Daktronics, Inc. · NASDAQ:DAKT
Daktronics — Investor Presentation (January 2026)
17 slides from Daktronics's investor presentation, Jan 22, 2026
Slide 1: Investor Presentation
DYNAMIC MESSAGE SIGNS Investor Presentation January 22, 2026 NASDAQ: DAKT CONTROL SYSTEMS
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this presentation contains forward-looking statements within the meaning of the federal securities laws and is intended to receive the protections of such laws. All statements, other than historical facts
Slide 3: Company Highlights
COMPANY HIGHLIGHTS Compelling TTM TKPIs(1) Daktronics provides best-in-class audio-video displays, message displays and scoreboards to inform, entertain, and persuade audiences ~$770 Million #1 Largest North American LED video display Growing American brand by Sales(1) provider(2) revenue for past 3
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS Global industry leader in best-in-class dynamic video communication displays and control systems Large, growing domestic and international markets Only US manufacturer of scale with a global footprint and servicing by geographic market Technology leadership with high-qu
Slide 5: Interconnected Systems to Inform Audiences, Entertain and Engage Fans
INTERCONNECTED SYSTEMS TO INFORM AUDIENCES, ENTERTAIN AND ENGAGE FANS Live Events International Video displays for large Video displays for large sports/entertainment venues, sports & live entertainment advertising, and transportation venues Commercial High School Park and Billboards & video display
Slide 6: Industry Leader
INDUSTRY LEADER Video Displays Software & Controllers Digital Billboards Video Walls Scoreboards Digital Street Furniture ITS Dynamic Signs Price Displays Indoor LCD Signs Freeform Elements Sound Systems Electronic Message Signs
Slide 7: Diversified Revenue
DIVERSIFIED REVENUE Live Events • Complex, audience, fan-driven sale • Large projects, timing lumpy Commercial • On-premise and out-of-home advertising reach • Distribute through Sign Co’s and AV Integrators Transportation • Brand reputation and prequalified, in all 50 states • Best in class, proven
Slide 8: Increasing Global Manufacturing Agility
INCREASING GLOBAL MANUFACTURING AGILITY Current Footprint US Brookings and Sioux Falls, SD – 1,067,000 square feet Redwood Falls, MN – 151,000 square feet International Ennistymon, Ireland – 62,000 square feet Shanghai, China – 157,000 square feet New Facility International Saltillo, Mexic
Slide 9: Global Relationships with Repeat Customers
GLOBAL RELATIONSHIPS WITH REPEAT CUSTOMERS ▪ Demonstrated success cultivates long-term relationships for replacement cycles and additional sales opportunities ▪ Grow profitably in core and adjacent customer types and geographies through strategic offering expansion tailored to customer needs ▪ Deman
Slide 10: Developing and Applying Future Technologies
Developing and Applying Future Technologies Today: • Narrow Pixel Pitch (NPP) • High Resolution Outdoor • Event Control - Live 3D rendering • Cloud based Control Platform Future potential technologies: • MicroLED – Narrow Pixel Pitch • Reflective – low power displays • Intelligent Power Management •
Slide 11: Transformation: Momentum from Launched Initiatives – FQ2 Update
Transformation: Momentum from Launched Initiatives, Next 6 Months Focus – FQ2 UPDATE Driving profitable growth • Value-based pricing changes – service parts and certain products – on track • Launch of SaaS product trials to target customers – • Prioritizing high-growth international geographies an
Slide 12: FQ2 2026 Business Review
FQ2 2026 BUSINESS REVIEW • Solid quarter results, exemplary execution, delivering revenue and profit expansion − Notable installs include Miami Freedom Park (MLS), Baltimore Orioles (MLB), Aramco Stadium (Saudi Arabia), Zayed Sports City (Abu Dhabi), Philly Airport, San Antonio Spurs (NBA), Universi
Slide 13: FQ2 FY2026 Financial Highlights
FQ2 FY2026 FINANCIAL HIGHLIGHTS ($ in millions, except per share data) FQ2 2025 FQ1 2026 FQ2 2026 Orders $177.6 $238.5 $199.1 Net sales $208.3 $219.0 $229.3 Gross margin 26.8% 29.7% 27.0% Operating income $15.8 $23.3 $21.6 Operating margin 7.6% 10.6% 9.4% Adjusted net income $13.9 $16.5 $17.5 YTD Re
Slide 14: FQ2: Balance Sheet Strength
FQ2: BALANCE SHEET STRENGTH Net cash balance at QE = $138.3 million vs $115.5 million at prior YE Share repurchase = $12.2 million YTD @ $16.38 VWAP As of 9 December 2025, Share Repurchase Program capacity increased to $25.7 million, which includes an additional $20 million authorized by the Board R
Slide 15: FY26-28 Transformation Objectives
FY26-28 TRANSFORMATION OBJECTIVES Revenue Growth > Addressable Market: 7-10% CAGR Top quartile ROIC = 17-20% • Value-based selling with guardrails • Revenue mix diversification Operating Margins + Higher Operating Margin: • Enhanced service 10-12% Growth + • New products Capital Allocation • Structu
Slide 16: Business Summary and Outlook
BUSINESS SUMMARY AND OUTLOOK Backlog growth - Capturing demand and driving revenue tailwind Expanding opportunity pipeline of market opportunities supporting growth objectives Efficient revenue conversion and successful inventory, supply chain, manufacturing and cost management Adding manufa
Slide 17: Questions?
QUESTIONS? WEC Energy Group DAKTRONICS