Q4 FY2026 EarningsQ4 FY26 results significantly exceeded consensus across all top and bottom-line metrics, with revenue of $641.6M beating the $559.1M estimate by 14.8%. Non-GAAP EPS of $1.84 surpassed the $1.47 consensus by 25.2%, driven by the transformational integration of BlueHalo and record demand in Autonomous Systems (AxS). Despite a GAAP net loss for the full year due to a one-time goodwill impairment, Q4 performance was robust, and FY27 revenue guidance of $2.125B - $2.225B remains strong, supported by a record funded backlog of $1.2B.
Financial report interval: 2026.01.30 - 2026.04.30
Overview: Aerovironment(AVAV) the Revenue is 641.62 M (+133.3%), Beat estimate;the EBIT is 56.94 M (+312.1%), Beat estimate;the EPS is 1.25 (+111.9%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.64B133.27%
0.56B103.27%
+0.08B30.00%
EBITExceed expectations
0.06B312.11%
0.04B181.50%
+0.02B130.61%
EPSExceed expectations
1.25111.86%
0.60783.01%
+0.6422108.85%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf