DAKT at a glance
DAKTRONICS INC /SD/ (DAKT, SEC CIK 915779) filed its latest 10-K annual report on June 24, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 2, 2026 (FY2026), DAKTRONICS INC /SD/ (DAKT) reported revenue of $838.7 million (up 10.9% from FY2025) and net income of $45.4 million. Diluted EPS was $0.92.
- In the last 90 days, DAKT insiders reported 0 open-market purchases ($0) and 1 open-market sale ($77K) on Form 4, a net sale of $77K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $838.7M
- +10.9% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$77K
- Latest 8-K
- Sep 18, 2026
- Item 5.02 · Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 2, 2026
Business Overview
- Core business model: Design, manufacture, and sale of electronic display systems and related solutions for sports, commercial, transportation markets with lifecycle support
- Emphasis on emerging micro-LED display technology and enhanced software capabilities in fiscal 2026 R&D efforts
- Strategic expansion of manufacturing footprint with planned new facility in Mexico for fiscal 2027
- Employee base decreased to 2,423 full-time and 270 part-time/temporary from prior year, total 2,693 previously reported
- Product order backlog increased to $356.2 million from $341.6 million, reflecting continued digital display market adoption
Risk Factors
- Regulatory risk: Uncertain realization of U.S. tariff refunds under International Emergency Economic Powers Act, pending U.S. Customs and Border Protection review
- Geopolitical risk: Supply chain exposure to Taiwan and China suppliers affected by import/export controls, tariffs, and global tensions
- Operational risk: Dependency on single or limited suppliers for semiconductor components with potential for shortages and extended lead times
- Competitive risk: Pricing and product development pressure from lower-cost foreign and domestic competitors with greater capital resources
- Financial risk: $3.8 million provision for uncollectible affiliate loans recorded in fiscal 2026, affecting financial condition
Management Discussion & Analysis
- Revenue $838.7M, up 10.9% YoY from $756.5M, driven by Commercial, Live Events, High School Park and Recreation, and International segments
- Operating margin 7.3% vs 4.4%; operating income $60.8M vs $33.1M, net income $45.4M vs net loss $10.1M in prior year
- Best segment: Live Events operating margin 19.8% ($63.7M contribution margin), worst: International 7.4% ($5.7M contribution margin)
- Operating cash flow $49.2M vs $97.7M prior year; capex $14.9M vs $19.5M prior year; repurchased shares $25.6M; no dividends paid
- Management highlights tariff uncertainties, plans $26.6M capex in 2027, expanding Mexico facility, ongoing digital transformation investments, and monitoring customer demand and geopolitical risks
AI summary of the DAKT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Revenue $234.6M, up 7.1% YoY from $219.0M, despite one fewer operating week
- Gross margin 30.5% vs 29.7%; operating margin 10.6% vs 10.6%; net margin 8.3% vs 7.5%
- Best segment International: revenue $28.4M, up 66.1%; worst High School Park and Recreation: revenue $54.7M, down 7.8%
- Operating cash flow $31.4M vs $26.1M; cash and equivalents $154.6M; share repurchases $4.4M
- Headwinds: tariffs, higher input costs, project timing, economic uncertainty; fiscal 2027 capital expenditures projected at $13.2M
Risk Factors
- Risk Factors section not provided; no new or changed risks identifiable
- Share repurchase authorization increased to $105.9 million as of August 1, 2026
- Repurchases totaled $4.4 million for 0.2 million shares during the quarter
- Credit Facility restrictions may limit future share repurchases
AI summary of the DAKT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Acting CFO Howard Atkins’ base salary raised to $1,200,000 annually effective September 27, 2026
- One-time RSU grant valued at $170,000 recognizing continued service as Acting CFO
Item 5.07: Submission of Matters to a Vote of Security Holders
- 93.2% quorum: 44,996,443 of 48,305,826 shares represented at September 16 annual meeting
- Directors Lance Bultena and José-Marie Griffiths elected to three-year terms ending at the 2029 annual meeting
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Bradley T. Wiemann retired September 5, 2026, as Executive Vice President and Advisor to the CEO
- Retirement governed by previously disclosed Amended and Restated Termination Agreement and General Release
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Ramesh Jayaraman’s base salary increased to $600,000 annually, effective September 13, 2026
- Fiscal 2027 cash-incentive target set at 100% of base salary, representing a $600,000 target opportunity
Item 1.01: Entry into a Material Definitive Agreement
- Amendment No. 1 effective September 1, 2026, modifying Daktronics’ November 26, 2025 credit agreement
- JPMorgan Chase Bank, N.A. remains administrative agent alongside existing lenders and loan parties
Item 7.01: Regulation FD Disclosure
- Supplemental investor materials posted September 2, 2026, including a slide presentation
- Materials available through Daktronics’ investor-relations website
Item 8.01: Other Events
- New Fiscal 2027 Repurchase Program authorizes $34.5 million in common-stock buybacks
- Authorization substantially matches remaining Fiscal 2017 capacity, signaling continuity rather than expanded capital allocation
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended August 1, 2026 results announced September 2, 2026
- Exhibit 99.1 contains the financial results and related material information
AI summaries of DAKT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DAKT
Don't miss the next DAKT filing
- Alerts as it files. A push when DAKT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DAKT, by share count.
