Dycom Industries, Inc.

NYSE:DY Aktierapport

Börsvärde: US$13.1b

Dycom Industries Framtida tillväxt

Future kriterier kontrolleras 5/6

Dycom Industries förväntas öka intäkter och intäkter med 24.1% respektive 14.7% per år. EPS förväntas tillväxt med 22.1% per år. Avkastningen på eget kapital förväntas bli 26.3% om 3 år.

Viktig information

24.1%

Tillväxttakt i vinsten

22.13%

Tillväxttakt för EPS

Construction vinsttillväxt24.6%
Intäkternas tillväxttakt14.7%
Framtida avkastning på eget kapital26.32%
Bevakning av analytiker

Good

Senast uppdaterad29 Jun 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Seeking Alpha Jun 29

Dycom Industries: Growth Outlook Continues To Get Better

Summary Dycom Industries remains a buy as fundamentals strengthen, despite valuation now reflecting much of the growth story. Power Solutions and the NTI acquisition enhance DY's data-center exposure and enable bundled, higher-margin offerings with improved integration. The Communications segment delivers 24.7% organic growth, with fiber-to-the-home and data-center connectivity driving robust backlog and revenue visibility. The backlog of $11.9B covers ~85% of FY2027 revenue guidance, supporting confidence in forward growth despite risks from customer concentration and segment integration. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
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...
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

Prognoser för vinst- och omsättningstillväxt

NYSE:DY - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
1/31/20298,951N/AN/AN/A1
1/31/20288,4674686698429
1/31/20277,5863515346609
5/2/20266,252311440672N/A
1/31/20265,546281402643N/A
10/25/20255,173298297552N/A
7/26/20254,993261123397N/A
4/26/20254,81823245333N/A
1/25/20254,70223399349N/A
10/26/20244,570224107346N/A
7/27/20244,43423811243N/A
4/27/20244,27323089307N/A
1/27/20244,17621940259N/A
10/28/20234,141220-46180N/A
7/29/20234,047191-1213N/A
4/29/20233,978174-61145N/A
1/28/20233,808142-36165N/A
10/29/20223,652118-11564N/A
7/30/20223,464933173N/A
4/30/20223,2796738202N/A
1/29/20223,13149152309N/A
10/30/20213,12044130265N/A
7/31/20213,07649173273N/A
5/1/20213,11268269338N/A
1/30/20213,19934324382N/A
10/24/20203,18627416471N/A
7/25/20203,26018272335N/A
4/25/20203,32011N/A199N/A
1/25/20203,34057N/A58N/A
10/26/20193,35156N/A9N/A
7/27/20193,31560N/A-22N/A
4/27/20193,23060N/A44N/A
1/26/20193,12863N/A124N/A
10/27/20183,034115N/A85N/A
7/28/20182,942116N/A198N/A
4/28/20182,923130N/A335N/A
1/27/20182,978151N/A353N/A
10/28/20173,024135N/A355N/A
7/29/20173,067157N/A256N/A
4/29/20173,076163N/A289N/A
1/28/20172,954157N/A279N/A
10/29/20162,812149N/A249N/A
7/30/20162,673129N/A276N/A
4/23/20162,462113N/A97N/A
1/23/20162,290100N/A105N/A
10/24/20152,17194N/A102N/A
7/25/20152,02284N/A142N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: DY s prognostiserade vinsttillväxt ( 24.1% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: DY s intäkter ( 24.1% per år) förväntas växa snabbare än marknaden för US ( 18.4% per år).

Höga tillväxtresultat: DY s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: DY s intäkter ( 14.7% per år) förväntas växa snabbare än US marknaden ( 12.7% per år).

Hög tillväxtintäkter: DY s intäkter ( 14.7% per år) förväntas växa långsammare än 20% per år.


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: DY s avkastning på eget kapital förväntas bli hög om 3 år ( 26.3 %)


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/06 06:49
Aktiekurs vid dagens slut2026/07/02 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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. 9 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