NASDAQ: DAKT DYNAMIC MESSAGE SIGNS Fiscal Second Quarter 2026 Results Call December 10, 2025 CONTROL SYSTEMS SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts, included or incorporated in this release could be deemed forward-looking statements, particularly sta ...

分组1 - Daktronics reported quarterly earnings of $0.35 per share, exceeding the Zacks Consensus Estimate of $0.27 per share, and showing a significant increase from $0.08 per share a year ago, resulting in an earnings surprise of +29.63% [1] - The company achieved revenues of $229.25 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 9.09% and increasing from $208.33 million year-over-year [2] - Over the last four quarters, Daktronics has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] 分组2 - The stock has underperformed the market with a gain of about 6.6% since the beginning of the year, compared to the S&P 500's gain of 16.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $191 million, and for the current fiscal year, it is $1.09 on revenues of $831.13 million [7] - The Zacks Industry Rank for Electronics - Miscellaneous Products is in the top 21% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Financial Performance - Operating profit for Q2 2026 was $22 million, a 36.7% increase year-over-year, with an operating margin of 9.4%[1] - Sales reached $229.3 million, up 10.0% from Q2 2025, marking the third consecutive quarter of revenue growth[5] - New orders for products and services increased to $199.1 million, a 12.1% rise compared to Q2 2025[11] - Net income for Q2 2026 was $17.5 million, down from $21.4 million in Q2 2025, with earnings per diluted share at $0.35 compared to $0.22 a year ago[19] - Gross profit for the six months ended November 1, 2025, was $126.897 million, up 9.8% from $115.561 million for the same period in 2024[35] - Operating income for the three months ended November 1, 2025, increased to $21.563 million, representing a 37.0% rise from $15.770 million in the same quarter of 2024[35] - Net income for the six months ended November 1, 2025, was $33.951 million, compared to $16.460 million for the same period in 2024, reflecting a significant increase of 106.5%[35] - Net income for the three months ended November 1, 2025, was $17,481,000, a decrease from $21,406,000 in the same period in 2024[50] - Adjusted net income for the six months ended November 1, 2025, was $33,951,000, compared to $30,532,000 for the same period in 2024[50] Profitability and Margins - Gross profit margin improved to 27.0% from 26.8% in the previous year, driven by order growth and operational efficiencies[14] - Operating expenses slightly increased to $40.3 million, primarily due to higher tariffs and investments in technology[15] - Daktronics aims for 7-10% CAGR in revenue growth, 10-12% operating margin, and 17-20% ROIC over the next three years[8] Orders and Backlog - Product backlog grew to $320.6 million, up 36% from $236.0 million in Q2 2025[5] - Orders for Live Events increased by 26.5% to $89,228,000 for the three months ended November 1, 2025, compared to $70,524,000 in the prior year[43] - The company reported a decrease in Commercial orders by 5.1%, totaling $42,281,000 for the three months ended November 1, 2025[43] - The company experienced a decline in Transportation sales by 0.9%, with revenues of $21,274,000 for the three months ended November 1, 2025[43] Cash and Assets - Cash, restricted cash, and marketable securities totaled $149.6 million, with a working capital ratio of 2.2 to 1[20] - Total current assets as of November 1, 2025, were $430.230 million, an increase from $381.451 million as of April 26, 2025[37] - Cash and cash equivalents increased to $149.604 million as of November 1, 2025, compared to $127.507 million at the end of the previous fiscal year[37] - The company’s total assets increased to $548.394 million as of November 1, 2025, compared to $502.892 million as of April 26, 2025[39] Liabilities and Debt - Total liabilities as of November 1, 2025, were $250.943 million, up from $230.961 million as of April 26, 2025[39] - Long-term debt net as of November 1, 2025, was $9,799,000, a decrease from $10,487,000 as of April 26, 2025[52] Future Plans - The company plans to open a new facility in Mexico by the end of fiscal 2026 to enhance manufacturing capabilities[8]

Operating Profit of $22 million, up 36.7% YoY, Operating Margin of 9.4% Double-digit growth in orders and sales Entering Second Half with $321 million of Product Backlog, up 36% from second quarter fiscal 2025 Ending Net Cash Balance of $138 million Business and Digital Transformation on Track; Reiterating Three Year Forward Objectives of 7-10% Sales Growth, 10-12% operating margin, 17-20% ROIC BROOKINGS, S.D., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Daktronics, Inc. (NASDAQ-DAKT) (the “Company”, “Daktronics”, “w ...

