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DY · Dycom Industries Inc

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$419.07 +9.66 (+2.36%) At close · Aug 14
Market Cap
$12.59B
Shares
30.03M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$419.07 Open$409.00 Day$409.00–419.79 52W close$245.31–535.20 Avg vol 30d419K Short int1.4M · 4.8% float · 3.0d Short vol25% Last earningsMay 27, 2026 DataJan 2020–Aug 2026 Filing10-Q · May 28

Up next

Next earnings call
Aug 26, 2026 Est · unconfirmed · in 2 wks
FQ3-27 quarter ends
~Oct 30, 2026 Est
filed May 28, 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
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +7%
      above
      Price vs 50-day avg −4%
      below
      RSI (14) 51
      neutral
      MACD trend Positive
      52-week position 60%
      mid-range
      Momentum
      relative strength
      Strong
      1-month return +3%
      trailing
      6-month return 0%
      trailing
      YTD return +24%
      this year
      Relative strength −14%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $437 › 200d $390 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +156 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      4.80% of float · ▲ +6.8% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      609 holders — near 3-yr high, broad support
      Squeeze score 52
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +18%
      Y/Y
      EPS growth +21%
      Y/Y
      Free cash flow $401.7M
      Balance sheet $2.1B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 51%
      annualized · 1-yr
      Max drawdown −31%
      past year
      ATR 4.8%
      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

      Beat or met 2 of last 2
      Latest guidance · from the Earnings Call filed Apr 30, 2026
      Total revenue · full-year fiscal 2027 $7.38B – $7.65B
      Prior guidance period ended · from the Earnings Call filed Jan 31, 2024
      Net CapEx · fiscal 2025 $220M – $230M
      Amortization expense · first quarter ending April 27, 2024 $5.5M
      Effective income tax rate · first quarter ending April 27, 2024 26%
      Net interest expense · first quarter ending April 27, 2024 $13.2M
      Guided vs delivered · last 2 settled
      Total contract revenues fiscal 2026
      guided $5.35B – $5.43B
      $5.55B Beat +2.9%
      Contract revenues quarter ending January 31, 2026
      guided $1.26B – $1.34B
      $1.46B Beat +12.1%

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

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +7% Bullish
      Price vs 50-day avg
      −4% Neutral
      RSI (14)
      51 Neutral
      MACD trend
      Positive Bullish
      52-week position
      60% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $437 › 200d $390 — 50d above 200d
      Institutional flow Accumulating
      +17% holders QoQ · +156 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      4.80% of float · ▲ +6.8% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      609 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $245 Now $419 · 60% Range high $535
      vs 200-day avg +7% vs 50-day avg -4%

      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
      GAAP → non-GAAP reconciliation
      GAAP Net income $91.29M
      +$35.54M Interest expense, net
      +$15.42M Provision for income taxes
      +$111.64M Depreciation and amortization
      -$2M Gain on sale of fixed assets
      +$10.57M Stock-based compensation expense
      = Non-GAAP Adjusted EBITDA $262.47M
      Non-GAAP Adjusted Net Income non-GAAP $134.3M Quarter Ended May 2, 2026
      GAAP → non-GAAP reconciliation
      GAAP Net income $91.29M
      +$58.29M Amortization expense2
      -$15.26M Tax impact of pre-tax adjustments
      = Non-GAAP Adjusted Net Income $134.32M
      Organic Contract Revenues Growth % 24.7% Quarter Ended May 2, 2026
      Free Cash Flow non-GAAP $435.3M Fiscal Year Ended January 31, 2026
      GAAP → non-GAAP reconciliation
      GAAP Net cash provided by operating activities 642.5M
      -240.79M Capital expenditures
      +33.63M Proceeds from sale of assets
      = Free Cash Flow 435.35M

      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
      $12.59B +24.0% +17.9% 4.8%
      PWR
      Quanta Services, Inc.
      $101.94B +62.5% +13.4% 77.7 2.1%
      FIX
      Comfort Systems USA Inc
      $62.44B +90.1% -73.9% 43.7 2.0%
      FER
      Ferrovial N.V.
      $46.23B -0.7% 0.5%
      EME
      EMCOR Group, Inc.
      $36.89B +36.7% +16.6% 26.0 2.3%

      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
      609
      % held
      95.0%
      Net QoQ
      -239.6K sh
      Top holder
      PECONIC PARTNERS LLC
      Held Float
      View
      Held by Funds
      Fund positions
      643
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      1.4M
      Days to cover
      3.0d
      Change
      +92.2K sh
      View
      Short Volume
      Short vol %
      25%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      5.3K
      Value
      $2.2M
      As of
      Jul 8, 2026
      View
      Off-Exchange
      Off-exchange %
      46.4%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Buy
      Member
      Julia Letlow
      Amount
      $1.0K–$15.0K
      Traded
      Sep 22, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $5.5B
      Net income (FY)
      $281.2M
      EPS diluted
      $9.56
      View
      Buybacks
      Authorized
      shares 150.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 4, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $1.2M
      Shares
      3.6K
      Filed
      Jan 9, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 27, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      DY +2.7% +2.9% -0.3% +4.5% +24.0%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +2.3% -1.5% -14.1% +0.6% +10.2%

      Capital returns

      Buyback program · as of Feb 28, 2025
      Authorized
      shares 150.00M
      Spent (derived)
      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) 563 filings 559 filers Visit website Investor relations