What is the 13F Pro Quality Score for DY?

13F Pro ranks DYCOM INDUSTRIES INC (DY) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DY's current score at https://13fpro.ai/research/DY (free sign-up required for the full ranking).

Which hedge funds own the most DY stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DY include PECONIC PARTNERS, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/DY as soon as new 13F filings post.

Where does 13F Pro source DY data?

All DYCOM INDUSTRIES INC fundamentals and ownership data come directly from SEC EDGAR. DYCOM INDUSTRIES INC files with the SEC under CIK 67215. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DY in?

DYCOM INDUSTRIES INC (DY) is classified in the Energy sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/energy.

How often is DY research updated on 13F Pro?

DY's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DYCOM INDUSTRIES INC(DY)Stock Analysis

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13F Pro Quality Score

62.1/100

Rank #759 of 2,879 stocksTOP 50%

View Energy peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

78.7/100

Profitability

56.9/100

Balance Sheet

74.8/100

Earnings Quality

65.5/100

Free Cash Flow

31.4/100

Institutional Flow

3.7/100

Revenue Scale

80.9/100

Dilution Risk

69.9/100

DY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for DYCOM INDUSTRIES INC (DY), a Energy sector company. 13F Pro's AI-powered ranking engine scores DY at 62.1/100 on a 32-signal composite quality model, placing it at rank #759 of 2,879 stocks — the top half of the AI-ranked universe. DY scores in the top quartile across revenue scale (80.9), revenue growth (78.7). Areas of concern include institutional flow (3.7) and free cash flow (31.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), DYCOM INDUSTRIES INC reports quarterly revenue of $2.0B, net income of $91.3M, an operating margin of 5.4%. Top institutional holders of DY by reported 13-F value include PECONIC PARTNERS, BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. DY trades on the NYSE exchange and files with the SEC under CIK 67215. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DYCOM INDUSTRIES INC directly from SEC EDGAR. DYCOM INDUSTRIES INC's 13F Pro composite quality score has ranged between 56 and 64 since 2026, currently 62.1 — an improving long-term trajectory across 10 quarterly and live scoring snapshots.

✦

Fun facts about DYCOM INDUSTRIES INC

Quirks, history, and lore behind DY — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty contractor · mid-cap · listed on NYSE · headquartered in Florida.
2
The Numbers
Annual revenue in the range of $4–5 billion, with most of that coming from a handful of large telecom and utility clients who keep the crews very busy.
3
The History
Founded in the 1960s, it built its business around the unglamorous but essential work of burying cables and stringing wire — long before anyone called it infrastructure investing.
4
The Secret
It doesn't own the fiber, cable, or power lines it installs — it just builds and maintains them for others, making it a pure-play pick-and-shovel bet on network expansion.
5
The Lore
Every time a telecom giant announces a fiber-to-the-home buildout or a utility upgrades its grid, this company's order book quietly fattens — it's been called the quiet winner of America's broadband arms race.
6
The Giveaway
Its two-letter ticker is almost as short as its specialty: digging trenches and hanging cable for AT&T, Verizon, and Comcast — one underground mile at a time.

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Revenue

Q3 2026

$2.0B

Net Income

Q3 2026

$91.3M

Free Cash Flow

Q3 2026

$-94.9M

Operating Margin

Q3 2026

5.4%

D/E Ratio

Q3 2026

1.49

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

+13.6% YoY

$40.0MFY 2014

FY11 $16.1MFY12 $39.4MFY13 $35.2MFY14 $40.0M

EPS (Diluted)

