Dycom Industries (DY)

Company Profile

Dycom is a leading provider of specialty contracting services throughout the United States. These services include program management; planning; engineering and design; aerial, underground, and wireless construction; maintenance; and fulfillment services for telecommunications providers. Additionally, Dycom provides underground facility locating services for various utilities, including telecommunications providers, and other construction and maintenance services for electric and gas utilities.

Company profile

Ticker

Exchange

NYSE

Website

www.dycomind.com

CEO

Steven Nielsen

Incorporated

Florida

Location

Florida

Fiscal year end

Jan 28

Sector

Construction > Water and Sewer Line and Related Structures Construction

Industry (SIC)

Water, Sewer, Pipeline, Comm & Power Line Construction

Mastec • Preformed Line Products • MYR • Energy Services of America • Goldfield • Primoris Services • Originclear • QualTek Services ...

SEC CIK

0000067215

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Ansco & Associates, LLC • Blair Park Services, LLC • Broadband Express, LLC • C-2 Utility Contractors, LLC • CableCom, LLC • Cavo Broadband Communications, LLC • CertusView Technologies, LLC • Communications Construction Group, LLC • Dycom Capital Management, Inc. • Dycom Corporate Identity, Inc. ...

IRS number

591277135

DY stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$118.00

Low target

$105.00

High target

$125.00

Latest filings (excl ownership)

View all

8-K

Investor Presentation March 2023 1

3 Mar 23

Regulation FD Disclosure

1 Mar 23

8-K

Dycom Industries, Inc. Announces Fiscal 2023 Fourth Quarter and Annual Results

23 Nov 22

Regulation FD Disclosure

22 Nov 22

8-K

Investor Presentation November 2022 1

22 Nov 22

8-K

Dycom Industries, Inc. Announces Fiscal 2023 Third Quarter Results

22 Nov 22

8-K

Dycom Industries, Inc. Appoints Jason T. Lawson As Vice President and Chief Human Resources Officer

11 Oct 22

8-K

Investor Presentation August 2022 1

25 Aug 22

Transcripts

View all

Earnings call transcript

2023 Q4

1 Mar 23

Earnings call transcript

2023 Q3

22 Nov 22

Earnings call transcript

2023 Q2

24 Aug 22

Earnings call transcript

2023 Q1

25 May 22

Earnings call transcript

2022 Q4

2 Mar 22

Earnings call transcript

2022 Q3

23 Nov 21

Earnings call transcript

2022 Q2

1 Sep 21

Earnings call transcript

2022 Q1

25 May 21

Earnings call transcript

2021 Q4

3 Mar 21

Earnings call transcript

2021 Q3

24 Nov 20

Latest ownership filings

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ALLIANCEBERNSTEIN L.P.

Financial summary

Financial statements Chart DY financial data

Quarter (USD)	Jan 23	Oct 22	Jul 22	Apr 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 23	Jan 22	Jan 21	Jan 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	225.99 mm	225.99 mm	225.99 mm	225.99 mm	225.99 mm	225.99 mm
Cash burn (monthly)	(no burn)	7.21 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	13.31 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	212.68 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	29.5	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2022

DY institutional ownership history Ownership history

57.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	256	270	-5.2%
Opened positions	33	47	-29.8%
Closed positions	47	19	+147.4%
Increased positions	87	83	+4.8%
Reduced positions	101	108	-6.5%

13F shares	Current	Prev Q	Change
Total value	2.63 tn	2.52 bn	+104059.5%
Total shares	28.48 mm	26.40 mm	+7.9%
Total puts	94.20 k	80.50 k	+17.0%
Total calls	59.30 k	76.30 k	-22.3%
Total put/call ratio	1.6	1.1	+50.6%

Largest owners	Shares	Value	Change
BLK Blackrock	3.31 mm	$310.01 bn	+4.5%
Vanguard	2.79 mm	$260.73 bn	+1.2%
Peconic Partners	2.52 mm	$235.86 bn	+1.5%
Alliancebernstein	1.73 mm	$161.81 bn	+43.5%
Dimensional Fund Advisors	1.09 mm	$101.35 bn	-14.0%
PFG Principal Financial Group Inc - Registered Shares	1.04 mm	$97.72 bn	-1.7%
STT State Street	947.82 k	$88.72 bn	NEW
Millennium Management	883.49 k	$81.92 bn	+149.4%
Citadel Advisors	743.15 k	$69.56 bn	+103.8%
FMR	704.49 k	$65.94 bn	-2.9%

Largest transactions	Shares	Bought/sold	Change
STT State Street	947.82 k	+947.82 k	NEW
Millennium Management	883.49 k	+529.18 k	+149.4%
Alliancebernstein	1.73 mm	+524.29 k	+43.5%
Citadel Advisors	743.15 k	+378.51 k	+103.8%
Norges Bank	338.10 k	+338.10 k	NEW
Point72 Asset Management	0.00	-320.70 k	EXIT
ACK Asset Management	415.00 k	+285.00 k	+219.2%
Honeycomb Asset Management	0.00	-200.00 k	EXIT
Dimensional Fund Advisors	1.09 mm	-178.36 k	-14.0%
Alyeska Investment	169.02 k	+169.02 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

DY insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Jan 23	Jennifer M Fritzsche	Common Stock	Grant	Acquire A	No	No	92.17	114	10.51 k	6,027
30 Jan 23	Carmen M Sabater	Common Stock	Grant	Acquire A	No	No	92.71	106	9.83 k	2,386
30 Jan 23	Stephen C Robinson	Common Stock	Grant	Acquire A	No	No	92.71	106	9.83 k	2,920
6 Jan 23	Daniel S Peyovich	Common Stock	Payment of exercise	Dispose F	No	No	93.43	1,087	101.56 k	22,680
21 Dec 22	Sykes Richard K	Common Stock	Sell	Dispose S	Yes	No	92.35	2,000	184.70 k	0