Loading...
•
Nov 01, 2025
AeroVironment Q2 2026 Earnings Report
AeroVironment reported record second quarter revenue and strong bookings, driven by the BlueHalo acquisition and growth in legacy revenue.
Key Takeaways
AeroVironment, Inc. announced strong financial results for the second quarter of fiscal year 2026, with record revenue of $472.5 million, a 151% increase year-over-year. This growth was significantly boosted by the BlueHalo acquisition, which contributed $245.1 million, alongside a 21% increase in legacy revenue. The company also reported record bookings of $1.4 billion, resulting in a book-to-bill ratio of 2.9.
Record second quarter revenue of $472.5 million, marking a 151% increase year-over-year.
BlueHalo acquisition contributed $245.1 million to the current quarter's revenue.
Legacy revenue grew by 21% year-over-year, reaching $227.4 million.
Bookings hit a record $1.4 billion, with a strong book-to-bill ratio of 2.9.
Revenue by Segment
Forward Guidance
For fiscal year 2026, AeroVironment expects revenue between $1.95 billion and $2.0 billion, with non-GAAP adjusted EBITDA projected between $300 million and $320 million, and non-GAAP earnings per diluted share between $3.40 and $3.55.
Positive Outlook
- Expected revenue growth to between $1.95 billion and $2.0 billion.
- Anticipated non-GAAP adjusted EBITDA between $300 million and $320 million.
- Projected non-GAAP earnings per diluted share between $3.40 and $3.55.
- Confidence in addressing evolving defense needs and leading generational shift in defense.
- Unmatched innovation, strategic partnerships, and manufacturing capacity to support growth.
Challenges Ahead
- Expected net loss between $(38) million and $(30) million.
- Projected loss per diluted share between $(0.76) and $(0.61).
- Risks related to the ability to efficiently and timely integrate acquisitions.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...