Aevex

Q2 FY2026 EarningsQ2 FY26 significantly beat consensus across all key financial metrics, driven by a surge in Tactical Systems revenue. Revenue reached $201.8M vs. $159.7M expected, while GAAP EPS of $0.01 comfortably landed within the expected range ($0.04-$0.08 prior to post-IPO share count adjustments). Gross margin expanded to 23.6%, though it remained below the mean consensus of 29.2% due to a high mix of EUCOM Deep Strike program product sales. Tactical Systems revenue jumped 142% YoY, while the company announced a major $600M acquisition of BlackSea Technologies to further its autonomous vessel capabilities.