Good

Ultimo aggiornamento29 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Jul 29

Dycom: I Still See 27% Downside

Summary Dycom faces a high bar for Q2 earnings amid cooling AI sentiment and retains a Sell rating with a $290 price target. Despite strong historical growth and a robust backlog, DY's valuation remains elevated at 14.1x EV/EBITDA versus a justified 10-11x multiple. Q2 results are expected to beat consensus, but any lack of sequential backlog acceleration or margin expansion could drive downside. Leverage stands at 2.3x with a target to delever to 2x in 12 months; DY is likely to become attractive only after further valuation compression. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 22

DY: Data Center Projects And Record Backlog Will Support Future Cash Generation

Analysts kept their fair value estimate for Dycom Industries steady at $637.27 per share, making only minimal tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions that support a largely unchanged price target narrative. What’s in the News for Dycom Industries Dycom Industries reported fiscal Q1 2027 revenue of US$1.96b, which was 56% higher year over year and above Wall Street estimates, with adjusted earnings per share coming in 62.5% above expectations.
Articolo di analisi • Jun 20

Dycom Industries (DY) Stock Could Be 28.3% Undervalued on Its Fiber And Data Center Narrative

Dycom Industries (DY) has drawn investor interest after recent share price moves, with the stock last closing at US$456.65 and the company reporting revenue of US$6.25b and net income of US$311.43m. See our latest analysis for Dycom Industries. Despite a small 1-day share price decline of 1.03% and a 7-day share price fall of 2.63%, Dycom Industries still shows strong momentum, with a 90-day share price return of 35.75% and a 1-year total shareholder return of 95.15%. These figures frame a...
Aggiornamento narrativa • Jun 06

DY: Data Center And Training Investments Will Support Future Cash Generation

Analysts have raised their price target for Dycom Industries to $637.27 from $473.82 as they refine discount rate and margin assumptions and apply a higher future P/E multiple to updated growth estimates. What's in the News Dycom reported fiscal 2027 Q1 revenue of US$1.96b, up 56% year over year, with adjusted EPS above Wall Street estimates by over 60%, and a move in the stock to a 52 week high, according to recent earnings coverage.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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).
Articolo di analisi • 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...
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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).
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:DY - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
1/31/20298,951N/AN/AN/A1
1/31/20288,4674686698429
1/31/20277,5863505346599
5/2/20266,252311440672N/A
1/31/20265,546281402643N/A
10/25/20255,173298297552N/A
7/26/20254,993261123397N/A
4/26/20254,81823245333N/A
1/25/20254,70223399349N/A
10/26/20244,570224107346N/A
7/27/20244,43423811243N/A
4/27/20244,27323089307N/A
1/27/20244,17621940259N/A
10/28/20234,141220-46180N/A
7/29/20234,047191-1213N/A
4/29/20233,978174-61145N/A
1/28/20233,808142-36165N/A
10/29/20223,652118-11564N/A
7/30/20223,464933173N/A
4/30/20223,2796738202N/A
1/29/20223,13149152309N/A
10/30/20213,12044130265N/A
7/31/20213,07649173273N/A
5/1/20213,11268269338N/A
1/30/20213,19934324382N/A
10/24/20203,18627416471N/A
7/25/20203,26018272335N/A
4/25/20203,32011N/A199N/A
1/25/20203,34057N/A58N/A
10/26/20193,35156N/A9N/A
7/27/20193,31560N/A-22N/A
4/27/20193,23060N/A44N/A
1/26/20193,12863N/A124N/A
10/27/20183,034115N/A85N/A
7/28/20182,942116N/A198N/A
4/28/20182,923130N/A335N/A
1/27/20182,978151N/A353N/A
10/28/20173,024135N/A355N/A
7/29/20173,067157N/A256N/A
4/29/20173,076163N/A289N/A
1/28/20172,954157N/A279N/A
10/29/20162,812149N/A249N/A
7/30/20162,673129N/A276N/A
4/23/20162,462113N/A97N/A
1/23/20162,290100N/A105N/A
10/24/20152,17194N/A102N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di DY ( 24.1% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di DY ( 24.1% all'anno) cresceranno più rapidamente del mercato US ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di DY cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di DY ( 14.7% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DY ( 14.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DY sarà elevato tra 3 anni ( 26.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/19 09:05
Prezzo dell'azione a fine giornata2026/08/19 00:00
Utili2026/05/02
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dycom Industries, Inc. è coperta da 15 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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