earnings
confidence high
sentiment positive
materiality 0.75
AeroVironment reports record Q4 revenue $275M, up 40% YoY; guides FY2026 rev $1.9-$2.0B
AeroVironment Inc
2025-FY EPS
reported $1.55
vs consensus $0.79
▲ beat
(+95.3%)
- Record Q4 revenue $275.1M (+40% YoY); net income $16.7M ($0.59 EPS) vs $6.0M prior year.
- FY2025 record bookings $1.2B; funded backlog $726.6M, up 82% YoY.
- UGV goodwill impairment $18.4M; gross margin 36% vs 38% on accelerated intangible amortization.
- FY2026 guidance (incl BlueHalo): rev $1.9-$2.0B, adj EBITDA $300-$320M, adj EPS $2.80-$3.00.
- BlueHalo acquisition closed May 1, 2025, adding complementary defense portfolio.
item 2.02item 7.01item 9.01