NASDAQ$DAKT

Daktronics Inc · Q4 2026 earnings

Q4 2026 earnings · · Before market open · Investor relations

Briefing

Daktronics reported record Q4 net sales of $208.6 million and EPS of $0.17 for the quarter ended May 2, 2026.

Daktronics achieved Q4 net sales of $208.6 million, up 20.9% year-over-year, with operating margin expanding to 6.8% from a negative 1.0% in the prior year. Adjusted EPS rose 50% to $0.27. The company ended the year with a product backlog of $356.2 million and approximately 2,700 employees.

  • Q4 net sales reached $208.6 million, a 20.9% increase from the prior year, driven by Live Events, High School Park and Recreation, and Transportation segments.
  • Operating margin improved to 6.8% in Q4 versus a loss in the year-ago quarter, supported by higher gross margins of 28.0%.
  • Adjusted EPS of $0.27 for Q4 represented a 50% increase year-over-year, with full-year adjusted EPS at $1.05.
  • Product backlog grew to $356.2 million, positioning the company for fiscal 2027 with a strong pipeline across segments.

Headline financials

Total Revenue

$209M

Previous: $173M+20.9%
EPS (adj)

$0.27

No prior period
Order Backlog

$356M

No prior period
Gross Margin

28.0%

No prior period
New Orders

222.0M

No prior period
Operating Margin

6.8%

No prior period
Net Income

$8.42M

Previous: -$9.4M+189.5%
Operating Income

$14.1M

No prior period
Gross Profit

$58.5M

No prior period
Cash & Equivalents

$132M

No prior period
Total Assets

$554M

No prior period

Revenue & EPS history

Daktronics · Revenue · Quarterly

$209M

Q4 2026+20.9%vs Q4 2025
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

Company is tracking to three-year strategic plan with focus on organic growth, operating model optimization, and disciplined capital deployment including share repurchases and targeted M&A.

Tailwinds

  • Strong $356.2 million backlog entering fiscal 2027
  • Secular demand drivers across all segments
  • Targeting 7-10% revenue CAGR, 10-12% operating margin, and 17-20% ROIC by fiscal 2028

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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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