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Side-by-side financial comparison of Dexcom (DXCM) and DYCOM INDUSTRIES INC (DY). Click either name above to swap in a different company.

DYCOM INDUSTRIES INC is the larger business by last-quarter revenue ($1.5B vs $1.3B, roughly 1.2× Dexcom). Dexcom runs the higher net margin — 21.2% vs 7.3%, a 13.9% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs 14.1%). Over the past eight quarters, DYCOM INDUSTRIES INC's revenue compounded faster (23.5% CAGR vs 12.0%).

Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.

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...

DXCM vs DY — Head-to-Head

Bigger by revenue
DY
DY
1.2× larger
DY
$1.5B
$1.3B
DXCM
Growing faster (revenue YoY)
DXCM
DXCM
+7.4% gap
DXCM
21.6%
14.1%
DY
Higher net margin
DXCM
DXCM
13.9% more per $
DXCM
21.2%
7.3%
DY
Faster 2-yr revenue CAGR
DY
DY
Annualised
DY
23.5%
12.0%
DXCM

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
DXCM
DXCM
DY
DY
Revenue
$1.3B
$1.5B
Net Profit
$267.3M
$106.4M
Gross Margin
62.9%
Operating Margin
25.6%
9.7%
Net Margin
21.2%
7.3%
Revenue YoY
21.6%
14.1%
Net Profit YoY
153.6%
52.4%
EPS (diluted)
$0.67
$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
DXCM
DXCM
DY
DY
Q1 26
$1.3B
Q4 25
$1.3B
$1.5B
Q3 25
$1.2B
$1.4B
Q2 25
$1.2B
$1.3B
Q1 25
$1.0B
$1.1B
Q4 24
$1.1B
$1.3B
Q3 24
$994.2M
$1.2B
Q2 24
$1.0B
$1.1B
Net Profit
DXCM
DXCM
DY
DY
Q1 26
$267.3M
Q4 25
$267.3M
$106.4M
Q3 25
$283.8M
$97.5M
Q2 25
$179.8M
$61.0M
Q1 25
$105.4M
$32.7M
Q4 24
$151.7M
$69.8M
Q3 24
$134.6M
$68.4M
Q2 24
$143.5M
$62.6M
Gross Margin
DXCM
DXCM
DY
DY
Q1 26
62.9%
Q4 25
62.9%
Q3 25
60.5%
Q2 25
59.5%
Q1 25
56.9%
Q4 24
58.9%
Q3 24
59.7%
Q2 24
62.4%
Operating Margin
DXCM
DXCM
DY
DY
Q1 26
25.6%
Q4 25
25.6%
9.7%
Q3 25
20.1%
9.5%
Q2 25
18.4%
6.2%
Q1 25
12.9%
4.1%
Q4 24
17.0%
7.2%
Q3 24
15.3%
7.9%
Q2 24
15.7%
6.8%
Net Margin
DXCM
DXCM
DY
DY
Q1 26
21.2%
Q4 25
21.2%
7.3%
Q3 25
23.5%
7.1%
Q2 25
15.5%
4.9%
Q1 25
10.2%
3.0%
Q4 24
13.6%
5.5%
Q3 24
13.5%
5.7%
Q2 24
14.3%
5.5%
EPS (diluted)
DXCM
DXCM
DY
DY
Q1 26
$0.67
Q4 25
$0.67
$3.63
Q3 25
$0.70
$3.33
Q2 25
$0.45
$2.09
Q1 25
$0.27
$1.11
Q4 24
$0.37
$2.37
Q3 24
$0.34
$2.32
Q2 24
$0.35
$2.12

Balance Sheet & Financial Strength

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

Metric
DXCM
DXCM
DY
DY
Cash + ST InvestmentsLiquidity on hand
$917.7M
$110.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.7B
$1.5B
Total Assets
$6.3B
$3.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DXCM
DXCM
DY
DY
Q1 26
$917.7M
Q4 25
$917.7M
$110.1M
Q3 25
$1.8B
$28.5M
Q2 25
$1.2B
$16.1M
Q1 25
$904.9M
$92.7M
Q4 24
$606.1M
$15.3M
Q3 24
$621.2M
$19.6M
Q2 24
$939.2M
$26.1M
Stockholders' Equity
DXCM
DXCM
DY
DY
Q1 26
$2.7B
Q4 25
$2.7B
$1.5B
Q3 25
$2.7B
$1.4B
Q2 25
$2.6B
$1.3B
Q1 25
$2.3B
$1.2B
Q4 24
$2.1B
$1.2B
Q3 24
$2.0B
$1.2B
Q2 24
$2.4B
$1.1B
Total Assets
DXCM
DXCM
DY
DY
Q1 26
$6.3B
Q4 25
$6.3B
$3.3B
Q3 25
$7.5B
$3.2B
Q2 25
$7.3B
$3.1B
Q1 25
$6.8B
$2.9B
Q4 24
$6.5B
$3.1B
Q3 24
$6.4B
$2.8B
Q2 24
$6.8B
$2.6B

Cash Flow & Capital Efficiency

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

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

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DXCM
DXCM
DY
DY
Q1 26
Q4 25
$294.0M
$220.0M
Q3 25
$659.9M
$57.4M
Q2 25
$303.0M
$-54.0M
Q1 25
$183.8M
$328.2M
Q4 24
$301.4M
$65.8M
Q3 24
$199.5M
$-7.5M
Q2 24
$279.4M
$-37.4M
Free Cash Flow
DXCM
DXCM
DY
DY
Q1 26
Q4 25
$192.1M
$164.8M
Q3 25
$579.4M
$5.8M
Q2 25
$208.9M
$-133.5M
Q1 25
$96.8M
$259.7M
Q4 24
$176.8M
$-8.8M
Q3 24
$88.3M
$-72.9M
Q2 24
$213.3M
$-79.4M
FCF Margin
DXCM
DXCM
DY
DY
Q1 26
Q4 25
15.3%
11.4%
Q3 25
47.9%
0.4%
Q2 25
18.1%
-10.6%
Q1 25
9.3%
23.9%
Q4 24
15.9%
-0.7%
Q3 24
8.9%
-6.1%
Q2 24
21.2%
-6.9%
Capex Intensity
DXCM
DXCM
DY
DY
Q1 26
Q4 25
8.1%
3.8%
Q3 25
6.7%
3.8%
Q2 25
8.1%
6.3%
Q1 25
8.4%
6.3%
Q4 24
11.2%
5.9%
Q3 24
11.2%
5.4%
Q2 24
6.6%
3.7%
Cash Conversion
DXCM
DXCM
DY
DY
Q1 26
Q4 25
1.10×
2.07×
Q3 25
2.33×
0.59×
Q2 25
1.69×
-0.88×
Q1 25
1.74×
10.05×
Q4 24
1.99×
0.94×
Q3 24
1.48×
-0.11×
Q2 24
1.95×
-0.60×

Financial Flow Comparison

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

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