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Daktronics Inc. /Sd/ (DAKT) Fundamental Analysis & AI Grade 2026

DAKT Nasdaq Miscellaneous Manufacturing Industries DE CIK: 0000915779
Recently Updated • Analysis: Jul 30, 2026 • SEC Data: 2026-05-02
Combined AI Grade
A
74% Confidence
AGREEMENT
A
72% Conf
B
76% Conf

📊 DAKT Key Takeaways

Revenue: $838.7M
Net Margin: 5.4%
Free Cash Flow: $34.3M
Current Ratio: 2.31x
Debt/Equity: 0.03x
EPS: $0.92
AI Grade: A with 72% confidence
Daktronics Inc. /Sd/ (DAKT) receives a A fundamental grade with 74% confidence from our AI analysis based on SEC 10-K filings. With revenue of $838.7M, net profit margin of 5.4%, and return on equity (ROE) of 15.1%, Daktronics Inc. /Sd/ demonstrates strong fundamentals in the Market sector. Below is our complete DAKT stock analysis for 2026.

Is Daktronics Inc. /Sd/ (DAKT) a Good Investment?

Claude

Daktronics demonstrates solid fundamental strength with 10.9% revenue growth, exceptional financial health (0.03x debt/equity, $131.6M cash), and positive free cash flow generation of $34.3M. However, modest operating margins (7.3%) and disproportionate EPS growth (+538% vs. 10.9% revenue growth) suggest potential one-time benefits that may not be sustainable.

ChatGPT

Daktronics shows solid underlying financial health, with strong liquidity, minimal leverage, and positive free cash flow generation supporting resilience. Profitability remains acceptable, but the recent revenue decline and sharp EPS deterioration point to uneven operating momentum, making the fundamentals more balanced than clearly accelerating.

Daktronics Inc. /Sd/ Key Strengths (DAKT)

Claude
  • + Strong revenue growth of 10.9% YoY demonstrates solid market demand and business traction
  • + Fortress balance sheet with minimal debt (9.6M), strong cash position (131.6M), and 0.03x debt-to-equity ratio provides strategic flexibility
  • + Robust free cash flow generation of 34.3M with positive operating cash flow despite capital investments
  • + Excellent liquidity position (2.31x current ratio, 1.74x quick ratio) provides financial stability
  • + Solid returns on capital (ROE 15.1%, ROA 8.2%) indicate efficient asset utilization
ChatGPT
  • + Strong balance sheet with high cash reserves and very low long-term debt
  • + Healthy liquidity profile with current ratio of 2.22x and quick ratio of 1.68x
  • + Positive operating cash flow and free cash flow with 7.0% FCF margin

DAKT Stock Risks: Daktronics Inc. /Sd/ Investment Risks

Claude
  • ! Modest operating margin of 7.3% and gross margin of 27.3% indicate limited pricing power or high cost structure typical of manufacturing
  • ! Massive EPS growth (+538% YoY) significantly outpaces revenue growth, suggesting potential one-time items or unusually weak prior-year earnings that may not recur
  • ! Manufacturing sector exposure to industrial demand cycles and economic downturns could pressure margins and growth
  • ! Free cash flow margin of 4.1% is thin relative to revenue, leaving limited buffer for operational disruptions
ChatGPT
  • ! Revenue declined 7.5% year over year, indicating weak top-line momentum
  • ! Net margin of 5.9% and operating margin of 7.4% leave limited room if demand softens further
  • ! Diluted EPS fell sharply year over year, suggesting earnings volatility or margin pressure

Key Metrics to Watch

Claude
  • * Operating margin trend and gross margin sustainability
  • * Revenue growth persistence and organic vs. acquired growth breakdown
  • * Free cash flow conversion and capital expenditure requirements
  • * Working capital management and cash-to-earnings quality
ChatGPT
  • * Revenue growth and order conversion trends
  • * Operating margin and free cash flow consistency

Daktronics Inc. /Sd/ (DAKT) Financial Metrics & Key Ratios

Revenue
$838.7M
Net Income
$45.4M
EPS (Diluted)
$0.92
Free Cash Flow
$34.3M
Total Assets
$554.4M
Cash Position
$131.6M

💡 AI Analyst Insight

The relatively thin 4.1% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.31x current ratio provides a solid financial cushion.

