<p>根據 S&amp;P Global Market Intelligence 提供的數據，<strong>AeroVironment</strong>（AVAV 2.10%）的股票在九月份飆升了 30.5%。這家防禦機器人和自主系統公司發佈了強勁的季度財報，提高了盈利指引，並顯示出強勁的增長趨勢。</p>
<h2>AeroVironment 經歷了一個多事的九月</h2>
<p>AeroVironment 在九月初報告了其第一季度的業績（季度結束於 8 月 2 日）。報告的收入為 4.557 億美元，超出了市場普遍預期的 4.376 億美元，而調整後的每股收益為 0.32 美元，略低於市場預期的 0.34 美元。季度業績是首次包含其 Blue Halo 收購的結果。</p>
<p>首席執行官 Wahid Nawabi 指出，在自主系統以及空間、網絡和定向能量領域，其創紀錄的收入和積壓訂單。季度末的已資助積壓訂單增長至 11 億美元，環比增長 47%，而未資助積壓訂單激增至 31 億美元，高於 4 月底的 7.75 億美元。</p>
<p>未資助積壓訂單包括不要求客户購買商品和服務的訂單，但仍能提供未來需求的洞察。預計在第二季度，這一積壓訂單將繼續顯著增長，主要受新合同的推動。</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>圖片來源：Getty Images。</p>
<p>公司確認，BlueHalo 獲得了一項價值 4.99 億美元、為期八年的空軍高性能電磁頻譜生存材料先進計劃的重大研發合同。由於電子戰和微波攻擊在太空和陸地領域的興起，該計劃具有戰略意義。</p>
<p>AeroVironment 還宣佈，來自一家未披露客户的近 2.4 億美元的長期激光通信終端訂單，該客户計劃在軌道上部署這些系統。</p>
<p>最後，AeroVironment 宣佈成功交付了首批兩個移動反無人機系統原型激光武器系統（Locust LWS）給美國陸軍快速能力與關鍵技術辦公室，支持陸軍多用途高能激光（AMP-HEL）原型開發工作。</p>
<p>在積極消息發佈後，<strong>Raymond James</strong> 的分析師將其目標價從 300 美元上調至 348 美元，並維持強烈買入評級。<strong>Bank of America</strong> 則以買入評級和 300 美元的目標價啓動了覆蓋，稱 “增長機會強勁”。</p>
<h2>AeroVironment 的股價反映了增長預期</h2>
<p>展望未來，AeroVironment 維持其全年收入指引在 19 億美元至 20 億美元之間。然而，它顯著提高了每股收益的預測，將其從之前的 2.80 美元-3.00 美元上調至 3.60 美元-3.70 美元。</p>
<p>該股票目前的價格是管理層對今年每股收益（EPS）預測的 102 倍。儘管這價格昂貴，但考慮到公司強勁的訂單積壓，未來的增長前景似乎樂觀，投資者願意為未來的增長支付溢價。</p>

航空環境

<p>AeroVironment 的股票在 9 月份上漲了 30.5%，這得益於強勁的季度財報，報告顯示收入為 4.557 億美元，超出預期。該公司提高了盈利指引，並報告了顯著的訂單積壓增長，已獲得資金的訂單達到 11 億美元，未獲得資金的訂單達到 31 億美元。主要合同包括一項價值 4.99 億美元的空軍研發合同和一項價值 2.4 億美元的激光通信終端訂單。分析師提高了目標價格，反映出對 AeroVironment 增長潛力的信心，全年收入指引為 19 億美元至 20 億美元，每股收益預期提高至 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>根據 S&amp;P Global Market Intelligence 提供的數據，<strong>AeroVironment</strong>（AVAV 2.10%）的股票在九月份飆升了 30.5%。這家防禦機器人和自主系統公司發佈了強勁的季度財報，提高了盈利指引，並顯示出強勁的增長趨勢。</p>
</div><h2>AeroVironment had an eventful September</h2>
<div class="lb-trans"><h2>AeroVironment 經歷了一個多事的九月</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 在九月初報告了其第一季度的業績（季度結束於 8 月 2 日）。報告的收入為 4.557 億美元，超出了市場普遍預期的 4.376 億美元，而調整後的每股收益為 0.32 美元，略低於市場預期的 0.34 美元。季度業績是首次包含其 Blue Halo 收購的結果。</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>首席執行官 Wahid Nawabi 指出，在自主系統以及空間、網絡和定向能量領域，其創紀錄的收入和積壓訂單。季度末的已資助積壓訂單增長至 11 億美元，環比增長 47%，而未資助積壓訂單激增至 31 億美元，高於 4 月底的 7.75 億美元。</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>未資助積壓訂單包括不要求客户購買商品和服務的訂單，但仍能提供未來需求的洞察。預計在第二季度，這一積壓訂單將繼續顯著增長，主要受新合同的推動。</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>圖片來源：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>公司確認，BlueHalo 獲得了一項價值 4.99 億美元、為期八年的空軍高性能電磁頻譜生存材料先進計劃的重大研發合同。由於電子戰和微波攻擊在太空和陸地領域的興起，該計劃具有戰略意義。</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 還宣佈，來自一家未披露客户的近 2.4 億美元的長期激光通信終端訂單，該客户計劃在軌道上部署這些系統。</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>最後，AeroVironment 宣佈成功交付了首批兩個移動反無人機系統原型激光武器系統（Locust LWS）給美國陸軍快速能力與關鍵技術辦公室，支持陸軍多用途高能激光（AMP-HEL）原型開發工作。</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>在積極消息發佈後，<strong>Raymond James</strong> 的分析師將其目標價從 300 美元上調至 348 美元，並維持強烈買入評級。<strong>Bank of America</strong> 則以買入評級和 300 美元的目標價啓動了覆蓋，稱 “增長機會強勁”。</p>
</div><h2>AeroVironment is priced for growth</h2>
<div class="lb-trans"><h2>AeroVironment 的股價反映了增長預期</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>展望未來，AeroVironment 維持其全年收入指引在 19 億美元至 20 億美元之間。然而，它顯著提高了每股收益的預測，將其從之前的 2.80 美元-3.00 美元上調至 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>該股票目前的價格是管理層對今年每股收益（EPS）預測的 102 倍。儘管這價格昂貴，但考慮到公司強勁的訂單積壓，未來的增長前景似乎樂觀，投資者願意為未來的增長支付溢價。</p>
</div>

以下是航空環境公司股票在九月份上漲 30.5% 的原因