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.
