Who are Dycom Industries Inc's customers?

7 disclosed: AT&T Inc., Comcast Corporation, Lumen Technologies Inc. and 4 more.

DYNYSEWater, Sewer, Pipeline, Comm & Power Line Construction

Dycom Industries Inc

226.99

Closed16:00 ET

Open234.61Volume636,319Mkt cap$6.9BP/E20.47EPS11.09

Day224.26 – 234.6126%52-wk215.28 – 566.473%

Dycom Industries Inc

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±10.1%implied · straddle

204.66250.74

spot 227.70exp Nov 20ATM strike 230ATM straddle 27.10IV 62%

Oct 30 close

Expected move

Inputs

Next report

Nov 18

before open · in 18 days

est.Q3 FY27

Earnings

Next report

Last report

−11.62%

vs ±15.5% implied · ×0.75

shaded = implied · ▲▼ = realized

Aug 26 '26 · confirmed4 of 8 at or beyond implied

History

Linked news

2dVZ · customerVerizon posts Q3 net income $5,320 million, diluted EPS $1.25; revenue $34,313 million
3dCHTR · customerCharter declares $0.43750001 quarterly preferred dividend; interim CFO pay set
8dT · customerStocks making the biggest moves premarket: AT&T, SpaceX, Moderna, Deckers, Bloom Energy and more

News

Largest filed tie

13F top-10 QoQ

−6.04%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

620 managers

Top fund weight

0.42%

DY weight · MDY

N-PORTJun 30 '26

4 funds

Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies Dycom Industries, and who buys from it

Dycom Industries has 0 disclosed suppliers and 7 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Mar 9 '26

Sources

—

← Buys from

CHTR

CMCSA

LUMN

Brightspeedunlisted

Frontier Communicationsunlisted

Sells to →

Suppliers0Customers7

—

CHTR

CMCSA

LUMN

Brightspeedunlisted

Frontier Communicationsunlisted

suppliercustomerunlisted2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 11:11 ETSources

Supply chain

SEC EDGAR

Sources for DY relationships

SEC EDGAR · verbatim disclosure

Sources for DY relationships

EDGAR · verbatim disclosure · 7Show sources· 7

customer

CHTRCharter Communications, Inc.

SentenceCharter Communications $ 246.4 14.5 %

DY 10-Kaccession 0000067215-26-000008filed Mar 9 '26CHTR

CMCSAComcast Corporation

SentenceComcast Corporation 8.5% 10.7% 11.3%

DY 10-Kaccession 0000067215-25-000012filed Feb 28 '25CMCSA

LUMNLumen Technologies Inc.

SentenceLumen Technologies (1) 598.6 10.8 %

DY 10-Kaccession 0000067215-26-000008filed Mar 9 '26LUMN

TAT&T Inc.

SentenceDuring fiscal 2025, we derived approximately 20.1% of our total contract revenues from AT&T Inc., 12.1% from Lumen Technologies Inc., 8.5% from Comcast Corporation, 7.3% from Charter Communications, Inc., and 7.4% from another customer.

DY 10-Kaccession 0000067215-25-000012filed Feb 28 '25T

VZVerizon Communications Inc.

SentenceVerizon Communications Inc. (2) 778.1 14.0 %

DY 10-Kaccession 0000067215-26-000008filed Mar 9 '26VZ

—Brightspeedunlisted

SentenceBrightspeed 6.6% 4.7% 1.0%

DY 10-Kaccession 0000067215-25-000012filed Feb 28 '25

—Frontier Communications Corporationunlisted

SentenceFrontier Communications Corporation 6.0% 5.1% 8.5%

DY 10-Kaccession 0000067215-25-000012filed Feb 28 '25

Order: filed share, then A–Z, unlisted last

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders

Dependency

Sources

Methodology

ties · implied moves · holdersMethod

Ties Implied moves Holders