DY · Dycom Industries Inc

Track DY — free

$294.49 -13.53 (-4.39%) At close · Aug 28

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.38B

30.16M

Up next

Next earnings call

Nov 25, 2026 Est · unconfirmed · in 13 wks

FQ3-27 quarter ends

~Oct 30, 2026 Est

Latest filing: 10-Q

filed Aug 27, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Sell Momentum Very Weak Sentiment Bullish Fundamentals Excellent Quant / Vol Very High

Market backdrop VIX 14.5 · calm Equity put/call 0.39

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −22%

below

Price vs 50-day avg −27%

below

RSI (14) 25

oversold

MACD trend Negative

52-week position 22%

mid-range

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Weak

1-month return −26%

trailing

6-month return −14%

trailing

YTD return −9%

this year

Relative strength −28%

vs S&P · 6-mo

Sentiment

smart money

Bullish

Trend (MA cross) No cross

50d $422 › 200d $394 — 50d above 200d

Institutional flow Accumulating

+19% holders QoQ · +159 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

4.27% of float · ▼ -10.7% MoM · 3.9 days cover

Volume signal Reversal watch

High volume on a down day — possible exhaustion

Institution breadth Multi-yr high

618 holders — near 3-yr high, broad support

Squeeze score 58

elevated · 0–100

Fundamentals

Excellent

Revenue growth +18%

Y/Y

EPS growth +21%

Y/Y

Free cash flow $401.7M

Buyback $150.0M

remaining

Balance sheet $2.1B

net debt

Quant / Vol

risk profile

Very High

Volatility 53%

annualized · 1-yr

Max drawdown −42%

past year

ATR 7.1%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 7 of last 7

Latest guidance · from the 8-K filed Aug 26, 2026

Quarter Ending October 31, 2026

Non-GAAP Adjusted EBITDA Non-GAAP $281M – $302M

Fiscal Year Ending January 30, 2027

Communications Total Contract Revenues Lowered $5.9B – $6.01B

May 27, 2026 $6.03B – $6.2B Aug 26, 2026 $5.9B – $6.01B

Total Contract Revenues Initiated $7.48B – $7.66B

prior FY $5.55B midpoint +36.5% Y/Y

Q3 2027

Total Contract Revenues Initiated $1.9B – $1.98B

prior qtr $2.01B midpoint −3.3% QoQ

Prior guidance period ended · from the 8-K filed May 21, 2025

Non-GAAP Adjusted EBITDA · quarter ending July 26, 2025 $185M – $200M

Contract revenues · quarter ending July 26, 2025 $1.38B – $1.43B

Diluted EPS · Quarter Ending July 26, 2025 $2.74 – $3.05

Guided vs delivered · last 7 settled

Contract revenues Quarter Ending August 1, 2026

guided $1.94B – $2.01B

guided $1.94B – $2.01B $2.01B In line

Total contract revenues fiscal 2026

guided $5.35B – $5.43B

guided $5.35B – $5.43B $5.55B Beat +2.9%

Contract revenues quarter ending January 31, 2026

guided $1.26B – $1.34B

guided $1.26B – $1.34B $1.46B Beat +12.1%

Contract revenues the quarter ending October 25, 2025

guided $1.38B – $1.43B

guided $1.38B – $1.43B $1.45B Beat +3.3%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

3 · 4 · 0

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−22% Bearish

Price vs 50-day avg

−27% Bearish

RSI (14)

25 Neutral

MACD trend

Negative Bearish

52-week position

22% Neutral

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 3 of 6

Trend (MA cross) No cross

50d $422 › 200d $394 — 50d above 200d

Institutional flow Accumulating

+19% holders QoQ · +159 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

4.27% of float · ▼ -10.7% MoM · 3.9 days cover

Volume signal Reversal watch

High volume on a down day — possible exhaustion

Institution breadth Multi-yr high

618 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $245 Now $308 · 22% Range high $535

vs 200-day avg -22% vs 50-day avg -27%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Building Systems Non-GAAP Adjusted EBITDA non-GAAP	$167.3M	the three months ended August 1, 2026 filing	—

Communications Non-GAAP Adjusted EBITDA non-GAAP	$410.7M	the three months ended August 1, 2026 filing	—

Consolidated Non-GAAP Adjusted EBITDA non-GAAP	$578M	the three months ended August 1, 2026 filing	—
Non-GAAP Adjusted EBITDA - Building Systems non-GAAP	$97.2M	the three months ended August 1, 2026 filing	—

Non-GAAP Adjusted EBITDA - Communications non-GAAP	$218.3M	the three months ended August 1, 2026 filing	—

Backlog - Communications - Next 12 Months	$5.36B	As of August 1, 2026	—
Backlog - Communications - Total	$10.98B	As of August 1, 2026	—
Backlog - Total	$12.24B	As of August 1, 2026	—
Backlog - Total - Next 12 Months	$6.47B	As of August 1, 2026	—
Building Systems Non-GAAP Adjusted EBITDA % of contract revenues non-GAAP	24.5%	Quarter Ended August 1, 2026	+0.0%

