Earnings Report for December 9, 2025: CASY, AVAV, BRZE, PLAY, CBRL, LAKE, GNSS, AOUT Released After Market Hours
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy AVAV?
Source: NASDAQ.COM
Earnings Reports Overview: Several companies, including Casey's General Stores, AeroVironment, and Braze, are set to report earnings after hours on December 9, 2025, with varying forecasts and performance expectations.
Casey's General Stores (CASY): Expected to report earnings of $4.92 per share, reflecting a 1.44% increase year-over-year, and has consistently beaten earnings expectations.
AeroVironment (AVAV): Forecasted earnings of $0.85 per share, indicating an 80.85% increase compared to the previous year, with a higher Price to Earnings ratio than the industry average.
Braze (BRZE) and Others: Braze anticipates a loss of $-0.27 per share, while Dave & Buster's and Cracker Barrel expect significant decreases in earnings, highlighting a challenging quarter for some companies.
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Analyst Views on AVAV
Wall Street analysts forecast AVAV stock price to rise
13 Analyst Rating
13 Buy
0 Hold
0 Sell
Strong Buy
Current: 221.570
Low
315.00
Averages
390.75
High
450.00
Current: 221.570
Low
315.00
Averages
390.75
High
450.00
About AVAV
AeroVironment, Inc. is a defense technology provider delivering integrated capabilities across air, land, sea, space, and cyber. The Company develops and deploys autonomous systems, precision strike systems, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities. The Company’s segments include Autonomous Systems (AxS) and Space, Cyber, and Directed Energy (SCDE). The AxS segment focuses on the design, development, production, delivery, and support of intelligent, multi-domain robotic systems, including uncrewed aircraft systems (UAS) and ground robot systems. It includes the Company’s former Uncrewed Systems, Loitering Munitions Systems, and MacCready Works segments as well as Radio Frequency and Kinetic Counter-UAS Electronic Warfare Systems and others. The SCDE segment focuses on advanced technologies in the space domain providing space-based and ground-based platforms, cyber capabilities, and directed energy systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AeroVironment Reports Missed Earnings and Revenue, Shares Drop 9%
- Disappointing Earnings: AeroVironment reported first-quarter revenue of $408 million, missing Wall Street's expectation of $476 million, with adjusted earnings of $0.64 per share falling short of the $0.69 estimate, indicating significant market pressures on the company.
- Widening Operating Loss: The company posted an operating loss of $179 million for the third quarter, a stark increase from a loss of $3.1 million a year earlier, primarily due to a $151.3 million goodwill impairment in its space division, highlighting increased execution risks.
- Record Backlog Growth: As of January 31, AeroVironment's funded backlog reached a record $1.1 billion, up from $726.6 million at the end of April, demonstrating strong market demand despite the downward revision of future revenue expectations.
- Revised Outlook: The company lowered its fiscal 2026 revenue forecast to between $1.85 billion and $1.95 billion, down from the previous range of $1.95 billion to $2.0 billion, while anticipating a net loss of $218 million to $201 million, reflecting concerns over future profitability.
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- Widening Operating Loss: The company posted an operating loss of $179 million, a significant increase from a loss of $3.1 million a year earlier, primarily due to a $151.3 million goodwill impairment in its Space division, reflecting challenges in the defense technology sector.
- Increased Net Loss: Net loss widened to $156.6 million, or $3.15 per share, compared to a loss of $1.8 million, or $0.06 per share last year, highlighting the company's fragile financial condition.
- Record Funded Backlog: Despite facing challenges, AeroVironment's funded backlog reached a record $1.1 billion, with fiscal 2026 revenue expectations set at $1.85 billion to $1.95 billion, although lower than prior guidance, management remains optimistic about strong bookings supporting a robust fourth quarter.
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- Importance of Space Infrastructure: ARK highlights that space is becoming the backbone of security, enabling orbital surveillance, secure communications, and real-time battlefield awareness, indicating a shift in defense spending towards space infrastructure as a long-term growth engine.
- Emerging Defense ETFs: The ARK Space & Defense Innovation ETF (ARKX) focuses on launch technology, sensors, AI, and networks, reflecting a shift in the definition of defense towards space, software, and autonomous systems, showcasing the significance of emerging technologies in national security architectures.
