DY at a glance
DYCOM INDUSTRIES INC (DY, SEC CIK 67215) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 26, 2026 and Form 4 insider filings as recently as September 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), DYCOM INDUSTRIES INC (DY) reported revenue of $5.5 billion (up 17.9% from FY2025) and net income of $281.2 million. Diluted EPS was $9.56.
- As of June 30, 2026, 39 institutional investment managers tracked by SignalX reported holding DYCOM INDUSTRIES INC (DY) shares worth $6.0 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Sabater Carmen M on September 23, 2026 of 350 shares at $280.62 per share.
- In the last 90 days, DY insiders reported 3 open-market purchases ($551K) and 0 open-market sales ($0) on Form 4, a net purchase of $551K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $5.5B
- +17.9% vs prior year
- Insiders · 90 days
- 3 buys · 0 sells
- Net +$551K
- 13F holders
- 39 funds
- $6.0B · +1 vs prior quarter
- Latest 8-K
- Aug 26, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Business Overview
- Core business model not detailed in provided section; focus on executive compensation and governance disclosures
- New Unit Purchase Agreement dated November 18, 2025, involving Project Eastern Shore, LLC and Power Solutions, LLC
- Latest credit facility amendment: Third Amended and Restated Credit Agreement dated December 23, 2025, replacing prior agreements
- Multiple updated employment agreements for executives during fiscal 2026 with amendments through October 2024 to February 2025
- Extensive incorporation by reference of prior SEC filings for corporate governance, compensation, and equity incentive plans
Risk Factors
- Regulatory risk from state and federal funding changes impacting customer capital budgets for digital infrastructure and utilities projects
- Macroeconomic risk from concentration, with AT&T accounting for 25.4% of revenues in fiscal 2026 after acquiring Lumen fiber assets
- Supply chain risk tied to reliance on labor, tools, and equipment for specialty contracting services across telecommunications and utilities industries
- Competitive risk from large telecom providers like Verizon (14.0% of revenue) potentially insourcing services or awarding work to others despite existing agreements
- Financial risk from $1.95 billion acquisition of Power Solutions funded by $1.64 billion cash, $351 million stock, and $64.8 million assumed debt
Management Discussion & Analysis
- Management discusses regulatory risks: environmental, OSHA workplace safety, business licensing compliance
- Leadership changes noted, but no forward-looking guidance or risk disclosure beyond regulatory compliance risks
AI summary of the DY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Contract revenues $2.006B, up $628.0M YoY from $1.378B, driven by fiber-to-the-home deployments
- Net income $115.6M, 5.8% margin vs $97.5M, 7.1% YoY
- Direct costs margin 78.0% vs 77.7% YoY, pressured by materials mix
- Acquired businesses contributed $397.5M quarterly revenue, including new Building Systems operations
- Higher borrowings lifted interest expense to $38.0M from $15.6M YoY
Risk Factors
- No risk-factors section provided; filing text contains Items 2, 5, and 6 only
- Acquisition consideration: 95,550 shares valued at approximately $45.0 million issued to National Technology Integrators’ seller
- Share-repurchase authorization: new $150.0 million program through February 2028, replacing $83.9 million remaining under prior program
AI summary of the DY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- FY2026 results and outlook furnished through Exhibits 99.1 and 99.2, requiring review for financial metrics and guidance
- Management highlights exposure to customer capital budgets, project cancellations, labor costs, weather, and acquisitions
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jennifer Fritzsche resigned from Dycom’s Board effective August 25, 2026
- Board reduced from 11 members to 10, potentially affecting committee composition and governance capacity
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 9 to 11 directors with David J. Fallon and Michael C. Lenz appointed August 4, 2026
