earnings
confidence high
sentiment negative
materiality 0.75
AeroVironment Q3 revenue down 10%, net loss of $1.8M; record backlog $763.5M
AeroVironment Inc
2025-Q3 EPS
reported $0.96
vs consensus $0.38
▲ beat
(+154.6%)
- Revenue $167.6M (-10% YoY); net loss $1.8M vs net income $13.9M; diluted EPS ($0.06) vs $0.50.
- Non-GAAP adjusted EBITDA $21.8M (vs $28.8M); non-GAAP diluted EPS $0.30 (vs $0.63).
- Record funded backlog $763.5M, up 91% from $400.2M at Apr 30, 2024; includes ~$13M under stop-work orders.
- UxS revenue fell 44%; LMS rose 46%; MW up 28%. SoCal fire disruptions negatively impacted Q3.
- FY2025 guidance: revenue $780-795M, non-GAAP EBITDA $135-142M, non-GAAP EPS $2.92-3.13.