Stocks · Industrials · Engineering & Construction
Dycom Industries, Inc. DY
$273.75 +1.40% Close, Oct 2, 2026 · NYSE · Market cap $8.22B
Strong growthInexpensive vs sector
Next earnings report: Nov 24, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Earnings beat analyst estimates in each of the last 10 quarters (average surprise over the last four: +23.5%).
- Revenue over the last four quarters was $6.88B, up 37.8% from a year earlier, accelerating from 29.8% a quarter earlier.
- The stock is in a downtrend: below its 200-day average, with the 50-day average below the 200-day.
PromtFinance scores
Each score is a percentile within the Industrials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Top 11%
- EPS growth (TTM, YoY)Top 35%
- FCF growth (TTM, YoY)Top 7%
- Revenue growth, 3-year CAGRTop 23%
- Revenue growth accelerationTop 11%
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 19%
- Gross marginBottom 27%
- Operating marginTop 31%
- Cash conversion (OCF / net income)Top 28%
- Accruals (lower is better)Top 34%
- Net debt / EBITDA (lower is better)Bottom 44%
- Interest coverTop 31%
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 30%
- Free-cash-flow yieldTop 25%
- EBITDA / enterprise valueTop 15%
- Sales / enterprise valueTop 38%
- P/E vs own 5-year history (lower is better)Top 41%
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthBottom 43%
- 6-month returnBottom 18%
- 1-year return vs S&P 500Bottom 37%
- Distance from 52-week highBottom 18%
- Trend checklist (0–4)Bottom 15%
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 20%
- Consecutive EPS beatsTop 11%
- Share of analysts rating BuyTop 8%
- Upside to consensus price targetTop 16%
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Bottom 33%
- Maximum drawdown, 3 yearsTop 50%
- Beta vs S&P 500 (lower is better)Top 46%
- Net debt / EBITDA (lower is better)Bottom 44%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 29.8% | 37.8% | ↑ |
| EPS growth (YoY) | 32.7% | 23.0% | ↓ |
| Gross margin | 15.8% | 19.0% | ↑ |
| Operating margin | 7.6% | 11.7% | ↑ |
| FCF margin | 2.5% | 6.8% | ↑ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 37.8% | 29.8% | ↑ | Top 11% |
| EPS growth (TTM, YoY) | 23.0% | 32.7% | ↓ | Top 35% |
| Gross margin | 19.0% | 15.8% | ↑ | Bottom 27% |
| Operating margin | 11.7% | 7.6% | ↑ | Top 31% |
| Net margin | 4.8% | 5.2% | ↓ | — |
| Free-cash-flow margin | 6.8% | 2.5% | ↑ | — |
| Return on invested capital | 11.9% | — | Top 19% | |
| Revenue growth, 3-year CAGR | 13.3% | — | Top 23% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 2.18×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- -5.9%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.6%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +6.3 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 2.32×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 7.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.00%
- Net buyback yield (TTM)
- 0.45%
- Shareholder yield
- 0.45%
- Share count change, 1 year
- +3.8%
- Share count change, 3-year CAGR
- +0.8%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Aug 1, 2026 (filed Aug 27, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 10
- Beats in the last 8 reports
- 8 of 8
- Average EPS surprise, last 4
- +23.5%
- Average 2-day reaction, last 8
- +1.6%
- Positive 20 days after report
- 3 of 8
Analysts
- Consensus price target
- $507.86
- Target vs current price
- +85.5%
- Analysts with a rating
- 22
- Share rating Buy or Strong Buy
- 95%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 26, 2026 | +12.1% | -11.6% | -18.3% | -20.1% | — |
| May 27, 2026 | +62.5% | +25.8% | +15.6% | +15.0% | -4.8% |
| Mar 4, 2026 | +6.3% | -4.1% | -10.0% | -16.0% | +32.6% |
| Nov 19, 2025 | +13.1% | +9.8% | +17.6% | +14.8% | +42.6% |
| Aug 20, 2025 | +14.0% | -4.6% | -4.7% | -3.0% | +9.6% |
| May 21, 2025 | +21.5% | +15.8% | +17.4% | +20.3% | +39.1% |
| Feb 26, 2025 | +28.6% | -5.8% | -11.0% | -6.2% | +30.4% |
