Dycom Industries (DY)
Builds fiber, wireless, utility, and data-center electrical infrastructure across the United States.
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Builds, installs, and maintains fiber, wireless, utility, and data-center infrastructure across the United States. Communications serves telecom and utility customers, while Building Systems handles electrical, energy-management, security, and fire-safety systems; contract volumes depend on project awards and customer capital-spending plans.
Builds and maintains digital, telecommunications, and utility infrastructure across the United States through Communications and Building Systems. Communications plans, engineers, constructs, locates, and maintains aerial, underground, wireline, and wireless networks, plus selected electric and gas utility systems.
Building Systems installs electrical, energy-management, security, and fire-safety systems for data centers and other critical facilities. A decentralized network of 38 operating companies keeps field operations and customer service local while corporate teams centralize risk management, treasury, information technology, and major equipment approvals.
Earns contract revenue as work is performed under master service agreements and work orders. Revenue is concentrated among large telecommunications customers, and many agreements commit no minimum service volume. Customer capital budgets, permitting, contractor licensing, workplace-safety rules, and weather shape project timing.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | KeyBanc | Reiterate | Rating: —Target: $423 | Target: $429 |
| Sep 3, 2026 | Raymond James | Target | Target: $610 | Target: $375 |
| Aug 27, 2026 | Cantor Fitzgerald | Reiterate | Rating: —Target: $654 | Target: $476 |
| Aug 27, 2026 | Wells Fargo | Reiterate | Rating: —Target: $550 | Target: $476 |
| Aug 27, 2026 | UBS | Reiterate | Rating: —Target: $611 | Target: $525 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $340.1M · Total debt $3.05B · Total assets $6.54B · Shareholders' equity $2.06B
- Revenue
- $2.01B
- Operating income
- $192.0M
- Net income
- $115.6M
No dividends on record.
| Institutions | ≈ 91.76% | 27.67M shares | |
|---|---|---|---|
| 647 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.97% | 2.10M shares | |
| 20 holders · as of Sep 9, 2026 | |||
| Other | ≈ 1.27% | 385.1K shares | |
| remainder | |||
30.16M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Peconic Partners LLCInstitution | 14.73% | 4.44M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.93% | 2.99M | as of Jun 30, 2026 |
National Rural Electric Cooperative Association ("NRECA") (53-0116145)Insider | 5.66% | 1.71M | filed Feb 14, 2017 |
Vanguard Capital Management LLCInstitution | 4.49% | 1.35M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.24% | 1.28M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | Daniel S. Peyovich | officer: President & CEO | +850 | $296.76 |
| Sep 1, 2026 | David Joseph Fallon | director | +700 | $286.92 |
| Jan 9, 2026 | Eitan Gertel | director | −3,645 | $345.62 |
- MasTec
Dominant head-to-head rival in carrier fiber and 5G wireless site construction.
- Quanta Services
Largest US specialty contractor; telecom and data-center electrical overlap.
- EMCOR Group
Electrical and mechanical construction giant with $4.46B data-center RPO.
- Comfort Systems USA
MEP contractor; 45% data-center mix and $11.94B backlog in hyperscaler builds.
- MYR Group
Top-5 electrical contractor competing directly on data-center electrical.
- Primoris Services
Specialty contractor competing on fiber, 5G, and power-delivery construction.
- IES
Data-center electrical and communications infrastructure contractor.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dycom Industries | $286.13 | −1.86% | $8.76B | 26.6 | 16.5 | 1.3 | +45.6% |
| MasTec | $225.55 | +1.19% | $17.90B | 35.6 | 20.3 | 1.1 | +23.4% |
| Quanta Services | $646.02 | +0.53% | $96.61B | 73.6 | 35.9 | 2.9 | +41.1% |
| EMCOR Group | $756.43 | −0.17% | $33.42B | 23.7 | 21.7 | 1.8 | +19.8% |
| Comfort Systems USA | $1,616.18 | −1.01% | $57.46B | 40.2 | 30.6 | 5.1 | +50.3% |
| MYR Group | $288.73 | +0.10% | $4.49B | 27.4 | 22.5 | 1.1 | +20.2% |
| Primoris Services | $76.00 | −1.18% | $4.17B | 30.3 | 19.1 | 0.6 | −10.7% |
| IES | $320.34 | −0.42% | $12.82B | 28.6 | 25.5 | 3.2 | +39.6% |
| Median | 30.3 | 22.5 | 1.8 | +23.4% |