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DYDY

Dycom Industries, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 56% YoYRecent insider buyingQuiet on X (48 mentions/wk)
$DY·$7.6B·Engineering & Construction·Industrials
$253.61-1.6%YTD-24.3%1Y-14.2%
Price updated 7h ago·X counts updated 5d ago
DYDY
$DYDycom Industries, Inc.
$253.61-1.62%48 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

48X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-02 · top-engagement diverged

Dycom crushes Q2 with adj EPS $5.29 vs $4.62 est, revenue $2.01B vs $1.97B, Building Systems adj EBITDA margin 24.5%, and a fresh $150M buyback plus M&A. Yet shares are down ~4–8% premarket because the Q3 outlook is one line lower down the release — 'the reason is the table below the beat.' SMTC + DY + PLAB earnings are cited as cross-sectional confirmation of a still-healthy AI-infrastructure buildout.

Read what X is saying about $DY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A fiber-build specialty contractor crushing earnings and the only reason the chart is at a 1-year low is the next-quarter guide.

Dycom put up a $5.29 Q2 beat against $4.72 consensus, revenue of $2.0B above the $1.98B bar, and then watched the stock sell off because the Q3 outlook came in one line lower in the release.

  • The business is operating cleanly — Q1 revenue of $1.97B was +56% YoY, Q4 was +34%, and the sell-side has fiscal 2027 EPS of $17.05 stepping to $20.41 and $25.35 across the next two fiscal years, implying mid-teens growth every year.
  • Two separate insider open-market purchases in September (Peyovich $252K at $296.76, Sabater $98K at $280.62) are both at prices above today's $273.75 — officers and a director paying more than you can pay now is the clearest kind of signal.
  • At 44x trailing earnings the surface multiple looks rich; at 16x fiscal 2027 EPS it is cheap, and the AI-datacenter-plus-fiber capex thesis is in motion, not speculative — permits are being issued and backlog is growing.

Shares at 3% of the 52-week range after a quarter this clean usually mean the market is pricing a cyclical worry that the operator will clear in the next print; the November 24 Q3 report is the mean-reversion test.

Agrees with X sentimentX chatter is mixed with bulls pointing to the beat-and-buyback and bears to the guidance; the TickerTalks read agrees with the bulls — the operating cadence plus two insider buys above today's price is a stronger signal than the one-line Q3 outlook that caused the selloff.

What to watch: November 24 Q3 earnings and whether the Q4 and full-year guide reaffirms the fiscal 2027 EPS trajectory; the pace of fiber backlog burn and any new master-service-agreement wins; whether the $150M buyback is executed into weakness.

On the calendar: Q3 earnings scheduled 2026-11-24

Read the AI verdict on $DY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Builds and maintains fiber optic and wireless network infrastructure for major U.S. telecom carriers as a specialty contractor.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $DY.

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $DY

Neutral — Builds and maintains fiber optic and wireless network infrastructure for major U.S. telecom carriers as a specialty contractor.

Industry benchmark

21-name peer basket
+8.0%YTD
-1.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 26, 2026$5.29$4.72+12.1%
Q1 2026May 27, 2026$4.42$2.72+62.5%
Q4 2025Mar 4, 2026$2.03$1.91+6.3%
Q3 2025Nov 19, 2025$3.63$3.21+13.1%
Next earningsTue, Nov 24·consensus EPS $4.56

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$2.0B+56.1%14.0%7.3%$3.05$-94.9M
Q4 FY26$1.5B+34.4%30.6%21.9%$0.53$364.6M
Q3 FY26$1.5B+14.1%17.8%10.4%$3.67$164.8M
Q2 FY26$1.4B+14.5%17.9%10.1%$3.37$5.8M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$7.6B$7.5B – $7.6B$17.05$16.22 – $17.425
FY28$8.6B$8.4B – $8.7B$20.41$19.31 – $21.325
FY29$9.8B$9.6B – $10.2B$25.35$23.13 – $27.573
FY30$10.4B$10.1B – $10.6B$28.64$27.89 – $29.371
FY31$11.3B$11.1B – $11.5B$32.87$32.01 – $33.711

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-19.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-34.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.505-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 23Carmen M SabaterDirector350 sh$98KBuySep 9Daniel S PeyovichCEO850 sh$252KBuySep 1Fallon David JosephDirector700 sh$201K
+ 21 other (19 awards · 1 inkind · 1 gift) in window

See when $DY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change
AI summary

Dycom Industries (DY) disclosed that director Jennifer Fritzsche resigned from the company's Board of Directors effective August 25, 2026. Following Fritzsche's departure, the Board reduced its size from 11 to 10 members rather than immediately seeking a replacement. The filing notes no disagreement with the company on matters of operations, policies, or practices. Fritzsche's resignation is a routine governance event with no indicated adverse circumstances.

3New insider — initial holdingsAug 53
AI summary

Lenz Michael C. (Last) (First) (Middle) 300 BANYAN BLVD SUITE 1101 (Street) WEST PALM BEACH FLORIDA 33401 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/04/2026 3. Issuer Name and Ticker or Trading Symbol DYCOM INDUSTRIES INC [ DY ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit 24: Power of Attorney, incorporated herein by reference. No securities are beneficially owned. Ryan F. Urness, Attorney-in-Fact for LENZ MICHAEL C 08/05/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of DY, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 53
AI summary

Fallon David Joseph (Last) (First) (Middle) 300 BANYAN BLVD SUITE 1101 (Street) WEST PALM BEACH FLORIDA 33401 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/04/2026 3. Issuer Name and Ticker or Trading Symbol DYCOM INDUSTRIES INC [ DY ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) X Director 10% Owner Officer (give title below) Other (specify below) 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: Remarks: Exhibit 24: Power of Attorney, incorporated herein by reference. No securities are beneficially owned. Ryan F. Urness, Attorney-in-Fact for FALLON DAVID J 08/05/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of DY, with an event date of 1473. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

DY filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Dycom Industries — two directors retired at the 2026 Annual Meeting (May 28, 2026): Laurie Thomsen per mandatory retirement policy, and Luis Avila-Marco who chose not to stand for re-election (notified December 2025). Routine board transitions per governance policies.

+ 7 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Here's Why Dycom Industries (DY) is a Strong Growth Stockzacks.com·2d agoDycom Trades at a Discount: Should Investors Buy the Stock or Wait?zacks.com·4d agoCan Dycom's $12.2B Backlog Sustain Growth Through FY27?zacks.com·10d agoThe AI Boom's Next Big Winners May Wear Hard Hatsmarketbeat.com·10d agoDycom Industries Inc (DY) Shares Surge 5.8% -- What GF Score of 92 Tells Investorsgurufocus.com·10d ago

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Voices on X · last 7 days

No standout posts about $DY on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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