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 1.92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$ 24.15M 。経営陣と取締役会の平均在任期間はそれぞれ1.9年と4.2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 | 1.9yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 1.9yrs |
| 取締役会の平均在任期間 | 4.2yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 28
Dycom Industries Q1 Review: The Party Is Far From Over
Summary Dycom Industries, Inc. delivered a blowout Q1, with revenues up 55.6% to $1.96B and a 26% share price surge. DY’s growth was driven by both organic expansion (24.7%) and the Power Solutions acquisition, boosting data center infrastructure exposure. Backlog soared 46.5% to $11.9B, with a 2.2x book-to-bill ratio, and management raised full-year revenue guidance by 7%. I maintain a bullish outlook on DY stock, citing sustained AI/data center demand, FTTH momentum, and federal broadband funding as key tailwinds. Read the full article on Seeking Alpha
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).
新しいナラティブ • 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%.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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 14.78M ) の同様の規模の企業の平均を下回っています。
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 (49 yo)
1.9yrs
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 | 1.9yrs | US$8.01m | 0.15% $ 24.1m | |
| Senior VP & CFO | 20.5yrs | US$3.81m | 0.53% $ 84.6m | |
| Executive VP & COO | 1.6yrs | US$4.95m | 0.025% $ 4.0m | |
| Senior VP | 7.6yrs | US$2.82m | 0.10% $ 16.6m | |
| Senior VP & Chief Human Resources Officer | 1.3yrs | US$2.18m | 0.0054% $ 869.5k | |
| VP & Chief Accounting Officer | 2.2yrs | データなし | 0.0045% $ 718.5k | |
| 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 | 7.5yrs | データなし | データなし |
1.9yrs
平均在職期間
50yo
平均年齢
経験豊富な経営陣: DYの経営陣は 経験豊富 とはみなされません ( 1.9年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 1.5yrs | US$8.01m | 0.15% $ 24.1m | |
| Independent Director | 11yrs | US$308.55k | 0.063% $ 10.1m | |
| Independent Director | less than a year | US$139.40k | 0.00037% $ 59.5k | |
| Independent Director | 10.3yrs | US$297.55k | 0.046% $ 7.5m | |
| Independent Director | 2.9yrs | US$289.55k | 0.0053% $ 847.0k | |
| Independent Director | 4.2yrs | US$289.55k | 0.011% $ 1.8m | |
| Independent Director | less than a year | US$98.59k | 0.0014% $ 226.6k | |
| Independent Director | 5.6yrs | US$310.80k | 0.026% $ 4.1m | |
| Independent Chairman | 8.2yrs | US$451.30k | 0.064% $ 10.4m | |
| Independent Director | less than a year | データなし | 0.00043% $ 69.1k | |
| Independent Director | 7.5yrs | US$308.30k | 0.044% $ 7.1m |
4.2yrs
平均在職期間
60yo
平均年齢
経験豊富なボード: DYの 取締役会 は 経験豊富 であると考えられます ( 4.2年の平均在任期間)。
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 | 2026/05/29 12:35 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/05/02 |
| 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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. 11 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。16
| アナリスト | 機関 |
|---|---|
| Michael Funk | BofA Global Research |
| Liam Burke | B. Riley Securities, Inc. |
| Alfred Moore | Canaccord Genuity |