Feed / DY

Dycom Industries, Inc.

DY

Industrials · 273.83 +1.3% today

Isolated · not yet confirmedMarket checked 2 Oct, 15:55 GMT-4

Market read

No connected market move is active around Dycom Industries, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+1.3% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Six-month interest expense increased to $73.5 million from $29.6 million as outstanding borrowings rose.
  • Labor and subcontracted labor costs decreased 2.2%, but Dycom says work mix also affected income before taxes and reported margin.

Invalidation: The isolated read changes if DY's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Engineering & Construction

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Six-month interest expense increased to $73.5 million from $29.6 million as outstanding borrowings rose.
  • Labor and subcontracted labor costs decreased 2.2%, but Dycom says work mix also affected income before taxes and reported margin.

Company research

Understand the business, not just the ticker

As of Oct 3, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations343
Usable filing statements74
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +17.9% year over year.
  • Operating cash flow covered net income at 2.28x in the latest annual period.
  • Credit and interest rates has repeated favorable evidence across 5 filings.
Evidence challenging the case
  • Input and raw-material costs has repeated adverse evidence across 4 filings.
  • Labor availability and costs has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Oct 2, 2026

273.83
6m-21.3%12m-6.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-29$3.1B-2.1%$1.57-3.9%
2023-01-28$3.8B+21.7%$4.74-2.7%
2024-01-27$4.2B+9.6%$7.37-1.0%
2025-01-25$4.7B+12.6%$7.92-0.7%
2026-01-31$5.5B+17.9%$9.56-0.2%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
“Interest expense, net was $38.0 million and $15.6 million during the three months ended August 1, 2026 and July 26, 2025, respectively and $73.5 million and $29.6 million during the six months ended August 1, 2026 and July 26, 2025, respectively, as a result…”
10-Q · Aug 27, 2026 ↗
Demand and volumenegative · 5 filings
“Contract revenue estimates reflected in our backlog can be subject to change due to a number of factors, including contract cancellations or changes in the amount of work we expect to be performed under a contract.”
10-Q · Aug 27, 2026 ↗
Input and raw-material costsnegative · 4 filings
“Labor and subcontracted labor costs decreased 2.2% primarily due to the mix of work performed.”
10-Q · Aug 27, 2026 ↗
Labor availability and costsnegative · 4 filings
“Labor and subcontracted labor costs decreased 2.2% primarily due to the mix of work performed.”
10-Q · Aug 27, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

273.83+1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 2 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DY. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DY. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depended on by

PRIMPrimoris Services CorporationcompetitorFeb 24, 2026 ▾

“For example, competitors in our utilities markets include Quanta Services, Inc., Dycom Industries, MYR Group, and MasTec, Inc.; competitors in our industrial markets include PCL, Kiewit, Performance Contractors, and Boh Brothers; competitors in the renewables…”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DY is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for DY; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.