Summary
Dycom: The Sell-Off Looks Like A Buying Opportunity
Dycom Industries delivered robust Q2 FY2027 results, with revenue up 45.6%, organic growth of 16.7%, and a record $12.24B backlog. Despite strong growth, DY's stock fell due to lower Communications margins, wireless revenue deferral, and Q3 EPS guidance slightly below expectations. Growth catalysts include accelerating fiber-to-the-home, AI/data center-driven long-haul fiber demand, and Building Systems segment expansion, supporting multi-year upside.
Dycom Sees BEAD Upside in 2027: How Large Is the Opportunity?
DY sees BEAD construction ramping in 2027, opening a roughly $17 billion addressable market alongside strong fiber-to-the-home growth.
DY Q2 Earnings Call Focuses on Fiber Demand and Higher Outlook
Dycom raises its fiscal 2027 revenue outlook as fiber, data-center and Building Systems demand offset a $150M wireless revenue deferral.
Dycom Industries Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 40 | $9,301.91 | $16,318.4 | $7,016.49 | 75.43% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 4,272 | $2.16M | $1.74M | -$416,946.72 | -19.3% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 14,959 | $5.07M | $6.11M | $1.04M | 20.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1 | $337.9 | $403.18 | $65.28 | 19.32% |
| RB Robert Bacarella MONETTA FINANCIAL SERVICES Inc. | 60,000 | $1.7M | $24.49M | $22.79M | 1,339.62% |
Dycom Industries Inc. (DY) FAQ
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Dycom Industries Inc. Profile
| Construction & Engineering Industry | Industrials Sector | Daniel S. Peyovich CEO | NYSE Exchange | 267475101 CUSIP |
| US Country | 19,556 Employees | - Last Dividend | 17 Feb 2000 Last Split | 24 Sep 1990 IPO Date |
Overview
Dycom Industries, Inc. stands as a pivotal provider of specialty contracting services catered primarily to the telecommunications infrastructure and utility industries across the United States. Established in 1969, with its headquarters in Palm Beach Gardens, Florida, the company has built a reputation for offering a broad spectrum of engineering and construction services. These services are essential for the development and maintenance of telecommunications networks, including fiber optic, copper, and coaxial cable systems, as well as support for wireless network expansion. Additionally, Dycom extends its services to the construction and maintenance of infrastructure for electric and gas utilities, showcasing its extensive expertise in serving the needs of a diverse array of utility providers.
Products and Services
Dycom Industries, Inc. delivers an expansive range of services, each tailored to meet the intricate demands of the telecommunications and utility sectors. The services include:
- Engineering Services for Telecommunications Providers:
This encompasses the planning and designing of telecom networks, including aerial, underground, and buried fiber optic, copper, and coaxial cable systems. Dycom also offers design services for the deployment of macro cell and new small cell sites, along with program and project management, and inspection personnel services to telecommunications providers.
- Construction, Maintenance, and Installation Services:
These services are provided for telephone companies and cable multiple system operators. They cover an array of operations such as the placement and splicing of copper, fiber, and coaxial cables. Additionally, Dycom undertakes tower construction, lines, and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, not forgetting equipment installation, material fabrication, and site testing services.
- Underground Facility Locating Services:
Dycom offers services for locating underground facilities, including telephone, cable television, power, water, sewer, and gas lines. This is crucial for preventing damage during construction activities and for maintenance purposes.
- Customer Premise Equipment Installation and Maintenance:
This service focuses on the installation and maintenance of equipment like digital video recorders, set top boxes, and modems for cable system operators, ensuring that customers receive uninterrupted service and support.
- Construction and Maintenance Services for Electric and Gas Utilities:
Beyond telecommunications, Dycom provides construction and maintenance services for electric and gas utilities and other customers. This diversification showcases the company's capability to cater to a broad spectrum of infrastructure needs beyond its core telecom service offerings.
