Pulling SEC filings + quote and writing the call…

DAKTRONICS INC /SD/
Next earnings Jun 24, 2026 (before open) · consensus $0.20 EPS, $209M rev
Last earnings -3.8% on 2026-06-24
DAKT's FY26 rebound — revenue $839M, EPS $0.92, ROE 15% — at 21x earnings looks fair with room to re-rate as margins normalize.
Sources: SEC EDGAR (CIK 0000915779, latest 10-K filed 2026-06-24) · EODHD · analysis by claude-code · as of 6/25/2026, 2:34:14 PM.
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Quality fundamentals and an attractive price line up (~78% below fair value) — the rarer case where both the business and the entry look good.
Daktronics delivered a decisive FY26 turnaround: revenue grew 10.9% to $839M, operating income jumped 83.7% to $60.8M, and net income swung from a $10.1M loss in FY25 to $45.4M. The MD&A attributes the gains to favorable project mix (Spectacular LED, MLB venues, Spectaculars in Commercial), higher fixed-cost absorption on volume, and continued execution on backlog in Live Events and International. Order bookings rose across Live Events, High School Park & Rec, Transportation, and International — a forward indicator that supports the durability of FY26 results rather than treating them as a one-off.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $611M | $754M | $818M | $756M | $839M |
| Gross profit | $117M | $151M | $222M | $195M | $229M |
| Operating income | $4.05M | $21.4M | $87.1M | $33.1M | $60.8M |
| Net income | $592K | $6.80M | $34.6M | -$10.1M | $45.4M |
| Diluted EPS | $0.01 | $0.15 | $0.74 | -$0.21 | $0.92 |
| Net margin | 0.1% | 0.9% | 4.2% | -1.3% | 5.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
FY26 10-K: revenue $839M (+11%), EPS $0.92 vs loss; tariff headwinds flagged
FY26 10-K: revenue $839M (+11%), EPS $0.92 vs loss; tariff headwinds flagged
Officer/director change disclosed; routine governance update
Reg FD disclosure (likely investor presentation/conference materials)
Q3 FY26 10-Q showing margin expansion and continued profitability rebound
Q3 FY26 10-Q showing margin expansion and continued profitability rebound
Officer/director appointment or departure; governance update
Officer/director change; routine governance update
Q2 FY26 10-Q: backlog conversion and improving mix support recovery
1072 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 1 open-market buy · 0 sales
| 2026-04-30 | Wendler Brett David VP of Design & Development | Buy | 98.00 @ $15.97 | $1.57K |
| 2026-03-05 | Anderson Sheila Mae CDAO | Exercise | 4.65K | |
| 2026-03-05 | Anderson Sheila Mae CDAO | Tax | 1.38K @ $22.99 | $31.7K |
| 2026-03-05 | Kurtenbach Matthew John VP of Manufacturing | Exercise | 4.61K | |
| 2026-03-05 | Kurtenbach Matthew John VP of Manufacturing | Tax | 1.36K @ $22.99 | $31.4K |
| 2026-01-31 | GATZKE CARLA S Secretary and VP of Human Reso | Exercise | 23.1K | |
| 2026-01-30 | Kurtenbach Reece A Director | Gift | 23.4K | |
| 2026-01-30 | Kurtenbach Matthew John VP of Manufacturing | Gift | 23.4K | |
| 2026-01-30 | GATZKE CARLA S Secretary and VP of Human Reso | Gift | 23.4K | |
| 2026-01-20 | Wiemann Bradley T President and CEO | Exercise | 5.00K @ $4.11 | $20.6K |
| 2026-01-20 | Wiemann Bradley T President and CEO | Exercise | 2.50K @ $5.66 | $14.2K |
| 2026-01-20 | Wiemann Bradley T President and CEO | Exercise | 4.50K @ $3.02 | $13.6K |