AVAV Earnings Prediction
The chart below shows how AVAV performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AVAV sees a +0.69% change in stock price 10 days leading up to the earnings, and a -0.19% change 10 days following the report. On the earnings day itself, the stock moves by -1.16%. This data can give you a slight idea of what to expect for the next quarter's release.
AVAV Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
188.46M
4.23%
-0.54%
Gross Margin
39.07%
-6.24%
-9.12%
Operating Margin
3.72%
-74.31%
-69.43%
Net Margin
4.00%
-59.47%
-64.19%
EPS
0.27
-59.09%
-64.00%
No Data Available
AVAV Earnings Analysis
AeroVironment, Inc. Corporation (AVAV.O) Earnings Conference Call
Positive
Record Second Quarter Revenue: Second quarter fiscal year 2025 revenue rose to $188 million, representing a new second-quarter record for the company.
Loitering Munition Revenue Surge: Our Loitering Munition Systems segment continues to drive growth for the company with record second-quarter revenues of nearly $78 million, a 61% year-over-year increase.
Growing Funded Backlog: Funded backlog continues to grow and is now at a healthy $467 million.
Guidance Reaffirmation: Given our strong execution, key contract awards, robust pipeline, and 95% visibility to the midpoint of our guidance range, we reaffirm revenue, adjusted EBITDA and non-GAAP EPS guidance for fiscal year 2025.
Record Contract Awards: We were awarded two large sole-source Switchblade IDIQ awards, representing a record $1.7 billion in contract ceiling.
Negative
Quarterly Revenue Decline: Revenue for the second quarter of fiscal 2025 was $188.5 million, a decrease from $180.8 million in the same period last year, indicating a 4% decline.
Uncrewed Systems Revenue Decline: The Uncrewed Systems segment saw a revenue drop of 36%, totaling $85.4 million compared to $132.8 million last year, primarily due to decreased revenue from Ukraine.
Decline in Adjusted EBITDA: Adjusted EBITDA for Q2 was $25.9 million, down from $39.5 million in the same period last year, reflecting a significant decline in profitability.
Net Income Decline: Net income decreased to $7.5 million from $17.8 million year-over-year, a drop of $10.3 million attributed to increased SG&A expenses and R&D investments.
Rising SG&A Expenses: SG&A expenses increased to $33 million or 18% of revenue, compared to $26 million or 14% of revenue in the prior year, indicating rising operational costs.
AVAV FAQs
How does AVAV typically perform around its earnings report dates?
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AVAV Earning Call Sentiment
AeroVironment, Inc. (AVAV) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
AVAV.O
-1.16%Positive
The earnings call summary highlights strong financial performance with record revenues in multiple segments, a significant contract with the U.S. Army, and optimistic guidance for fiscal year 2025. Despite regulatory risks and supply chain challenges, the company's robust backlog and growth in Loitering Munition Systems are positive indicators. The Q&A section reveals diversified revenue streams and potential international sales, mitigating concerns about reliance on Ukraine. Although there are competitive pressures and economic factors, the overall sentiment is positive, suggesting a likely stock price increase of 2% to 8% over the next two weeks.
