DYDYCOM INDUSTRIES INC
Water, Sewer, Pipeline, Comm & Power Line Construction
- Revenue
- $5.5B
- 18% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $296M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear229% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear5% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear24% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.1B | $3.8B | $4.2B | $4.7B | $5.5B | 18% |
| Net income | $49M | $142M | $219M | $235M | $281M | 20% |
| Operating cash flow | $309M | $165M | $259M | $349M | $643M | 84% |
| Capex | $157M | $201M | $218M | $250M | $241M | 3.9% |
| Stock-based comp | $10M | $18M | $25M | $40M | $34M | 15% |
| Buybacks | $106M | $49M | $50M | $66M | $30M | 54% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $551K · 3
- Open-market sells, 12 mo
- $0 · 0
- Net
- $551K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $8M | $20M | 819 | 154 |
| FY2025 | — | — | 433 | 161 |
| FY2024 | $7M | $9M | 258 | 115 |
| FY2023 | $7M | $9M | 208 | 203 |
| FY2022 | $5M | $4M | 190 | 150 |