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DYDY

Dycom Industries, Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$DY·$12B·Engineering & Construction·Industrials
$418.06+0.7%YTD+22.6%1Y+56.6%
Mentions · last 7 days
2026-07-28: 1 posts2026-07-29: 4 posts2026-07-30: 2 posts2026-07-31: 2 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 5 posts140%
Price updated just now·X counts updated 19h ago
DYDY
$DYDycom Industries, Inc.
$418.06+0.74%14 posts0%
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.

Proven numbersAcceleratingAI verdict · as of 2026-08-04

The move is getting stronger, with heavier trading behind it.

Dycom Industries delivered monster Q1 (+56% rev, record $11.9B backlog, +75% EBITDA) — telecom construction into Aug 26 Q2 earnings.

Dycom Industries is a specialty telecom-infrastructure construction contractor (fiber, wireless, cable network deployment). Q1 FY27 was a 'monster' beat with 56% revenue growth, record $11.9B backlog, and $275M NTI acquisition announced.

  • Q1 FY27 was a step-change: contract revenue grew 56.1% YoY to $1.97B (+24.7% organic) with 14% GM and 7% OM plus $3.05 EPS — real earnings from telecom-infrastructure demand, and 12% TTM OM confirms operating leverage.
  • The record $11.9B backlog plus 2.2x book-to-bill is the durable-growth anchor: total backlog +46.5% YoY with 2.2x book-to-bill means multi-year visibility — real evidence demand is booking into backlog, and FY27 guidance raised to ~38% growth captures the guide.
  • The $275M National Technology Integrators acquisition is real strategic bolt-on: definitive agreement to acquire NTI — real scale-up, meaningful because it expands the telecom-infrastructure services footprint.
  • The Arrowstreet July 26 65,724-share position is real institutional accumulation: fresh position adds — real endorsement matching the +57% T12M tape and the raised FY guidance.

Aug 26 Q2 is the tension breaker. Continued 40%+ growth plus NTI integration and any FY27 guidance update restarts the compounding toward $500; a Q2 miss or a soft H2 commentary and the setup pauses with $340 as support with 45x P/E as the compression risk and 27% downside per one bear.

Agrees with X sentimentX sentiment is bullish on the 'monster' Q1 (rev +56%, backlog +46.5%, adjusted EBITDA +75%) plus the NTI $275M acquisition and raised FY27 guidance; our take agrees on the setup and adds Arrowstreet's institutional accumulation is the specific conviction signal.

What to watch: Aug 26 Q2 print: watch for revenue-growth trajectory (>+40% sustain bar), NTI integration commentary, book-to-bill cadence, FY27 guidance revision, and OM cadence — the sustain signals for the compounding.

On the calendar: 2026-08-26 — Q2 earnings

X sentiment

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

Bullish sentiment18 posts analyzed · as of 2026-06-03

Dycom delivered a 'monster' Q1 FY27 with contract revenue $1.965B (+56.1% / +24.7% organic), adjusted EBITDA $262.5M (+75%), record total backlog up 46.5% to $11.906B and a 2.2x book-to-bill, and raised full-year FY27 revenue guidance to roughly 38% growth at the midpoint. The company also signed a definitive agreement to acquire National Technology Integrators for $275M. The stock gapped up roughly 21% pre-market and is being called 'the physical-layer contractor for the AI economy' on fiber-to-the-home plus data-center electrical construction. The lone bear post flags it as 'significantly overvalued' relative to GF Value at $238.

Read the AI verdict + X sentiment for $DY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • 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

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $DY

Partial — Builds and maintains fiber optic and wireless network infrastructure for major U.S. telecom carriers as a specialty contractor; partial earnings exposure to engineering & construction demand dynamics through its product portfolio.

Industry benchmark

15-name peer basket
+41.4%YTD
+73.1%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
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%
Q2 2025Aug 20, 2025$3.33$2.92+14.0%
Next earningsWed, Aug 26·consensus EPS $4.70

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.0.7×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.55%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.-7.7%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.+7.8%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 today1.6% 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

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

+ 33 other (25 awards · 7 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 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
+ 11 other (3 13Gs · 3 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Will Dycom Industries (DY) Beat Estimates Again in Its Next Earnings Report?zacks.com·1d agoHere's Why Dycom Industries (DY) is a Strong Growth Stockzacks.com·1d agoDycom Industries, Inc. (NYSE:DY) Given Consensus Rating of “Buy” by Brokeragesdefenseworld.net·2d agoDycom: I Still See 27% Downsideseekingalpha.com·6d agoArrowstreet Capital Limited Partnership Purchases 65,724 Shares of Dycom Industries, Inc. $DYdefenseworld.net·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · top 1 · 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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