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Daktronics (DAKT) investor relations material
Daktronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary10 Dec, 2025
Executive summary
Achieved double-digit year-over-year growth in new orders, sales revenue, and operating income for Q2 FY26, with net sales reaching $229.3 million and net income of $17.5 million ($0.35 EPS).
Product backlog reached $321 million, up 36% year-over-year, providing a multi-quarter revenue runway.
Major installations and strong demand in sports, transportation, and international markets, with significant new orders in live events and transportation.
Transformation initiatives, operational efficiencies, and new product launches, including advanced displays and cloud-based systems, are driving improved profitability and execution.
Announced leadership transition with Ramesh Jayaraman appointed as CEO, effective February 2026.
Financial highlights
Net sales for Q2 FY26 were $229.3 million, up 10% year-over-year; operating income reached $21.6 million with a 9.4% margin.
Net income for Q2 FY26 was $17.5 million ($0.35 per diluted share), up from $0.22 per share last year.
Gross profit margin was 27.0%, up from 26.8% a year ago.
Ended the quarter with $138.3 million in net cash and $149.6 million in cash and equivalents.
Free cash flow for the six months ended November 1, 2025, was $36.1 million.
Outlook and guidance
Strong backlog supports multi-quarter revenue runway; Q3 expected to be seasonally slower but year-over-year growth targeted.
Reaffirmed three-year targets: 7%-10% CAGR revenue growth, 10%-12% operating margin, and 17%-20% ROIC by FY28.
Continued investment in innovation, manufacturing capacity, and recurring revenue streams to drive long-term growth.
New manufacturing facility in Saltillo, Mexico, to enhance global production agility and support growth.
New CEO to focus on transformation and operational excellence.
What tariff mitigation strategies are in place?
New CEO's immediate strategic focus
Mexico facility's role in manufacturing network
Tariff impact mitigation strategy
Mexico plant's long-term strategic role
SaaS strategy for recurring revenue expansion
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Next Daktronics earnings date
Q3 20264 Mar, 2026
Next Daktronics earnings date
Q3 20264 Mar, 2026
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Frequently asked questions
Daktronics Inc designs, manufactures, and sells electronic display systems, including scoreboards, video displays, and digital signage. Its products are used in sports, transportation, business, and entertainment venues worldwide. The company is headquartered in Brookings, South Dakota, and its shares are listed on the NASDAQ.
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