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Apr 30, 2025
AeroVironment Q4 2025 Earnings Report
AeroVironment reported strong fourth-quarter results with record revenue and improved profitability.
Key Takeaways
AeroVironment delivered a record Q4 driven by surging demand for its uncrewed and loitering munitions systems. Net income and adjusted EBITDA showed significant improvement despite a goodwill impairment charge.
Forward Guidance
AeroVironment expects FY2026 revenue of $1.9B–$2.0B with strong EBITDA and EPS growth supported by the BlueHalo acquisition.
Positive Outlook
- Projected FY26 revenue of $1.9B–$2.0B
- Expected adjusted EBITDA of $300M–$320M
- Anticipated non-GAAP EPS of $2.80–$3.00
- Increased demand across defense domains
- Enhanced domestic manufacturing scale from BlueHalo acquisition
Challenges Ahead
- Significant amortization from BlueHalo acquisition expected
- Challenges in forecasting precise GAAP EPS due to acquisition complexity
- Impact of UGV business decline on goodwill
- Possible integration risks from BlueHalo
- Uncertain timing and size of government contract awards
Historical Earnings Impact
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Avg. Return Before/After Earnings
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