Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

DYCOM INDUSTRIES INC
Next earnings Aug 18, 2026 (before open) · consensus $4.76 EPS, $2.02B rev
Last earnings +25.8% on 2026-05-27
Dycom rides fiber and data-center buildout with 18% revenue growth, but a 47.8x P/E and a debt-funded balance sheet temper the case.
Sources: SEC EDGAR (CIK 0000067215, latest 10-Q filed 2026-05-28) · EODHD · analysis by claude-code · as of 6/21/2026, 8:43:18 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~22% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Dycom is a leading US specialty contractor for digital infrastructure — fiber-to-the-home, hyperscaler data-center builds, and wireless modernization — and the secular demand backdrop is exactly what the 10-K describes: data-intensive AI and cloud compute driving extensive wireline and electrical infrastructure expansion. The financials confirm the momentum: FY2026 revenue grew 17.9% to $5.55B and net income rose 20.5% to $281M, capping a multi-year ramp from $3.13B revenue and just $48.6M net income in FY2022. Operating cash flow surged 84% to $643M and ROE is a healthy 15.1%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $3.13B | $3.81B | $4.18B | $4.70B | $5.55B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $48.6M | $142M | $219M | $233M | $281M |
| Diluted EPS | $1.57 | $4.74 | $7.37 | $7.92 | $9.56 |
| Net margin | 1.6% | 3.7% | 5.2% | 5.0% | 5.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-02 | Fritzsche Jennifer M Director | Gift | 100.00 | |
| 2026-05-28 | Fritzsche Jennifer M Director | Award | 331.00 | |
| 2026-05-28 | Sykes Richard K Director | Award | 331.00 | |
| 2026-05-28 | Sykes Richard K Director | Award | 142.00 | |
| 2026-05-28 | Pruitt Peter T Jr Director | Award | 331.00 | |
| 2026-05-28 | Gertel Eitan Director | Award | 331.00 | |
| 2026-05-28 | Skillern Raejeanne Director | Award | 331.00 | |
| 2026-05-28 | Sabater Carmen M Director | Award | 331.00 | |
| 2026-05-28 | LeClair Stephen O Director | Award | 331.00 |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.