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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Aevex(AVEX) the Revenue is 201.79 M (--%), Beat estimate;the EBIT is 15.37 M (--%), Beat estimate;the EPS is 0.01 (--%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.20B--
0.16B--
+0.04B--%
EBITExceed expectations
0.02B--
0.01B--
+0.00B--%
EPSMiss expectations
0.01--
0.0617--
-0.0517--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf