Dycom Industries (DY) Financials: Revenue & Earnings
$7.30B
Market Cap
21.10
P/E
14.21
Forward P/E
74
Score
DY price $241.99 +7.99 +3.41%
Stocklytics score rationale: value 80, quality 55, growth 86.
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 2672542000 | 2822696000 | 3127700000 | 3339682000 | 3199165000 | 3130519000 | 3808462000 | 4175573999 | 4702014000 | 5545912000 |
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial…
DY fair value $403.44. Price $241.99. Price is 40% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 91% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 468.67M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.5). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 30.16M. Net debt 2.28B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-24 | — | 4.59 | — | 1.95B |
| 2026-08-26 | 5.29 | 4.72 | 2.01B | 1.98B |
| 2026-05-27 | 4.42 | 2.72 | 1.96B | 1.67B |
| 2026-03-04 | 2.03 | 1.91 | 1.46B | 1.35B |
| 2025-11-19 | 3.63 | 3.21 | 1.45B | 1.41B |
| 2025-08-20 | 3.33 | 2.92 | 1.38B | 1.41B |
| 2025-05-21 | 2.09 | 1.72 | 1.26B | 1.19B |
| 2025-02-26 | 1.17 | 0.91 | 1.08B | 1.03B |
| 2024-11-20 | 2.68 | 2.35 | 1.27B | 1.22B |
| 2024-08-21 | 2.46 | 2.26 | 1.20B | 1.20B |
| 2024-05-22 | 2.12 | 1.51 | 1.14B | 1.09B |
| 2024-02-28 | 0.79 | 0.94 | 952.46M | 968.87M |
| 2023-11-21 | 2.82 | 1.78 | 1.14B | 965.51M |
| 2023-08-23 | 2.03 | 1.66 | 1.04B | 1.03B |
| 2023-05-24 | 1.73 | 0.70 | 1.05B | 939.20M |
| 2023-03-01 | 0.83 | 0.13 | 917.47M | 814.28M |
| 2022-11-22 | 1.80 | 1.33 | 1.04B | 975.50M |
| 2022-08-24 | 1.46 | 0.99 | 972.27M | 932.70M |
| 2022-05-25 | 0.65 | 0.16 | 876.30M | 779.50M |
| 2022-03-02 | 0.02 | -0.07 | 761.48M | 722.35M |
| 2021-11-23 | 0.85 | 0.69 | 853.97M | 722.56M |
| 2021-09-01 | 0.60 | 0.73 | 787.57M | 927.82M |
| 2021-05-25 | -0.04 | 0.13 | 727.50M | 754.50M |
| 2021-03-03 | -0.07 | 0.05 | 750.66M | 724.45M |
| 2020-11-24 | 1.06 | 1.05 | 810.26M | 1.20B |
| 2020-08-26 | 1.18 | 0.68 | 823.92M | 809.68M |
| 2020-05-19 | 0.36 | 0.04 | 814.32M | 135.72M |
| 2020-02-26 | -0.23 | -0.03 | 737.60M | 96.21M |
| 2019-11-26 | 0.88 | 0.72 | 884.12M | 723.37M |
| 2019-08-28 | 1.09 | 0.82 | 884.22M | 673.31M |
| 2019-05-21 | 0.53 | 0.42 | 833.74M | 660.70M |
| 2019-02-27 | 0.10 | 0.17 | 748.62M | 1.20B |
| 2018-11-20 | 0.98 | 0.90 | 848.24M | 778.99M |
| 2018-08-29 | 1.05 | 1.08 | 799.47M | 822.34M |
| 2018-05-22 | 0.65 | 0.69 | 731.38M | 776.41M |
| 2018-02-28 | 0.12 | 0.11 | 655.13M | 545.92M |
| 2017-11-20 | 0.99 | 0.90 | 756.22M | 687.45M |
| 2017-08-30 | 1.47 | 1.44 | 780.19M | 764.28M |
| 2017-05-24 | 1.30 | 1.19 | 786.34M | 719.77M |
| 2017-03-01 | 0.82 | 0.69 | 701.13M | 589.95M |
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-07 | Wetherington Kevin M | Sell | 536 | $290.43 | 155.67K |
| 2026-09-23 | Sabater Carmen M | Buy | 350 | $280.62 | 98.22K |
| 2026-09-09 | Peyovich Daniel S | Buy | 850 | $296.76 | 252.25K |