DAKT Profit Margin, ROE & Profitability Analysis

Gross Margin 27.3%
Operating Margin 7.3%
Net Margin 5.4%
ROE 15.1%
ROA 8.2%
FCF Margin 4.1%

DAKT vs Market Sector: How Daktronics Inc. /Sd/ Compares

How Daktronics Inc. /Sd/ compares to Market sector averages

Net Margin
DAKT 5.4%
vs
Sector Avg 12.0%
DAKT Sector
ROE
DAKT 15.1%
vs
Sector Avg 15.0%
DAKT Sector
Current Ratio
DAKT 2.3x
vs
Sector Avg 1.8x
DAKT Sector
Debt/Equity
DAKT 0.0x
vs
Sector Avg 0.7x
DAKT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Daktronics Inc. /Sd/ Stock Overvalued? DAKT Valuation Analysis 2026

Based on fundamental analysis, Daktronics Inc. /Sd/ has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
15.1%
Sector avg: 15%
Net Profit Margin
5.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.03x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Daktronics Inc. /Sd/ Balance Sheet: DAKT Debt, Cash & Liquidity

Current Ratio
2.31x
Quick Ratio
1.74x
Debt/Equity
0.03x
Debt/Assets
31.9%
Interest Coverage
41.59x
Long-term Debt
$9.6M

DAKT Revenue & Earnings Growth: 5-Year Financial Trend

DAKT 5-year financial data: Year 2022: Revenue $611.0M, Net Income $491.0K, EPS $0.01. Year 2023: Revenue $754.2M, Net Income $10.9M, EPS $0.24. Year 2024: Revenue $818.1M, Net Income $592.0K, EPS $0.01. Year 2025: Revenue $818.1M, Net Income $6.8M, EPS $0.15. Year 2026: Revenue $838.7M, Net Income $34.6M, EPS $0.74.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Daktronics Inc. /Sd/'s revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.74 reflects profitable operations.

DAKT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.1%
Free cash flow / Revenue

DAKT Quarterly Earnings & Performance

Quarterly financial performance data for Daktronics Inc. /Sd/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $149.5M -$696.0K $-0.01
Q2 2025 $199.4M $2.2M $0.05
Q1 2025 $219.0M -$4.9M $-0.11
Q3 2024 $170.3M $2.2M $0.08
Q2 2024 $187.4M $2.2M $0.05
Q1 2024 $171.9M -$5.3M $-0.12
Q3 2023 $139.6M $1.7M $0.04
Q2 2023 $164.5M $2.4M $0.05

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Daktronics Inc. /Sd/ Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$49.2M
Cash generated from operations
Stock Buybacks
$25.6M
Shares repurchased (TTM)
Capital Expenditures
$14.9M
Investment in assets
Dividends
None
No dividend program

DAKT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Daktronics Inc. /Sd/ (CIK: 0000915779)

📋 Recent SEC Filings

Date Form Document Action
Jul 28, 2026 DEF 14A dakt-20260728.htm View →
Jul 21, 2026 4 xslF345X06/wk-form4_1784661981.xml View →
Jul 17, 2026 8-K dakt-20260714.htm View →
Jul 16, 2026 4 xslF345X06/wk-form4_1784236687.xml View →
Jul 16, 2026 4 xslF345X06/wk-form4_1784236616.xml View →

Frequently Asked Questions about DAKT

What is the AI rating for DAKT?

Daktronics Inc. /Sd/ (DAKT) has a Combined AI Grade of A from Claude (A) and ChatGPT (B) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DAKT's key strengths?

Claude: Strong revenue growth of 10.9% YoY demonstrates solid market demand and business traction. Fortress balance sheet with minimal debt (9.6M), strong cash position (131.6M), and 0.03x debt-to-equity ratio provides strategic flexibility. ChatGPT: Strong balance sheet with high cash reserves and very low long-term debt. Healthy liquidity profile with current ratio of 2.22x and quick ratio of 1.68x.

What are the risks of investing in DAKT?

Claude: Modest operating margin of 7.3% and gross margin of 27.3% indicate limited pricing power or high cost structure typical of manufacturing. Massive EPS growth (+538% YoY) significantly outpaces revenue growth, suggesting potential one-time items or unusually weak prior-year earnings that may not recur. ChatGPT: Revenue declined 7.5% year over year, indicating weak top-line momentum. Net margin of 5.9% and operating margin of 7.4% leave limited room if demand softens further.

What is DAKT's revenue and growth?

Daktronics Inc. /Sd/ reported revenue of $838.7M.

Does DAKT pay dividends?

Daktronics Inc. /Sd/ does not currently pay dividends.

Where can I find DAKT SEC filings?

Official SEC filings for Daktronics Inc. /Sd/ (CIK: 0000915779) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DAKT's EPS?

Daktronics Inc. /Sd/ has a diluted EPS of $0.92.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is DAKT's fundamental grade?

Based on our AI fundamental analysis in July 2026, Daktronics Inc. /Sd/ has a A grade with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is DAKT stock overvalued or undervalued?

Valuation metrics for DAKT: ROE of 15.1% (sector avg: 15%), net margin of 5.4% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.

What is DAKT's AI grade for 2026?

Our dual AI analysis gives Daktronics Inc. /Sd/ a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DAKT's free cash flow?

Daktronics Inc. /Sd/'s operating cash flow is $49.2M, with capital expenditures of $14.9M. FCF margin is 4.1%.

How does DAKT compare to other Market stocks?

Vs Default sector averages: Net margin 5.4% (avg: 12%), ROE 15.1% (avg: 15%), current ratio 2.31 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jul 30, 2026 | Data as of: 2026-05-02 | Powered by Claude AI