In conjunction with our review of DY's FQ2 results, we have made the decision to discontinue ongoing research coverage of Dycom Industries. Please access our final thoughts and review of DY's 2Q result using the following link:
Please use the following link to access our thoughts on DY's Q1 reported yesterday:
Attached please find the results of our recent diligence conversations, as well as any of Antrim's reactions to earnings which did not merit a standalone report.
We are initiating coverage of Dycom Industries (NYSE:DY - $71.02) with a critical view of the industry's growth trajectory, the company's pricing power, margins, and cash flow metrics. Please use the following link to download our initiation report.