“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 ↗
Dycom Industries, Inc.
DY
You’ve read what changed. Here’s whether the market is confirming it.
Market read
Dycom Industries, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- 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.
Research brief
The story so far
No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- 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
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- 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.
- Input and raw-material costs has repeated adverse evidence across 4 filings.
- Labor availability and costs has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
307.66Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“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 ↗
“Labor and subcontracted labor costs decreased 2.2% primarily due to the mix of work performed.”10-Q · Aug 27, 2026 ↗
“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.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 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 High-Beta Risk-On. 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.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.