Dycom Industries, Inc. (DY)

Fiber and data center construction crews. Read October 19, 2026 from the annual report for the period ending January 31, 2026, filed March 9, 2026. Ranked 80 of the 85 Industrials companies read so far, by the share within reach now.

A contractor whose filing states its total and describes its network construction and a new data center segment without counting them, so the construction patterns follow description.

The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.

What follows from the reading

Share of working time within reach of AI, on the long-run pace at four in five: 13% now, 20% at the end of 2027, 22% at the end of 2028, 23% at the end of 2030. By the patterns, the work is about 23% desk work, 13% people work and 65% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 76% of the working time stays with people (conversation, in-person and hands-on work), 19% becomes checking a model's work and 4% could be handed over with lighter checks, from the industries' own figures, not the company's roles.

Headcount

19,556 employees as of January 31, 2026 (stated). No count by country is stated; the filing describes work for communications providers and data center customers in the United States.

The filing: “Human Capital Resources We employed approximately 19,556 persons as of January 31, 2026.”

The workforce as industry patterns

What the filing says about the workforce: Approximately 19,556 employees at January 31, 2026, up from 15,623 a year earlier; many hold specialized technical skills and safety training; a significant amount of the work is performed by subcontractors, small privately owned companies with their own employees, who are not counted (rule 8).

Companies read with the same leading pattern

Other companies whose largest staffing pattern is also Utility System Construction, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.

• Quanta Services, Inc. (PWR, 69,500 employees)13% now, 22% by 2028
• MasTec, Inc. (MTZ, 36,000 employees)13% now, 22% by 2028

What the filing says about AI

5 sentences in the filing name AI. The filing names AI as a source of demand: fiber and electrical infrastructure for data centers to meet the needs of cloud compute and AI, customers providing fiber for hyperscaler and data center projects, and a new segment focused on data center infrastructure for AI, with the risk that such demand may not hold.

• “Demand for high-speed and low-latency connectivity is expanding, driven by data-intensive applications and mobile usage, necessitating extensive wireline network upgrades and extensions, new and expanding fiber and electrical infrastructure for data centers to meet the current and future needs of cloud compute and artificial intelligence ("AI"), and advanced wireless network deployments.”
• “We generate a significant majority of our revenues from our Communications segment customers, many of whom provide certain fiber-related services for hyperscaler and data center projects, and from our new Building Systems segment customers who focus on data center infrastructure to support AI needs.”
• “We cannot be certain that global demand for data center capacity, additional digital infrastructure or AI-related projects will remain steady or increase, which could negatively impact our revenues, results of operations and backlog.”
• “Our success is dependent on our and our customers' ability to acquire, develop, adopt and leverage new and existing technologies, including AI.”
• “Demand for high-speed and low-latency connectivity is expanding, driven by data-intensive applications and mobile usage, necessitating extensive wireline network upgrades and extensions, new and expanding fiber and electrical infrastructure for data centers to meet the current and future needs of cloud compute, AI and advanced wireless network deployments.”

Its annual reports, year by year

Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector

• Fiscal 20210median 0
• Fiscal 20220median 0
• Fiscal 20230median 1
• Fiscal 20243median 4
• Fiscal 20255median 10

Headcount by filing year

As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.

Limits of this reading

• Pattern shares rest on the filing's description (c); it counts no employees by segment.
• The U.S. share is not stated.
• Subcontractors perform a significant amount of the work and are not counted (rule 8).

Source: the company's annual report on EDGAR, accession 0000067215-26-000008, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.