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NYSE · Industrials

Dycom Industries Inc. (DY)

As-reported financials and SEC filings for Dycom Industries Inc. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Dycom Industries Inc.

Dycom Industries Inc provides specialty contracting services primarily for the digital infrastructure, telecommunications, and utilities industries across the United States. Its services include program management, engineering, aerial and underground construction, maintenance, and underground facility locating for telecommunications and utility companies. The company operates through two main segments: Communications, which focuses on network construction and maintenance, and Building Systems, which offers building infrastructure solutions such as electrical and security systems for data centers and critical facilities.

Snapshot

Revenue
$5.55B
Revenue growth (YoY)
17.9%
Net income
$281.2M
Diluted EPS
$9.56
Gross margin
—
Operating margin
—
Net margin
5.1%
FCF margin
7.2%
ROE
15.1%
net income / fiscal-year-end equity
P/E
24.6×
trailing when available, otherwise FY EPS
Market cap
$7.84B
Long-term debt / equity
1.51×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Dycom Industries

  • Revenue grew 17.9% to $5.5B in FY2026, faster than the 12.6% the year before.
  • Most recent quarter Q2 FY2027: revenue $2.0B, up 45.6% from Q2 FY2026.
  • Free cash flow was $402M in FY2026, 7.2% of revenue.
  • Net income rose 20.5% to $281M in FY2026.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Dycom Industries’s fundamentals sit among the 668 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Net margin5.1%
56th percentile of 630
FCF margin7.2%
60th percentile of 546
Revenue growth (YoY)+17.9%
79th percentile of 652
ROE15.1%
72nd percentile of 590
P/E24.6×
54th percentile of 406
Long-term debt / equity1.51×
85th percentile of 403
Short interest2.24d
31st percentile of 661

Dycom Industries’s long-term debt to equity of 1.51 ranks in the 85th percentile of the 403 Industrials companies reporting it.

3 reported insider purchases (code P) totaling $551,307 in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+7 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
7
5 trimmed, 2 exited
Combined position
$550.3M
reported long value
InvestorAs ofPosition valueSharesChange
Millennium ManagementquantQ2 2026$300.2M593.7KReduced
Point72 Asset ManagementquantQ2 2026$90.3M178.6KAdded
Citadel AdvisorsquantQ2 2026$77.9M154.0KAdded
Renaissance TechnologiesquantQ2 2026$20.7M40.9KAdded
AQR Capital ManagementquantQ2 2026$18.5M36.6KReduced
First Eagle Investment ManagementQ2 2026$14.2M28.0KReduced
Bridgewater AssociatesQ2 2026$10.6M20.9KReduced
Two Sigma InvestmentsquantQ2 2026$9.1M18.1KNew
D. E. ShawquantQ2 2026$9.0M17.7KReduced

No longer held by: Gotham Asset Management (as of Q2 2026), Soros Fund Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
3
3 insiders
Bought (90d)
$551K
code P value
Sells (90d)
0
—
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-09-23
filed 2026-09-24
Carmen M. SabaterDirectorBuy350$280.62$98K
2026-09-09
Daniel S. PeyovichPresident & CEOBuy850$296.76$252K
2026-09-01
David Joseph FallonDirectorBuy700$286.92$201K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.5M
settled 2026-09-30
Change vs prior
+19.2%
vs previous settlement
Days to cover
2.24
at avg daily volume
Avg daily volume
664.6K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-301.5M+19.2%2.24
2026-09-151.2M-13.1%1.94
2026-08-311.4M+11.5%1.63
2026-08-141.3M-10.8%3.93
2026-07-311.4M+6.8%2.99
2026-07-151.3M+13.5%3.05
2026-06-301.2M-27.2%1.21
2026-06-151.6M-13.2%3.65

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$5.55B$4.70B$4.18B$3.81B$3.13B
Gross profit—————
Operating income—————
Net income$281.2M$233.4M$218.9M$142.2M$48.6M
Diluted EPS$9.56$7.92$7.37$4.74$1.57

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$642.5M$349.1M$259.0M$164.8M$308.7M
Capital expenditure$240.8M$250.5M$218.5M$201.0M$157.0M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$2.01B45.6%$115.6M$3.81
Q1 FY2027$1.96B56.1%$91.3M$3.00
Q4 FY202634.4%
Q3 FY2026$1.45B14.1%$106.4M$3.63
Q2 FY2026$1.38B14.5%$97.5M$3.33
Q1 FY2026$1.26B10.2%$61.0M$2.09
Q4 FY202513.9%
Q3 FY2025$1.27B12.0%$69.8M$2.37

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryWater, Sewer, Pipeline, Comm & Power Line Construction
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended August 1, 2026)
Oldest indexed filing2013
SEC CIK67215

Selected SEC filings

10-K2026-03-09
View on EDGAR →
10-Q2026-08-27
View on EDGAR →
10-Q2026-05-28
View on EDGAR →
8-K2026-08-26
View on EDGAR →
8-K2026-08-25
View on EDGAR →
8-K2026-08-04
View on EDGAR →
8-K2026-06-01
View on EDGAR →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.