
What smart money is saying about Dycom Industries
1 fund in our archive has pitched Dycom Industries — most recently Reaves W H & CO Long Term Value Strategy in June 2026.
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites. It also provides construction, maintenance, and installation services, such as placement and splicing of copper, fiber, and coaxial cables; tower construction, lines and antenna installation, foundation and equipment pad construction, and small cell site placement for wireless carriers, as well as equipment installation and material fabrication, and site testing services; underground facility locating services, including locating telephone, cable television, power, water, sewer, and gas lines for utility companies; installation and maintenance of customer premise equipment for electric and gas utilities, and other customers. Dycom Industries, Inc. was incorporated in 1969 and is based in West Palm Beach, Florida.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Dycom Industries, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 1 |
| Q2 2025 | 2 | 0 | 0 | 0 |
Fund activity · 4 positions
- September 2026
“Top 5 Detractors in Q3 Symbol Portfolio Impact net(basis points) Corning GLW -171 bps Dycom Industries DY -120 bps DT Midstream DTM -106 bps Talen Energy TLN -81 bps NiSource NI -80 bps”
Dycom Industries - June 2026
“DY: Dycom Industries produced an exceptionally strong quarter that came in well ahead of expectations.”
Dycom Industries - June 2025
“Dycom Industries, Inc. (DY), a leading provider of engineering and construction services to the telecommunications and utility industries, was a top contributor in the Small Cap strategy in the second quarter.”
Dycom Industries - June 2025
“• Dycom Industries (DY), a provider of engineering and construction services to the telecommunications and cable television industries, benefitted from continued growth in its core business, funding tailwinds, and expanding margins as demand for wireline services continues to grow. We maintain our position as we believe the company remains well positioned for longer-term growth alongside secular trends for expanding fiber deployments to support faster broadband connectivity speeds and opportunities to deploy fiber to rural or underserved areas across the country.”
Dycom Industries
Fund coverage · 1 thesis
Dycom Industries is benefiting from strong fiber deployment demand, expanding data center projects, improving margins, and an attractive valuation.
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