本周四(6月26日)美股盘初,无人机概念股集体拉升,截至发稿 AeroVironment公司 涨超8%, Joby Aviation, Inc. 涨超6%, Red Cat Holdings Inc. 涨超3%:
消息面上, AeroVironment公司 公布了创纪录的第四财季及全年业绩报告,第四季度营收达2.751亿美元,同比增长40%,创下公司史上最强单季表现。全年营收增长14%至8.206亿美元,净利润达4360万美元。
截至4月30日,AeroVironment已签约待交付订单金额飙升至7.266亿美元,实现近倍增长。季度调整后息税折旧摊销前利润(EBITDA)也创下6160万美元的新高,较上年同期增长近两倍。
“我们在各业务板块的投资有效拉动了产品需求,从而赢得了国内外关键订单,”首席执行官Nawabi周二在与分析师的电话会议上表示。他特别指出,AeroVironment年度订单额达到创纪录的12亿美元(较上年翻番),为持续增长奠定了坚实基础。
展望未来,受益于BlueHalo并购及国防行业整体向好态势,AeroVironment预计2026财年营收将实现近倍增长,达到19-20亿美元区间。预测调整后EBITDA为3-3.2亿美元,调整后每股收益2.80-3.00美元。
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