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DYDY

Dycom Industries, Inc.

$DY·$12B·Engineering & Construction·Industrials
$291.21-1.1%YTD+22.0%1Y+18.7%
Mentions · last 7 days
2026-08-22: 8 posts2026-08-23: 12 posts36+50%
Price updated 8h ago·X counts updated 8d ago
DYDY
$DYDycom Industries, Inc.
$291.21-1.06%36 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Dycom -30% below 50-day after Q3 EBITDA guide miss and hacked-newswire leak — Q2 beat, $150M buyback, but the tape is broken.

Dycom Industries is a $12.25B fiber-infrastructure/telecom-construction contractor. AI-datacenter-buildout beneficiary — but Q3 EBITDA guide plus newswire leak broke the tape.

How it reads:

  • Growth is exceptional: Q1 revenue +56.1% YoY to $1.97B, Q4 was +14.5% — the pace reflects the fiber-infrastructure build cycle.
  • Margins are thin: 12% operating margin, 3.1% FCF yield, 11.7% ROIC — the FCF yield is thin, contractor-model as expected.
  • Valuation is elevated: 44.9x PE, 2.24x sales, 15.4x EV/EBITDA — priced on continued fiber-build acceleration.
  • Position is weak: 16th percentile 52w, 29.6% below 50-day, 25.3% below 200-day on 166% baseline volume — the volume ratio is capitulation-heavy.
  • The Q2 beat was real (adj EPS $5.29 vs $4.40-$4.82 range, revenue $2.006B at top of guide, $150M buyback) but Q3 EBITDA guide below expectations broke the tape.
  • DY joined firms whose embargoed releases leaked via a hacked newswire — a specific credibility overhang that adds to the miss.
  • Insider signal is neutral: 7 A-Awards including new director appointments (Fallon, Lenz Form 3 filings Aug 5) — no S-Sale, no P-Purchase.

The Nov 24 print is the pivot — reiterated FY27 EBITDA guide plus specific commentary on hyperscaler-contract mix rebuilds the setup; another EBITDA miss plus continued fiber-order slowdown drops to $250 support.

Agrees with X sentimentAgree with the mixed take — the bullish (adj EPS $5.29 beating $4.40-$4.82 range, revenue $2.006B at top of guide, $150M buyback, inclusion in AI-infrastructure buildout confirmation alongside SMTC datacenter rev +91% and PLAB) and bearish (Q3 EBITDA guide below expectations sending stock -4-5% pre-market, DY joined firms with embargoed release leaks via hacked newswire) both map to real signals; the tape at 30% below 50-day agrees with the bear.

What to watch: Nov 24 earnings — reiterated FY27 EBITDA guide plus specific commentary on hyperscaler-contract mix rebuilds the setup; another EBITDA miss plus continued fiber-order slowdown drops to $250 support.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment9 posts analyzed · as of 2026-08-31

Dycom sentiment is split by a beat-and-raise print colliding with soft Q3 EBITDA guidance. Bulls flag 'insane numbers' — $2.01B revenue, $5.29 EPS, a record $12.2B backlog up 53% YoY, and a fresh $150M buyback — and cite DY alongside SMTC as confirmation the 'AI infrastructure buildout remains healthy.' Bears note shares fell 4–8% premarket on the light outlook, and one poster names it as another earnings-leak from the hacked-newswire thread.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $DY

Partial — software subscription economics provide some insulation from macro cycles; AI integration is the growth catalyst for this segment; Dycom Industries, Inc.

Industry benchmark

18-name peer basket
+44.0%YTD
+55310.0%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 $4.66

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$7.6B$7.5B – $7.8B$16.59$15.90 – $17.107
FY28$8.5B$8.1B – $8.7B$19.97$18.73 – $21.177
FY29$9.5B$9.3B – $9.8B$24.11$23.33 – $24.961
FY30$10.4B$10.2B – $10.7B$28.27$27.35 – $29.261
FY31$11.5B$11.2B – $11.8B$32.88$31.81 – $34.031

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.1.1×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.15%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.-29.8%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.-26.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β1.535-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

No open-market buys or sells in the last 180 days.

+ 39 other (32 awards · 6 inkinds · 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.

3New insider — initial holdingsMar 253
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for DY on 2026-03-25, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 248-K — Item 5.02: Officer or director change
AI summary

DY disclosed a personnel change (8-K Item 5.02, dated 2026-03-24). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

S-3ASRAuto-shelf registrationMar 5S-3ASR
+ 12 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Dycom Sees BEAD Upside in 2027: How Large Is the Opportunity?zacks.com·14h agoDycom vs. MasTec: Which Fiber Infrastructure Stock Is Better?zacks.com·4d agoWhy Dycom Industries Stock Is Plummeting This Weekfool.com·4d agoThese Analysts Cut Their Forecasts On Dycom Industries Following Q2 Resultsbenzinga.com·5d agoDY Q2 Earnings Call Focuses on Fiber Demand and Higher Outlookzacks.com·5d ago

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