Key Takeaways MasTec outpaces Dycom with diversified exposure and stronger recent stock performance.Dycom sees solid backlog growth and fiber-driven demand, but remains telecom-focused.MasTec reports 33% backlog growth, though margins face pressure from expansion costs.The telecommunications and digital infrastructure space continues to see strong momentum as demand rises for faster connectivity, data transmission and network expansion. MasTec, Inc. (MTZ) and Dycom Industries, Inc. (DY) operate within this ...