NASDAQ$DAKT

Daktronics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Daktronics reported record first quarter net sales and a significant rebound in operating income.

Daktronics announced strong Q1 2024 results, marked by record net sales of $232.5 million, a gross profit margin of 30.6%, and a substantial operating income turnaround to $40.2 million compared to the previous year's loss. The company strategically managed capacity and pricing, leading to improved profitability and cash generation.

  • Record first quarter net sales increased by 35.3% year-over-year, reaching $232.5 million.
  • Gross profit margin improved to 30.6% due to record sales volume, stable operations, and strategic pricing.
  • Operating income rebounded to $40.2 million, a significant improvement from the $5.5 million loss in the same quarter last year.
  • Product order backlog decreased to $323.7 million, reflecting a more stable operating environment and reduced lead times.

Headline financials

Total Revenue

$233M

Previous: $172M+35.3%
EPS (adj)

$0.42

Previous: -$0.12+450.0%
Order Backlog

$324M

Previous: $469M-31.0%
Gross Margin

30.6%

Previous: 15.0%+104.0%
Operating Margin

17.3%

Previous: -3.2%+640.6%
Capital Expenditures

-$4.55M

Previous: -$10.7M+57.3%
Free Cash Flow

$14.7M

Previous: -$33.5M+143.9%
Net Income

$19.2M

Previous: -$5.33M+460.4%
Operating Income

$40.2M

Previous: -$5.52M+828.7%
Gross Profit

$71.1M

Previous: $25.8M+175.8%
Cash & Equivalents

$45.8M

Previous: $8.28M+452.9%
Total Assets

$508M

Previous: $473M+7.3%
Stock-Based Comp

$557K

Previous: $511K+9.0%

Revenue & EPS history

Daktronics · Revenue · Quarterly

$233M

Q1 2024+35.3%vs Q1 2023
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Daktronics · $233M total across 5 segments · Q1 2024

  • Live Events
    $92M+63.2%
  • High School Park and Recreation
    $56.2M+57.0%
  • Commercial
    $46.9M+16.9%
  • Transportation
    $21.4M+9.4%
  • International
    $16M-20.0%

Forward guidance

Daktronics is focused on capturing market growth, broadening its market position, and maintaining profitability through strategic initiatives and close monitoring of the global environment.

Tailwinds

  • Growing the business profitably while generating cash through working capital management.
  • Strategic pricing adjustments to maintain profitability.
  • Product mix changes to optimize revenue and margin.
  • Careful expense management to control costs.
  • Improving operational efficiency to lower costs and reduce lead times.

Headwinds

  • Volatility in bookings of larger sized Spectacular LED video display projects.
  • Ever-evolving geopolitical environment.
  • Global economic environment.
  • Potential for supply chain disruptions.
  • Potential for labor shortages.

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 2024

Historical avgQ1 2024

-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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