Dycom Industries, Inc. (DY) Stock Price & Analysis
Dycom Industries, Inc. (DY) closed at USD 225.16 on Thursday, October 22, 2026, down 5.18% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 237.45; the Oct 22, 2026 session ranged USD 223.8–233.86 on volume of 745,515 shares. Market capitalization is $6.79B, with a 52-week range of USD 223.8–566.47 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/DY.md
Key facts (DY)
- Last four reported quarters (through Aug 1, 2026): revenue $6.88B, net income $330M (4.8% margin), free cash flow $469M (SEC filings).
- Valuation: P/E 20.6x (avg 25.7x at the last 3 fiscal year-ends), net debt $2.48B.
- 1 of 80 tracked superinvestors hold DY (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 1.91 on a 1–5 scale) (11 analysts), mean target USD 513.18 (range 375–625).
- Total return with dividends: 1Y -21.4% vs S&P 500 +14.9%; 5Y +181.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-25, EPS estimate USD 4.53, revenue estimate $1.94B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (DY)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $3.13B | $3.81B | $4.18B | $4.70B | $5.55B | $6.88B |
| Net income | $48.6M | $142M | $219M | $233M | $281M | $330M |
| EPS (diluted) | $1.57 | $4.74 | $7.37 | $7.92 | $9.56 | — |
| Free cash flow | $152M | -$36.2M | $40.5M | $98.6M | $402M | $469M |
| Net margin | 1.6% | 3.7% | 5.2% | 5.0% | 5.1% | 4.8% |
| Revenue growth | -2.1% | +21.7% | +9.6% | +12.6% | +17.9% | — |
| Cash + short-term investments | $311M | $224M | $101M | $92.7M | $709M | — |
| Total debt | $841M | $825M | $809M | $943M | $2.81B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (DY)
P/E 20.6x · P/S 1.0x · EV/Sales 1.4x · P/FCF 14.5x · P/B 3.3x · FCF yield 6.90% · Earnings yield 4.85% · Buyback yield (TTM) 0.53% · Net debt $2.48B · EV $9.27B
P/E at fiscal year-ends: Jan 2026 38.1x, Jan 2025 23.9x, Jan 2024 15.2x.
Superinvestors (SEC 13F-HR, Q2 2026) (DY)
1 of 80 tracked investors hold DY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.02% | $14.2M | Reduced -10.7% |
Analysts (DY)
Consensus Buy (mean 1.91 on a 1–5 scale), 11 analysts; mean target USD 513.18 (low 375, high 625).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-09 | Cantor Fitzgerald | Reiterated | Overweight | $476 |
| 2026-09-24 | Cantor Fitzgerald | Reiterated | Overweight | $476 |
| 2026-09-21 | Keybanc | Target raised | Overweight | $423 → $429 |
| 2026-09-17 | Guggenheim | Reiterated | Buy | $620 |
| 2026-08-28 | Cantor Fitzgerald | Reiterated | Overweight | $476 |
| 2026-08-27 | JP Morgan | Target lowered | Overweight | $650 → $570 |
| 2026-08-27 | UBS | Target lowered | Buy | $611 → $525 |
| 2026-08-27 | Wells Fargo | Target lowered | Overweight | $650 → $550 |
| 2026-08-27 | Keybanc | Target lowered | Overweight | $610 → $423 |
| 2026-08-27 | Cantor Fitzgerald | Target lowered | Overweight | $654 → $476 |
Total return (dividends reinvested) (DY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -21.4% | +181.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -21.4% | +23.0% |
| Volatility (annualized) | 52.9% | 42.6% |
| Max drawdown | -57.9% (May 2026→Oct 2026) | -55.9% (May 2026→Oct 2026) |
DY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $4.53 | $4.68 | -3.3% | $1.94B | 4 |
| Next quarter (ends Jan 2027) | $2.85 | $2.87 | -0.7% | $1.69B | 4 |
| Current fiscal year (ends Jan 2027) | $17.06 | $16.56 | +3.0% | $7.58B | 5 |
| Next fiscal year (ends Jan 2028) | $20.77 | $19.95 | +4.1% | $8.58B | 5 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 225.16 |
