Dycom Industries 향후 성장
Future 기준 점검 3/6
Dycom Industries (는) 각각 연간 18.9% 및 11.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 21.5% 로 예상됩니다.
핵심 정보
18.9%
이익 성장률
19.34%
EPS 성장률
| Construction 이익 성장 | 23.2% |
| 매출 성장률 | 11.4% |
| 향후 자기자본이익률 | 21.52% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
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 Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).
새 내러티브 • 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%.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • May 25
Results: Dycom Industries, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Dycom Industries, Inc. ( NYSE:DY ) just released its latest quarterly results and things are looking bullish. The...분석 기사 • May 13
Dycom Industries, Inc. (NYSE:DY) Looks Just Right With A 26% Price Jump
Dycom Industries, Inc. ( NYSE:DY ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...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
새 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 1/31/2029 | 8,528 | 611 | 463 | 710 | 3 |
| 1/31/2028 | 7,728 | 394 | 513 | 762 | 11 |
| 1/31/2027 | 7,040 | 276 | 365 | 603 | 11 |
| 1/31/2026 | 5,546 | 281 | 402 | 643 | N/A |
| 10/25/2025 | 5,173 | 298 | 297 | 552 | N/A |
| 7/26/2025 | 4,993 | 261 | 123 | 397 | N/A |
| 4/26/2025 | 4,818 | 232 | 45 | 333 | N/A |
| 1/25/2025 | 4,702 | 233 | 99 | 349 | N/A |
| 10/26/2024 | 4,570 | 224 | 107 | 346 | N/A |
| 7/27/2024 | 4,434 | 238 | 11 | 243 | N/A |
| 4/27/2024 | 4,273 | 230 | 89 | 307 | N/A |
| 1/27/2024 | 4,176 | 219 | 40 | 259 | N/A |
| 10/28/2023 | 4,141 | 220 | -46 | 180 | N/A |
| 7/29/2023 | 4,047 | 191 | -1 | 213 | N/A |
| 4/29/2023 | 3,978 | 174 | -61 | 145 | N/A |
| 1/28/2023 | 3,808 | 142 | -36 | 165 | N/A |
| 10/29/2022 | 3,652 | 118 | -115 | 64 | N/A |
| 7/30/2022 | 3,464 | 93 | 3 | 173 | N/A |
| 4/30/2022 | 3,279 | 67 | 38 | 202 | N/A |
| 1/29/2022 | 3,131 | 49 | 152 | 309 | N/A |
| 10/30/2021 | 3,120 | 44 | 130 | 265 | N/A |
| 7/31/2021 | 3,076 | 49 | 173 | 273 | N/A |
| 5/1/2021 | 3,112 | 68 | 269 | 338 | N/A |
| 1/30/2021 | 3,199 | 34 | 324 | 382 | N/A |
| 10/24/2020 | 3,186 | 27 | 416 | 471 | N/A |
| 7/25/2020 | 3,260 | 18 | 272 | 335 | N/A |
| 4/25/2020 | 3,320 | 11 | 104 | 199 | N/A |
| 1/25/2020 | 3,340 | 57 | N/A | 58 | N/A |
| 10/26/2019 | 3,351 | 56 | N/A | 9 | N/A |
| 7/27/2019 | 3,315 | 60 | N/A | -22 | N/A |
| 4/27/2019 | 3,230 | 60 | N/A | 44 | N/A |
| 1/26/2019 | 3,128 | 63 | N/A | 124 | N/A |
| 10/27/2018 | 3,034 | 115 | N/A | 85 | N/A |
| 7/28/2018 | 2,942 | 116 | N/A | 198 | N/A |
| 4/28/2018 | 2,923 | 130 | N/A | 335 | N/A |
| 1/27/2018 | 2,978 | 151 | N/A | 353 | N/A |
| 10/28/2017 | 3,024 | 135 | N/A | 355 | N/A |
| 7/29/2017 | 3,067 | 157 | N/A | 256 | N/A |
| 4/29/2017 | 3,076 | 163 | N/A | 289 | N/A |
| 1/28/2017 | 2,954 | 157 | N/A | 279 | N/A |
| 10/29/2016 | 2,812 | 149 | N/A | 249 | N/A |
| 7/30/2016 | 2,673 | 129 | N/A | 276 | N/A |
| 4/23/2016 | 2,462 | 113 | N/A | 97 | N/A |
| 1/23/2016 | 2,290 | 100 | N/A | 105 | N/A |
| 10/24/2015 | 2,171 | 94 | N/A | 102 | N/A |
| 7/25/2015 | 2,022 | 84 | N/A | 142 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: DY 의 연간 예상 수익 증가율(18.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: DY 의 연간 수익(18.9%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: DY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: DY 의 수익(연간 11.4%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: DY 의 수익(연간 11.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: DY의 자본 수익률은 3년 후 21.5%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 04:47 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Dycom Industries, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Funk | BofA Global Research |
| Liam Burke | B. Riley Securities, Inc. |
| Alfred Moore | Canaccord Genuity |