DY · Dycom Industries Inc
$269.96
+0.88 (+0.33%)
At close · Oct 1
Return incl. dividend (before tax)
Market Cap
$8.19B
Shares
30.16M
Volume · Oct 1
594.25K
Avg daily vol (3M)
578.82K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$269.96
Open$269.91
Day$263.36–272.99
52W close$266.79–535.20
Avg vol 30d759K
Short int1.2M · 4.1% float · 1.9d
Short vol63%
Last earningsAug 26, 2026
DataJan 2020–Oct 2026
Filing10-Q · Aug 27
Up next
Next earnings call
Nov 25, 2026
Est · unconfirmed
· in 8 wks
filed Aug 27, 2026
call held Aug 26, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$6.88B
Trailing 12 months
Net income (TTM)
$329.58M
Trailing 12 months
Revenue growth YoY
+45.6%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
24.6
Trailing earnings · reciprocal yield 4.1%
FCF yield
5.7%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$2.48B
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+3.8%
Year over year · more shares
Price change (1Y)
-7.8%
Trailing year
Short interest
4.1%
Latest settlement · 1.9 days to cover
AI Brief
Q2 FY27 earnings call · Aug 26, 2026
Q2 FY27
TL;DR. Dycom delivered record Q2 results with revenue up 45.6% to $2.01B and Adjusted EBITDA up 53.5% to $315.5M, while raising full-year FY27 revenue outlook to $7.48–$7.66B despite deferring ~$150M of wireless revenue into FY28 and flagging slight Communications margin pressure.
Bullish
- + Record quarterly revenue of $2.01B grew 45.6% Y/Y with 16.7% organic growth
- + Adjusted EBITDA of $315.5M grew 53.5% Y/Y with margin expanding 81 bps to 15.7%
- + Raised full-year FY27 revenue outlook to $7.48–$7.66B, an increase of ~$55M at midpoint
- + Building Systems segment delivered 24.5% Adjusted EBITDA margin and raised revenue outlook to $1.58–$1.65B
Bearish
- − Deferred ~$150M of wireless program revenue from FY27 into FY28
- − Communications segment Adjusted EBITDA margin declined 134 bps Y/Y to 13.6%, with FY27 margin expected to decline slightly
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Very Bullish
Fundamentals
Excellent
Quant / Vol
Very High
Market backdrop
VIX 16.4 · calm
Equity put/call 0.57
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−31%
below
Price vs 50-day avg
−22%
below
RSI (14)
31
neutral
MACD trend
Positive
52-week position
1%
near low
Momentum
relative strength
1-month return
−9%
trailing
6-month return
−31%
trailing
YTD return
−20%
this year
Relative strength
−44%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $345 › 200d $389 — 200d above 50d
Institutional flow
Accumulating
+20% holders QoQ · +158 funds added
Insider flow
Accumulating
Net +$551.3K over 90 days · 0% sells
Short interest
Falling
4.14% of float · ▼ -13.1% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
622 holders — near 3-yr high, broad support
Squeeze score
49
elevated · 0–100
Fundamentals
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
Volatility
53%
annualized · 1-yr
Max drawdown
−50%
past year
ATR
4.7%
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
Latest guidance
· from the Earnings Call filed Aug 26, 2026
full year
Total contract revenues
$7.48B – $7.66B
prior FY $5.55B
midpoint +36.5% Y/Y
Q3
Total contract revenues
$1.9B – $1.98B
prior qtr $2.01B
midpoint −3.3% QoQ
Adjusted EBITDA
Non-GAAP
$281M – $302M
Adjusted diluted EPS
Non-GAAP
$4.33 – $4.79
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−31%
Bearish
Price vs 50-day avg
−22%
Bearish
RSI (14)
31
Neutral
MACD trend
Positive
Bullish
52-week position
1%
Bearish
Market signals — smart money & positioning
Bullish · 4 of 6
Trend (MA cross)
No cross
50d $345 › 200d $389 — 200d above 50d
Institutional flow
Accumulating
+20% holders QoQ · +158 funds added
Insider flow
Accumulating
Net +$551.3K over 90 days · 0% sells
Short interest
Falling
4.14% of float · ▼ -13.1% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
622 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $267
Now $270 · 1%
Range high $535
vs 200-day avg -31%
vs 50-day avg -22%
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 |
|---|---|---|---|
| Consolidated Non-GAAP Adjusted EBITDA non-GAAP | $578M | the three months ended August 1, 2026 filing | — |
| Contract revenues from multi-year master service agreements and other long-term contracts, as a | 94% | the three months ended August 1, 2026 filing | — |
| Non-GAAP Adjusted EBITDA Building Systems non-GAAP | $167.3M | the three months ended August 1, 2026 filing | — |
| Non-GAAP Adjusted EBITDA Communications non-GAAP | $410.7M | the three months ended August 1, 2026 filing | — |
| Adjusted EBITDA Margin non-GAAP | 15.7% | Q2 2027 | — |
| 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 Segment Non-GAAP Adjusted EBITDA non-GAAP | $97.2M | Quarter Ended August 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Income before income taxes $48.2M
+$0M Interest (income) expense, net
+$48.8M Depreciation and amortization
+$0M Loss (gain) on sale of fixed assets
+$0.3M Stock-based compensation expense
= Building Systems Segment - Non-GAAP Adjusted EBITDA $97.2M
|
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| 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 | — |
| Next 12 Months Backlog | 12.24B | Q2 2027 | — |
| Non-GAAP Adjusted Diluted EPS non-GAAP | $9.71 | Six Months Ended August 1, 2026 | +0.0% |
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| Non-GAAP Adjusted EBITDA non-GAAP | $578M | Six Months Ended August 1, 2026 | — |
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| Non-GAAP Adjusted EBITDA % of contract revenues non-GAAP | 14.6% | Six Months Ended August 1, 2026 | +0.0% |
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| Non-GAAP Adjusted Net Income non-GAAP | $295.1M | Six Months Ended August 1, 2026 | — |
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| Non-GAAP Organic Contract Revenues non-GAAP | $3.18B | Six Months Ended August 1, 2026 | — |
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| Non-GAAP Organic Contract Revenues Growth % non-GAAP | 20.5% | Six Months Ended August 1, 2026 | +0.0% |
|
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| Organic Contract Revenues Growth % | 20.5% | Six Months Ended August 1, 2026 | — |
| Organic Revenue Growth non-GAAP | 16.7% | Q2 2027 | — |
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| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DY
this stock
Dycom Industries Inc
|
$8.19B | -20.1% | +17.9% | — | 4.1% |
|
PWR
Quanta Services, Inc.
|
$97.59B | +57.0% | +13.4% | 74.4 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$58.38B | +80.6% | -73.9% | 40.8 | 2.4% |
|
FER
Ferrovial N.V.
|
$40.22B | -18.1% | — | — | 0.6% |
|
EME
EMCOR Group, Inc.
|
$33.62B | +25.7% | +16.6% | 23.7 | 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 sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DY | -0.8% | -9.1% | -31.3% | +0.3% | -20.1% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | -0.4% | -9.0% | -43.8% | +0.2% | -32.2% |
Capital returns
Buyback program
· as of Aug 27, 2026
Authorized
$150.00M
Spent (derived)
$0
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.