| 2026-09-01 | Fallon David Joseph | Buy | 700 | $286.92 | 200.84K |
| 2026-08-04 | Lenz Michael C. | Buy | 343 | — | — |
| 2026-08-04 | Fallon David Joseph | Buy | 343 | — | — |
| 2026-08-04 | Lenz Michael C. | Other | 0 | — | — |
| 2026-08-04 | Fallon David Joseph | Other | 0 | — | — |
| 2026-08-03 | LeClair Stephen O | Buy | 42 | $414.98 | 17.43K |
| 2026-08-03 | Sykes Richard K | Buy | 114 | $414.98 | 47.31K |
| 2026-08-03 | GALLAGHER PHILIP R | Buy | 48 | $414.98 | 19.92K |
| 2026-08-03 | Skillern Raejeanne | Buy | 29 | $414.98 | 12.03K |
| 2026-08-03 | Fritzsche Jennifer M | Buy | 32 | $414.98 | 13.28K |
| 2026-06-02 | Fritzsche Jennifer M | Sell | 100 | — | — |
| 2026-05-28 | Fritzsche Jennifer M | Buy | 331 | — | — |
| 2026-05-28 | Sykes Richard K | Buy | 142 | — | — |
| 2026-05-28 | Sykes Richard K | Buy | 331 | — | — |
| 2026-05-28 | Pruitt Peter T Jr | Buy | 331 | — | — |
| 2026-05-28 | Gertel Eitan | Buy | 331 | — | — |
| 2026-05-28 | Skillern Raejeanne | Buy | 331 | — | — |
| 2026-05-28 | Sabater Carmen M | Buy | 331 | — | — |
| 2026-05-28 | LeClair Stephen O | Buy | 331 | — | — |
| 2026-05-28 | GALLAGHER PHILIP R | Buy | 331 | — | — |
| 2026-05-04 | Fritzsche Jennifer M | Buy | 25 | $429.47 | 10.74K |
| 2026-05-04 | LeClair Stephen O | Buy | 28 | $429.47 | 12.03K |
| 2026-05-04 | GALLAGHER PHILIP R | Buy | 28 | $429.47 | 12.03K |
| 2026-05-04 | Skillern Raejeanne | Buy | 41 | $429.47 | 17.61K |
| 2026-03-30 | Floyd Heather M | Sell | 627 | $341.96 | 214.41K |
| 2026-03-30 | Wetherington Kevin M | Buy | 3.60K | — | — |
| 2026-03-30 | DeFerrari H Andrew | Buy | 9.31K | — | — |
| 2026-03-30 | DeFerrari H Andrew | Sell | 6.18K | $341.96 | 2.11M |
| 2026-03-30 | Floyd Heather M | Buy | 809 | — | — |
| 2026-03-30 | Floyd Heather M | Sell | 342 | $341.96 | 116.95K |
| 2026-03-30 | Peyovich Daniel S | Buy | 13.37K | — | — |
| 2026-03-30 | Peyovich Daniel S | Sell | 7.86K | $341.96 | 2.69M |
| 2026-03-30 | URNESS RYAN F | Buy | 6.04K | — | — |
| 2026-03-30 | URNESS RYAN F | Sell | 4.44K | $341.96 | 1.52M |
| 2026-03-30 | Ramshaw Jill L | Buy | 1.18K | — | — |
| 2026-03-30 | Ramshaw Jill L | Sell | 637 | $341.96 | 217.83K |
| 2026-03-24 | Skillern Raejeanne | Buy | 88 | — | — |
| 2026-03-24 | Skillern Raejeanne | Other | 0 | — | — |
| 2026-03-24 | Ramshaw Jill L | Buy | 1.12K | — | — |
| 2026-03-24 | Wetherington Kevin M | Buy | 3.94K | — | — |
| 2026-03-24 | DeFerrari H Andrew | Buy | 2.58K | — | — |
| 2026-03-24 | URNESS RYAN F | Buy | 1.70K | — | — |
| 2026-03-24 | Peyovich Daniel S | Buy | 6.90K | — | — |
| 2026-03-24 | Floyd Heather M | Buy | 1.92K | — | — |
| 2026-02-17 | Ramshaw Jill L | Sell | 114 | $427.48 | 48.73K |
| 2026-02-02 | GALLAGHER PHILIP R | Buy | 32 | $383.58 | 12.27K |
| 2026-02-02 | Fritzsche Jennifer M | Buy | 33 | $383.58 | 12.66K |
| 2026-02-02 | LeClair Stephen O | Buy | 59 | $383.58 | 22.63K |
| 2026-01-09 | Gertel Eitan | Sell | 3.65K | $345.62 | 1.26M |
