AeroVironment's NASDAQ: AVAV fiscal Q2 (FQ2) earnings release was mixed, but the positives outweigh the negatives. The negatives include margin pressures from integration costs related to the Blue Halo acquisition.
Yesterday we were watching whether AeroVironment could sustain its explosive revenue trajectory while returning to profitability.
AeroVironment, Inc. (AVAV) Q2 2026 Earnings Call Transcript
While the top- and bottom-line numbers for AeroVironment (AVAV) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
AeroVironment (AVAV) came out with quarterly earnings of $0.44 per share, missing the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.47 per share a year ago.
Shares of AeroVironment Inc. (NASDAQ:AVAV) are up 1.8% to trade at $287.61 at last check, after the defense company secured a $874.26 million contract with the U.S. army for its unmanned aerial systems (UAS) and counter-UAS systems.
AeroVironment is uniquely positioned in the rapidly evolving defense-tech sector, benefiting from surging global demand for drones and remote warfare solutions. I maintain a strong buy rating on AVAV, citing robust contract momentum, a growing $1.1 billion backlog, and favorable structural tailwinds from U.S. and NATO initiatives. AVAV's margin volatility is transitional, with management guiding for steady improvement toward 35% by Q4 and long-term rerating potential as integration stabilizes.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for AeroVironment (AVAV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended October 2025.
AVAV, COHR and TRMB emerge as key drone-tech picks for 2026, backed by strong growth outlooks and rising demand across defense and industrial markets.
AeroVironment, Inc. (AVAV) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript
AeroVironment (AVAV) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AeroVironment (AVAV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.