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Side-by-side financial comparison of DILLARD'S, INC. (DDS) and DYCOM INDUSTRIES INC (DY). Click either name above to swap in a different company.

DILLARD'S, INC. is the larger business by last-quarter revenue ($1.5B vs $1.5B, roughly 1.0× DYCOM INDUSTRIES INC). DILLARD'S, INC. runs the higher net margin — 8.8% vs 7.3%, a 1.5% gap on every dollar of revenue. On growth, DYCOM INDUSTRIES INC posted the faster year-over-year revenue change (14.1% vs 2.9%). DYCOM INDUSTRIES INC produced more free cash flow last quarter ($164.8M vs $156.2M). Over the past eight quarters, DYCOM INDUSTRIES INC's revenue compounded faster (23.5% CAGR vs -16.9%).

Dillard's, Inc. is an American department store chain founded in 1938 by William T. Dillard. It is headquartered in Little Rock, Arkansas, and operates approximately 272 stores in 30 states. Currently, the largest number of stores are located in Texas with 57 and Florida with 42.

Quanta Services is a U.S. corporation that provides infrastructure services for the electric power, pipeline, industrial and communications industries. Its capabilities include planning, design, installation, program management, maintenance and repair of most types of network infrastructure. The company has grown organically since its founding, but it has also acquired over 150 companies in the electrical contracting industry. It has provided its services and expertise to many major electrica...

DDS vs DY — Head-to-Head

Bigger by revenue
DDS
DDS
1.0× larger
DDS
$1.5B
$1.5B
DY
Growing faster (revenue YoY)
DY
DY
+11.2% gap
DY
14.1%
2.9%
DDS
Higher net margin
DDS
DDS
1.5% more per $
DDS
8.8%
7.3%
DY
More free cash flow
DY
DY
$8.7M more FCF
DY
$164.8M
$156.2M
DDS
Faster 2-yr revenue CAGR
DY
DY
Annualised
DY
23.5%
-16.9%
DDS

Income Statement — Q3 FY2026 vs Q3 FY2026

Metric
DDS
DDS
DY
DY
Revenue
$1.5B
$1.5B
Net Profit
$129.8M
$106.4M
Gross Margin
43.4%
Operating Margin
11.5%
9.7%
Net Margin
8.8%
7.3%
Revenue YoY
2.9%
14.1%
Net Profit YoY
4.2%
52.4%
EPS (diluted)
$8.31
$3.63

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DDS
DDS
DY
DY
Q4 25
$1.5B
$1.5B
Q3 25
$1.5B
$1.4B
Q2 25
$1.5B
$1.3B
Q1 25
$2.0B
$1.1B
Q4 24
$1.4B
$1.3B
Q3 24
$1.5B
$1.2B
Q2 24
$1.5B
$1.1B
Q1 24
$2.1B
$952.5M
Net Profit
DDS
DDS
DY
DY
Q4 25
$129.8M
$106.4M
Q3 25
$72.8M
$97.5M
Q2 25
$163.8M
$61.0M
Q1 25
$214.4M
$32.7M
Q4 24
$124.6M
$69.8M
Q3 24
$74.5M
$68.4M
Q2 24
$180.0M
$62.6M
Q1 24
$250.5M
$23.4M
Gross Margin
DDS
DDS
DY
DY
Q4 25
43.4%
Q3 25
36.6%
Q2 25
43.9%
Q1 25
34.9%
Q4 24
42.6%
Q3 24
37.6%
Q2 24
44.6%
Q1 24
36.6%
Operating Margin
DDS
DDS
DY
DY
Q4 25
11.5%
9.7%
Q3 25
6.2%
9.5%
Q2 25
14.0%
6.2%
Q1 25
11.7%
4.1%
Q4 24
11.4%
7.2%
Q3 24
6.5%
7.9%
Q2 24
15.2%
6.8%
Q1 24
13.3%
3.3%
Net Margin
DDS
DDS
DY
DY
Q4 25
8.8%
7.3%
Q3 25
4.8%
7.1%
Q2 25
10.7%
4.9%
Q1 25
10.6%
3.0%
Q4 24
8.7%
5.5%
Q3 24
5.0%
5.7%
Q2 24
11.6%
5.5%
Q1 24
11.8%
2.5%
EPS (diluted)
DDS
DDS
DY
DY
Q4 25
$8.31
$3.63
Q3 25
$4.66
$3.33
Q2 25
$10.39
$2.09
Q1 25
$13.41
$1.11
Q4 24
$7.73
$2.37
Q3 24
$4.59
$2.32
Q2 24
$11.09
$2.12
Q1 24
$15.41
$0.79

