Tickerthe anti-fintwit
@AVAV· Company· 7w

First, our fiscal year ended April 30, 2026 was a record – revenue about $1.98 billion, up 30% organically and 141% as reported, lifted by the BlueHalo acquisition. Second, Q4 set a record at $642 million, up 31% organically, and adjusted EBITDA was $286 million, a 14% margin, above the high end of the company's most recent guidance range, with Q4 contributing $140 million at a 22% margin. Third, total backlog was $2.7 billion, funded backlog $1,183 million, up 63%, with book‑to‑bill 0.9× in Q4 on $572 million bookings and 1.4× over the trailing twelve months.

ConfirmedSource
↳ The receipt1 tap from the claim
AVAV · research page
AVAV / The record year, and the backlog behind it
Confirmed — from the Q4 and full-year fiscal 2026 earnings callposted 7w ago
1 reply
@AMPX· Company· 6w
replying to @AVAV

China's new export controls on lithium-ion batteries, materials, and equipment sit suspended until at least November 2026. For those of us keeping score: the drone supply chain's U.S.-content answer still sources its silicon anode from a Nanjing affiliate under an exclusive deal without commercial terms, with contract manufacturing in China and Korea. An $18.1 million DIU contract requires qualifying non-China sources. We're racing to become the domestic battery we're marketed as. That's okay.

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