NASDAQ$DAKT

Daktronics Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Daktronics' financial performance showed sales growth and strong cash flow generation.

Daktronics reported a 4.5% increase in sales to $208.3 million for the second quarter of fiscal 2025. The company generated record cash flow from operations of $43.3 million and reported an operating income of $15.8 million. The product order backlog was $236.0 million at the end of the quarter.

  • Sales increased by 4.5% to $208.3 million compared to the second quarter of fiscal 2024.
  • Gross profit margin was 26.8%, slightly lower than the 27.2% reported in the same quarter last year.
  • Operating income was $15.8 million, compared to $19.4 million for the second quarter of fiscal 2024.
  • Record cash flows from operations reached $43.3 million for the quarter.

Headline financials

Total Revenue

$208M

Previous: $199M+4.5%
EPS

$0.22

Previous: $0.27-18.5%
Order Backlog

$236M

Previous: $307M-23.1%
Operating Margin

7.6%

Previous: 9.7%-21.6%
Capital Expenditures

-$10.5M

Previous: -$9.23M-13.4%
Free Cash Flow

$52.4M

Previous: $35.1M+49.2%
Net Income

$21.4M

Previous: $2.17M+888.7%
Operating Income

$15.8M

Previous: $19.4M-18.9%
Gross Profit

$55.9M

Previous: $54.2M+3.1%
Cash & Equivalents

$134M

Previous: $64.7M+107.5%
Total Assets

$552M

Previous: $511M+8.0%
R&D Expense

$9.84M

Previous: $9.22M+6.7%
Stock-Based Comp

$530K

Previous: $534K-0.7%

Revenue & EPS history

Daktronics · Revenue · Quarterly

$208M

Q2 2025+4.5%vs Q2 2024
Beat estimate in 12 of 16 quarters(75%)
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

Daktronics anticipates order volume to increase for the full fiscal year 2025 and expects normal seasonal sales levels for the remainder of the fiscal year. The company will continue to invest in digital and strategic transformation initiatives.

Tailwinds

  • Order growth of 3.3 percent year-over-year.
  • Anticipates order volume to increase for the full fiscal year.
  • Management continues to refine and execute its digital and strategic transformation initiatives.
  • Will continue to make disciplined investments through the rest of the fiscal year to strengthen Daktronics' business foundation.
  • Focus on future profitability and sustainable returns.

Headwinds

  • Variability in orders between periods is natural in these large project business areas and the time of year for sports projects.
  • Order volume for the quarter declined primarily due to an order decrease in the Live Events, Transportation and International business units.
  • Gross profit as a percentage of net sales decreased slightly.
  • Increased operating expenses reflect investments in staffing resources to support information technology and digital transformation programs as well as sales team expansion to support opportunities for future growth.
  • Effective income tax rate for the second quarter of fiscal 2025 produced an effective tax rate of 15.0 percent primarily due to the reduction of the convertible note fair value adjustment to expense that is not deductible for tax purposes in proportion to the period's increase in pre-tax income.

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 Q2 2025

Historical avgQ2 2025

-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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