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Oct 26, 2024

AeroVironment Q2 2025 Earnings Report

AeroVironment achieved record second-quarter revenue and maintained a healthy funded backlog.

Key Takeaways

AeroVironment reported a 4% year-over-year increase in revenue, reaching a record $188.5 million for the second quarter. Net income was $7.5 million, and the funded backlog was $467.1 million. The company also announced an agreement to acquire BlueHalo.

Record second quarter revenue of $188.5 million, up 4% year-over-year.

Net income for the second quarter was $7.5 million.

Funded backlog reached $467.1 million as of October 26, 2024.

AeroVironment announced an agreement to acquire BlueHalo in an all-stock transaction.

Total Revenue
$188M
Previous year: $181M
+4.2%
EPS
$0.47
Previous year: $0.97
-51.5%
Gross Profit
$73.6M
Previous year: $75.4M
-2.3%
Cash and Equivalents
$69M
Previous year: $101M
-31.7%
Free Cash Flow
-$8.66M
Previous year: -$15M
-42.2%
Total Assets
$1.02B
Previous year: $1.01B
+1.2%

AeroVironment

AeroVironment

Forward Guidance

The Company continues to expect revenue of between $790 million and $820 million, non-GAAP adjusted EBITDA of between $143 million and $153 million and non-GAAP earnings per diluted share of between $3.18 and $3.49 for fiscal year 2025.

Positive Outlook

  • Revenue is expected to be between $790 million and $820 million.
  • Non-GAAP adjusted EBITDA is expected to be between $143 million and $153 million.
  • Non-GAAP earnings per diluted share is expected to be between $3.18 and $3.49.
  • The company anticipates continued momentum beyond fiscal year 2025.
  • Proposed acquisition of BlueHalo is expected to further advance growth opportunities.

Challenges Ahead

  • Guidance does not include forecasted financial results associated with the anticipated acquisition of BlueHalo.
  • Guidance does not include certain acquisition related expenses which are contingent upon the consummation of the acquisition.
  • Acquisition related expenses for the fiscal year ending April 30, 2025, are expected to be significant.
  • The timing of the close of the acquisition will materially impact acquisition related expenses.
  • Shareholder approval and required regulatory approval processes are needed for the acquisition.