Daktronics, Inc
Daktronics designs, manufactures, installs, and services electronic scoreboards, large-format LED video displays, and related control, timing, and sound systems. Its business combines standard catalog products with custom integrated display systems for sports, commercial advertising, and transportation customers, supported by engineering, technical contracting, and after-sales service.
Tilikausi 2026 · muutos edellisvuodesta
Kehitys 2021–2026
Liiketoiminta
Osuus liikevaihdostaScoreboards, timing systems, and video displays used in professional, college, high school, and recreational venues.
Digital signage and large-format displays for advertising, branding, and public messaging applications.
Dynamic message systems and information displays for transit, roadway, and transportation operators.
Sales of display systems and related services outside the core domestic business units.
Engineering, installation, technical contracting, customer service, and maintenance support.
Tuotteet
Raportoitu · osuus liikevaihdosta- Unique Configuration45,2 %
- Limited Configuration44,8 %
- Service and Other9,9 %
Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Daktronics sells to sports venues, schools, universities, advertisers, transportation operators, and integrators that need real-time visual communication systems. Many customers buy custom, high-value installations that require engineering, installation, and long service lives, while others purchase standard catalog products through resellers. The company’s customer mix is driven by venue upgrades, advertising demand, public information needs, and replacement cycles for aging display assets.
Buy large integrated scoreboards and video displays for stadiums and arenas to enhance fan experience and sponsorship value.
Buy scoreboards, video boards, and timing systems for athletic facilities and campus venues.
Buy spectacular digital displays and signage to attract attention and monetize advertising inventory.
Buy dynamic message systems and information displays for roads, transit, and public facilities.
Purchase standard products and some integrated systems for resale and installation in local markets.
Strategia
Daktronics is using its Business Transformation Office and digital transformation program to improve customer outcomes, deepen penetration in adjacent markets, and support above-market growth. Management is also investing in manufacturing automation, new product capacity, service systems, and enterprise tools to improve delivery speed, profitability, and operating agility.
Improves quoting, field service, and planning efficiency while supporting better customer experience.
Supports growth, reduces bottlenecks, and improves delivery agility for large custom projects.
Keeps the company competitive in LED displays and integrated systems where features and reliability matter.
A broader manufacturing network can reduce supply-chain friction and improve responsiveness to demand.
Maantiede
Daktronics is headquartered in Brookings, South Dakota and operates globally, with five business segments spanning four domestic units plus an International unit. The domestic businesses cover the United States and Canada, while international sales rely more heavily on resellers where direct sales coverage is limited. The company is expanding its manufacturing network into Mexico to improve capacity, agility, and cost structure.
Riskit
Daktronics is exposed to tariff, geopolitical, and supply-chain pressures because it sources components globally and sells into international markets. Its project-based installation model also creates execution risk, while heavy reliance on information systems, cybersecurity, and estimates on long-term contracts can materially affect margins and reported results.
- Tariffs and geopolitical disruptionVaikutus: KorkeaTodennäköisyys: Korkea
The company sources raw materials and components globally and sells into multiple regions, so trade restrictions can raise costs and disrupt supply.
Kohdistuu: Component sourcing and international sales
- Project execution and contract loss estimatesVaikutus: KorkeaTodennäköisyys: Kohtalainen
Large custom display systems are recognized over time, so cost overruns or underestimation can hurt margins.
Kohdistuu: Integrated systems and installations
- Cybersecurity and information system failureVaikutus: KorkeaTodennäköisyys: Kohtalainen
Operations, service delivery, and data retention depend on complex systems that could be breached or disrupted.
Kohdistuu: Enterprise systems and customer data
- Demand cyclicality in end marketsVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Sports, advertising, and transportation spending can slow when macro conditions weaken.
Kohdistuu - Bonding and installation liabilityVaikutus: KeskitasoTodennäköisyys: Matala
Performance bonds on installation work can create cash and reputational exposure if projects are not completed.
Kohdistuu: Bonded work outstanding
Kirjanpito
Harkinnanvaraiset erätRevenue is recognized using cost-to-cost input estimates, so changes in estimated costs or progress affect reported sales and gross margin timing.
Vaikutus: Can accelerate or defer revenue and profit on large projects
Management must recognize expected losses when they become estimable, which can create volatility if project costs deteriorate.
Vaikutus: Can cause sudden margin pressure in periods of estimate revision
Amounts withheld until project milestones are met affect receivables and operating cash flow timing.
Vaikutus: Can make earnings and cash conversion diverge
Display installations and integrated systems require post-installation support and reserve estimates.
Vaikutus: Affects cost of sales and future cash outflows
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Päivitetty: 24.9.2026