Take a Trial Today BREAKING: Futures Mixed But Oracle Skyrockets On Blowout Outlook AeroVironment late Tuesday hiked its earnings outlook with its Q1 report as defense demand continues. Shares swung higher early Wednesday on results. The drone maker and defense technology provider on Monday announced another contract for its growing backlog. Like most defense stocks this year, Aerovironment (AVAV) has trended higher driven by proposed increases to the U.S. defense budget, greater spending… Related news Stoc ...

AeroVironment, Inc. (NASDAQ:AVAV) is one of the stocks in focus in Jim Cramer’s game plan for this week. Cramer said that the company is “worth watching,” and stated: “Here’s one worth watching, drone maker AeoVironment, which reports Tuesday after the close. We had them on when they reported last, okay, and I loved what I heard, but I felt like I was alone. Stock was doing nothing, even when it dipped. Then AVAV, when I talked it up on Squawk on the Street, the darn thing levitated, and it never came bac ...

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AeroVironment (AVAV) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.88%. A quarter ago, it was expected that this maker of unmanned aircrafts would post earnings of $1.44 per share when it actually produced earnings of $1.61, delivering a surprise of +11.81%.Over the last four qua ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended August 2, 2025 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 241 18 th Street South, Suite 650 Arlington, Virginia 22202 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition pe ...

AeroVironment (NasdaqGS:AVAV) Q1 2026 Earnings Call September 09, 2025 04:30 PM ET Company ParticipantsWahid Nawabi - Chairman, President and CEOKevin McDonnell - Executive VP and CFODenise Pacioni - Director of Investor RelationsConference Call ParticipantsAustin Bohlig - AnalystLouie DiPalma - AnalystKen Herbert - AnalystGreg Konrad - AnalystAustin Moeller - AnalystAndre Madrid - AnalystJan Engelbrecht - AnalystTrevor Walsh - AnalystColin Canfield - AnalystJonathan Siegmann - AnalystAnthony Valentini - An ...

