Dycom Industries
DY · NYSE · Industrials
$291.80
+$6.45 (+2.21%) today
Market Cap
$8.80B
24h Volume
$335.3M
P/E Ratio
26.6
52w High
$535.20
52w Low
$269.58
Est. AI Revenue
20%
7-Day Sparkline (Static)
Company facts
Performance
About Dycom Industries
Dycom Industries provides engineering and construction services for telecommunications networks. Its crews plan, build, and maintain fiber optic networks across the United States, earning revenue on contracts with telephone companies, cable operators, and, increasingly, hyperscale technology companies.
Its traditional business is carrier fiber deployment, including fiber-to-the-home programs. The newer demand stream is AI driven: hyperscalers are funding long haul and middle mile fiber routes to interconnect data centers, reviving a category of construction that had been quiet for years. Dycom builds and maintains these routes alongside its carrier work.
Founded in 1969 and headquartered in West Palm Beach, Florida, Dycom employs about 19,556 people and trades on the NYSE.
Dycom Industries in the AI buildout
Dycom works in the Networking layer of the buildout, constructing the physical fiber routes that link AI data centers to each other and to the internet. Training and inference sites are being placed wherever power is available, which forces hyperscalers to fund new long haul and middle mile fiber to stitch those locations together. Dycom is one of the few contractors with the national crews to build at that scale, connecting its telecom base to the Data Centers layer expansion.
DY is tracked in Networking & Optics and Data Centers & Hardware, rated Growing on the AI Exposure leaderboard.
By the numbers
52-week range
DY trades at $291.80, 8% of the way up its 52-week range of $269.58 to $535.20.
Market cap
Market capitalization is $8.80B, with an AI Exposure Score of 45 out of 100.
Valuation vs peers
Its P/E ratio of 26.6 is below the Networking & Optics category median of 61.9.
Next earnings
Dycom Industries is next expected to report earnings on November 25, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Dycom Industries do?
Dycom provides engineering, construction, and maintenance services for telecommunications networks. Its crews build fiber optic networks across the United States for telephone companies, cable operators, and hyperscale technology companies, from local access lines to long haul routes.
How is Dycom Industries exposed to AI?
Hyperscalers are funding long haul and middle mile fiber routes to interconnect AI data centers, and Dycom builds those routes. Supercycle rates it Growing with an AI Exposure Score of 45 out of 100.
Why does AI increase demand for fiber construction?
AI data centers are sited where power is available, often far from existing network hubs. Connecting those sites to each other and to users requires new fiber routes, which revived long haul construction after years of quiet and added a hyperscaler funded revenue stream.
Who leads Dycom Industries?
Daniel S. Peyovich serves as CEO of Dycom Industries. The company was founded in 1969, is headquartered in West Palm Beach, Florida, and employs about 19,556 people through its network of operating subsidiaries.
Is DY a pure play AI stock?
No. Supercycle scores Dycom 45 out of 100, in the Growing tier. Hyperscaler fiber work is a fast growing stream, but the majority of revenue still comes from carrier fiber deployment and maintenance programs.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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