Daktronics, Inc. (DAKT)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
$19.35-0.67%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-09-04
QuarterlyIQ Insights · DAKT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue executing growth initiatives to achieve 7-10% compound annual revenue growth through core markets, vertical expansion, and software/service innovation.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $218.972 million in 2026-Q1 to $234.565 million in 2026-Q4, a 7.1% increase despite a shorter quarter in 2026-Q4. Product backlog remained strong above $300 million for six consecutive quarters, supporting future growth. Management is delivering consistent progress toward the 7-10% revenue CAGR target.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Tracking well toward our fiscal 2028 targets of 7-10% revenue CAGR.”
“Tracking well toward our fiscal 2028 targets of 7-10% CAGR in revenue growth.”
“We are tracking well toward our fiscal 2028 targets of 7-10% revenue CAGR.”
Focus on improving ROIC to reach 17-20% through operational excellence and disciplined capital deployment.
Stated as a priority in 3 of last 3 quarters. Management consistently reiterates the 17-20% ROIC target for fiscal 2028. While direct ROIC figures are not reported, the company’s improving operating income and net income trends support progress. The trajectory is delivering consistent focus toward the ROIC goal.
“Tracking well toward our fiscal 2028 targets of 17-20% ROIC.”
“We are highly energized and remain on track to achieve our three-year plan objectives of a 17-20% ROIC.”
“We are tracking well toward our fiscal 2028 targets of 17-20% ROIC.”
Sustain operating margins within 10-12% range through operational excellence and cost discipline.
Stated as a priority in 3 of last 3 quarters. Operating margin was 10.6% in 2026-Q1, consistent with the target range of 10-12% for fiscal 2028. The margin has shown improvement from prior years and management reiterates focus on operational excellence to sustain this level. The trajectory is delivering steady margin performance aligned with stated goals.
“Tracking well toward our fiscal 2028 targets of 10-12% operating margin.”
“We continue to extend our leadership in product innovation and design and to advance the sophistication of the buying tools we offer customers to enhance our strong service levels and our value propo…”
“Operating margin of 10.6% for the first quarter of fiscal 2027.”
Expand and execute share repurchase program with a $40 million authorization to return capital to shareholders.
Stated as a priority in 2 of last 3 quarters. The Board increased the share repurchase authorization to $40 million in 2026-Q4. During 2026-Q1, the company repurchased $4.4 million of shares under this program. Management is delivering on capital return through active repurchases consistent with the expanded authorization.
“Board voted to implement a new program authorizing repurchases up to $40 million.”
“Repurchased $4.4 million of shares under the $40 million share repurchase authority.”
Continue to lead the industry with advanced product innovation, design, and enhanced customer buying tools.
Stated as a priority in 2 of last 3 quarters. Management emphasizes ongoing leadership in product innovation and design, supported by investments in software and service offerings. While no direct financial metrics are provided, the consistent restatement indicates sustained focus with limited quantitative delivery data.
“We continue to extend our leadership in product innovation and design and advance the sophistication of buying tools.”
“Advancing strategic priorities including product innovation and customer engagement.”
Over the trailing year it converted 1.32x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
29 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=2769).
Not investment advice. As of 2026-09-04.