"Analysts are looking for earnings of $0.69 per share on revenue of $475.65 million for the quarter. That would represent roughly 185% year-over-year revenue growth, almost entirely driven by BlueHalo's contribution layered on top of organic growth in the legacy drone business."
"AVAV has missed EPS estimates in 3 of the last 4 quarters, with misses ranging from 6% to 58% below consensus. Analyst models have struggled to capture the integration noise, so the headline EPS number may matter less than what management says about the trajectory."
"Contract awards hit a record $3.5 billion ceiling value with a 2.9x book-to-bill ratio. Management raised the lower end of FY2026 revenue guidance to $1.95 billion to $2.0 billion."
AeroVironment, a defense drone manufacturer, reports Q3 FY2026 earnings tonight with consensus expectations of $0.69 EPS and $475.65 million in revenue, representing approximately 185% year-over-year growth largely from BlueHalo's contribution. The stock trades at $223.83, down 6% year-to-date. Historically, AVAV has missed EPS estimates in 3 of the last 4 quarters by 6-58%, suggesting analyst models struggle with integration complexity. Last quarter featured strong demand signals with record $3.5 billion contract awards and 2.9x book-to-bill ratio, though gross margins compressed to 22% from 39% year-over-year due to purchase accounting charges. Management raised FY2026 revenue guidance to $1.95-$2.0 billion.
Read at 24/7 Wall St.
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