Daktronics Announces Q1 EPS of 33 Cents Compared to (11 Cents) Last Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 10 2025
0mins
Q1 Financial Performance: Daktronics reported Q1 revenue of $218.97 million, slightly down from $226.088 million last year, but achieved a 26.9% sequential growth in net sales.
Order Growth and Profitability: The company experienced a 35.4% increase in total order growth across all business units, driven by strong demand in Live Events and strategic initiatives that improved profitability and generated $26.1 million in operating cash flow.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy DAKT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on DAKT
About DAKT
Daktronics, Inc. is a global designer and manufacturer of dynamic video communication displays and control systems for customers worldwide. Commercial segment consists of sales of its integrated video display systems, digital billboards, Galaxy and Fuelight product lines, and dynamic messaging systems. Live Events segment consists of sales of integrated scoring and video display systems, and sales of its mobile display technology to video rental organizations and other live event-type venues. High School Park and Recreation segment consists of sales of scoring systems, Galaxy displays and video display systems to primary and secondary education facilities and resellers. Transportation segment consists of sales of intelligent transportation systems, dynamic messaging signs for road management, mass transit, aviation applications and others. Its MicroLED fabrication offers advanced display solutions with pixel pitches for large-format video walls and medium-sized commercial displays.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Annual Revenue Growth: Daktronics achieved $839 million in revenue for fiscal '26, reflecting a 10.9% increase, which underscores the company's strong performance in core markets and enhances its competitive position.
- Operating Income Improvement: Operating income surged from $33.1 million in 2025 to $61 million, with operating margin expanding by 290 basis points to 7.3%, indicating significant progress in cost control and operational efficiency.
- Earnings Per Share Growth: Adjusted EPS grew by 25% to $1.05, with fourth-quarter EPS at $0.27, marking a 50% increase year-over-year, reflecting ongoing improvements in the company's profitability.
- Shareholder Return Strategy: The company repurchased approximately $25.5 million in stock at an average price of $17.8 per share in fiscal '26, demonstrating a commitment to shareholder returns and effective capital management.
See More
- Strong Performance: Daktronics achieved record annual revenue of $839 million in fiscal 2026, with order bookings growth exceeding 10% and nearly 11% net sales growth, indicating robust market performance and sustained growth potential.
- Margin Improvement: Adjusted operating margin expanded by 290 basis points to 7.3%, with adjusted EPS rising 25% to $1.05, reflecting the company's success in cost control and efficiency improvements, thereby enhancing investor confidence.
- Strategic Investment: The company repurchased nearly $25 million in stock during fiscal 2026 and plans to begin production at its new facility in Saltillo, Mexico in July 2026, which is expected to further drive revenue growth and market share in the future.
- Outlook Reaffirmation: Management reaffirmed fiscal 2028 targets, including a 7%-10% revenue CAGR and a 10%-12% operating margin, emphasizing the importance of executing strategic objectives and order conversion in fiscal 2027.
See More
- Buyback Program Expansion: Daktronics' board has authorized an increase in its stock buyback program to a total of $40 million, reflecting the company's confidence in its stock value and likely boosting market demand for its shares.
- Positive Market Reaction: Following this announcement, Daktronics' stock rose by 5% in premarket trading, indicating investor optimism about the company's future performance, which may attract more investor interest.
- Flexible Buyback Strategy: The company stated that repurchases may be made through open-market purchases, private transactions, or other methods depending on market conditions and other factors, allowing for optimized capital allocation in varying market environments.
- No Fixed Expiration Date: The buyback program has no fixed expiration date and may be modified, suspended, or terminated at any time, providing the company with the flexibility to adjust its strategy based on future market changes, enhancing its financial management agility.
See More
- Strong Earnings Performance: Daktronics reported a Q4 non-GAAP EPS of $0.27, beating expectations by $0.12, which reflects the company's robust profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $208.6 million, a 20.9% year-over-year increase, surpassing market expectations by $3.33 million, indicating sustained strong demand for its products and services.
- New Orders Update: Although new orders for Q4 totaled $222.0 million, down 7.7% year-over-year, the record full-year new orders of $860.8 million, up 10.2%, highlight the company's long-term growth potential.
- Increased Product Backlog: The current product backlog stands at $356.2 million, a 4.3% increase from the prior year-end, providing a solid foundation for future revenue growth and demonstrating the company's ongoing competitive strength in the market.
See More
- Record Sales Performance: Daktronics achieved net sales of $838.7 million for fiscal 2026, reflecting a 10.9% year-over-year increase, demonstrating strong market demand in the dynamic video display and control systems sector, thereby reinforcing its industry leadership.
- Record Orders: The company reported total new orders of $860.8 million for fiscal 2026, up 10.2% year-over-year, with the Live Events business unit notably winning five Major League Baseball stadium installations, highlighting its competitive edge in the market.
- Profitability Improvement: Fourth quarter earnings per share (EPS) reached $0.17, with adjusted EPS at $0.27, marking a 50% increase year-over-year, driven by enhanced operational efficiency and effective sales strategies, which are expected to positively impact future financial performance.
- Growing Product Backlog: By the end of fiscal 2026, the product backlog rose to $356.2 million, a 4.3% increase from the previous year, laying a solid foundation for sustained growth in fiscal 2027 and indicating a favorable outlook for future market demand.
See More
- Earnings Announcement Date: Daktronics is set to release its Q4 earnings on June 24 before market open, with a consensus EPS estimate of $0.15, reflecting a significant year-over-year increase of 178.9%, indicating strong profitability potential.
- Revenue Growth Expectations: The anticipated revenue for Q4 is $205.27 million, representing an 18.9% year-over-year growth, which highlights the company's robust performance amid recovering market demand and may lay the groundwork for future growth.
- Historical Performance Review: Over the past two years, Daktronics has exceeded EPS estimates 50% of the time and revenue estimates 75% of the time, showcasing the company's reliability in financial forecasting and market adaptability.
- Recent Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates but one downward revision, and similarly, revenue estimates saw no upward revisions with one downward adjustment, indicating a cautious market outlook on the company's future performance.
See More