| 2025-12-02 | URNESS RYAN F | Sell | 318 | $350.06 | 111.32K |
| 2025-12-02 | DeFerrari H Andrew | Sell | 330 | $350.06 | 115.52K |
| 2025-11-30 | Peyovich Daniel S | Sell | 1.05K | $361.53 | 378.52K |
| 2025-11-07 | LeClair Stephen O | Buy | 337 | — | — |
| 2025-11-07 | LeClair Stephen O | Other | 0 | — | — |
| 2025-10-27 | GALLAGHER PHILIP R | Buy | 52 | $284.16 | 14.78K |
| 2025-10-27 | Fritzsche Jennifer M | Buy | 44 | $284.16 | 12.50K |
| 2025-10-07 | GALLAGHER PHILIP R | Buy | 381 | — | — |
| 2025-10-07 | GALLAGHER PHILIP R | Other | 0 | — | — |
| 2025-07-28 | Fritzsche Jennifer M | Buy | 48 | $264.27 | 12.68K |
| 2025-06-01 | Peyovich Daniel S | Sell | 329 | $229.92 | 75.64K |
| 2025-05-29 | Fritzsche Jennifer M | Sell | 190 | — | — |
| 2025-05-22 | Avila Marco Luis | Buy | 781 | — | — |
| 2025-05-22 | Sykes Richard K | Buy | 781 | — | — |
| 2025-05-22 | Sabater Carmen M | Buy | 781 | — | — |
| 2025-05-22 | Fritzsche Jennifer M | Buy | 781 | — | — |
| 2025-05-22 | Pruitt Peter T Jr | Buy | 781 | — | — |
| 2025-05-22 | THOMSEN LAURIE J | Buy | 781 | — | — |
| 2025-05-22 | Gertel Eitan | Buy | 781 | — | — |
| 2025-04-28 | Avila Marco Luis | Buy | 68 | $166.96 | 11.35K |
| 2025-04-28 | Fritzsche Jennifer M | Buy | 54 | $166.96 | 9.02K |
| 2025-04-28 | Robinson Stephen C | Buy | 79 | $166.96 | 13.19K |
| 2025-03-30 | Peyovich Daniel S | Buy | 9.38K | — | — |
| 2025-03-30 | Peyovich Daniel S | Sell | 4.96K | $153.89 | 763.76K |
| 2025-03-30 | DeFerrari H Andrew | Buy | 8.76K | — | — |
| 2025-03-30 | DeFerrari H Andrew | Sell | 5.59K | $153.89 | 859.78K |
| 2025-03-30 | Floyd Heather M | Buy | 440 | — | — |
| 2025-03-30 | Floyd Heather M | Sell | 305 | $153.89 | 46.94K |
| 2025-03-30 | URNESS RYAN F | Buy | 5.58K | — | — |
| 2025-03-30 | URNESS RYAN F | Sell | 3.96K | $153.89 | 609.40K |
| 2025-03-25 | Wetherington Kevin M | Buy | 7.26K | — | — |
| 2025-03-25 | Floyd Heather M | Buy | 1.42K | — | — |
| 2025-03-25 | URNESS RYAN F | Buy | 3.48K | — | — |
| 2025-03-25 | DeFerrari H Andrew | Buy | 5.32K | — | — |
| 2025-03-25 | Peyovich Daniel S | Buy | 11.64K | — | — |
| 2025-03-25 | Ramshaw Jill L | Buy | 2.37K | — | — |
| 2025-02-17 | Ramshaw Jill L | Buy | 1.64K | — | — |
| 2025-02-17 | Ramshaw Jill L | Other | 0 | — | — |
| 2025-01-27 | Robinson Stephen C | Buy | 74 | $178.16 | 13.18K |
| 2025-01-27 | Fritzsche Jennifer M | Buy | 51 | $178.16 | 9.09K |
| 2025-01-27 | Avila Marco Luis | Buy | 64 | $178.16 | 11.40K |
| 2025-01-10 | Pruitt Peter T Jr | Sell | 2.90K | $175.08 | 507.73K |
| 2025-01-06 | Peyovich Daniel S | Sell | 1.05K | $180.84 | 190.24K |
| 2024-12-18 | Fritzsche Jennifer M | Sell | 430 | $173.11 | 74.44K |
| 2024-12-02 | DeFerrari H Andrew | Buy | 3.35K | — | — |
| 2024-12-02 | URNESS RYAN F | Buy | 2.91K | — | — |
| 2024-11-30 | Peyovich Daniel S | Buy | 10.64K | — | — |
| 2024-10-28 | Avila Marco Luis | Buy | 60 | $188.37 | 11.30K |
Latest filed quarter: Q2 2026.
