8-K ·Filed Jun 1, 2026

DY

DYCOM INDUSTRIES INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0000067215-26-000028
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

No trading action warranted. This is a standard post-annual-meeting 8-K with no financial or strategic implications. Monitor future filings for any operational or capital allocation updates.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
DY ▼ -28.77% at T+60d
NEUTRAL call ✗ call lost -28.77% · α vs SPY -30.00% · entry $493.89 → $351.80
Entry anchored
May 29, 03:59 PM ET
via exchange tick
T+1d
-1.60%
call -1.60% · α -1.75%
$485.97
settled 4mo ago
T+5d
-5.59%
call -5.59% · α -2.84%
$466.28
settled 4mo ago
T+20d
+2.37%
call +2.37% · α +3.67%
$505.59
settled 3mo ago
T+60d
-28.77%
call -28.77% · α -30.00%
$351.80
settled 5w ago

Price Chart

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Executive Summary

Dycom Industries filed an 8-K reporting the retirement of two board members (Laurie J. Thomsen and Luis Avila-Marco) at the 2026 Annual Meeting, reducing board size from 11 to 9, and disclosing the results of shareholder votes including the election of four directors, advisory approval of executive compensation, and ratification of PwC as auditor. This is a routine governance filing with no material financial impact.

Key Facts

  • Two directors retired per board tenure policy: Laurie J. Thomsen and Luis Avila-Marco, effective May 28, 2026
  • Board size reduced from 11 to 9 members
  • Retirements were not the result of any disagreement with the company
  • Shareholders elected four directors: Phillip R. Gallagher, Stephen O. LeClair, Peter T. Pruitt, Jr., and Raejeanne Skillern
  • Advisory vote on executive compensation passed with 24,341,198 votes for vs 743,277 against
  • Ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal 2027 passed with 26,812,913 votes for
  • No financial data, guidance, or operational metrics disclosed in this filing

Financial Impact

No financial impact — routine board retirements and shareholder vote results

Risk Factors

  • No material risks identified from this filing

Market Snapshot

Exchange
NYSE
Sector
Water, Sewer, Pipeline, Comm & Power Line Construction
Analyst Consensus
95% bullish (20 analysts)

Investment Themes

Materials & Mining

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000067215-26-000028
Document: 0000067215-26-000028-index-headers.html0000067215-26-000028
Document: 0000067215-26-000028-index.html0000067215-26-000028
Document: 0000067215-26-000028.txt0000067215-26-000028
12 reports for DY
Performance horizon
67% Hit rate 4 of 6 directional calls best @ T+60▲ +38.27%Mar 4, 2026
Filters
Rows
Reports for DY — sortable, filterable
TypeNow
Sep 9, 2026
23d ago
Insider Buy
NEUTRAL ★ 2/10
$290.49 $287.38▼ −1.07%▼ −0.41%$273.75 (−5.76%)
Sep 1, 2026
4w ago
Insider Buy
NEUTRAL ★ 2/10
$296.98 $295.93▼ −0.35%▲ +0.60%$273.75 (−7.82%)
Aug 26, 2026
5w ago
8-K
BULLISH ★ 7/10
$310.91 $296.98▼ −4.48%▼ −4.36%$273.75 (−11.95%)
Aug 25, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$351.80 $287.30▼ −18.33%▼ −17.80%$273.75 (−22.19%)
Aug 14, 2026
7w ago
Press Release
BEARISH ★ 6/10
$419.07 $392.95▲ +6.23%▲ +4.86%$273.75 (+34.68%)
Jul 25, 2026
9w ago
Institutional Cluster
BULLISH ★ 5/10
$424.21 $401.07▼ −5.45%▼ −6.53%$273.75 (−35.47%)
Jun 1, 2026
17w ago
8-K
NEUTRAL ★ 2/10
$493.89 $466.28▼ −5.59%▼ −2.84%$273.75 (−44.57%)
May 27, 2026
18w ago
8-K
BULLISH ★ 7/10
$529.13 $484.11▼ −8.51%▼ −8.98%$273.75 (−48.26%)
May 27, 2026
18w ago
Press Release
BULLISH ★ 8/10
$529.13 $485.97▼ −8.16%▼ −9.36%$273.75 (−48.26%)
May 15, 2026
20w ago
Press Release
NEUTRAL ★ 2/10
$437.37 $411.20▼ −5.98%▼ −6.95%$273.75 (−37.41%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (39h 29m)

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