NASDAQ$DAKT

Daktronics Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported third quarter fiscal 2022 results, which included record orders and increased net sales.

Daktronics reported a net sales increase of 48.2% to $139.6 million, driven by record orders. However, the company experienced an operating loss of $5.7 million due to inflation in materials and freight costs, increased personnel spend, and a warranty charge. The company's order backlog reached a record level of $353 million.

  • Net sales reached $139.6 million due to record orders and eased pandemic site restrictions.
  • Operating loss of $5.7 million was realized due to inflation, increased personnel spend, and a warranty charge.
  • Record level of orders reached $214.8 million.
  • Product order backlog reached $353 million, driven by record order volume and supply chain challenges.

Headline financials

Total Revenue

$140M

Previous: $94.1M+48.2%
EPS (adj)

-$0.10

Previous: -$0.00-2005.3%
Order Backlog

$353M

Previous: $195M+81.0%
Capital Expenditures

-$10M

Previous: -$6.94M-44.5%
Free Cash Flow

-$35.5M

Previous: $41.3M-186.0%
Net Income

-$4.35M

Previous: -$214K-1932.7%
Operating Income

-$5.68M

Previous: -$236K-2306.8%
Gross Profit

$22.3M

Previous: $23.9M-6.8%
Cash & Equivalents

$35.8M

Previous: $81M-55.8%
Total Assets

$415M

No prior period
Stock-Based Comp

$491K

No prior period

Revenue & EPS history

Daktronics · Revenue · Quarterly

$140M

Q3 2022+48.2%vs Q3 2021
Beat estimate in 10 of 16 quarters(63%)
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 dynamic and volatile supply chain and labor conditions to persist through the calendar year and plans to adjust pricing, production schedules, and capacity levels accordingly. The company believes the audiovisual industry is poised for long-term growth and is investing in new technologies and markets.

Tailwinds

  • Audiovisual industry is poised for growth.
  • Investing in new technologies.
  • Investing in new markets.
  • Positioning the business for long-term growth.
  • Increasing value for stakeholders.

Headwinds

  • Dynamic and volatile supply chain conditions expected to persist.
  • Volatile labor conditions expected to persist.
  • Parts cost headwinds.
  • Labor cost headwinds.
  • Supply chain disruptions.

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 Q3 2022

Historical avgQ3 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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