<p>根据 S&amp;P Global Market Intelligence 提供的数据，<strong>AeroVironment</strong>（AVAV 2.10%）的股票在九月份飙升了 30.5%。这家防御机器人和自主系统公司发布了强劲的季度财报，提高了盈利指引，并显示出强劲的增长趋势。</p>
<h2>AeroVironment 经历了一个多事的九月</h2>
<p>AeroVironment 在九月初报告了其第一季度的业绩（季度结束于 8 月 2 日）。报告的收入为 4.557 亿美元，超出了市场普遍预期的 4.376 亿美元，而调整后的每股收益为 0.32 美元，略低于市场预期的 0.34 美元。季度业绩是首次包含其 Blue Halo 收购的结果。</p>
<p>首席执行官 Wahid Nawabi 指出，在自主系统以及空间、网络和定向能量领域，其创纪录的收入和积压订单。季度末的已资助积压订单增长至 11 亿美元，环比增长 47%，而未资助积压订单激增至 31 亿美元，高于 4 月底的 7.75 亿美元。</p>
<p>未资助积压订单包括不要求客户购买商品和服务的订单，但仍能提供未来需求的洞察。预计在第二季度，这一积压订单将继续显著增长，主要受新合同的推动。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3ODAvdW5tYW5uZWQtbWlsaXRhcnktZHJvbmUtZ2V0dHkuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3ODAvdW5tYW5uZWQtbWlsaXRhcnktZHJvbmUtZ2V0dHkuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>公司确认，BlueHalo 获得了一项价值 4.99 亿美元、为期八年的空军高性能电磁频谱生存材料先进计划的重大研发合同。由于电子战和微波攻击在太空和陆地领域的兴起，该计划具有战略意义。</p>
<p>AeroVironment 还宣布，来自一家未披露客户的近 2.4 亿美元的长期激光通信终端订单，该客户计划在轨道上部署这些系统。</p>
<p>最后，AeroVironment 宣布成功交付了首批两个移动反无人机系统原型激光武器系统（Locust LWS）给美国陆军快速能力与关键技术办公室，支持陆军多用途高能激光（AMP-HEL）原型开发工作。</p>
<p>在积极消息发布后，<strong>Raymond James</strong> 的分析师将其目标价从 300 美元上调至 348 美元，并维持强烈买入评级。<strong>Bank of America</strong> 则以买入评级和 300 美元的目标价启动了覆盖，称 “增长机会强劲”。</p>
<h2>AeroVironment 的股价反映了增长预期</h2>
<p>展望未来，AeroVironment 维持其全年收入指引在 19 亿美元至 20 亿美元之间。然而，它显著提高了每股收益的预测，将其从之前的 2.80 美元-3.00 美元上调至 3.60 美元-3.70 美元。</p>
<p>该股票目前的价格是管理层对今年每股收益（EPS）预测的 102 倍。尽管这价格昂贵，但考虑到公司强劲的订单积压，未来的增长前景似乎乐观，投资者愿意为未来的增长支付溢价。</p>

航空环境

<p>AeroVironment 的股票在 9 月份上涨了 30.5%，这得益于强劲的季度财报，报告显示收入为 4.557 亿美元，超出预期。该公司提高了盈利指引，并报告了显著的订单积压增长，已获得资金的订单达到 11 亿美元，未获得资金的订单达到 31 亿美元。主要合同包括一项价值 4.99 亿美元的空军研发合同和一项价值 2.4 亿美元的激光通信终端订单。分析师提高了目标价格，反映出对 AeroVironment 增长潜力的信心，全年收入指引为 19 亿美元至 20 亿美元，每股收益预期提高至 3.60 美元至 3.70 美元</p>

