Dycom Industries マネジメント
マネジメント 基準チェック /34
Dycom Industriesの CEO はDan Peyovichで、 Jun2024年に任命され、 の在任期間は 2.25年です。 の年間総報酬は$ 8.01Mで、 14.7%給与と85.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.15%を直接所有しており、その価値は$ 13.42M 。経営陣と取締役会の平均在任期間はそれぞれ2.3年と1.4年です。
主要情報
Dan Peyovich
最高経営責任者
US$8.0m
報酬総額
| CEO給与比率 | 14.68% |
| CEO在任期間 | 2.3yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 2.3yrs |
| 取締役会の平均在任期間 | 1.4yrs |
経営陣の近況
Recent updates
新しいナラティブ • Sep 17
Fiber And Data Center Build Out Will Drive Powerful Long Term Upside
Catalysts About Dycom Industries Dycom Industries provides engineering, construction and maintenance services for communications and data center related infrastructure across North America. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Sep 17
DY: Wireless Revenue Deferral And Buybacks Will Support Future Cash Generation
Analysts have trimmed their price target on Dycom Industries to $520 from $542, citing updated assumptions that include a lower projected revenue growth rate, a slightly different discount rate, a modestly higher profit margin, and a higher future P/E multiple. What’s in the News for Dycom Industries Dycom Industries updated earnings guidance for the third quarter ending October 31, 2026, and now expects contract revenues between US$1.90b and US$1.98b.
新しいナラティブ • Sep 03
Fiber Buildouts And Skilled Labor Constraints Will Shape A Cautious But Constructive Outlook
Catalysts About Dycom Industries Dycom Industries provides engineering, construction and maintenance services for communications and critical electrical infrastructure across the United States. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Sep 03
DY: AI Infrastructure Demand And Buybacks Will Support Future Cash Generation
Analysts have reset their price target for Dycom Industries lower to reflect a fair value estimate of $541.73, based on updated assumptions that include a slightly higher discount rate, a revenue growth outlook of 15.09%, a profit margin of 7.00%, and a future P/E of 33.22x. What’s in the News for Dycom Industries Dycom Industries reported second quarter EBITDA of $315.5 million compared with Wall Street expectations of $297 million, with coverage linking the result to ongoing demand for AI related infrastructure projects.Seeking Alpha • Sep 01
Dycom: The Sell-Off Looks Like A Buying Opportunity
Summary Dycom Industries delivered robust Q2 FY2027 results, with revenue up 45.6%, organic growth of 16.7%, and a record $12.24B backlog. Despite strong growth, DY's stock fell due to lower Communications margins, wireless revenue deferral, and Q3 EPS guidance slightly below expectations. Growth catalysts include accelerating fiber-to-the-home, AI/data center-driven long-haul fiber demand, and Building Systems segment expansion, supporting multi-year upside. I rate DY a Strong Buy at $295, citing attractive 14.5x FY2028 and 11x FY2029 P/E, with 38%+ upside to $408 on reasonable multiple expansion. Read the full article on Seeking Alphaナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Aug 01 2026 | n/a | n/a | US$330m |
| May 02 2026 | n/a | n/a | US$311m |
| Jan 31 2026 | US$8m | US$1m | US$281m |
| Oct 25 2025 | n/a | n/a | US$298m |
| Jul 26 2025 | n/a | n/a | US$261m |
| Apr 26 2025 | n/a | n/a | US$232m |
| Jan 25 2025 | US$7m | US$884k | US$233m |
| Oct 26 2024 | n/a | n/a | US$224m |
| Jul 27 2024 | n/a | n/a | US$238m |
| Apr 27 2024 | n/a | n/a | US$230m |
| Jan 27 2024 | US$4m | US$800k | US$219m |
| Oct 28 2023 | n/a | n/a | US$220m |
| Jul 29 2023 | n/a | n/a | US$191m |
| Apr 29 2023 | n/a | n/a | US$174m |
| Jan 28 2023 | US$4m | US$725k | US$142m |
| Oct 29 2022 | n/a | n/a | US$118m |
| Jul 30 2022 | n/a | n/a | US$93m |
| Apr 30 2022 | n/a | n/a | US$67m |
| Jan 29 2022 | US$3m | US$642k | US$49m |
| Oct 30 2021 | n/a | n/a | US$44m |
| Jul 31 2021 | n/a | n/a | US$49m |
| May 01 2021 | n/a | n/a | US$68m |
| Jan 30 2021 | US$2m | US$43k | US$34m |
報酬と市場: Danの 総報酬 ($USD 8.01M ) は、 US市場 ($USD 8.47M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Danの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Dan Peyovich (50 yo)
2.3yrs
在職期間
US$8,011,338
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 2.3yrs | US$8.01m | 0.15% $ 13.4m | |
| Senior VP & CFO | 20.8yrs | US$3.81m | 0.52% $ 46.1m | |
| Executive VP & COO | 1.9yrs | US$4.95m | 0.024% $ 2.2m | |
| Senior VP | 7.9yrs | US$2.82m | 0.10% $ 9.0m | |
| Senior VP & Chief Human Resources Officer | 1.6yrs | US$2.18m | 0.0054% $ 474.4k | |
| VP & Chief Accounting Officer | 2.5yrs | データなし | 0.0044% $ 391.6k | |
| SVP and Chief Information & Digital Officer | less than a year | データなし | データなし | |
| Vice President Investor Relations & Corporate Communications | no data | データなし | データなし | |
| Chief Revenue Officer | less than a year | データなし | データなし | |
| Vice President of Business Process | 7.8yrs | データなし | データなし |
2.3yrs
平均在職期間
51yo
平均年齢
経験豊富な経営陣: DYの経営陣は 経験豊富 であると考えられます ( 2.3年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 1.8yrs | US$8.01m | 0.15% $ 13.4m | |
| Independent Director | less than a year | US$139.40k | 0.00053% $ 46.6k | |
| Director | less than a year | データなし | 0.0023% $ 204.2k | |
| Independent Director | 10.6yrs | US$297.55k | 0.050% $ 4.4m | |
| Independent Director | 4.5yrs | US$289.55k | 0.020% $ 1.8m | |
| Independent Director | less than a year | US$98.59k | 0.00043% $ 37.8k | |
| Independent Chairman | 8.5yrs | US$451.30k | 0.070% $ 6.2m | |
| Independent Director | less than a year | データなし | 0.00023% $ 20.2k | |
| Director | less than a year | データなし | データなし | |
| Independent Director | 7.8yrs | US$308.30k | 0.050% $ 4.4m |
1.4yrs
平均在職期間
61.5yo
平均年齢
経験豊富なボード: DYの 取締役会 は 経験豊富 ではない ( 1.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/20 10:22 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/08/01 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dycom Industries, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Michael Funk | BofA Global Research |
| Liam Burke | B. Riley Securities, Inc. |
| Alfred Moore | Canaccord Genuity |