异动解读 | 业绩超预期,AeroVironment公司盘前大涨5.63%

异动解读
Sep 10

AeroVironment公司(股票代码:AVAV)今日盘前大涨5.63%,引起投资者广泛关注。这一涨幅主要源于公司发布的2026财年第一季度财报超出市场预期。

根据财报显示,AeroVironment公司第一季度调整后每股收益为0.32美元,超过分析师预期的0.31美元。公司收入同比大幅增长140%,达到4.547亿美元,高于市场共识预期的4.4212亿美元。这一亮眼业绩主要得益于公司最近对BlueHalo的收购,该收购为公司贡献了2.352亿美元的收入。此外,公司传统业务收入同比增长16%至2.195亿美元,订单积压创纪录达11亿美元,新增订单为3.99亿美元。

值得注意的是,AeroVironment公司重申了2026财年的业绩指引,预计全年收入在19亿至20亿美元之间,调整后每股收益预期为3.60至3.70美元,高于分析师共识预期的3.44美元。公司表示,截至2025年9月9日,其对2026财年收入指引中点的可见度已达82%,显示出管理层对未来业务发展的信心。

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