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Dycom Industries, Inc.NYSE:DY Aktierapport

Marknadsvärde US$14.8b
Aktiekurs
US$485.97
US$473.82
2.6% övervärderad intrinsisk rabatt
1Y106.5%
7D15.6%
1D
Portföljens värde
Utsikt

Dycom Industries, Inc.

NYSE:DY Aktierapport

Börsvärde: US$14.8b

Dycom Industries (DY) Aktievy

Dycom Industries, Inc. tillhandahåller specialiserade entreprenadtjänster till digital infrastruktur, telekommunikationsinfrastruktur och allmännyttiga industrier i USA. Mer information

DY fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt5/6
Tidigare resultat4/6
Finansiell hälsa3/6
Utdelningar0/6

DY Community Fair Values

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See what 28 others think this stock is worth. Follow their fair value or set your own to get alerts.

Dycom Industries, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Dycom Industries
Historiska aktiekurser
Aktuell aktiekursUS$485.97
52 veckors högstaUS$566.47
52 veckors lägstaUS$229.41
Beta1.46
1 månads förändring12.08%
3 månaders förändring25.55%
1 års förändring106.54%
3 års förändring350.47%
5 års förändring482.70%
Förändring sedan börsintroduktionen33,937.92%

Senaste nyheter och uppdateringar

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

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
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha

Aktieägarnas avkastning

DYUS ConstructionUS Marknad
7D15.6%-1.2%1.2%
1Y106.5%95.9%27.0%

Avkastning vs industri: DY översteg US Construction branschen som gav 95.9 % under det senaste året.

Avkastning vs Marknaden: DY översteg US marknaden som gav 27 % under det senaste året.

Prisvolatilitet

Is DY's price volatile compared to industry and market?
DY volatility
DY Average Weekly Movement9.8%
Construction Industry Average Movement8.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market3.0%

Stabil aktiekurs: DY har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: DY s veckovolatilitet ( 10% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
196919,556Dan Peyovichwww.dycomind.com

Dycom Industries, Inc. tillhandahåller specialiserade entreprenadtjänster till digital infrastruktur, telekommunikationsinfrastruktur och allmännyttiga industrier i USA. Verksamheten bedrivs genom segmenten Communications och Building Systems. Företaget erbjuder ingenjörstjänster till telekommunikationsleverantörer, inklusive planering och design av luftburna, underjordiska och nedgrävda fiberoptiska, koppar- och koaxialkabelsystem; placering av kablar, relaterade strukturer och dropplinjer för telefonbolag och kabeloperatörer; program- och projektledning samt inspektionspersonal; och trådlösa nätverk i samband med utplacering av makrocells- och nya småcellsplatser.

Dycom Industries, Inc. Sammanfattning av grunderna

Hur förhåller sig Dycom Industries:s resultat och omsättning till dess börsvärde?
DY grundläggande statistik
BörsvärdeUS$14.83b
Vinst(TTM)US$311.43m
Intäkter(TTM)US$6.25b
46.9x
P/E-förhållande
2.3x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
DY resultaträkning (TTM)
IntäkterUS$6.25b
Kostnad för intäkterUS$4.97b
BruttovinstUS$1.28b
Övriga kostnaderUS$967.92m
IntäkterUS$311.43m

Senast redovisade vinst

May 02, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)10.37
Bruttomarginal20.46%
Nettovinstmarginal4.98%
Skuld/egenkapitalförhållande148.5%

Hur har DY utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/02 13:57
Aktiekurs vid dagens slut2026/06/02 00:00
Intäkter2026/05/02
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dycom Industries, Inc. bevakas av 15 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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