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Applied Fundamental Research LLC trimmed its holdings in shares of Dycom Industries, Inc. (NYSE: DY) by 35.3% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 34,972 shares of the construction company's stock after selling 19,046 shares during the
Data center and power demand, along with mission-critical projects, give these construction stocks, like FIX, MTZ, PWR, EME and DY, strong growth momentum.
Growth in telecom, data centers and energy to aid EME, MTZ, DY, PRIM & ORN in the Zacks Building Products - Heavy Construction industry.
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Dycom Industries (DY) reported earnings 30 days ago. What's next for the stock?
Dycom Industries (DY) is positioned for robust, multi-year growth driven by accelerating fiber-to-the-home (FTTH), long-haul, and middle-mile deployments. DY forecasts FY 2027 revenues of $6.85–$7.15 billion, a 27% YoY increase, with continued adjusted EBITDA margin expansion expected. Customer concentration risk is elevated, as AT&T and Verizon together account for roughly 36% of revenue, posing significant downside if lost.
DY plans a 49-acre Georgia training hub to expand telecom technician skills as digital infrastructure demand increases and fiscal 2027 revenue may climb 29%.
Dycom Industries Inc. DY reported stellar results for the fourth quarter of fiscal 2026 (ended Jan. 31). Adjusted earnings and contract revenues surpassed the Zacks Consensus Estimate and grew year over year.
Dycom Industries, Inc. (DY) Q4 2026 Earnings Call Transcript
Dycom Industries (DY) came out with quarterly earnings of $2.03 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $1.17 per share a year ago.