| Nov 20, 2024 | +14.0% | -12.9% | -11.1% | -17.0% | -11.4% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 26, 2026 | $5.29 | $4.72 | +12.1% | $2.01B |
| May 27, 2026 | $4.42 | $2.72 | +62.5% | $1.96B |
| Mar 4, 2026 | $2.03 | $1.91 | +6.3% | $1.46B |
| Nov 19, 2025 | $3.63 | $3.21 | +13.1% | $1.45B |
| Aug 20, 2025 | $3.33 | $2.92 | +14.0% | $1.38B |
| May 21, 2025 | $2.09 | $1.72 | +21.5% | $1.26B |
| Feb 26, 2025 | $1.17 | $0.91 | +28.6% | $1.08B |
| Nov 20, 2024 | $2.68 | $2.35 | +14.0% | $1.27B |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 25.0× | 28.1× | 48th | Top 30% |
| P/E (forward) | 16.1× | — | — | — |
| EV / EBITDA | 9.4× | — | — | Top 15% |
| EV / Sales | 1.59× | — | — | Top 38% |
| Free-cash-flow yield | 5.70% | — | — | Top 25% |
| Earnings yield | 4.00% | — | — | Top 30% |
P/E over the past five years
Range 13.8× – 69.2× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- -6.1%
- Earnings per share growth (TTM)
- +23.0%
- Change in P/E multiple
- -4.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✗ Price above 20-day average
- ✗ Price above 50-day average
- ✗ Price above 200-day average
- ✗ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 0
- Days above the 200-day average
- 0
- 50-day average slope (20 days)
- -15.5%
- 200-day average slope (20 days)
- -1.5%
- Distance from 50-day average
- -19.8%
- Distance from 200-day average
- -29.5%
- RSI (14)
- 33.9
- Relative volume
- 0.68×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 56.0%
- Volatility vs own 5-year history
- 90th percentile · High for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.02
- Correlation with S&P 500
- 0.32
- Current drawdown from 1-year high
- -48.9%
- Maximum drawdown, 3 years
- -50.2%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| May 28, 2026 | Sep 28, 2026 | -50.1% | 84 days | Not yet recovered |
| Mar 12, 2021 | Jul 19, 2021 | -36.5% | 88 days | 168 days (Mar 17, 2022) |
| Nov 1, 2022 | Feb 16, 2023 | -33.7% | 73 days | 256 days (Feb 26, 2024) |
| Oct 21, 2024 | Mar 10, 2025 | -32.6% | 94 days | 51 days (May 21, 2025) |
| Mar 17, 2022 | May 11, 2022 | -24.5% | 38 days | 53 days (Jul 28, 2022) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $8.22B
- P/E (TTM)
- 25.0
- EPS, diluted (TTM)
- $10.95
- Revenue (TTM)
- $6.88B
- 52-week range
- $263.36 – $566.47
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Revenue | $3.13B | $3.81B | $4.18B | $4.70B | $5.55B |
| Gross profit | $344.0M | $504.0M | $650.7M | $733.6M | $1.14B |
| Operating income | $81.6M | $210.5M | $323.0M | $340.5M | $694.6M |
| Net income | $48.6M | $142.2M | $218.9M | $233.4M | $281.2M |
| EPS (diluted) | $1.57 | $4.74 | $7.37 | $7.92 | $9.56 |
| Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | Q4 2026 | Q1 2027 | Q2 2027 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.27B | $1.08B | $1.26B | $1.38B | $1.45B | $1.46B | $1.96B | $2.01B |
| Net income | $69.8M | $32.7M | $61.0M | $97.5M | $106.4M | $16.3M | $91.3M | $115.6M |
| EPS (diluted) | $2.37 | $1.11 | $2.09 | $3.33 | $3.63 | $0.51 | $3.00 | $3.81 |
| FY 2022 | FY 2023 | FY 2024 | FY 2025 | FY 2026 | |
|---|---|---|---|---|---|
| Operating cash flow | $308.7M | $164.8M | $259.0M | $349.1M | $642.5M |
| Capital expenditure | -$157.0M | -$201.0M | -$218.5M | -$250.5M | -$240.8M |
| Free cash flow | $151.6M | -$36.2M | $40.5M | $98.6M | $401.7M |
| Dividends paid | $0 | $0 | $0 | $0 | $0 |
| Net share buybacks | -$106.1M | -$44.2M | -$49.7M | -$65.6M | -$32.1M |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $340.1M
- Total assets
- $6.54B
- Total liabilities
- $4.48B
- Total debt
- $3.05B
- Net debt
- $2.71B
- Shareholders’ equity
- $2.06B
As of Aug 1, 2026 (filed Aug 27, 2026).
Short interest
- Shares sold short
- 1,247,637
- Days to cover
- 1.94
- Change vs previous report
- -13.1%
FINRA short interest, settlement date Sep 15, 2026.
Stock splits
- Feb 17, 2000
- 3-for-2
- Jan 5, 1999
- 3-for-2
- Aug 23, 1990
- 3-for-2
- Dec 1, 1987
- 21-for-20
- Jul 2, 1986
- 2-for-1