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Jan 25

Daktronics Q3 2025 Earnings Report

Daktronics reported a decline in sales and a net loss for Q3 2025, with a focus on business transformation initiatives.

Key Takeaways

Daktronics reported a 12.2% decline in revenue for Q3 2025, leading to a net loss of $17.16 million. The company also announced leadership changes and continued efforts in business transformation initiatives. Despite the decline, adjusted net income was positive at $509,000 after excluding non-operating expenses. Cash flow from operations remained strong at $12.0 million for the quarter.

Revenue decreased by 12.2% to $149.5 million.

Net loss was $17.16 million, with adjusted net income at $509,000.

Operating loss of $3.63 million, but adjusted operating income of $1.21 million.

Cash flow from operations was $12.0 million for the quarter.

Total Revenue
$150M
Previous year: $170M
-12.2%
EPS
$0.01
Previous year: $0.09
-88.9%
Order Backlog
$273M
Previous year: $328M
-16.8%
Gross Margin
24.6%
Previous year: 24.5%
+0.4%
Operating Margin
-2.4%
Previous year: 4.7%
-151.1%
Gross Profit
$36.8M
Previous year: $41.7M
-11.8%
Cash and Equivalents
$132M
Previous year: $76.8M
+72.2%
Free Cash Flow
$60.4M
Previous year: $5.08M
+1089.6%
Total Assets
$524M
Previous year: $499M
+5.0%

Daktronics

Daktronics

Daktronics Revenue by Segment

Forward Guidance

Daktronics expects continued demand for digital display systems but warns of potential delays in U.S.-based project bookings due to global tariff policies and federal funding shifts.

Positive Outlook

  • Strong demand for digital display systems remains.
  • Sequential increase in orders in Q3.
  • Cost mitigation efforts helping to preserve margins.
  • Favorable sales mix aiding profitability.
  • Working capital management remains a priority.

Challenges Ahead

  • Impact of global tariff policies on business conditions.
  • Delays in U.S.-based project bookings due to funding shifts.
  • Elevated costs related to corporate governance and transformation.
  • Seasonally lower volumes affecting sales.
  • Operating loss reported despite cost mitigation efforts.

Revenue & Expenses

Visualization of income flow from segment revenue to net income