财务数据和关键指标变化 - 第一季度收入达到4.547亿美元，同比增长140% [22] - 调整后EBITDA为5660万美元，去年同期为3720万美元 [24] - 调整后EBITDA利润率为12.4%，预计全年将达到16% [24] - GAAP毛利率为21%，去年同期为43%，主要由于服务收入占比提高至31%及无形资产摊销增加 [25] - 调整后毛利率为29%，去年同期为45%，预计全年平均在30%出头，第四季度达到中30%水平 [25][26] - GAAP销售管理费用为1.313亿美元，去年同期为3380万美元 [27] - 调整后销售管理费用为6520万美元，占收入14.3%，去年同期为3270万美元占17.3% [27] - 研发费用为3310万美元，占收入7.3%，去年同期为2460万美元占13% [27] - 公司报告净亏损6740万美元，去年同期净利润2120万美元 [28] - 调整后稀释每股收益为0.32美元，去年同期为0.89美元 [29] - 现金和投资总额为7.22亿美元 [29] - 完成17亿美元融资，其中约9.5亿美元用于偿还BlueHalo收购债务 [29] 各条业务线数据和关键指标变化 - 自主系统部门收入2.85亿美元，同比增长22% [23] - 自主系统部门中：Switchblade 600占比35%，Puma占比15%，Switchblade 300占比9%，反无人机射频系统占比7%，JUMP 20占比6% [23] - 空间、网络和定向能部门收入1.69亿美元，同比增长12% [24] - 空间、网络和定向能部门中：Badger卫星地面站占比19%，LOCAST定向能反无人机系统占比12%，先进研发业务占比12% [24] - Switchblade 600收入增长超过200% [22] - JUMP 20收入增长超过6倍 [22] - LOCAST定向能反无人机业务收入增长5倍 [22] - Titan收入几乎翻倍 [22] - Badger先进射频卫星地面站增长近40% [22] 各个市场数据和关键指标变化 - 78%收入来自国内客户，22%来自国际客户 [22] - 乌克兰市场占收入8%，欧洲其他地区占6% [22] - 预计乌克兰收入在2026财年将保持在5%-8%之间 [22] 公司战略和发展方向和行业竞争 - BlueHalo收购创造了重要增长机会，整合进展超前计划 [5][6] - 公司定位为领先的国防科技主承包商，拥有创新产品组合和快速规模化制造能力 [8] - 正在追求20多个重要项目，潜在价值超过200亿美元 [16] - 在盐湖城建设新的先进制造设施，将在12个州设有制造基地 [17] - 推出AV Halo软件平台，整合任务就绪的AI驱动软件工具 [13][14] - 与Sierra Nevada Corporation建立战略合作伙伴关系，参与Golden Dome for America计划 [15] - 在丹麦签署谅解备忘录，扩大中型无人机系统培训 [15] - 与荷兰国防部扩大合作伙伴关系，现代化其Puma机队 [15] 管理层对经营环境和未来前景的评论 - 公司比以往任何时候都更有能力推动行业领先的有机收入增长和盈利能力 [5] - 激光通信将成为太空领域作战最重要的方面之一，代表数十亿美元机会 [9] - 定向能反无人机市场未来几年将超过数十亿美元 [12] - LRR项目未来五年价值约10亿美元 [12] - 即使国会未能通过预算导致持续决议，公司也不会受到负面影响 [33] - 在国际市场上拥有显著势头，快速交付经过实战验证的解决方案是竞争优势 [33] 其他重要信息 - 第一季度订单额接近4亿美元 [7] - 已获合同储备增至11亿美元，未获合同储备增至31亿美元 [7][30] - 对收入指导中点的可见度为82% [30] - 预计第二季度将签署超过10亿美元接近20亿美元的合同 [79] - 公司已部署超过42,000个平台，向全球100多个盟友出口和支持解决方案 [19] 问答环节所有提问和回答 问题: 关于19-20亿美元收入指导的风险和机会 [36] - 对第一季度业绩感到满意，但还有三个季度，年度预算尚未完全确定，合同时间安排很关键 [37] - 预计将是创纪录的一年，收入近20亿美元，调整后EBITDA约3亿美元 [38] 问题: 关于竞争和价格影响 [43] - 支持美国无人机主导地位，习惯竞争，拥有关键差异化优势 [44] - 制造能力允许根据需求快速生产，这是明显优势 [45] - 始终提供成本效益高的产品，压力可能更多来自低端市场 [47] 问题: 关于AV Halo软件平台与第三方集成 [53][54] - AV Halo整合了AV和BlueHalo的最佳软件解决方案 [55] - 已经支持第三方设备集成，允许第三方公司通过API开发软件 [56] - 软件部门是最大工程部门，将继续投资该领域 [57] 问题: 关于BlueHalo产品的出口能力 [61] - BlueHalo解决方案极具互补性，空间领域15亿美元以上项目是先进创新 [63] - LOCAST是领先的定向能反无人机解决方案，将是数十亿美元市场 [64] - Titan射频解决方案已获得国际订单，也是数十亿美元市场 [64] - Blue UAS认证使国际销售更容易 [65] 问题: 关于Golden Dome for America机会 [66] - 激光通信解决方案适用于GEO、MEO和LEO卫星 [68] - 市场处于起步阶段，拥有领先地位 [69] 问题: 关于已获合同储备 [76] - 不清楚6亿美元数字来源，空间、网络和定向能部门期初约3亿多美元 [77] - 赢得了大量重要未获合同，资金已获授权但尚未释放到各部门 [78] - 预计第二和第三季度将预订大量已获订单 [78] 问题: 关于20个项目200亿美元机会的竞争性 [83][84] - 在大多数情况下是顶级竞争者，胜率很高 [84] - 项目规模和质量非常显著 [85] 问题: 关于Golden Dome for America奖项时间安排 [87] - 20个项目不包括Golden Dome for America [87] - 拥有现成解决方案，几乎无需研发成本，今年可以在一个站点实施解决方案 [89] 问题: 关于LRR决策时间 [97] - 仍在3-6个月时间范围内，希望很快有公告 [98] 问题: 关于P550国际机会 [100] - 与多个国家接触，许多希望采购P550，正在扩大制造规模 [100] - 希望下个季度更新成功故事和奖项 [100] 问题: 关于现金流和营运资本 [104] - 目标今年现金流为正，有一些现金转换 [105] - 营运资本不应比现在高太多 [107] 问题: 关于2.4亿美元激光终端奖项的收入确认 [111] - 客户希望快速推进，资金用于完成开发和首件系统，然后过渡到初始低速率生产 [112] - 市场巨大，随着更多卫星上线，需求将更加明显 [113] - 一旦过渡到全速率生产，将成为重要增长动力 [114] 问题: 关于6800万美元发射效应预算 [118] - 仅用于国内国防部需求，不包括对外军售 [118] 问题: 关于LOCAST能源要求 [119] - 解决方案不需要大量电力，约15-20千瓦系统 [120] - 技术专注于准确识别和瞄准目标 [120] - 系统已安装在JLTV上交付美国陆军 [121] 问题: 关于额外资金是否计入指导 [125] - 部分已计入，部分未计入，取决于时间安排 [126] - 每天预算未获批准可能增加今年不发生的风险，但明年会发生 [127] 问题: 关于资金重点技术领域 [128] - 增长前景从未如此好，无人机、游荡弹药、反无人机、激光、软件解决方案等都有资金需求 [129] - 国内外机会从未如此好 [130]

AeroVironment (NasdaqGS:AVAV) Q1 2026 Earnings Call September 09, 2025 04:30 PM ET Company ParticipantsWahid Nawabi - Chairman, President and CEOKevin McDonnell - Executive VP and CFODenise Pacioni - Director of Investor RelationsConference Call ParticipantsAustin Bohlig - AnalystLouie DiPalma - AnalystKen Herbert - AnalystGreg Konrad - AnalystAustin Moeller - AnalystAndre Madrid - AnalystJan Engelbrecht - AnalystTrevor Walsh - AnalystColin Canfield - AnalystJonathan Siegmann - AnalystAnthony Valentini - An ...

AeroVironment (NasdaqGS:AVAV) Q1 2026 Earnings Call September 09, 2025 04:30 PM ET Speaker1Good day, and thank you for standing by. Welcome to AeroVironment's first quarter and fiscal year 2026 earnings conference call. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speake ...

AeroVironment, Inc. AVAV released its first-quarter results after Tuesday's closing bell. Here's a look at the key figures from the quarter. Get the details about AVAV stock here.The Details: AeroVironment reported adjusted earnings of 32 cents per share, which missed the Street estimate of 34 cents.Quarterly revenue clocked in at $454.67 million, which beat the analyst estimate of $439.47 million.Read Next: UnitedHealth Stock Climbs On Reaffirmed Guidance: Details AeroVironment reported the following highl ...