Dycom Industries, Inc.

NYSE:DY Stok Raporu

Piyasa değeri: US$12.4b

Dycom Industries Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Dycom Industries şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

0.4%

Geri Alım Getirisi

Toplam Hissedar Getirisi0.4%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Yeni Anlatı 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%.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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
Seeking 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
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Yeni Anlatı 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.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: DY şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: DY şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Dycom Industries Piyasaya Karşı Temettü Getirisi
DY temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (DY)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Construction)0.2%
Analist tahmini (DY) (3 yıla kadar)0%

Önemli Temettü: DY şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, DY şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: DY şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: DY herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 16:08
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Dycom Industries, Inc. 16 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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