Daktronics Q4 revenue falls 20% hurt by tariff uncertainty

Daktronics

25/06/2025 12:46

Overview

Digital display maker Daktronics fiscal Q4 rev falls 20% yr/yr to $172.6 mln

Company reports Q4 operating loss of $1.7 mln, down from profit last year

Q4 orders up 17% yr/yr, reflecting strong market demand

 Co says measures to mitigate tariff impacts include selective price adjustments, escalation clauses built into contracts

Outlook

Daktronics reconfirms 7-10% sales growth over three years

Company expects 10-12% operating margin for the next three years

Daktronics sees 17-20% ROIC in its three-year plan

Company cites uncertainty in tariff environment impacting forecasts

Result Drivers

TARIFF UNCERTAINTY - Tariff environment remains uncertain, impacting cost management strategies, per CEO Brad Wiemann

ORDER GROWTH - Strong demand in International business unit drove Q4 orders up 17% YoY, per CEO Brad Wiemann

BUSINESS TRANSFORMATION - Initiatives focused on inventory efficiency and value-based pricing contributed to improved cash flow, according to CEO Brad Wiemann

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$172.55 mln
Q4 EPS
-$0.19
Q4 Net Income
-$9.42 mln
Q4 Operating Income
-$1.74 mln


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy."

Wall Street's median 12-month price target for Daktronics Inc is $22.00, about 30.9% above its last closing price of $15.20

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNXbsZF6s

(This story was created using Reuters automation and AI capabilities based on LSEG and company data. The headline and summary were reviewed by a Reuters journalist prior to publication.)