DAKT Daktronics (DAKT) Q4 FY26 earnings call
Daktronics closed a record year of its three-year transformation with broad-based demand and structural margin gains, entering FY27 with elevated backlog and all FY28 targets reaffirmed. Management's stance is execution-focused — converting a robust pipeline while ramping new Mexico capacity and absorbing tariff and working-capital timing noise. The open question analysts pressed is conversion timing, not underlying demand.
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DAKT operating KPIs by quarter
| KPI | This call May 2026 Q4 FY26 | Jul 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| Backlog | $356MWe enter fiscal 27 with a backlog of $356 million, up 4% over prior year.Source: earnings call transcript | $311MOur backlog coming into the second quarter was $311 million.Source: earnings call transcript | -12.6% |
| Employees | <2,700Our nearly 2,700 employees make this happen and we stand extremely grateful for that.Source: earnings call transcript | ~2,700We had a strong start to fiscal 2027, and I want to thank our approximately 2,700 employees across the globe for their execution and dedication.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.