Dycom Industries (DY)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-09-04
Research Workspace
Put DY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Non-GAAP Adjusted EBITDA reaches at least $284 million in Q2 2026: Q2 FY27 EBITDA $293.5M vs $284M target.
View ThesisRevenue growth is accelerating — up about 30% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 46% in its worst 12-month stretch.
View RiskDycom needs strong revenue growth to justify its current price. The company raised its fiscal 2027 revenue guidance to $7.48 billion to $7.66 billion. Revenue grew 46% year over year, and the last quarter beat expectations. Dycom trades at 20× P/E, below the peer median of 42×. This suggests the price reflects less growth than expected. The primary risk is the potential for future guidance cuts. If guidance is lowered, it could hurt the stock. Peer multiples imply a price about 34% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. DY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering DY (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for DY in the last 4 months.
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Compare DY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| DY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put DY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Expand capabilities through acquisitions
Acquisitions raise concerns about organic growth sustainability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $300.23
The last 12 months of price, then the range of analyst 12-month targets from today’s $300.23.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Threatens: Increase fiscal 2027 revenue guidance
Revenue guidance reduction impacts growth expectations.

Advances: Increase fiscal 2027 revenue guidance
Q2 beat indicates strong revenue growth potential.

Advances: Increase fiscal 2027 revenue guidance
Earnings and revenues exceeding estimates support growth outlook.

Earnings drop signals potential revenue guidance issues.

Advances: Expand capabilities through acquisitions
AI moves enhance capabilities, aligning with acquisition goals.
Price target increase suggests positive revenue outlook.
Earnings beat indicates strong performance, supports revenue growth.