Inferra AI / Company / DAKT
Daktronics Inc.
DAKT · Information Technology
Last earnings Sep 2, 2026
Key results
Operating marginquarter
6.8%
operating margin of 6.8% compared to negative
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating marginfull-year
1.0%
operating margin of 1.0% in the year-earlier period, full year
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
operating margin of 7.3%, compared to 4.4% in fiscal 2025 Q4 earnings per share ( EPS ) of $0.17 compared to loss per share of $0.19 in the year-earlier period, adjusted EPS (1) of $0.27 compared to $0.18 in the year-earlier period full-year EPS of $0.92 compared to loss per share of $0.21 in the year-earlier period
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Revenuequarter
10%
Because of our team s dedication, we are tracking well toward our fiscal 2028 targets of 7-10% revenue CAGR, 10-12% operating margin and 17-20% ROIC.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Revenuefull-year
10.9 percent
For the full year fiscal 2026, net sales were up 10.9 percent to a record $838.7 million due to strong order growth, the introduction of value-based pricing, and efficient revenue conversion.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Fourth quarter gross profit increased 3.0 percent from a year ago on higher revenue and wider gross profit margin, which increased to 28.0 percent for the fourth quarter of fiscal 2026 compared to 25.0 percent for the fourth quarter of fiscal 2025.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating margin was 6.8 percent for the fourth quarter of fiscal 2026 compared to an operating loss of 1.0 percent for the fourth quarter of fiscal 2025.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating margin was 7.3 percent for fiscal 2026 compared to 4.4 percent for fiscal 2025.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Gross marginquarter
$58,480 thousand
Gross profit 58,480 43,145 229,006 195,487
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Gross marginfull-year
$229,006 thousand
Gross profit 58,480 43,145 229,006 195,487
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating expensesquarter
$16,590 thousand
Operating expenses Selling 16,590 15,200 64,815 60,011
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating expensesfull-year
$64,815 thousand
Operating expenses Selling 16,590 15,200 64,815 60,011
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating incomequarter
$14,091 thousand
Operating income (loss) 14,091 (1,740) 60,848 33,118
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Operating incomefull-year
$60,848 thousand
Operating income (loss) 14,091 (1,740) 60,848 33,118
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Net incomequarter
$8,415 thousand
Net income (loss) $ 8,415 $ (9,425) $ 45,376 $ (10,121)
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Net incomefull-year
$45,376 thousand
Net income (loss) $ 8,415 $ (9,425) $ 45,376 $ (10,121)
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
AI analysis
Q4 FY2026 · reported Jun 24, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q4 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Operating margin | 6.8% | — | — |
| Revenue | 10% | — | — |
| Gross margin | $58,480 thousand | — | — |
| Operating expenses | $16,590 thousand | — | — |
| Operating income | $14,091 thousand | — | — |
| Net income | $8,415 thousand | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
Our focus is to enhance our core organic growth capability, optimize our operating model to better serve customers while improving ROIC, and deploying capital in a disciplined manner to support organic growth, pursue targeted M A, and return capital to shareholders through our share repurchase program.
Balance Sheet and Cash Flow Cash and cash equivalents totaled $131.6 million as of May 2, 2026, and $10.8 million of total current and long-term debt was outstanding as of that date.
Event summary
Daktronics Inc. — Earnings release (2026-06-24)
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Our focus is to enhance our core organic growth capability, optimize our operating model to better serve customers while improving ROIC, and deploying capital in a disciplined manner to support organic growth, pursue targeted M A, and return capital to shareholders through our share repurchase program.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Balance Sheet and Cash Flow Cash and cash equivalents totaled $131.6 million as of May 2, 2026, and $10.8 million of total current and long-term debt was outstanding as of that date.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
The Company has a $71.5 million senior credit facility that consists of a cash flow backed revolving line of credit.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
During fiscal 2026, the Company repurchased 1.4 million shares of common stock at the volume-weighted average price of $17.80, equaling $25.4 million of share repurchases.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
In the fourth quarter of fiscal 2026, the Company repurchased 0.1 million shares of common stock at the volume-weighted average price of $19.56, equaling $2.6 million of share repurchases.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Significant estimates include, but are not limited to, revenue recognition, warranty obligations, the fair value of long-term debt and investments in affiliates, income tax provisions, and stock-based compensation.