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DDS
DDS
DY
DY
Cash + ST InvestmentsLiquidity on hand
$1.1B
$110.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.0B
$1.5B
Total Assets
$4.3B
$3.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DDS
DDS
DY
DY
Q4 25
$1.1B
$110.1M
Q3 25
$1.0B
$28.5M
Q2 25
$900.5M
$16.1M
Q1 25
$717.9M
$92.7M
Q4 24
$980.4M
$15.3M
Q3 24
$946.7M
$19.6M
Q2 24
$817.8M
$26.1M
Q1 24
$808.3M
$101.1M
Stockholders' Equity
DDS
DDS
DY
DY
Q4 25
$2.0B
$1.5B
Q3 25
$1.9B
$1.4B
Q2 25
$1.9B
$1.3B
Q1 25
$1.8B
$1.2B
Q4 24
$2.0B
$1.2B
Q3 24
$1.9B
$1.2B
Q2 24
$1.9B
$1.1B
Q1 24
$1.7B
$1.1B
Total Assets
DDS
DDS
DY
DY
Q4 25
$4.3B
$3.3B
Q3 25
$3.7B
$3.2B
Q2 25
$3.9B
$3.1B
Q1 25
$3.5B
$2.9B
Q4 24
$4.1B
$3.1B
Q3 24
$3.7B
$2.8B
Q2 24
$3.9B
$2.6B
Q1 24
$3.4B
$2.5B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DDS
DDS
DY
DY
Operating Cash FlowLast quarter
$186.5M
$220.0M
Free Cash FlowOCF − Capex
$156.2M
$164.8M
FCF MarginFCF / Revenue
10.6%
11.4%
Capex IntensityCapex / Revenue
2.1%
3.8%
Cash ConversionOCF / Net Profit
1.44×
2.07×
TTM Free Cash FlowTrailing 4 quarters
$781.3M
$296.8M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DDS
DDS
DY
DY
Q4 25
$186.5M
$220.0M
Q3 25
$86.8M
$57.4M
Q2 25
$232.6M
$-54.0M
Q1 25
$364.7M
$328.2M
Q4 24
$173.5M
$65.8M
Q3 24
$-68.4M
$-7.5M
Q2 24
$244.4M
$-37.4M
Q1 24
$436.5M
$325.1M
Free Cash Flow
DDS
DDS
DY
DY
Q4 25
$156.2M
$164.8M
Q3 25
$60.1M
$5.8M
Q2 25
$215.8M
$-133.5M
Q1 25
$349.3M
$259.7M
Q4 24
$145.4M
$-8.8M
Q3 24
$-94.3M
$-72.9M
Q2 24
$209.2M
$-79.4M
Q1 24
$408.2M
$267.7M
FCF Margin
DDS
DDS
DY
DY
Q4 25
10.6%
11.4%
Q3 25
4.0%
0.4%
Q2 25
14.1%
-10.6%
Q1 25
17.3%
23.9%
Q4 24
10.2%
-0.7%
Q3 24
-6.3%
-6.1%
Q2 24
13.5%
-6.9%
Q1 24
19.2%
28.1%
Capex Intensity
DDS
DDS
DY
DY
Q4 25
2.1%
3.8%
Q3 25
1.8%
3.8%
Q2 25
1.1%
6.3%
Q1 25
0.8%
6.3%
Q4 24
2.0%
5.9%
Q3 24
1.7%
5.4%
Q2 24
2.3%
3.7%
Q1 24
1.3%
6.0%
Cash Conversion
DDS
DDS
DY
DY
Q4 25
1.44×
2.07×
Q3 25
1.19×
0.59×
Q2 25
1.42×
-0.88×
Q1 25
1.70×
10.05×
Q4 24
1.39×
0.94×
Q3 24
-0.92×
-0.11×
Q2 24
1.36×
-0.60×
Q1 24
1.74×
13.88×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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