•
Oct 30, 2021

AeroVironment Q2 2022 Earnings Report

AeroVironment's second quarter results for fiscal year 2022 increased due to revenue from MUAS segment and the Unmanned Ground Vehicles product line, but income from operations decreased due to an increase in SG&A and R&D expenses.

Key Takeaways

AeroVironment reported a 32% increase in revenue for Q2 2022, reaching $122 million, driven by acquisitions in the MUAS and Unmanned Ground Vehicles segments. However, income from operations decreased by $10.6 million due to higher SG&A and R&D expenses.

Revenue increased by 32% to $122.0 million compared to the second quarter of fiscal 2021.

Gross margin increased to $42.5 million, but decreased as a percentage of revenue to 35% due to intangible amortization expense.

Income from operations decreased to $3.3 million from $13.9 million in the prior year.

Funded backlog as of October 30, 2021, was $252.0 million.

Total Revenue
$122M
Previous year: $92.7M
+31.7%
EPS
$0.78
Previous year: $0.48
+62.5%
Gross Profit
$42.5M
Previous year: $40.9M
+3.8%
Cash and Equivalents
$105M
Previous year: $280M
-62.6%
Free Cash Flow
$4.24M
Previous year: $29.8M
-85.8%
Total Assets
$925M
Previous year: $588M
+57.4%

AeroVironment

AeroVironment

Forward Guidance

The Company has reduced its full year fiscal 2022 expectations due to negative impact from supply chain delays, extended procurement cycles, slower decision making in Washington and staffing shortages.

Challenges Ahead

  • Revenue of between $440 million and $460 million
  • Net loss of between $12 million and $8 million
  • Non-GAAP adjusted EBITDA of between $59 million and $65 million
  • Loss per diluted share of between $(0.47) and $(0.33)
  • Non-GAAP earnings per diluted share, which excludes litigation settlement expenses, acquisition-related expenses and amortization of intangible assets, of between $1.23 and $1.37