NASDAQ$DAKT

Daktronics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Daktronics reported positive operating income in a seasonally low-volume period, driven by strong execution of manufacturing, operating, sourcing, and pricing improvements.

Daktronics announced its fiscal year 2024 third quarter results, featuring a 29.4% increase in new product and service orders, offset by a 7.9% decrease in sales compared to the previous year. Gross profit margin improved to 24.5%, and operating income rose by 12.9%.

  • Product and service orders increased by 29.4% compared to the same quarter last year.
  • Sales decreased by 7.9% due to lower volumes in the Commercial and International business units.
  • Gross profit margin improved to 24.5% from 22.6% due to strategic pricing and greater efficiency.
  • Operating income increased by 12.9% compared to the third quarter of fiscal 2023.

Headline financials

Total Revenue

$170M

Previous: $185M-7.9%
EPS

$0.09

Previous: $0.15-40.0%
Order Backlog

$328M

Previous: $429M-23.5%
Gross Margin

24.5%

Previous: 22.6%+8.4%
Operating Margin

4.7%

No prior period
Capital Expenditures

-$13.6M

Previous: -$21.8M+37.5%
Free Cash Flow

$40.2M

Previous: -$31.3M+228.3%
Net Income

$10.7M

Previous: $3.71M+189.3%
Operating Income

$8.04M

Previous: $7.12M+12.9%
Gross Profit

$41.7M

Previous: $41.7M+0.0%
Cash & Equivalents

$76.8M

Previous: $10M+666.0%
Total Assets

$499M

Previous: $454M+10.0%
R&D Expense

$8.84M

No prior period
Stock-Based Comp

$507K

Previous: $502K+1.0%

Revenue & EPS history

Daktronics · Revenue · Quarterly

$170M

Q3 2024-7.9%vs Q3 2023
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

Fiscal 2024 fourth quarter net sales are expected to increase sequentially as compared to the third quarter in fiscal year 2024 and decrease from the year-ago period. Gross margin is expected to be similar in comparison to the unique 2023 fourth quarter and operating margin and cash flows are expected to be down as compared to this same period.

Tailwinds

  • Net sales are expected to increase sequentially compared to Q3 2024.
  • Focus on capturing growth in addressable end markets.
  • Expanding share of customer spend.
  • Adding recurring control system and content development revenue.
  • Winning new customers.

Headwinds

  • Net sales are expected to decrease from the year-ago period.
  • Operating margin is expected to be down compared to the same period.
  • Cash flows are expected to be down compared to the same period.
  • Fiscal fourth quarter seasonality is expected to be similar to pre-pandemic patterns.
  • Gross margin is expected to be similar in comparison to the unique 2023 fourth quarter.

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 2024

Historical avgQ3 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro