Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of DY revenue | Skew |
|---|---|---|---|
| TAT&T, Inc. | 0.89% | 20.10% | 23× |
| CHTRCharter Communications, Inc. | 1.47% | 14.50% | 9.9× |
| VZVerizon Communications, Inc. | 0.56% | 14.00% | 25× |
| LUMNLumen Technologies, Inc. | 4.83% | 10.80% | 2.2× |
| CMCSAComcast Corporation | 0.38% | 8.50% | 22× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“During 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.”
$1.1B relationship23× more of DY’s book than T’s
basisDY fy2026 · closed 2026-01 $5.5BT fy2025 · closed 2025-12 $126B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000067215-25-000012cik 0000067215
“Charter Communications $ 246.4 14.5 %”
$804M relationship9.9× more of DY’s book than CHTR’s
basisDY fy2026 · closed 2026-01 $5.5BCHTR fy2025 · closed 2025-12 $54.8B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Verizon Communications Inc. (2) 778.1 14.0 %”
$776M relationship25× more of DY’s book than VZ’s
basisDY fy2026 · closed 2026-01 $5.5BVZ fy2025 · closed 2025-12 $138B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“During 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.”
$671M relationship2.2× more of DY’s book than LUMN’s
basisDY fy2026 · closed 2026-01 $5.5BLUMN fy2025 · closed 2025-12 $12.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Comcast Corporation 8.5% 10.7% 11.3%”
$471M relationship22× more of DY’s book than CMCSA’s
basisDY fy2026 · closed 2026-01 $5.5BCMCSA fy2025 · closed 2025-12 $124B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Brightspeed 6.6% 4.7% 1.0%”
$366M relationship
basisDY fy2026 · closed 2026-01 $5.5B
FILING10-K0000067215-25-000012cik 0000067215
“Frontier Communications Corporation 6.0% 5.1% 8.5%”
$333M relationship
basisDY fy2026 · closed 2026-01 $5.5B
FILING10-K0000067215-25-000012
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0000067215-25-000012cik 0000067215
Dycom Industries Inc has 0 disclosed suppliers and 7 disclosed customers. Each one is named in an SEC filing, either Dycom Industries Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
No filing we have read names a supplier of Dycom Industries Inc. Suppliers appear here when Dycom Industries Inc names them in its own annual report, or when a company names Dycom Industries Inc as a customer in theirs.
Prev close 282.25 · gapped above the open, never looked back. High/low 288.50 at 8:30 am ET, 282.25 at 3:45 pm ET.
Dycom Industries Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Water, Sewer, Pipeline, Comm & Power Line Construction
DY (Dycom Industries Inc) has 0 disclosed suppliers and 7 disclosed customers, strongest disclosure first.
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: T +0.19%, in consumer.