DYCOM INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $299.12, DYCOM INDUSTRIES, INC. (DY) is priced for +24.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• One customer now supplies a quarter of the work: AT&T accounted for 25.4% of contract revenues in fiscal 2026, against 20.1% and 16.9% in the two years before it, and the four largest customers together account for well over half. • Backlog is moving the right way: Communications backlog stood at 8,333.5 million dollars at January 31, 2026 against 7,759.9 million a year earlier, with the portion expected inside twelve months rising to 5,249.6 million from 4,642.5 million. • Results are next du
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500 institutional managers reported holding DY in 13F filings for the quarter ended 2026-03-31. 83 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DY has cut its share count 1.5% over the past five years, spending $336.35M on repurchases. It pays no dividend. Cash returned over the past three years: $161.19M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at DY over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-25 | -3.2% | -14.2% |
| 2023-11-23 | +0.4% | +11.5% |
| 2024-03-02 | +3.2% | +14.0% |
| 2024-05-24 | +7.5% | -1.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DY's latest 8-K filings: 2026-08-26 (items 2.02, 9.01); 2026-08-25 (items 5.02); 2026-08-04 (items 5.02, 9.01); 2026-06-01 (items 5.02, 5.07); 2026-05-27 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.