Post-earnings recap
Reported
Wed, Sep 9, 2026
EPS actual
$0.59
EPS est.
$0.22
EPS surprise
+164.57%
1-day move
-5.36%
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Est. EPS
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Est. Rev
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Impl. Move
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AeroVironment's strong EPS performance indicates better-than-expected profitability, but the stock fell by 5.36% in reaction to the earnings report. The company reported record revenue and a substantial increase in backlog, driven by significant contract wins. However, the stock's decline may reflect investor concerns or profit-taking despite the positive results.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.59 | N/A | +164.57% |
| Revenue | $480 million | N/A | N/A |
| Funded Backlog | $1.5 billion | N/A | +37% |
| Bookings | $683 million | N/A | N/A |
Management expressed confidence in the company's growth trajectory, highlighting a significant increase in both revenue and backlog. They reiterated their revenue and EBITDA guidance for the fiscal year.
Management reaffirmed FY27 revenue guidance of $2.125B-$2.225B.
The Autonomous Systems segment contributed 72% of total revenue.