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Daktronics, Inc. (NASDAQ:DAKT) is a prominent player in the electronic display industry, known for its innovative solutions in digital signage and electronic scoreboards. The company is set to release its quarterly earnings on December 10, 2025, with Wall Street analysts estimating an earnings per share (EPS) of $0.27. The anticipated revenue for the quarter is approximately $213.9 million.The company's Q2 fiscal 2026 revenues are projected to reach $213.9 million, reflecting a 0.87% increase from the same ...

Key Takeaways DAKT's Q2 revenues are estimated at $210.2M, up 0.87% from the year-ago quarter. Strong live event demand and international projects are expected to boost top-line growth. Gross margin may benefit from pricing and cost control, despite digital transformation expenses. Daktronics (DAKT) is set to release second-quarter fiscal 2026 results on Dec. 10, 2025.The Zacks Consensus Estimate for revenues is pegged at $210.2 million, suggesting growth of 0.87% from the figure reported in the year-ago qu ...

Core Viewpoint - Daktronics, Inc. has appointed Ramesh Jayaraman as the new President and CEO, effective February 1, 2026, marking a significant leadership change aimed at driving the company's transformation and growth [1][2][5]. Leadership Transition - Ramesh Jayaraman will also join the Board of Directors upon approval, while Reece Kurtenbach will step down from the Board [2]. - Brad Wiemann will continue as Interim President and CEO until the end of the third fiscal quarter on January 31, 2026 [2]. Ramesh Jayaraman's Background - Jayaraman brings over 25 years of global operations experience, with a proven track record in driving transformational change and organic growth [3]. - His previous role was Senior Vice President and Americas Integration Leader for Bosch Home Comfort, where he led large-scale businesses and global teams [3][4]. - He has held senior leadership positions across various companies, including Harman Professional Solutions and Ariston Thermo Group, and has experience in consulting and business analysis [4]. Strategic Vision - Daktronics aims to leverage Jayaraman's extensive experience in international markets and system integration to accelerate growth and transformation [5]. - The company is focused on executing its business and digital transformation strategies to drive profitable growth and reduce costs, including implementing a tiered product strategy and enhancing sales and support capabilities [5]. Company Overview - Daktronics is a leading designer and manufacturer of dynamic video communication displays and control systems, recognized as the world's largest supplier of large-screen video displays and related technologies [6]. - The company operates in various sectors, including Live Events, Commercial, High School Park and Recreation, and Transportation, with a strong emphasis on product innovation and customer service [6].

Core Points - Daktronics, Inc. will release its second quarter fiscal 2026 financial results on December 10, 2025, before the market opens [1] - A conference call will be hosted by Interim CEO Brad Wiemann and Acting CFO Howard Atkins at 10:00 AM CT on the same day [2] - Participants must pre-register to access the earnings call, and a recording will be available for later replay [3][4] Company Overview - Daktronics is the world's largest supplier of large-screen video displays, electronic scoreboards, and LED text and graphics displays [5] - The company operates in four domestic business units: Live Events, Commercial, High School Park and Recreation, and Transportation, along with one International business unit [5]

Core Insights - Daktronics, Inc. is a leading global designer and manufacturer of dynamic video communication displays and control systems, with participation in the Craig-Hallum 16th Annual Alpha Select Conference scheduled for November 18, 2025 [1] Company Overview - Daktronics holds a strong leadership position as the world's largest supplier of large-screen video displays, electronic scoreboards, LED text and graphics displays, and related control systems [2] - The company specializes in the control of display systems that integrate multiple complex displays to show real-time information, graphics, animation, and video [2] - Daktronics operates through four domestic business units: Live Events, Commercial, High School Park and Recreation, and Transportation, along with one International business unit [2]