Скачать или смотреть AeroVironment (AVAV) Q4 2025 Earnings - Full Coverage

AeroVironment (AVAV) reported Q4 2025 revenue of $275M (+40% YoY) and FY25 revenue of $821M (+14% YoY), with a $1B BlueHalo acquisition boosting its defense tech portfolio. Join CEO Wahid Nawabi and CFO Kevin McDonald for insights on Switchblade growth, P550 launch, and FY26 guidance.

Timestamps:
00:00 - Introduction by Operator
00:28 - Welcome by Denise Paccione, Investor Relations
01:45 - Denise Paccione, Forward-Looking Statements
01:55 - Wahid Nawabi, CEO, Opening Remarks
03:19 - Q4 and FY25 Performance Highlights
05:04 - New Product Introductions (P550, JUMP-20X, Red Dragon)
06:48 - Business Segment Updates
08:37 - Loitering Munition Systems (LMS) Growth
10:19 - Uncrewed Systems (UXS) and McCready Works
13:41 - Segment Reorganization and BlueHalo Integration
15:29 - Kevin McDonald, CFO, Financial Overview
18:03 - Adjusted EBITDA and Gross Margin Analysis
21:09 - Net Income and Balance Sheet Update
23:55 - Backlog and FY26 Guidance
27:07 - Wahid Nawabi, Closing Remarks
29:39 - Q&A Session Begins
30:04 - Q&A with Louis DePalma
39:20 - Q&A with Greg Conrad
42:49 - Q&A with Peter Arment
47:02 - Q&A with Ken Herbert (Steve Stracas)
49:57 - Q&A with Andre Madrid
54:40 - Q&A with Pete Skibitski
58:56 - Q&A with Jonathan Siegman

📈 Investment Sentiment: Buy – Record revenue growth and strategic acquisitions signal strong upside.
📐 Suggested Allocation: 2.5–4% of a diversified portfolio, with 10-15% cash for volatility.

📢 Disclaimer: This video includes segments from AeroVironment’s Q4 2025 earnings call, used for educational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by AeroVironment is implied. All rights remain with AeroVironment. For details, visit [https://investors.aeorv.com](https://investors.aeorv.com). For inquiries, contact [email protected].

💬 Comment below: What’s your view on AeroVironment’s Switchblade and P550 potential?
👉 Subscribe for more earnings and defense tech insights!
👉 Follow us: https://x.com/Fyfull2

**Keywords**: AeroVironment Q4 2025, defense tech growth, Switchblade demand, BlueHalo acquisition, P550 UAS, FY26 guidance

Tags