DAKT · Daktronics Inc /Sd/
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q1 FY27 earnings call · Sep 2, 2026TL;DR. Daktronics reported fiscal Q1 sales up 7.1% to $234.6M (despite one fewer week), operating income up 7.2% to $24.9M at a 10.6% margin, and EPS up 21.2% to $0.40, with a $311.3M backlog, while raising capex, exiting a Datronix Ireland facility via redundancy consultation, and disclosing NBA/SEC information requests tied to the Kawhi Leonard matter.
- + Gross margin expanded to 30.5%, up 80 bps, helped by tariff refunds and a favorable mix toward higher-margin Transportation and International.
- − Input cost inflation (memory and other sensitive inputs) pressured cost of goods sold, only partially offset by tariff refunds.
- − Operating expenses rose to $46.7M from $41.8M, including a $2.0M commission on a large International project and added XDC/microLED and consulting costs.
- − Capex is stepping up to roughly $20M annually over the next few years versus $14-16M historically as the company invests in automation.
- − Datronix is consulting on a collective redundancy at its Ireland facility as it considers exiting the highly customized international transportation business, which would impact the facility's long-term viability.
- − The company has received information requests from the NBA and the SEC concerning the company and Mr. Leonard in connection with the league's investigation.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Contribution margin non-GAAP | $52.61M | the three months ended August 1, 2026 filing | +9.1% |
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| EBITDA non-GAAP | 29.62M | Three Months Ended August 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 19.43M
+6.24M Income tax expense
-1.13M Interest (income) expense, net
+403K Other expense, net
+4.68M Depreciation and amortization
= EBITDA 29.62M
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| Free cash flow non-GAAP | 27.52M | Three Months Ended August 1, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 31.43M
-4.13M Purchases of property and equipment
+219K Proceeds from sales of property and equipment
= Free cash flow 27.52M
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| New orders non-GAAP | $191.8M | fiscal 2027 first quarter | — |
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| Operating cash flow | $31.4M | fiscal 2027 first quarter | — |
| Product backlog non-GAAP | $311.3M | fiscal 2027 first quarter | — |
| Revenue recognized from contract liabilities | $45.35M | the three months ended August 1, 2026 filing | — |
| Share repurchases | $4.4M | fiscal 2027 first quarter | — |
| Working capital ratio | 2.2 | first quarter of fiscal 2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DAKT
this stock
Daktronics Inc /Sd/
|
$835.37M | -9.7% | +6.9% | 17.6 | 4.3% |
|
APH
Amphenol Corp /De/
|
$416.11B | — | +51.7% | 84.6 | 0.6% |
|
GLW
Corning Inc /Ny
|
$135.01B | +93.0% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$93.18B | +152.0% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.28B | -3.5% | +8.9% | 21.4 | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DAKT | +2.5% | -9.3% | -6.5% | +2.7% | -9.7% |
| SPY | +2.0% | +1.7% | +11.3% | +2.2% | +14.3% |
| vs SPY | +0.6% | -11.0% | -17.8% | +0.5% | -24.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.