- Investor Insights: Investors should pay attention to the evolution of the defense concept, particularly how launch capacity, high-performance computing, and next-gen air mobility are integrated into national security strategies, surpassing the limitations of traditional hardware platforms.
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AeroVironment Misses Earnings, Stock Drops
- Disappointing Earnings: AeroVironment reported earnings of $0.64 per share for fiscal Q3 2026, falling short of the $0.72 expected by analysts, with sales at $408 million, significantly below the forecast of $483.9 million, resulting in a 5% drop in stock price during early trading.
- Significant Sales Growth: Despite missing sales expectations, AeroVironment achieved a remarkable 143% year-over-year sales growth, indicating strong demand in the military drone market; however, the lack of profitability remains a critical concern for investors.
- Increased Net Losses: Under GAAP, AeroVironment reported a net loss of $3.15 per share for Q3, accumulating a total loss of $241 million year-to-date, with negative free cash flow of $220 million, highlighting the company's challenging financial situation.
- Uncertain Future Outlook: Although management projects total sales of $1.9 billion for the fiscal year, more than double last year's figures, this guidance is still below analysts' expectations, and projected GAAP losses of at least $4.10 per share, potentially reaching $4.44, leave investors cautious about the company's future.
See More
AeroVironment Reports Weak Q3 Earnings and Guidance
- Earnings Miss: AeroVironment reported Q3 earnings of $0.64 per share, falling short of the $0.72 expected by analysts, with sales at $408 million, significantly below the forecast of $483.9 million, resulting in a 5% drop in stock price on Wednesday morning.
- Significant Sales Growth: Despite missing sales expectations, AeroVironment achieved a remarkable 143% year-over-year sales increase, indicating strong demand in the military drone sector; however, profits did not follow suit, highlighting ongoing challenges in profitability.
- Weak Future Guidance: The company forecasts total sales of $1.9 billion through the end of fiscal 2026, which, while more than double last year's figures, still falls short of analyst expectations, with projected GAAP losses ranging from $4.10 to $4.44 per share, indicating persistent pressure on profitability.
- Cautious Investor Sentiment: Although management noted a book-to-bill ratio of 1.6 suggesting future sales growth, the overall guidance being below market expectations has led investors to adopt a cautious stance on AeroVironment's stock, with analysts recommending it as a sell.
See More
AeroVironment Reports Missed Earnings and Revenue, Shares Drop 9%
- Disappointing Earnings: AeroVironment reported first-quarter revenue of $408 million, missing Wall Street's expectation of $476 million, with adjusted earnings of $0.64 per share falling short of the $0.69 estimate, indicating significant market pressures on the company.
- Widening Operating Loss: The company posted an operating loss of $179 million for the third quarter, a stark increase from a loss of $3.1 million a year earlier, primarily due to a $151.3 million goodwill impairment in its space division, highlighting increased execution risks.
- Record Backlog Growth: As of January 31, AeroVironment's funded backlog reached a record $1.1 billion, up from $726.6 million at the end of April, demonstrating strong market demand despite the downward revision of future revenue expectations.
- Revised Outlook: The company lowered its fiscal 2026 revenue forecast to between $1.85 billion and $1.95 billion, down from the previous range of $1.95 billion to $2.0 billion, while anticipating a net loss of $218 million to $201 million, reflecting concerns over future profitability.
See More
AeroVironment Reports Disappointing Earnings, Shares Drop
- Revenue and Earnings Decline: AeroVironment reported third-quarter revenue of $408 million, falling short of Wall Street's expectation of $476 million, with adjusted earnings at $0.64 per share, below the forecast of $0.69, indicating pressure in market competition.
- Widening Operating Loss: The company posted an operating loss of $179 million, a significant increase from a loss of $3.1 million a year earlier, primarily due to a $151.3 million goodwill impairment in its Space division, reflecting challenges in the defense technology sector.
- Increased Net Loss: Net loss widened to $156.6 million, or $3.15 per share, compared to a loss of $1.8 million, or $0.06 per share last year, highlighting the company's fragile financial condition.
- Record Funded Backlog: Despite facing challenges, AeroVironment's funded backlog reached a record $1.1 billion, with fiscal 2026 revenue expectations set at $1.85 billion to $1.95 billion, although lower than prior guidance, management remains optimistic about strong bookings supporting a robust fourth quarter.
