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Dycom Industries, Inc. (NYSE: DY) Quarterly Earnings Preview

  • Dycom Industries, Inc. (NYSE:DY) is expected to report significant growth in both revenue and EPS, driven by AI and fiber buildout.
  • The company has consistently surpassed earnings estimates, with an average beat of 22.4% over the last four quarters.
  • Financial ratios such as a P/E ratio of approximately 33.10, and a strong financial position with a debt-to-equity ratio of about 0.84, highlight Dycom's market stability and investor confidence.

Dycom Industries, Inc. (NYSE:DY), a leading provider of specialty contracting services primarily to the telecommunications industry, is set to release its quarterly earnings on November 19, 2025. Wall Street is estimating an earnings per share (EPS) of $3.15 and projected revenue of approximately $1.41 billion. Dycom's consistent performance in surpassing earnings estimates has been a notable trend.

In the previous quarter, Dycom exceeded the Zacks Consensus Estimate by 16.4%, with a 35.4% increase in earnings compared to the same period last year. Despite a 14.5% year-over-year rise in contract revenues, they fell short of the consensus mark by 1.3%. However, Dycom has consistently outperformed earnings estimates over the last four quarters, with an average beat of 22.4%.

The company is expected to experience double-digit growth in both revenue and EPS for the third quarter, driven by the strength in AI and fiber buildout. Margins are anticipated to expand as operating leverage and additional revenues help counterbalance higher compensation costs. Dycom's backlog is projected to increase significantly, enhancing demand visibility in the AI and telecommunications sectors.

Wall Street analysts forecast a 17.5% increase in EPS compared to the same period last year, with revenues expected to reach $1.4 billion, reflecting a 10.1% rise from the previous year's quarter. The stability in earnings estimates over the past 30 days indicates that analysts have not revised their initial projections, which is crucial for investor confidence and stock price stability.

Dycom Industries has a price-to-earnings (P/E) ratio of approximately 33.10, indicating investor willingness to pay for each dollar of earnings. The company's price-to-sales ratio is about 1.73, and the enterprise value to sales ratio is around 1.95. With a debt-to-equity ratio of approximately 0.84 and a current ratio of about 3.16, Dycom demonstrates a strong financial position, capable of covering its short-term liabilities.