🚀 AeroVironment surprises Wall Street and the stock appreciates!
Shares of unmanned systems maker AeroVironment $AVAV have shot up by more than 20 % after the company significantly beat expectations on both earnings and revenue. One analyst even compared the company to "the Palantir of hardware." which further boosted growth. Indeed, the results confirm that AeroVironment is becoming a technology leader in the modern battlefield.

📊 Q4 numbers:
Adjusted earnings per share: $1.61 (vs. $1.39 expected)

Revenue: $275 million. USD 275 million (vs. USD 242 million expected)

Net profit: $16.7 million (vs. USD 7.6 million (+176% year-on-year)

Annual sales: 820.6 million. USD 820,820 (+14% yoy) - a record level

🎯 BlueHalo acquisition:
In early May, AeroVironment completed the acquisition of BlueHalo for USD 4.1 billion. The acquisition brings: laser defense systems, space technology and adds complex defense platforms to the existing drone portfolio.

CEO Wahid Nawabi described the move as "strengthening our strategic leadership position" and the markets agree. The acquisition moves the company from pure tactical systems to an integrated defence architecture of the future.

📈 FY 2025 Outlook:
Revenue: $1.9-2.0 billion

Earnings per share: USD 2.80-3.00

This would more than double revenue growth, clearly signaling that the company expects strong demand across defense contracts, particularly in unmanned and laser systems, which are now a critical item in modern conflicts and reconnaissance operations.

Let us also not forget the increase in defence spending by Member States NATO.

📌 AeroVironment is not just a drone manufacturer. Today, it belongs to a new generation of defence industry that combines autonomy, artificial intelligence and high-precision systems.

Does anyone have shares of this company in their portfolio? What's your current opinion on the arms company?