Institutions holding: 648, holders +107 vs prior quarter. Ownership 94.84%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| PECONIC PARTNERS LLC | 4.44M | 330.00K | +8.02% | 2.25B |
| BLACKROCK, INC. | 2.99M | -870.22K | -22.52% | 1.51B |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.35M | 63.31K | +4.91% | 684.06M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.28M | -59.30K | -4.43% | 646.11M |
| HILL CITY CAPITAL, LP | 1.01M | 0 | 0.00% | 510.54M |
| FMR LLC | 936.41K | -23.38K | -2.44% | 473.44M |
| STATE STREET CORP | 935.70K | -140.70K | -13.07% | 473.08M |
| FIRST TRUST ADVISORS LP | 908.59K | 109.89K | +13.76% | 459.37M |
| GEODE CAPITAL MANAGEMENT, LLC | 660.73K | -169.75K | -20.44% | 334.13M |
| MILLENNIUM MANAGEMENT LLC | 593.72K | -212.06K | -26.32% | 300.18M |
| BANK OF AMERICA CORP /DE/ | 534.37K | 88.54K | +19.86% | 270.17M |
| DIMENSIONAL FUND ADVISORS LP | 478.61K | -96.65K | -16.80% | 241.99M |
| INVESCO LTD. | 412.02K | 32.99K | +8.70% | 208.31M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 409.14K | 12.90K | +3.26% | 206.86M |
| RAYMOND JAMES FINANCIAL INC | 384.72K | 133.33K | +53.04% | 194.51M |
| NORDEA INVESTMENT MANAGEMENT AB | 380.64K | -97.23K | -20.35% | 194.21M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 346.90K | -72.47K | -17.28% | 175.39M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 346.90K | 346.90K | New | 175.39M |
| MORGAN STANLEY | 340.45K | -6.99K | -2.01% | 172.13M |
| NORGES BANK | 283.06K | 283.06K | New | 143.11M |
| ALYESKA INVESTMENT GROUP, L.P. | 280.49K | -73.71K | -20.81% | 141.81M |
| VOYA INVESTMENT MANAGEMENT LLC | 273.53K | -66.20K | -19.49% | 138.29M |
| REAVES W H & CO INC | 263.26K | 15.12K | +6.09% | 133.10M |
| NORTHERN TRUST CORP | 256.64K | -110.31K | -30.06% | 129.75M |
| PRINCIPAL FINANCIAL GROUP INC | 233.69K | -44.85K | -16.10% | 118.15M |
Dycom Industries, Inc. (DY) trades at $241.99, with a market cap of $7.30B and a trailing P/E of 21.10. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 2672542000 | 2822696000 | 3127700000 | 3339682000 | 3199165000 | 3130519000 | 3808462000 | 4175573999 | 4702014000 | 5545912000 |
Insights · Dividends · Forecast · Financials · Learn
$7.30B
Market Cap
21.10
P/E
14.21
Forward P/E
74
Score