AeroVironment

AeroVironment has deployed Nominal’s data platform to manage capture, cross-team review and traceability of test and production data in development and manufacturing. The system links engineering tests with final inspections and is intended to support ramp-up of production for unmanned flight systems, loitering munitions and counter‑UAS systems. Nominal provides real-time measurement, browser-based storage and a shared data foundation from R&D to series production to ensure data integrity and scalability. » More on de.investing.com

AeroVironment beat revenue and adjusted EBITDA forecasts in the first fiscal quarter and reconfirmed its targets for fiscal 2027; the stock rose about 10% on the news. Revenue visibility for 2027 stands at 86%; funded backlog totals $1.5 billion and book-to-bill is 1.4/1.5. The company cites high-energy weapons, drone defense (counter-UAS) and international growth as the main drivers; the integration of BlueHalo is proceeding faster than planned and has already delivered substantial cost synergies. AeroVironment is targeting a CAGR of 15–20% through 2030 (revenue $3.5–4.0 billion) and an adjusted EBITDA margin of 18–20%. » More on de.investing.com

AeroVironment reported adjusted EPS of $0.59 and revenue of $480.5 million for Q1 of fiscal 2027, substantially above market expectations. Funded backlog rose to $1.5 billion and total backlog to $2.8 billion; bookings were $683 million (book-to-bill 1.4). The company won, among other contracts, a $465 million U.S. Army award for high-energy weapons, but left its full-year outlook unchanged and expects negative free cash flow for the year due to heavy investments. The stock fell in regular trading but recovered after hours as investors weighed the strong earnings surprise against cash‑flow and investment risks. » More on de.investing.com