earnings
confidence high
sentiment positive
materiality 0.80
AeroVironment Q4 FY2026: record revenue $641.6M (+133% YoY); FY2027 guidance issued
AeroVironment Inc
- Record Q4 revenue $641.6M, FY revenue $1.9768B, up 133% and 141% YoY respectively.
- Net income $63.2M ($1.25 diluted EPS); non-GAAP EPS $1.84, vs $1.61 a year ago.
- FY2027 guidance: revenue $2.125-2.225B, non-GAAP EPS $3.02-3.34.
- Funded backlog $1.2B; bookings $2.7B (book-to-bill 1.4) for the fiscal year.
- BlueHalo and Empirical Systems acquisitions contributed $282.3M revenue in Q4.