NASDAQ$DAKT

Daktronics Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported results for the first quarter of fiscal year 2022, showing increased orders but facing headwinds from supply chain challenges and inflation.

Daktronics reported a slight increase in net sales and a significant rise in orders for Q1 2022. However, operating income and net income decreased due to increased costs and a different sales mix. The company is navigating supply chain challenges and expects these to persist.

  • Net sales increased slightly to $144.7 million compared to $143.6 million in Q1 FY2021.
  • Operating income decreased to $5.7 million from $9.5 million in the same quarter last year.
  • Net income decreased to $3.7 million, with earnings per diluted share at $0.08, compared to $7.5 million and $0.17 respectively in Q1 FY2021.
  • Orders surged by 48.8% year-over-year to $181.7 million, driven by easing pandemic restrictions and large project bookings.

Headline financials

Total Revenue

$145M

Previous: $144M+0.8%
EPS (adj)

$0.08

Previous: $0.17-52.9%
Order Backlog

$285M

Previous: $192M+48.4%
Gross Margin

22.2%

Previous: 24.9%-10.8%
Operating Margin

3.9%

Previous: 6.6%-40.9%
Capital Expenditures

-$1.28M

Previous: -$3.16M+59.3%
Free Cash Flow

-$2.3M

Previous: $5.39M-142.7%
Net Income

$3.69M

Previous: $7.47M-50.6%
Operating Income

$5.66M

Previous: $9.55M-40.7%
Gross Profit

$32.2M

Previous: $35.8M-10.0%
Cash & Equivalents

$77.2M

Previous: $44.6M+73.1%
Total Assets

$396M

Previous: $380M+4.3%
Stock-Based Comp

$518K

Previous: $539K-3.9%

Revenue & EPS history

Daktronics · Revenue · Quarterly

$145M

Q1 2022+0.8%vs Q1 2021
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Daktronics · $209M total across 5 segments · Q4 2026

  • Live Events
    $84.9M
  • High School Park and Recreation
    $46.3M
  • Commercial
    $40.3M
  • Transportation
    $23.6M
  • International
    $13.5M

Forward guidance

The company anticipates a successful year due to a solid backlog and strong pipeline, but expects volatility in revenue cycles and production costs due to ongoing supply chain challenges. Long-term, the company believes the audiovisual industry has strong growth potential and is investing in capacity, new technologies, and markets to meet future demand.

Tailwinds

  • Solid backlog positions the company for a successful year.
  • Strong pipeline of opportunities expected to drive growth.
  • Belief in the strong fundamentals of the audiovisual industry.
  • Investments in capacity to meet expected demand.
  • Investments in new technologies and markets to provide world-leading solutions and value.

Headwinds

  • Supply chain challenges are expected to cause volatility in revenue cycles.
  • Supply chain challenges are expected to cause volatility in production costs.
  • Material availability constraints are creating headwinds in lead times.
  • Inflationary pressures are impacting costs.
  • Expectation that supply chain headwinds will persist through the calendar year, with some impacts continuing into next calendar year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.0%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+1.5%

Avg return

30 days after

40%

26 / 65 earnings

Positive

+30.3%

Q1 2017

Best reaction

-25.8%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-11.4%-15.7%-20.9%
Q2 2026+15.9%+6.3%+15.7%
Q1 2026+20.0%+37.9%+9.9%
Q4 2025+1.1%-3.0%+16.3%
Q3 2025-14.9%-16.6%-19.0%
Q2 2025+17.6%+11.9%+3.1%
Q1 2025-13.3%-12.8%-3.4%
Q4 2024+23.4%+26.1%+39.7%
Q3 2024+6.8%+8.1%+22.5%
Q2 2024-16.5%-17.8%-22.4%
Q1 2024+7.4%+17.5%+9.3%
Q4 2023+11.3%+9.8%+30.1%
Q3 2023+11.7%+13.5%+33.0%
Q2 2023+15.7%+28.3%+58.1%
Q1 2023-22.9%-25.3%-34.1%
Q4 2022-4.8%-13.6%-14.7%
Q3 2022-7.5%-12.9%-16.0%
Q2 2022-2.9%-1.6%+3.5%
Q1 2022-7.1%-7.6%-9.2%
Q4 2021+1.0%+0.0%-8.2%
Q3 2021+3.0%+14.4%+11.8%
Q2 2021-1.8%-0.2%+2.6%
Q1 2021+11.5%+15.7%+3.9%
Q4 2020-8.7%-5.0%-13.9%
Q3 2020-10.4%-6.1%-21.8%
Q2 2020-10.4%-12.4%-12.6%
Q1 2020+22.3%+21.9%+27.3%
Q4 2019-6.1%-12.0%-14.8%
Q3 2019-1.8%-2.1%-10.4%
Q2 2019+15.2%+14.5%-3.4%
Q1 2019-14.1%-17.6%-12.2%
Q4 2018-20.3%-20.2%-15.3%
Q3 2018-4.3%-4.2%-5.3%
Q2 2018-5.7%-4.4%-7.1%
Q1 2018+0.7%+0.6%+9.9%
Q4 2017+4.7%+5.1%+3.8%
Q3 2017-6.0%-3.9%-9.5%
Q2 2017+10.8%+13.1%+10.6%
Q1 2017+30.3%+37.4%+42.7%
Q4 2016-22.0%-23.3%-20.5%
Q3 2016-17.9%
Q2 2016-14.9%
Q1 2016-25.8%
Q4 2015+5.2%
Q3 2015-15.0%
Q2 2015-11.5%
Q1 2015+8.2%
Q4 2014-11.3%
Q3 2014-1.6%
Q2 2014+11.8%
Q1 2014+1.3%
Q4 2013-7.3%
Q3 2013-14.3%
Q2 2013+17.4%
Q1 2013+18.5%
Q4 2010-0.3%
Q4 2012-0.3%
Q3 2011-5.2%
Q3 2012-5.2%
Q2 2012+7.8%
Q1 2012-4.7%
Q2 2011-4.7%
Q4 2011-4.7%
Q1 2011-4.7%
Q3 2010-3.3%

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