财务业绩 - 第一季度创纪录的收入为1.895亿美元，同比增长24%[1][2] - 第一季度净利润为2120万美元，调整后EBITDA为3720万美元[5] - 公司总收入为1.895亿美元，同比增长24.3%[20] - 公司调整后每股收益为0.89美元[24] - 公司调整后EBITDA为3720万美元[25] - 公司经营活动产生现金流入2835万美元[20] - 公司投资活动产生现金流出661万美元[20] - 公司融资活动产生现金流出1395万美元[20] 业务表现 - UxS业务收入为1.200亿美元，同比增长22.1%[22] - LMS业务收入为5200万美元，同比增长68.1%[22] - MW业务收入为1750万美元，同比下降24.5%[22] - 无人机系统业务和致命性无人机系统业务分别同比增长22%和68%[2] 财务预测 - 预计2025财年全年收入在7.9亿美元到8.2亿美元之间，净利润在7400万美元到8300万美元之间[7] - 预计2025财年全年调整后EBITDA在1.43亿美元到1.53亿美元之间，调整后每股收益在3.18美元到3.49美元之间[7] - 公司2025财年预计每股摊薄收益为2.61美元至2.92美元之间[27] - 2025财年预计调整后每股摊薄收益为3.18美元至3.49美元之间[27] - 2025财年预计净收入为7400万美元至8300万美元之间[28] - 2025财年预计调整后EBITDA为1.43亿美元至1.53亿美元之间[28] 其他 - 8月份获得美国陆军价值9.9亿美元的无人系统IDIQ合同，初始资金1.28亿美元[1] - 截至2024年7月27日，有效订单总额为3.729亿美元[6] - 第一季度毛利率保持在43%的水平[3] - 第一季度销售、管理及研发费用分别增加1000万美元和910万美元[3] - 公司剔除了收购相关费用、收购相关无形资产摊销、股权投资收益或损失等项目以更好地比较新旧业务和同行[32] - 公司调整后EBITDA指标剔除了利息收支、税费、折旧摊销等项目,以更好地反映经营业绩[33]

Subscribers to Chart of the Week received this commentary on Sunday, September 1.Last week, venture capitalist Y Combinator—the money behind Twitch, DoorDash (DASH), and Dropbox (DBX) – began the backing of Ares Industries, a defense company that builds cruise missiles. Silicon Valley and the military historically go together like oil and water. But follow the money and it makes sense; the aerospace and defense sector are poised for robust growth in the next decade.It’s a troubled topic, but the iShares U.S ...

The upcoming report from AeroVironment (AVAV) is expected to reveal quarterly earnings of $0.61 per share, indicating a decline of 39% compared to the year-ago period. Analysts forecast revenues of $184.26 million, representing an increase of 20.9% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Ahead of a company's earnings disclosure, ...

alxpin/E+ via Getty Images Investment Thesis Drone-maker AeroVironment, Inc. (NASDAQ:AVAV) recently won a big military contract from the U.S. Army worth over a billion dollars, which changes the outlook for the Simi Valley, CA-based company. This is a record deal for AeroVironment since most contract values for the military drone maker usually land in the millions range. The scope of the contract also implies that it could boost not just the overall growth rate of the company due to the size of the contract ...

The drone maker just won its biggest Army contract ever.AeroVironment (AVAV 14.07%) stock took off like a rocket Wednesday morning, rising by 16.5% through 10:15 a.m. ET, after the Pentagon announced the company's single biggest contract win ever.The news led Tuesday night's press release listing the biggest Defense Department contracts awarded that day: $990 million awarded to AeroVironment "to provide an organic, stand-off capability to dismounted infantry formations capable of destroying tanks, light arm ...

In the latest trading session, AeroVironment (AVAV) closed at $177.76, marking a +0.21% move from the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.16%. On the other hand, the Dow registered a gain of 0.02%, and the technology-centric Nasdaq increased by 0.16%.Coming into today, shares of the maker of unmanned aircrafts had gained 1.28% in the past month. In that same time, the Aerospace sector gained 2.37%, while the S&P 500 gained 2.97%.The investment community will be p ...

The most recent trading session ended with AeroVironment (AVAV) standing at $189.80, reflecting a -0.34% shift from the previouse trading day's closing. This move lagged the S&P 500's daily gain of 0.97%. Meanwhile, the Dow experienced a rise of 0.58%, and the technology-dominated Nasdaq saw an increase of 1.39%.Prior to today's trading, shares of the maker of unmanned aircrafts had gained 15.96% over the past month. This has outpaced the Aerospace sector's gain of 5.45% and the S&P 500's loss of 1.85% in t ...

The most recent trading session ended with AeroVironment (AVAV) standing at $181.52, reflecting a +1.95% shift from the previouse trading day's closing. The stock exceeded the S&P 500, which registered a gain of 1.69% for the day. Elsewhere, the Dow saw an upswing of 1.04%, while the tech-heavy Nasdaq appreciated by 2.43%.Coming into today, shares of the maker of unmanned aircrafts had gained 2.23% in the past month. In that same time, the Aerospace sector gained 5.04%, while the S&P 500 lost 4.78%.The inve ...

The most recent trading session ended with AeroVironment (AVAV) standing at $175.15, reflecting a +0.77% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily gain of 0.08%. On the other hand, the Dow registered a loss of 0.12%, and the technology-centric Nasdaq increased by 0.07%.Coming into today, shares of the maker of unmanned aircrafts had lost 4.58% in the past month. In that same time, the Aerospace sector gained 4.32%, while the S&P 500 lost 0.21%.Investors will be e ...

Like it or not, defense stocks have always been an important sector of the market. Some might make the argument that it’s the most important segment. Essentially, while the subject is controversial, free societies must establish mechanisms to keep honest people honest. The threat of extreme violence is what has kept the peace. But that paradigm may soon change.I really laid out the case for defense stocks in a TipRanks article I wrote recently. Essentially, a strong case can be made that Donald Trump and th ...