Dycom Industries Beheer
Beheer criteriumcontroles 4/4
De CEO Dycom Industries is Dan Peyovich, benoemd in Jun2024, heeft een ambtstermijn van 1.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.01M, bestaande uit 14.7% salaris en 85.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.15% van de aandelen van het bedrijf, ter waarde $ 21.16M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2 jaar en 4.3 jaar.
Belangrijke informatie
Dan Peyovich
Algemeen directeur
US$8.0m
Totale compensatie
| Percentage CEO-salaris | 14.68% |
| Dienstverband CEO | 2yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 2yrs |
| Gemiddelde ambtstermijn bestuur | 4.3yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Jun 08
Dycom Industries: A Prime AI Beneficiary Keeps On Making Moves
Summary Dycom has been a key beneficiary of the AI trend. Rapid growth for its services boosts sales growth and margins and pushes up multiples as well. The company is savvily using this strength to engage in interesting bolt-on M&A. There is much to like, yet expectations have run a bit high to create a compelling risk-reward in my view. Read the full article on Seeking Alpha
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$34m |
Compensatie versus markt: De totale vergoeding ($USD 8.01M ) Dan } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.65M ).
Compensatie versus inkomsten: De vergoeding van Dan is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Dan Peyovich (50 yo)
2yrs
Tenure
US$8,011,338
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 2yrs | US$8.01m | 0.15% $ 21.2m | |
| Senior VP & CFO | 20.6yrs | US$3.81m | 0.53% $ 74.1m | |
| Executive VP & COO | 1.7yrs | US$4.95m | 0.025% $ 3.5m | |
| Senior VP | 7.7yrs | US$2.82m | 0.10% $ 14.5m | |
| Senior VP & Chief Human Resources Officer | 1.3yrs | US$2.18m | 0.0054% $ 762.0k | |
| VP & Chief Accounting Officer | 2.3yrs | geen gegevens | 0.0045% $ 629.6k | |
| SVP and Chief Information & Digital Officer | less than a year | geen gegevens | geen gegevens | |
| Vice President Investor Relations & Corporate Communications | no data | geen gegevens | geen gegevens | |
| Chief Revenue Officer | less than a year | geen gegevens | geen gegevens | |
| Vice President of Business Process | 7.6yrs | geen gegevens | geen gegevens |
2.0yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van DY wordt beschouwd als ervaren (gemiddelde ambtstermijn 2 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 1.6yrs | US$8.01m | 0.15% $ 21.2m | |
| Independent Director | less than a year | US$139.40k | 0.00037% $ 52.1k | |
| Independent Director | 10.3yrs | US$297.55k | 0.046% $ 6.5m | |
| Independent Director | 4.3yrs | US$289.55k | 0.011% $ 1.5m | |
| Independent Director | less than a year | US$98.59k | 0.0014% $ 198.6k | |
| Independent Director | 5.7yrs | US$310.80k | 0.033% $ 4.7m | |
| Independent Chairman | 8.3yrs | US$451.30k | 0.064% $ 9.1m | |
| Independent Director | less than a year | geen gegevens | 0.00043% $ 60.6k | |
| Independent Director | 7.6yrs | US$308.30k | 0.044% $ 6.2m |
4.3yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van DY wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/14 06:23 |
| Aandelenkoers aan het einde van de dag | 2026/06/12 00:00 |
| Inkomsten | 2026/05/02 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Dycom Industries, Inc. wordt gevolgd door 15 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Funk | BofA Global Research |
| Liam Burke | B. Riley Securities, Inc. |
| Alfred Moore | Canaccord Genuity |