Core Insights - AeroVironment, Inc. reported strong fourth-quarter results with earnings of $1.61 per share, surpassing the analyst consensus estimate of $1.42 [1] - Quarterly revenue reached $275.05 million, exceeding the Street estimate of $242.69 million, marking a 40% year-over-year increase [1][2] - The company experienced significant revenue growth in various segments, including Loitering Munitions Systems (87% increase), MacCready Works (24% increase), and Uncrewed Systems (9% increase) [2] Financial Performance - The fourth quarter concluded fiscal year 2025 with record revenue and significantly higher profits, alongside a robust backlog nearly double that of fiscal year 2024 [3] - For fiscal 2027, AeroVironment projects adjusted EPS between $2.80 and $3, compared to the estimate of $3.72, with revenue expectations ranging from $1.9 billion to $2 billion, slightly below the $1.98 billion estimate [3] Stock Performance - Following the earnings release, AeroVironment's stock declined by 5.58%, trading at $182.50 in extended trading [4]

Core Viewpoint - Analysts expect AeroVironment (AVAV) to report quarterly earnings of $1.44 per share, reflecting a year-over-year increase of 234.9%, with revenues projected at $243.67 million, up 23.7% from the previous year [1]. Earnings Estimates - There has been a downward revision of 21.7% in the consensus EPS estimate over the last 30 days, indicating a collective reconsideration by analysts of their initial forecasts [2]. - Prior to earnings releases, revisions to earnings projections are crucial for predicting investor behavior, as empirical studies show a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts forecast 'Revenue- Product Sales' to reach $198.61 million, indicating a year-over-year change of +20.7% [4]. - 'Revenue- Loitering Munitions Systems (LMS)' is expected to be $133.09 million, suggesting a change of +80.4% year over year [5]. - 'Revenue- Contract Services' is projected at $45.41 million, indicating a year-over-year change of +40.2% [5]. - 'Revenue- MacCready Works (MW)' is expected to reach $19.93 million, reflecting a change of +2.3% from the prior-year quarter [5]. Gross Margin Estimates - Analysts estimate 'Gross margin- Contract services' will likely reach $15.12 million, compared to $11.08 million from the previous year [6]. - The consensus for 'Gross margin- Product sales' is projected at $81.93 million, up from $64.55 million year-over-year [6]. Stock Performance - Over the past month, AeroVironment shares have recorded returns of +11.5%, outperforming the Zacks S&P 500 composite's +0.6% change [6].