+10.6% YoY

$1.15FY 2014

FY11 $0.45FY12 $1.14FY13 $1.04FY14 $1.15

Total Assets

+5.0% YoY

$1.21BFY 2014

FY11 $724.8MFY12 $772.2MFY13 $1.15BFY14 $1.21B

Total Debt

+1.9% YoY

$468.7MFY 2014

FY11 $188.0MFY12 $187.7MFY13 $459.8MFY14 $468.7M

Op. Cash Flow

-21.1% YoY

$84.2MFY 2014

FY11 $43.9MFY12 $65.1MFY13 $106.7MFY14 $84.2M

Metric	FY 2014	FY 2013	FY 2012	FY 2011	FY 2010	FY 2009
Net Income	$40.0M +13.6%	$35.2M -10.6%	$39.4M +144.5%	$16.1M +175.4%	$5.8M	—
EPS (Diluted)	$1.15 +10.6%	$1.04 -8.8%	$1.14 +153.3%	$0.45 +200.0%	$0.15	—
Total Assets	$1.21B +5.0%	$1.15B +49.5%	$772.2M +6.5%	$724.8M	—	—
Total Debt	$468.7M +1.9%	$459.8M +144.9%	$187.7M -0.2%	$188.0M	—	—
Operating Cash Flow	$84.2M -21.1%	$106.7M +63.9%	$65.1M +48.5%	$43.9M -19.0%	$54.1M	—

AI Insight: DY Financial Trends

Revenue surged 34% to $1.965B in Q2 2026, but debt nearly tripled to $2.816B while net income collapsed 91% from Q4 2025.

• Revenue grew 34% YoY from Q2 2025 ($1,259M) to Q2 2026 ($1,965M); four straight quarters of sequential growth.

• Total debt surged from $1,049M in Q3 2025 to $2,816M in Q2 2026—a 169% increase in six months.

• Net income fell 91% from $106M in Q4 2025 to $16M in Q1 2026; recovered partially to $91M in Q2 2026.

⚠ Operating cash flow swung negative (-$25M) in Q2 2026 after posting $220M positive in Q4 2025.

⚠ Debt-to-equity ratio jumped to 1.49x in Q2 2026 from 0.70x in Q2 2025; highest leverage in dataset.

AI Insight: DY Ratio Trends

Dycom collapsed in Q1 2026 then partially recovered in Q2, but profitability and returns remain well below 2025 peaks; leverage jumped sharply.

• OpMargin plummeted to 1.2% in Q1 2026 from 9.7% in Q4 2025, rebounded to 5.4% in Q2 2026 but still 4.3pp below Q4 2025.

• ROIC halved from 23.0% in Q4 2025 to 1.5% in Q1 2026, recovered to 9.1% in Q2 2026 but remains 13.9pp below prior year peak.

• Debt-to-equity spiked to 1.52 in Q1 2026 from 0.65 in Q4 2025, still elevated at 1.49 in Q2 2026; highest leverage in dataset.

⚠ Q1 2026 earnings collapse suggests seasonal trough or material operational disruption; monitor Q3 2026 for sustainability of Q2 recovery.

⚠ TTM ROIC of 8.4% trails Q3–Q4 2025 performance (18–23%); assess whether elevated leverage reflects temporary financing or structural shift.

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Available Research

13F Pro tracks comprehensive data for DYCOM INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DY

PECONIC PARTNERS LLC
$1.4B4,113,320 sh
BlackRock, Inc.
$1.3B3,863,801 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$453.1M1,337,230 sh
VANGUARD CAPITAL MANAGEMENT LLC
$437.0M1,289,694 sh
STATE STREET CORP
$364.7M1,076,399 sh
Hill City Capital, LP
$342.1M1,009,784 sh
FMR LLC
$325.2M959,782 sh
GEODE CAPITAL MANAGEMENT, LLC
$281.4M830,479 sh
MILLENNIUM MANAGEMENT LLC
$273.0M805,770 sh
FIRST TRUST ADVISORS LP
$270.6M798,699 sh

Fund	Value	Shares
PECONIC PARTNERS LLC	$1.4B	4,113,320
BlackRock, Inc.	$1.3B	3,863,801
VANGUARD PORTFOLIO MANAGEMENT LLC	$453.1M	1,337,230
VANGUARD CAPITAL MANAGEMENT LLC	$437.0M	1,289,694
STATE STREET CORP	$364.7M	1,076,399
Hill City Capital, LP	$342.1M	1,009,784
FMR LLC	$325.2M	959,782
GEODE CAPITAL MANAGEMENT, LLC	$281.4M	830,479
MILLENNIUM MANAGEMENT LLC	$273.0M	805,770
FIRST TRUST ADVISORS LP	$270.6M	798,699

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Is DY a good stock to buy?

13F Pro's AI-powered analysis of DYCOM INDUSTRIES INC (DY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DY are available on the DY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own DY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DYCOM INDUSTRIES INC's investment landscape.