SEC original ↗Daktronics Inc. — 10-Q Quarterly report10-QSep 2, 2026
Strategy & priorities
Margin expansion for the year was driven by stronger operational efficiency, improved supply chain execution, and disciplined inventory and working capital management, along with pricing actions aligned with our strategic initiatives.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Tracking to Three-Year Plan As outlined at Daktronics April 9, 2026, Investor Day, management is focused on executing strategic priorities to support growth, operational excellence and cash deployment along the following strategic pillars (1) Adjusted Operating Income, Adjusted Net Income, and Adjusted EPS are measures not defined by accounting principles generally accepted in the United States of America ( GAAP ).
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
We enter fiscal 2027 with concrete execution plans in place, balancing our strategic priorities between growth and operational excellence, said Jayaraman.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
By comparison, expenses incurred during fiscal 2025 were primarily related to consultant and advisory costs supporting strategic and digital transformation initiatives and corporate governance matters.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
You are cautioned not to place undue reliance on forward-looking statements, which are often characterized by discussions of strategy, plans, or intentions or by the use of words such as may, would, could, should, will, expect, estimate, anticipate, believe, plan, forecast, project, outlook, focus, goal, target, transform, expand, grow, predict, potential, continue, or intend, the negative or other variants of such terms, or other comparable terminology.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Risks & headwinds
The Company is monitoring developments related to tariff refunds, and no amounts have been recognized in the financial statements as of May 2, 2026, due to ongoing uncertainty regarding eligibility, timing and amount.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
You should carefully consider the trends, risks, and uncertainties described in this press release, the Form 10-K, other reports filed with or furnished to the SEC by the Company, and other press releases and stockholders reports of the Company before making any investment decision with respect to our securities.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
If any of these trends, risks, or uncertainties continues or occurs, our business, financial condition, or operating results could be materially and adversely affected, the trading prices of our securities could decline, and you could lose part or all of your investment.
SEC original ↗Daktronics Inc. — Earnings release (8-K exhibit)EX-99Jun 24, 2026
Legal Proceedings 31 Item 1A.
SEC original ↗Daktronics Inc. — 10-Q Quarterly report10-QSep 2, 2026
Due to the inherent uncertainty involved in making estimates, actual results in future periods may differ from those estimates.
SEC original ↗Daktronics Inc. — 10-Q Quarterly report10-QSep 2, 2026
We determined that disaggregating revenue in these categories achieves the disclosure objective to depict how the nature, amount, timing, and uncertainty of revenue and cash flows are affected by economic factors and to enable users of financial statements to understand the relationship to each reportable segment.
SEC original ↗Daktronics Inc. — 10-Q Quarterly report10-QSep 2, 2026
Earnings deck slides
0 decks with slide viewDaktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Daktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Daktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Daktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Daktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Daktronics Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q3 2026
- 8-KDAKT
Oct 14, 2026
- Q2 2026
- 8-KDAKT
Sep 18, 2026
- 8-KDAKT
Sep 11, 2026
- 8-KDAKT
Sep 2, 2026
- 10-QDAKT
Sep 2, 2026
- 8-KDAKT
Jul 17, 2026
- Q1 2026
- 8-KDAKT
Jun 24, 2026
- 10-KDAKT
Jun 24, 2026
- 8-KDAKT
May 21, 2026
- 8-KDAKT
Apr 9, 2026
- Q4 2025
- 8-KDAKT
Mar 4, 2026
- 10-QDAKT
Mar 4, 2026
- 8-KDAKT
Feb 20, 2026
- 8-KDAKT
Feb 2, 2026
- 8-KDAKT
Jan 21, 2026
- Q3 2025
- 8-KDAKT
Dec 23, 2025
- EX-99DAKT
Dec 23, 2025
- 8-KDAKT
Dec 10, 2025
- 10-QDAKT
Dec 10, 2025
- 8-KDAKT
Dec 3, 2025
- 8-KDAKT
Dec 3, 2025
- 8-KDAKT
Oct 30, 2025
- Q2 2025
- 8-KDAKT
Sep 10, 2025
- 10-QDAKT
Sep 10, 2025
- 8-K/ADAKT
Sep 5, 2025
- 8-KDAKT
Sep 5, 2025
- 8-KDAKT
Aug 1, 2025
- Q1 2025
- 10-KDAKT
Jun 25, 2025
- 8-KDAKT
Jun 25, 2025
- 8-KDAKT
Jun 13, 2025
- 8-KDAKT
Apr 18, 2025
Earnings releases
3 documentsPresentations
6 documents
Transcripts
0 documentsNo transcripts for Daktronics Inc. are held in this edition of the library.
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