DYCOM INDUSTRIES INC (DY)
Industrials · Specialized industrial services contracting / Utility construction services · NYSE
Dycom Industries is a specialized industrial services contractor providing underground and construction services, utility asset management, and infrastructure maintenance across telecommunications, energy, and water sectors.
What DYCOM INDUSTRIES INC does
Dycom Industries provides specialized contracting services including underground utility construction, communications infrastructure installation, water utility services, and industrial maintenance. The company operates through two main segments: Communications and Utility and Other, serving telecommunications carriers, natural gas utilities, water utilities, and other infrastructure operators. Dycom employs approximately 10,000+ employees and operates a large fleet of specialized vehicles and equipment to perform field services including directional boring, trenching, splicing, and other infrastructure work. The company has grown revenues significantly through organic growth and strategic acquisitions.
Themes: ["Utility infrastructure construction and maintenance","Telecommunications infrastructure deployment","Underground utility services","Energy sector services","Water utility operations"]
Fundamentals
- Price$425.72 as of 2026-07-10 close
- Market cap$12.8B as of 2026-07-12
- 1-year return+70.1% as of 2026-07-10 close
- P/E41.05 as of 2026-07-12
- Net margin+5.0% as of 2026-07-12
- Gross margin+20.5% as of 2026-07-12
- ROE+18.9% as of 2026-07-12
- Debt / equity1.49 as of 2026-07-12
- Revenue growth (YoY)+29.8% as of 2026-07-12
- Revenue CAGR (3y)+13.3% SEC XBRL
- Beta1.52 as of 2026-07-12
Key risks (from latest filing)
["Dependence on major telecommunications and utility customers; customer concentration risk and potential loss of significant contracts could materially reduce revenues","Regulatory compliance risks including OSHA workplace safety requirements, environmental regulations related to underground work near hazardous substances, and contractor licensing requirements","Capital intensity and fleet management; significant investments required in specialized equipment and vehicles; depreciation and maintenance costs impact margins"]
Competitors & peers
- Quanta Services (PWR)
- Anixter International
- MasTec (MTZ)
- Willbros Group
- Superior Energy Services
Fundamentals: Finnhub, as of 2026-07-12. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.