- Ask anything. An AI agent that reads every DAKT filing and answers with sources.
DAKT alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Atkins Howard I | A | Sep 21, 2026 | 9,626 | - |
| Bowser Mark F | A | Sep 17, 2026 | 6,594 | - |
| Feigin Peter | A | Sep 17, 2026 | 6,594 | - |
| Friel John Patrick | A | Sep 17, 2026 | 6,594 | - |
| BULTENA LANCE DEAN | A | Sep 17, 2026 | 6,594 | - |
| Glat Neil | A | Sep 17, 2026 | 6,594 | - |
| Siegel Andrew David | A | Sep 17, 2026 | 6,594 | - |
| Griffiths Jose-Marie | A | Sep 17, 2026 | 6,594 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $756.5M | $838.7M |
| Gross Profit | - | $195.5M | $229.0M |
| Operating Income | - | $33.1M | $60.8M |
| Net Income | - | -$10.1M | $45.4M |
| Gross Margin | - | 25.8% | 27.3% |
| Op. Margin | - | 4.4% | 7.3% |
| Net Margin | - | -1.3% | 5.4% |
| Balance Sheet | |||
| Total Assets | $527.9M | $502.9M | $554.4M |
| Equity | $238.8M | $271.9M | $300.7M |
| ROE | - | -3.7% | 15.1% |
| Per Share | |||
| EPS | - | $-0.21 | $0.92 |
| Cash Flow | |||
| Operating CF | - | $97.7M | $49.2M |
| CapEx | - | $19.5M | $14.9M |
Source: XBRL data in DAKTRONICS INC /SD/ (DAKT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
DAKT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Sep 9, 2026 | - | - | - |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 10-Q | Sep 2, 2026 | Aug 1, 2026 | Analysis | |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Jul 21, 2026 | - | - | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
| 4 | Jul 16, 2026 | - | - | - |
Related Consumer Discretionary companies
- ARRY · Array Technologies, Inc.Miscellaneous Manufacturing Industries
- ODC · Oil-Dri Corp of AmericaMiscellaneous Manufacturing Industries
- FLWS · 1 800 FLOWERS COM INCRetail-Retail Stores, NEC
- ANF · ABERCROMBIE & FITCH CO /DE/Retail-Family Clothing Stores
- ASO · Academy Sports & Outdoors, Inc.Retail-Miscellaneous Shopping Goods Stores
- GOLF · Acushnet Holdings Corp.Sporting & Athletic Goods, NEC
- ADNT · Adient plcMotor Vehicle Parts & Accessories
- AAP · ADVANCE AUTO PARTS INCRetail-Auto & Home Supply Stores
DAKT SEC filings: frequently asked questions
Are DAKT insiders buying or selling?
In the last 90 days, DAKTRONICS INC /SD/ (DAKT) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $76,880 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
What was DAKT's revenue in fiscal year 2026?
For the fiscal year ended May 2, 2026 (FY2026), DAKTRONICS INC /SD/ (DAKT) reported revenue of $838.7 million (up 10.9% from FY2025) and net income of $45.4 million. Diluted EPS was $0.92. The figures come from the XBRL data in the 10-K.
What are the main risks in DAKT's latest 10-K?
In the 10-K filed June 24, 2026, DAKTRONICS INC /SD/ (DAKT) flagged: Regulatory risk: Uncertain realization of U.S. tariff refunds under International Emergency Economic Powers Act, pending U.S. Customs and Border Protection review. Geopolitical risk: Supply chain exposure to Taiwan and China suppliers affected by import/export controls, tariffs, and global tensions. (AI summary of the Risk Factors section.)
What did DAKT report in its latest 8-K?
DAKTRONICS INC /SD/ (DAKT) filed an 8-K on September 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Acting CFO Howard Atkins’ base salary raised to $1,200,000 annually effective September 27, 2026.
What are the latest DAKT SEC filings?
DAKTRONICS INC /SD/ (DAKT) filed its latest 10-K annual report on June 24, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on September 23, 2026.
What is DAKT's SEC CIK number?
DAKTRONICS INC /SD/ (DAKT)'s SEC Central Index Key (CIK) is 915779. EDGAR lists every DAKT filing under that number.
Ask anything about DAKT
The research agent reads DAKT's filings, financials, insider trades and 13F holders, then answers with sources.