Daktronics, Inc. · NASDAQ:DAKT
Daktronics — Investor Presentation (March 2026)
18 slides from Daktronics's investor presentation, March 2026
Slide 1: Investor Presentation
DYNAMIC MESSAGE SIGNS Investor Presentation March 2026 NASDAQ: DAKT CONTROL SYSTEMS
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-Looking Statements: In addition to statements of historical fact, this news release 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 ~$803 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 Differentiated by quality, production, installation, service – only US provider with diversified scale and world-wide footpri
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 & live entertainment sports/entertainment venues, venues advertising, and transportation 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 • Intelligent Power Management • Integration Control Solutions (AR
Slide 11: FQ3 2026 Business Review
FQ3 2026 BUSINESS REVIEW • Solid revenue and operating income growth • Efficient fulfilment of large number of sports installations for key sports customers − Notable installs nearing completion include Seattle Mariners and several other MLB stadiums. Early phase of Installation starting Tennessee T
Slide 12: FQ3 FY2026 Financial Highlights
FQ3 FY2026 FINANCIAL HIGHLIGHTS ($ in millions, except per share data) FQ3 2025 FQ2 2026 FQ3 2026 Orders $186.9 $199.1 $201.1 Net sales $149.5 $229.3 $181.9 Gross margin 24.6% 27.0% 24.0% Operating income $(3.6) $21.6 $1.9 Operating margin (2.4%) 9.4% 1.1% Adjusted operating income $1.2 $4.0 Net inc
Slide 13: Balance Sheet Strength
BALANCE SHEET STRENGTH 5 Quarters of Inventory vs Revenue 115 100% 110 78% 49% 56% 113 63% 46% 105 109 50% Millions 100 106 104 • Efficient Working Capital Management 101 95 0% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Inventory Inventory Sales Ratio Share Repurchases 19.29 30 16.83 16.43 16.06 $20 13
Slide 14: Smooth Transition and Handover
SMOOTH TRANSITION AND HANDOVER
Slide 15: Gemba Walks with Associates, Customers and in Field
GEMBA WALKS w/ ASSOCIATES, CUSTOMERS and in FIELD
Slide 16: Summary and Outlook
SUMMARY AND OUTLOOK Entering FQ4 in strong position with order growth, multi-quarter backlog and solid YTD Finish Strong results Year Focus for remainder of year: continued efficient revenue conversion, expense management and productivity, continued cash generation Further strengthening leader
Slide 17: 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 18: Questions?
QUESTIONS? WEC Energy Group DAKTRONICS