•
Jan 29, 2022

Daktronics Q3 2022 Earnings Report

Reported third quarter fiscal 2022 results, which included record orders and increased net sales.

Key Takeaways

Daktronics reported a net sales increase of 48.2% to $139.6 million, driven by record orders. However, the company experienced an operating loss of $5.7 million due to inflation in materials and freight costs, increased personnel spend, and a warranty charge. The company's order backlog reached a record level of $353 million.

Net sales reached $139.6 million due to record orders and eased pandemic site restrictions.

Operating loss of $5.7 million was realized due to inflation, increased personnel spend, and a warranty charge.

Record level of orders reached $214.8 million.

Product order backlog reached $353 million, driven by record order volume and supply chain challenges.

Total Revenue
$140M
Previous year: $94.1M
+48.3%
EPS
-$0.1
Previous year: -$0.00475
+2005.3%
Order Backlog
$353M
Previous year: $195M
+81.0%
Gross Profit
$22.3M
Previous year: $23.9M
-6.5%
Cash and Equivalents
$35.8M
Previous year: $81M
-55.8%
Free Cash Flow
-$22.4M
Total Assets
$415M

Daktronics

Daktronics

Forward Guidance

Daktronics anticipates dynamic and volatile supply chain and labor conditions to persist through the calendar year and plans to adjust pricing, production schedules, and capacity levels accordingly. The company believes the audiovisual industry is poised for long-term growth and is investing in new technologies and markets.

Positive Outlook

  • Audiovisual industry is poised for growth.
  • Investing in new technologies.
  • Investing in new markets.
  • Positioning the business for long-term growth.
  • Increasing value for stakeholders.

Challenges Ahead

  • Dynamic and volatile supply chain conditions expected to persist.
  • Volatile labor conditions expected to persist.
  • Parts cost headwinds.
  • Labor cost headwinds.
  • Supply chain disruptions.