See More
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- Oracle's Strong Earnings: Oracle's stock surged 10% after reporting fiscal third-quarter results that exceeded expectations, raising its fiscal 2027 revenue outlook by $1 billion to $90 billion, significantly above analysts' estimates of $86.6 billion, indicating robust growth potential in its cloud infrastructure business.
- Papa John's Takeover Bid: Shares of Papa John's jumped 18% following a $1.5 billion takeover bid from Irth Capital Management, offering $47 per share, a 50% premium over the stock price prior to the announcement, which could significantly alter the company's capital structure and market positioning.
- Campbell's Disappointing Results: Campbell's stock fell over 7.5% after its fiscal second-quarter earnings missed analyst expectations, with snack sales down 6% and U.S. soup sales down 4%, leading to a 23-year low in stock price, reflecting market concerns about its future growth prospects.
- Nebius Group's Investment Boost: Nebius Group's shares rose 15% after Nvidia announced a $2 billion investment to enable Nebius to deploy over 5 gigawatts of AI cloud capacity by the end of 2030, enhancing Nvidia's AI infrastructure buildout and demonstrating strong confidence in the AI sector.
See More
ARK Invest Redefines Defense Stocks with Focus on Space and AI
- Redefining Defense Stocks: ARK Invest argues that the modernization opportunity lies in space infrastructure, semiconductors, drones, and AI platforms rather than traditional defense primes, prompting investors to reassess the composition of defense stocks.
- Importance of Space Infrastructure: ARK highlights that space is becoming the backbone of security, enabling orbital surveillance, secure communications, and real-time battlefield awareness, indicating a shift in defense spending towards space infrastructure as a long-term growth engine.
- Emerging Defense ETFs: The ARK Space & Defense Innovation ETF (ARKX) focuses on launch technology, sensors, AI, and networks, reflecting a shift in the definition of defense towards space, software, and autonomous systems, showcasing the significance of emerging technologies in national security architectures.
- Investor Insights: Investors should pay attention to the evolution of the defense concept, particularly how launch capacity, high-performance computing, and next-gen air mobility are integrated into national security strategies, surpassing the limitations of traditional hardware platforms.
See More
AeroVironment Misses Earnings, Stock Drops
- Disappointing Earnings: AeroVironment reported earnings of $0.64 per share for fiscal Q3 2026, falling short of the $0.72 expected by analysts, with sales at $408 million, significantly below the forecast of $483.9 million, resulting in a 5% drop in stock price during early trading.
- Significant Sales Growth: Despite missing sales expectations, AeroVironment achieved a remarkable 143% year-over-year sales growth, indicating strong demand in the military drone market; however, the lack of profitability remains a critical concern for investors.
- Increased Net Losses: Under GAAP, AeroVironment reported a net loss of $3.15 per share for Q3, accumulating a total loss of $241 million year-to-date, with negative free cash flow of $220 million, highlighting the company's challenging financial situation.
- Uncertain Future Outlook: Although management projects total sales of $1.9 billion for the fiscal year, more than double last year's figures, this guidance is still below analysts' expectations, and projected GAAP losses of at least $4.10 per share, potentially reaching $4.44, leave investors cautious about the company's future.
See More
AeroVironment Reports Weak Q3 Earnings and Guidance
- Earnings Miss: AeroVironment reported Q3 earnings of $0.64 per share, falling short of the $0.72 expected by analysts, with sales at $408 million, significantly below the forecast of $483.9 million, resulting in a 5% drop in stock price on Wednesday morning.
- Significant Sales Growth: Despite missing sales expectations, AeroVironment achieved a remarkable 143% year-over-year sales increase, indicating strong demand in the military drone sector; however, profits did not follow suit, highlighting ongoing challenges in profitability.
- Weak Future Guidance: The company forecasts total sales of $1.9 billion through the end of fiscal 2026, which, while more than double last year's figures, still falls short of analyst expectations, with projected GAAP losses ranging from $4.10 to $4.44 per share, indicating persistent pressure on profitability.
- Cautious Investor Sentiment: Although management noted a book-to-bill ratio of 1.6 suggesting future sales growth, the overall guidance being below market expectations has led investors to adopt a cautious stance on AeroVironment's stock, with analysts recommending it as a sell.
See More
