AeroVironment (NASDAQ: AVAV) Q4 2025 Earnings: Record Results, Strategic Expansion, and Strong Guidance

AeroVironment, Inc. (NASDAQ: AVAV) reported its fourth quarter fiscal 2025 earnings on June 25, 2025, delivering record results and signaling robust momentum for the year ahead. The full earnings call and analysis for AeroVironment stock are available at https://www.insideticker.com/video/b3acc875-1291-4f43-a203-6ad68e2b2531.

Key Financial Highlights

Revenue: Q4 revenue surged to $275.1 million, up 40% year-over-year, while full-year revenue reached $821 million, a 14% increase from fiscal 2024.

Net Income & EPS: Q4 net income was $16.7 million, with adjusted earnings per share (EPS) at $1.61-up 274% from $0.43 in the prior year and 15% above forecasts.

EBITDA: Adjusted EBITDA for Q4 was $61.6 million (up 178% year-over-year), and $146.4 million for the full year (17.8% of revenue).

Bookings & Backlog: Total bookings for FY2025 hit a record $1.2 billion, with a funded backlog at $726 million-an 82% year-over-year increase.

Cash Position: AeroVironment (AVAV) ended Q4 with $72.5 million in cash and investments.

For a detailed look at the earnings call, see the video at https://www.insideticker.com/video/b3acc875-1291-4f43-a203-6ad68e2b2531.

Strategic and Operational Developments

Acquisition: Completed the BlueHalo acquisition, expanding AeroVironment's portfolio into air, land, sea, space, and cyber domains.

New Products: Launched three new products-P550, Jump 20X, and Red Dragon-strengthening the company's leadership in unmanned and robotic defense systems.

International Growth: Strong global demand for Switchblade loitering munitions, with orders from eight countries.

Segment Realignment: From FY2026, AeroVironment will operate under two segments: Autonomous Systems (AXS) and Space, Cyber, and Directed Energy (SCDE).

Guidance and Outlook

FY2026 Revenue: Projected between $1.9 billion and $2.0 billion.

Adjusted EBITDA: Expected between $300 million and $320 million.

Non-GAAP Adjusted EPS: Forecasted at $2.80 to $3.00.

Adjusted Gross Margins: 29% to 31%.

R&D Spend: 6% to 7% of revenue.

Integration Costs: BlueHalo integration expenses estimated at $40 million to $45 million.

For more insights, refer to the full earnings call and analysis at https://www.insideticker.com/video/b3acc875-1291-4f43-a203-6ad68e2b2531.

AeroVironment Stock Performance and Market Position

AeroVironment stock (NASDAQ: AVAV) responded positively to the earnings beat, with shares rising in aftermarket trading. The company's strong balance sheet, robust backlog, and expanding product portfolio position AVAV for continued growth amid rising global defense spending and demand for autonomous systems.

CEO Commentary

Wahid Nawabi, Chairman, President, and CEO, emphasized that investments in next-generation unmanned systems and strategic acquisitions like BlueHalo are fueling AeroVironment's growth and record bookings. The company remains focused on innovation, manufacturing expansion, and delivering on a strong pipeline of defense contracts.

Additional Resources

Video links are included at the start, middle, and end of this article for easy access to the AeroVironment (AVAV) Q4 2025 earnings call and analysis:
https://www.youtube.com/watch?v=SQFnzaMzPmU

For more expert analysis, visit Inside Ticker: https://www.insideticker.com

AeroVironment (NASDAQ: AVAV) continues to demonstrate resilience and strategic focus, positioning the company and AVAV stock for sustained growth and innovation in fiscal 2026 and beyond.

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