Added to YB: 2025-12-09
Pitch date: 2025-12-05
DY [bullish]
Dycom Industries, Inc.
-2.53%
current return
Author Info
No bio for this author
Company Info
Dycom Industries, Inc. provides specialty contracting services to the telecommunications infrastructure and utility industries in the United States.
Market Cap
$10.3B
Pitch Price
$354.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.23
P/E
35.06
EV/Sales
2.17
Sector
Construction and Engineering
Category
growth
Dycom Write-up w/Mgmt Analysis ($DY)
DY: Specialty telecom contractor positioned on multi-year US fiber & AI data center build cycle. Record Q3 revenue $1.45B (+14% YoY), 15.1% EBITDA margin. $8.2B backlog. $1.95B Power Solutions acquisition adds data center electrical platform, targets ~25% EPS accretion FY27. Bull case: FTTH, BEAD, hyperscaler fiber demand. Risks: 30x+ FY26 P/E, customer concentration, integration execution.
Read full article (28 min)