- Both appointees deemed independent under NYSE requirements and company governance guidelines
AI summaries of DY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sabater Carmen M | Buy | Sep 23, 2026 | 350 | $280.62 |
| Peyovich Daniel S | Buy | Sep 9, 2026 | 850 | $296.76 |
| Fallon David Joseph | Buy | Sep 1, 2026 | 700 | $286.92 |
| Lenz Michael C. | A | Aug 4, 2026 | 343 | - |
| Fallon David Joseph | A | Aug 4, 2026 | 343 | - |
| Fritzsche Jennifer M | A | Aug 3, 2026 | 32 | $414.98 |
| Skillern Raejeanne | A | Aug 3, 2026 | 29 | $414.98 |
| GALLAGHER PHILIP R | A | Aug 3, 2026 | 48 | $414.98 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $4.7B | $5.5B |
| Gross Profit | $161.1M | - | - |
| Net Income | - | $233.4M | $281.2M |
| Net Margin | - | 5.0% | 5.1% |
| Balance Sheet | |||
| Total Assets | $2.5B | $2.9B | $6.0B |
| Equity | $1.1B | $1.2B | $1.9B |
| ROE | - | 18.8% | 15.1% |
| Per Share | |||
| EPS | $7.37 | $7.92 | $9.56 |
| Cash Flow | |||
| Operating CF | $259.0M | $349.1M | $642.5M |
| CapEx | $218.5M | $250.5M | $240.8M |
Source: XBRL data in DYCOM INDUSTRIES INC (DY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 39 | $6.02B |
| Q1 2026 | 38 | $4.71B |
| Q4 2025 | 32 | $4.49B |
| Q3 2025 | 34 | $4.47B |
| Q2 2025 | 32 | $3.50B |
| Q1 2025 | 28 | $1.49B |
| Q4 2024 | 24 | $1.60B |
| Q3 2024 | 22 | $1.10B |
- Raymond James Financial+133.3K (+53%)
- Bank of America Corp+88.5K (+20%)
- Citadel Advisors LLC+79.2K (+106%)
- Vanguard Capital Management LLC+63.3K (+5%)
- Invesco Ltd+33.0K (+9%)
- BlackRock−870.2K (-23%)
- T. Rowe Price Group−303.2K (-81%)
- Millennium Management−212.1K (-26%)
- Franklin Resources−180.1K (-95%)
- State Street Corp−140.7K (-13%)
- Soros Fund Management−8.2K
- Mangrove Partners−2.8K
Source: 13F-HR filings on SEC EDGAR (aggregated from 249 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 10-Q | Aug 27, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 10-Q | May 28, 2026 | May 2, 2026 | Analysis |
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DY SEC filings: frequently asked questions
Are DY insiders buying or selling?
In the last 90 days, DYCOM INDUSTRIES INC (DY) officers, directors and 10% owners reported 3 open-market purchases worth $551,307 by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DY stock?
As of June 30, 2026, the largest DYCOM INDUSTRIES INC (DY) holders among the 13F filers tracked by SignalX were BlackRock ($1.5 billion), Vanguard Capital Management LLC ($684.1 million), Vanguard Portfolio Management LLC ($646.1 million), FMR LLC (Fidelity) ($473.4 million), State Street Corp ($473.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DY's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), DYCOM INDUSTRIES INC (DY) reported revenue of $5.5 billion (up 17.9% from FY2025) and net income of $281.2 million. Diluted EPS was $9.56. The figures come from the XBRL data in the 10-K.
What are the main risks in DY's latest 10-K?
In the 10-K filed March 9, 2026, DYCOM INDUSTRIES INC (DY) flagged: Regulatory risk from state and federal funding changes impacting customer capital budgets for digital infrastructure and utilities projects. Macroeconomic risk from concentration, with AT&T accounting for 25.4% of revenues in fiscal 2026 after acquiring Lumen fiber assets. (AI summary of the Risk Factors section.)
What did DY report in its latest 8-K?
DYCOM INDUSTRIES INC (DY) filed an 8-K on August 26, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). FY2026 results and outlook furnished through Exhibits 99.1 and 99.2, requiring review for financial metrics and guidance.
What are the latest DY SEC filings?
DYCOM INDUSTRIES INC (DY) filed its latest 10-K annual report on March 9, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on August 26, 2026 and a Form 4 insider filing on September 24, 2026.
What is DY's SEC CIK number?
DYCOM INDUSTRIES INC (DY)'s SEC Central Index Key (CIK) is 67215. EDGAR lists every DY filing under that number.
Ask anything about DY
The research agent reads DY's filings, financials, insider trades and 13F holders, then answers with sources.