Daktronics, Inc. (DAKT)

Daktronics beat expectations on both the top and bottom line in the first fiscal quarter of 2027, reported September 2, 2026, with revenue of $234.6 million topping the $230.3 million estimate (+1.9%) and EPS of $0.40 topping the $0.35 estimate (+15%). Revenue rose ~7% to about $234.6 million (up from roughly $219.0 million a year ago), with the business still concentrated in the United States at about $202.4 million (up ~3% YoY) while Outside United States revenue reached roughly $32.1 million (up ~44% YoY). Profitability showed up in margins, with gross margin at ~31% on gross profit of about $71.6 million, and operating margin at ~11% alongside operating income of roughly $24.9 million. Net income increased ~18% to about $19.4 million (up from roughly $16.5 million a year ago). The company generated about $31.4 million of operating cash flow and repurchased roughly $4.4 million of stock during the quarter. For the next period, consensus calls for EPS of $0.39 on revenue of $231.9 million.