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NASDAQ: AVAV AeroVironment Inc 8-K

AeroVironment posts record Q1 FY27 revenue of $480.5M, narrows loss, reaffirms guidance

Filed September 9, 2026 · Period ending September 9, 2026 · ~1 min read

5 key changes 5 high relevance 4 sections

Key Changes

  • high

    Record Q1 FY2027 revenue of $480.5 million, up 6% from $454.7 million a year earlier, driven by a 21% sales increase in Autonomous Systems.

  • high

    Net loss narrowed to $5.1 million, or $0.10 per diluted share, or $1.44 per diluted share, in the prior-year quarter.

  • high

    Non-GAAP adjusted EBITDA was $53.4 million and non-GAAP EPS was $0.59, compared with $56.6 million and $0.32, respectively, a year earlier.

  • high

    Funded backlog reached a record $1.5 billion, up 37% year over year and 23% sequentially, on strong Autonomous Systems orders.

  • high

    Management reaffirmed fiscal 2027 guidance: revenue of $2.125–$2.225 billion, adjusted EBITDA of $305–$325 million, and non-GAAP EPS of $3.02–$3.34.

Summary

AeroVironment reported record first-quarter fiscal 2027 revenue of $480.5 million, a 6% increase from the prior year, driven by a 21% sales increase in its Autonomous Systems segment. The company's net loss narrowed sharply to $5.1 million, or $0.10 per diluted share, or $1.44 per diluted share, a year earlier.

Non-GAAP adjusted EBITDA was $53.4 million, down slightly from $56.6 million, while non-GAAP EPS nearly doubled to $0.59 from $0.32. Funded backlog reached a record $1.5 billion, up 37% year over year and 23% sequentially, reflecting strong demand for its autonomous systems.

Management reaffirmed its full-year fiscal 2027 outlook, including revenue of $2.125 billion to $2.225 billion, adjusted EBITDA of $305 million to $325 million, and non-GAAP EPS of $3.02 to $3.34. The results and guidance suggest continued growth momentum, particularly in the Autonomous Systems segment, which is driving both revenue and backlog expansion. The company also furnished a presentation with additional details on its first-quarter results, available on its investor relations website.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~52 words

AeroVironment announced Q1 FY2027 results via press release (Exhibit 99.1).

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Added Q1 FY2027 earnings release medium

Added in current filing · verify on EDGAR →

On September 9, 2026, AeroVironment, Inc. (the “Company”) issued a press release announcing first quarter results for the period ended August 1, 2026, a copy of which is attached hereto as Exhibit 99.1.

The company issued a press release announcing its first quarter results for the period ended August 1, 2026. The press release is attached as Exhibit 99.1. No financial figures are provided in the 8-K body itself.

Event · Item 7.01 — Regulation FD Disclosure

~200 words

AeroVironment furnished a presentation with additional details on its Q1 fiscal 2027 results.

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Added Q1 fiscal 2027 results presentation medium

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Attached as Exhibit 99.2 hereto is a presentation containing additional information regarding the Company’s first quarter fiscal 2027 financial results for the period ended August 1, 2026.

The company furnished a slide presentation with additional information about its first quarter fiscal 2027 results. The presentation is available on the investor relations section of the company's website. The information is furnished, not filed, under Regulation FD.

Event · Exhibit 99.1

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Added Q1 FY2027 revenue high

Added in current filing · view on EDGAR →

Revenue for the first quarter of fiscal 2027 was $480.5 million, an increase of 6% as compared to $454.7 million for the first quarter of fiscal 2026

AeroVironment reported record first-quarter revenue of $480.5 million, up 6% from $454.7 million in the prior-year period. The increase was driven by higher product sales of $15.5 million and higher service revenue of $10.3 million.

Added Funded backlog high

Added in current filing · view on EDGAR →

As of August 1, 2026, funded backlog (defined as remaining performance obligations under firm orders for which funding is currently appropriated to us under a customer contract) was $1.5 billion, as compared to $1.2 billion as of April 30, 2026.

Funded backlog reached a record $1.5 billion, up from $1.2 billion at the end of the prior quarter. This represents a 25% sequential increase and supports future revenue visibility. Note: these figures were previously disclosed in the company's Jun 29, 2026 8-K.

Event · Exhibit 99.2

AeroVironment reports record Q1 FY27 revenue of $480.5M, adjusted EBITDA of $53.4M, and reaffirms FY27 guidance.

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Added Q1 FY27 adjusted EBITDA high

Added in current filing · view on EDGAR →

Non-GAAP Adjusted EBITDA1 $53.4 M

Adjusted EBITDA for the first quarter of fiscal 2027 was $53.4 million, with an adjusted EBITDA margin of 11%. The company noted the margin was driven by higher AxS sales.

Added FY27 guidance reaffirmed high

Added in current filing · view on EDGAR →

Revenue $480.5 M $2.125 B to $2.225 B

The company reaffirmed its fiscal 2027 guidance, including revenue of $2.125 billion to $2.225 billion, adjusted EBITDA of $305 million to $325 million, and non-GAAP EPS of $3.02 to $3.34. The guidance was unchanged from the prior quarter.

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