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Earnings Data
Report Date
Sep 02, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational and financial momentum: record revenue and orders, double-digit segment growth across most businesses, material improvement in profitability and EPS, a strengthened backlog, major project wins, product launches (Camino 8) and 100% services-platform adoption. Management also laid out a clear path to fiscal 2028 targets and is investing in manufacturing capacity and automation. Key risks discussed were lower operating cash generation in FY26 due to timing, a $3.8M credit-loss provision, tariff/input-cost uncertainty, some commercial order stagnation and expected near-term start-up/depreciation costs tied to the Mexico ramp. Overall the positives (record growth, margin and backlog strength, product and capacity initiatives and shareholder returns) outweigh the near-term operational and macro challenges.Company Guidance
Record Revenue and Orders
Delivered record annual revenue of $839.0M, up 10.9% year-over-year, and record annual orders with bookings growth of ~10% (management cited '10+%' and averaged more than $215M of order bookings per quarter).
Operating Income and Margin Expansion
Operating income rose to $61.0M from $33.1M year-over-year. Adjusted operating margin improved (management cited a 92 bps increase to 7.3% and earlier commentary referenced broader basis-point expansion), and adjusted EPS grew ~25% to $1.05 for the year.
Strong EPS and Quarterly Earnings Growth
Full-year adjusted EPS $1.05 (≈25% growth vs prior year). Fourth-quarter adjusted EPS was $0.27, up 50% from $0.18 in the prior-year quarter.
Backlog Strength
Entered fiscal 2027 with backlog of $356M, up 4% year-over-year; management estimates ~52% of year-end backlog will convert to revenue in Q1, and average quarter-end backlog in fiscal 26 was the highest in company history.
Gross Profit and Margin Improvement
Full-year gross profit increased 17% year-over-year; fourth-quarter gross profit increased 36% YoY. Reported gross margin rose to ~28% (27.4% excluding a warranty provision recapture) versus a prior four-quarter average of 26.4%.
Broad-Based Segment Revenue Growth
Four of five reporting segments delivered double-digit revenue growth in fiscal 26: live events and high school/parks & recreation were just over 10%, commercial ~16%, and international ~25% (transportation orders were up 24% YoY).
Transportation & International Order Momentum
Transportation delivered a record year with orders of $89M, up 24% YoY. International orders were solid at $75M for the year, including large wins in Qatar and the UAE.
Major Project Wins and Partnerships
Completed major live-event projects (11 MLB projects including Wrigley Field refresh, large displays for Seattle Mariners and Yankee Stadium), multiple college stadiums, Times Square spectaculars order, and international arena and billboard rollouts; announced strategic partnership with Grass Valley to enhance live production integration.
Product and Services Progress
Debuted Camino 8 (integrated show control and venue production capabilities) and launched a modernized services system in May with 100% customer adoption through the remainder of the year—supporting software & services growth and improved customer experience.
Manufacturing Footprint Expansion and Capital Return
Expanded global manufacturing with a new ~110k sq ft Saltillo, Mexico facility planned to start production July 2026 (first shipments estimated Q2 FY27) to increase capacity and agility; returned capital to shareholders with ~$25.5M in buybacks in fiscal 26 (repurchases since Q4 FY25 totaled ~ $46M) and repurchased ~56% of net income via buybacks in FY26 (VWAP $17.80).
DAKT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DAKT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 24, 2026 | $20.11 | $19.35 | -3.78% |
Mar 04, 2026 | $24.88 | $22.11 | -11.13% |
Dec 10, 2025 | $17.97 | $20.90 | +16.30% |
Sep 10, 2025 | $17.43 | $20.98 | +20.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Daktronics (DAKT) report earnings?
Daktronics (DAKT) is schdueled to report earning on Sep 02, 2026, Before Open (Confirmed).
What is Daktronics (DAKT) earnings time?
Daktronics (DAKT) earnings time is at Sep 02, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DAKT EPS forecast?
DAKT EPS forecast for the fiscal quarter 2027 (Q1) is 0.35.