Revenue: As of FY2026 Q2, the actual value is USD 229.25 M, beating the estimate of USD 213.93 M.EPS: As of FY2026 Q2, the actual value is USD 0.35, beating the estimate of USD 0.265.EBIT: As of FY2026 Q2, the actual value is USD 21.01 M.<h3>Commercial Segment</h3><ul><li>Net Sales: $50,752 for the three months ended November 1, 2025, compared to $43,439 for the same period in 2024, an increase of 16.8%.</li><li>Cost of Sales: $37,432 for the three months ended November 1, 2025, compared to $32,301 for the same period in 2024.</li><li>Gross Profit: $13,320 for the three months ended November 1, 2025, compared to $11,138 for the same period in 2024.</li><li>Contribution Margin: $8,870 for the three months ended November 1, 2025, compared to $6,584 for the same period in 2024.</li></ul><h3>Live Events Segment</h3><ul><li>Net Sales: $81,481 for the three months ended November 1, 2025, compared to $77,207 for the same period in 2024, an increase of 5.5%.</li><li>Cost of Sales: $61,717 for the three months ended November 1, 2025, compared to $62,237 for the same period in 2024.</li><li>Gross Profit: $19,764 for the three months ended November 1, 2025, compared to $14,970 for the same period in 2024.</li><li>Contribution Margin: $16,927 for the three months ended November 1, 2025, compared to $12,677 for the same period in 2024.</li></ul><h3>High School Park and Recreation Segment</h3><ul><li>Net Sales: $45,967 for the three months ended November 1, 2025, compared to $48,071 for the same period in 2024, a decrease of 4.4%.</li><li>Cost of Sales: $31,880 for the three months ended November 1, 2025, compared to $30,267 for the same period in 2024.</li><li>Gross Profit: $14,087 for the three months ended November 1, 2025, compared to $17,804 for the same period in 2024.</li><li>Contribution Margin: $10,038 for the three months ended November 1, 2025, compared to $13,803 for the same period in 2024.</li></ul><h3>Transportation Segment</h3><ul><li>Net Sales: $21,274 for the three months ended November 1, 2025, compared to $21,478 for the same period in 2024, a decrease of 0.9%.</li><li>Cost of Sales: $14,711 for the three months ended November 1, 2025, compared to $12,806 for the same period in 2024.</li><li>Gross Profit: $6,563 for the three months ended November 1, 2025, compared to $8,672 for the same period in 2024.</li><li>Contribution Margin: $4,961 for the three months ended November 1, 2025, compared to $7,270 for the same period in 2024.</li></ul><h3>International Segment</h3><ul><li>Net Sales: $29,779 for the three months ended November 1, 2025, compared to $18,136 for the same period in 2024, an increase of 64.2%.</li><li>Cost of Sales: $21,688 for the three months ended November 1, 2025, compared to $14,857 for the same period in 2024.</li><li>Gross Profit: $8,091 for the three months ended November 1, 2025, compared to $3,279 for the same period in 2024.</li><li>Contribution Margin: $4,973 for the three months ended November 1, 2025, compared to $825 for the same period in 2024.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: Daktronics is focusing on digital and business transformation, cost structure optimization, and market expansion. The company aims for revenue growth outpacing its addressable market, operating margins of 10–12%, and returns on capital of 17–20%.</li><li>Non-Core Business: Daktronics is expanding its global manufacturing network into Mexico as part of a broader three-year strategic plan to improve profitable growth and increase production capacity agility.</li></ul>

Daktronics | 10-Q: FY2026 Q2 Revenue Beats Estimate at USD 229.25 M