|---|---|
| Change | ▼ 5.18% (down) |
| Previous Close | USD 237.45 |
| Open | USD 231.11 |
| Day Range | USD 223.8 – 233.86 |
| 52-Week Range | USD 223.8 – 566.47 |
| Volume | 745,515 shares |
| Market Cap | $6.79B |
| Exchange | NYQ |
Technical Analysis (DY)
Nexqual's technical model rates DY "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 22.3 (oversold) |
| vs SMA50 | Below (USD 300.75) |
| MACD | -16.48 (negative) |
Analyst Ratings (DY)
Wall Street analysts rate DY "Buy" based on 11 analysts, with a mean price target of USD 513.18 (range USD 375–625), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 513.18 |
| High Target | USD 625 |
| Low Target | USD 375 |
| Buy / Hold / Sell | 11 / 0 / 0 |
Earnings (DY)
| Next Earnings Date | 2026-11-25 |
|---|---|
| EPS Estimate | USD 4.53 |
| Revenue Estimate | $1.94B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 5.29 vs est 4.72 ▲ beat |
| 2026-04-30 | USD 4.42 vs est 2.72 ▲ beat |
| 2026-01-31 | USD 2.03 vs est 1.78 ▲ beat |
| 2025-10-31 | USD 3.63 vs est 3.21 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (DY)
| Total Revenue | $6.88B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +45.60% |
| Gross Margin | +20.53% |
| Operating Margin | +9.57% |
| Profit Margin | +4.79% |
| ROE | +19.20% |
| Debt / Equity | 1.48 |
| Current Ratio | 2.35 |
| Total Cash | $351.75M |
| Total Debt | $3.05B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $468.67M (6.8% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (DY)
Nexqual rates Dycom Industries, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Strong — Revenue +18% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 21%, operating 10% (last 12 months) |
| Balance Sheet | Mixed — $340M cash and investments vs $2.82B debt (Aug 2026, SEC) |
| Cash Flow | Solid — FCF $469M (last 4 quarters to Aug 2026, SEC), 7% margin |
| Efficiency | Solid — ROE 19%, ROA 7.1% |
Ownership (DY)
| Insider Ownership | +1.26% |
|---|---|
| Institutional Ownership | +97.28% |
| Shares Outstanding | 30.16M |
| Float | 23.74M |
| Short % of Float | +6.41% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (DY)
Dycom Industries, Inc. is led by Daniel S. Peyovich, CEO, President & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| CEO, President & Director | Daniel S. Peyovich |
|---|---|
| Senior VP & CFO | H. Andrew DeFerrari |
| Executive VP & COO | Kevin M. Wetherington |
| Vice President Investor Relations & Corporate Communications | Callie A. Tomasso |
| Chief Revenue Officer | James Gresham |
Major Backers & Investors (DY)
Notable institutional backers of Dycom Industries, Inc. include Peconic Partners, LLC, Pacer Advisors, Inc., Hill City Capital, Lp, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Peconic Partners, LLC | 14.73% |
| Pacer Advisors, Inc. | 6.32% |
| Hill City Capital, Lp | 3.35% |
| FMR, LLC | 3.1% |
| First Trust Advisors LP | 3.01% |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 2.73% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 9.93% |
| Vanguard Group | 8.73% |
| State Street | 3.1% |
| Geode Capital | 2.19% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ACA | Arcosa, Inc. | USD 149.15 | ▲ 0.08% |
| ACM | AECOM | USD 60.83 | ▲ 2.25% |
| STN | Stantec Inc | USD 72.77 | ▲ 3.63% |
| FLR | Fluor Corporation | USD 43.42 | ▼ 6.44% |
| TTEK | Tetra Tech, Inc. | USD 36.81 | ▲ 5.02% |
| ECG | Everus Construction Group, Inc. | USD 97.05 | ▼ 8.44% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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