<p><strong>AeroVironment</strong>'s (AVAV 2.10%) stock soared 30.5% in September, according to data provided by S&amp;P Global Market Intelligence. The defense robotics and autonomous systems company delivered a strong quarterly earnings report, raised its earnings guidance, and signaled a strong trend in its growth trajectory.</p>
<div class="lb-trans"><p>根据 S&amp;P Global Market Intelligence 提供的数据，<strong>AeroVironment</strong>（AVAV 2.10%）的股票在九月份飙升了 30.5%。这家防御机器人和自主系统公司发布了强劲的季度财报，提高了盈利指引，并显示出强劲的增长趋势。</p>
</div><h2>AeroVironment had an eventful September</h2>
<div class="lb-trans"><h2>AeroVironment 经历了一个多事的九月</h2>
</div><p>AeroVironment reported its first-quarter results (quarter-end Aug. 2) in early September. Reported revenue of $455.7 million beat the consensus estimate of $437.6 million, while adjusted earnings per share of $0.32 were just below the consensus estimate of $0.34. The quarterly results were the first to include its Blue Halo acquisition.</p>
<div class="lb-trans"><p>AeroVironment 在九月初报告了其第一季度的业绩（季度结束于 8 月 2 日）。报告的收入为 4.557 亿美元，超出了市场普遍预期的 4.376 亿美元，而调整后的每股收益为 0.32 美元，略低于市场预期的 0.34 美元。季度业绩是首次包含其 Blue Halo 收购的结果。</p>
</div><p>CEO Wahid Nawabi noted its record revenue and backlog across both the Autonomous Systems and Space, Cyber, and Directed Energy segments. Its funded backlog at the end of the quarter grew to $1.1 billion, up 47% quarter over quarter, while its unfunded backlog surged to $3.1 billion, up from $775 million at the end of April.</p>
<div class="lb-trans"><p>首席执行官 Wahid Nawabi 指出，在自主系统以及空间、网络和定向能量领域，其创纪录的收入和积压订单。季度末的已资助积压订单增长至 11 亿美元，环比增长 47%，而未资助积压订单激增至 31 亿美元，高于 4 月底的 7.75 亿美元。</p>
</div><p>The unfunded backlog includes orders that do not obligate customers to purchase goods and services, but still provide insight into future demand. This backlog is expected to continue growing significantly during the second quarter, driven by new contracts in the pipeline.</p>
<div class="lb-trans"><p>未资助积压订单包括不要求客户购买商品和服务的订单，但仍能提供未来需求的洞察。预计在第二季度，这一积压订单将继续显著增长，主要受新合同的推动。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzY3ODAvdW5tYW5uZWQtbWlsaXRhcnktZHJvbmUtZ2V0dHkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F836780%2Funmanned-military-drone-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>The company confirmed that BlueHalo was awarded a major $499 million, eight-year research and development contract for the Air Force's High-Performance Electromagnetic Spectrum Survivable Materials Advance Program. This program holds strategic significance due to the rise of electronic warfare and microwave attacks in both space and land domains.</p>
<div class="lb-trans"><p>公司确认，BlueHalo 获得了一项价值 4.99 亿美元、为期八年的空军高性能电磁频谱生存材料先进计划的重大研发合同。由于电子战和微波攻击在太空和陆地领域的兴起，该计划具有战略意义。</p>
</div><p>AeroVironment also announced a nearly $240 million order for its long-haul laser communications terminals from an undisclosed customer, which plans to deploy the systems in orbit.</p>
<div class="lb-trans"><p>AeroVironment 还宣布，来自一家未披露客户的近 2.4 亿美元的长期激光通信终端订单，该客户计划在轨道上部署这些系统。</p>
</div><p>Finally, AeroVironment announced the successful delivery of the first two mobile counter-unmanned aircraft system prototype Laser Weapon Systems (Locust LWS) to the U.S. Army Rapid Capabilities and Critical Technologies Office, supporting the Army Multi-Purpose High Energy Laser (AMP-HEL) prototyping effort.</p>
<div class="lb-trans"><p>最后，AeroVironment 宣布成功交付了首批两个移动反无人机系统原型激光武器系统（Locust LWS）给美国陆军快速能力与关键技术办公室，支持陆军多用途高能激光（AMP-HEL）原型开发工作。</p>
</div><p>Following the positive news, <strong>Raymond James</strong> analysts raised their price target to $348 from $300 and maintained a strong buy rating. <strong>Bank of America</strong> initiated coverage with a buy rating and a $300 price target, citing &#34;strong opportunities for growth.&#34;</p>
<div class="lb-trans"><p>在积极消息发布后，<strong>Raymond James</strong> 的分析师将其目标价从 300 美元上调至 348 美元，并维持强烈买入评级。<strong>Bank of America</strong> 则以买入评级和 300 美元的目标价启动了覆盖，称 “增长机会强劲”。</p>
</div><h2>AeroVironment is priced for growth</h2>
<div class="lb-trans"><h2>AeroVironment 的股价反映了增长预期</h2>
</div><p>Looking forward, AeroVironment maintained its full-year revenue guidance of $1.9 billion to $2 billion. However, it did raise its earnings per share forecast significantly, moving it to $3.60-$3.70 from the previous range of $2.80-$3.00.</p>
<div class="lb-trans"><p>展望未来，AeroVironment 维持其全年收入指引在 19 亿美元至 20 亿美元之间。然而，它显著提高了每股收益的预测，将其从之前的 2.80 美元-3.00 美元上调至 3.60 美元-3.70 美元。</p>
</div><p>The stock is currently priced at 102 times management's projected earnings per share (EPS) for this year. Although this is expensive, the company's future growth prospects appear promising, given its strong backlog of orders, and investors are willing to pay up for that future growth.</p>
<div class="lb-trans"><p>该股票目前的价格是管理层对今年每股收益（EPS）预测的 102 倍。尽管这价格昂贵，但考虑到公司强劲的订单积压，未来的增长前景似乎乐观，投资者愿意为未来的增长支付溢价。</p>
</div>

以下是航空环境公司股票在九月份上涨 30.5% 的原因