Building Systems Segment - Non-GAAP Adjusted EBITDA non-GAAP	$97.2M	Quarter Ended August 1, 2026	—

GAAP → non-GAAP reconciliation GAAP Income before income taxes 48.15M -1K Interest (income) expense, net +48.78M Depreciation and amortization +9K Loss (gain) on sale of fixed assets +272K Stock-based compensation expense = Building Systems Segment Non-GAAP Adjusted EBITDA 97.21M
Building Systems Segment - Non-GAAP Adjusted EBITDA % of contract revenues non-GAAP	21.1%	Six Months Ended August 1, 2026	—

Communications Segment - Non-GAAP Adjusted EBITDA non-GAAP	$410.7M	Six Months Ended August 1, 2026	—

Communications Segment - Non-GAAP Adjusted EBITDA % of contract revenues non-GAAP	12.9%	Six Months Ended August 1, 2026	—

Days Sales Outstanding (DSO)	101	Q2 2027	—

Free Cash Flow non-GAAP	-$54.2M	Six Months Ended August 1, 2026	—

Liquidity	$1.09B	Q2 2027	—

Non-GAAP Adjusted Diluted Earnings per Common Share non-GAAP	$9.71	Six Months Ended August 1, 2026	+0.0%

Non-GAAP Adjusted EBITDA non-GAAP	$578M	Six Months Ended August 1, 2026	—

Non-GAAP Adjusted EBITDA % of contract revenues non-GAAP	14.6%	Six Months Ended August 1, 2026	+0.0%

Non-GAAP Adjusted EBITDA % of Contract Revenues - Communications non-GAAP	12.9%	Six Months Ended August 1, 2026	—
Non-GAAP Adjusted Net Income non-GAAP	$295.1M	Six Months Ended August 1, 2026	—

Non-GAAP Organic Contract Revenues non-GAAP	$3.18B	Six Months Ended August 1, 2026	—

Non-GAAP Organic Contract Revenues Growth % non-GAAP	20.5%	Six Months Ended August 1, 2026	+0.0%

Notional Net Debt non-GAAP	$2.5B	Q2 2027	—

Total Backlog YTD 2027	28%	YTD 2027	—
Backlog - Next 12 Months (included in Total Backlog)	$6.4B	May 2, 2026	—
Next 12 Months Backlog	11.91B	Q1 2027	—
Non-GAAP Adjusted EBITDA % of Contract Revenues - Total non-GAAP	13.3%	Fiscal Year Ended January 31, 2026	—
Non-GAAP Adjusted EBITDA - Total non-GAAP	$737.74M	Fiscal Year Ended January 31, 2026	—
Total Backlog	$9.54B	Fiscal Year Ended January 31, 2026	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Engineering & Construction — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
DY Dycom Industries Inc this stock	$9.38B	-8.8%	+17.9%	—	4.3%
PWR Quanta Services, Inc.	$92.07B	+47.3%	+13.4%	70.2	1.8%
FIX Comfort Systems USA Inc	$56.84B	+73.0%	-73.9%	39.7	2.6%
FER Ferrovial N.V.	$42.36B	-9.0%	—	—	0.6%
EME EMCOR Group, Inc.	$34.19B	+26.7%	+16.6%	24.1	2.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

618

% held: 94.7%
Net QoQ: -202.7K sh
Top holder: PECONIC PARTNERS LLC

Held Float

View

Held by Funds

Fund positions

479

View

Short & Settlement

Short Interest Falling

Shares short

1.3M

Days to cover: 3.9d
Change: -155.0K sh

View

Short Volume

Short vol %

38%

As of: Aug 28, 2026

Short Total

View

Fails to Deliver

FTD shares

5.3K

Value: $2.2M
As of: Jul 8, 2026

View

Off-Exchange

Off-exchange %

41.2%

Week of: Jul 20, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Buy

Member

Julia Letlow

Amount: $1.0K–$15.0K
Traded: Sep 22, 2025

View

Financials

Revenue (FY)

$5.5B

Net income (FY): $281.2M
EPS diluted: $9.56

View

Buybacks

Authorized

$150.0M

Remaining: $150.0M

Spent Remaining

View

Filings

SEC Filings

Latest

10-Q

Filed: Aug 27, 2026
This year: 13

View

Proposed Sales

Value

$1.2M

Shares: 3.6K
Filed: Jan 9, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 26, 2026

View

Performance

	5D	20D	120D	MTD	YTD
DY	-23.0%	-26.2%	-13.7%	-23.2%	-8.9%
SPY	+1.1%	+4.0%	+14.7%	+3.2%	+13.1%
vs SPY	-24.2%	-30.1%	-28.4%	-26.4%	-21.9%

Capital returns

Buyback program · as of Aug 27, 2026

Authorized

$150.00M

Spent (derived)

Remaining

$150.00M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 67215 CUSIP 267475101 13F (30d) 461 filings 461 filers Visit website Investor relations

DY · Dycom Industries Inc

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns