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Daktronics (DAKT)
NASDAQ:DAKT
Earnings Data
Report Date
Jun 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.21Last Year’s EPS
0.18Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong top-line growth, a sizable and growing backlog, record gains in the Transportation segment, successful new product introductions, and improved adjusted profitability and cash position. Headwinds include tariff-related expenses (~$6M) and a sequential gross margin decline (27% to 24%) driven by a backlog mix concentrated in lower-margin Live Events, plus some international and Out-of-Home softness and one-time integration costs. On balance, the company's operational execution, backlog momentum, cash strength, and improving adjusted earnings outweigh the near-term margin pressures and tariff uncertainties.Company Guidance
Strong Revenue Growth
Revenue for Q3 FY2026 was $182,000,000, up 21.6% year over year, driven by efficient order conversion and manufacturing execution.
Robust Order Flow and Backlog Expansion
Orders remained above $200,000,000 for the quarter and have been at or over that level for five consecutive quarters; product and services backlog increased to $342,000,000, up 25% year over year.
Record Transportation Performance
Transportation orders grew a record 130% year over year, including a significant win with a top-five U.S. airport and new Caltrans business.
Profitability Improvement and Adjusted Earnings
GAAP net income after tax was $3,000,000 ($0.06 per diluted share); adjusted net income was $4,600,000 after removing $1,600,000 of nonrecurring management transition and acquisition expenses. Pretax operating income was $1,900,000 versus an operating loss of $3,600,000 in the prior-year quarter.
Cash Strength and Capital Return
Cash balance ended the quarter at $144,000,000, up 13% year over year. During the first nine months of FY2026 the company repurchased ~1,300,000 shares at a VWAP of $17.60 (total repurchases since late 2024 of 3,360,000 shares at ~ $15.15 VWAP) with ~$17,000,000 remaining repurchase authorization.
Product and Technology Investments
Announced acquisition of IP and absorption of engineering teams to expand micro-LED and narrow-pixel capabilities; launched next-generation indoor video solution for high school arenas and a digital audio facade, with additional product launches planned (LED street furniture and large-digit fuel price systems).
Operational Execution and Inventory Management
Manufacturing scaled shifts to efficiently convert backlog; inventory levels moderated relative to revenue as part of transformation initiatives, supporting operating leverage.
Market Wins Across Segments
Won multiple large-scale Live Events projects (six of six MLB stadium projects in FY2026), large Times Square order in Outdoor Spectacular, expansion in AV integrator channel and indoor solutions, and continued high-school market growth with 13.4% order growth year over year in Q3.
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 |
|---|---|---|---|
Dec 10, 2025 | $17.97 | $20.90 | +16.30% |
Sep 10, 2025 | $17.43 | $20.98 | +20.37% |
Jun 25, 2025 | $15.20 | $14.45 | -4.93% |
Mar 05, 2025 | $14.33 | $12.20 | -14.90% |
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 Jun 10, 2026, Before Open (Confirmed).
What is Daktronics (DAKT) earnings time?
Daktronics (DAKT) earnings time is at Jun 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
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 2026 (Q4) is 0.21.