AeroVironment, Inc. designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally. It operates through Small Unmanned Aircraft Systems (SUAS), Tactical Missile System (TMS), Medium Unmanned Aircraft Systems (MUAS), and High Altitude Pseudo-Satellite Systems (HAPS) segments. The company supplies UAS, TMS, unmanned ground vehicle, and related services primarily to organizations within the U.S. Department of Defense, other federal agencies, and to international allied governments. It also designs, engineers, tools, and manufactures unmanned aerial and aircraft systems, including airborne platforms, payloads and payload integration, ground control systems, and ground support equipment and other items and services related to unmanned aircraft systems. In addition, the company offers small UAS products, including training, spare parts, product repair, product replacement, and the customer contracted operation. Further, it develops high-altitude pseudo-satellite UAS systems. AeroVironment, Inc. was incorporated in 1971 and is headquartered in Arlington, Virginia.

AeroVironment, Inc. демонстрирует смешанную финансовую картину. С одной стороны, компания имеет высокие показатели ликвидности, такие как текущий и быстрый коэффициенты, что указывает на её способность покрывать краткосрочные обязательства. Однако, с другой стороны, мультипликаторы, такие как P/E и P/S, значительно выше медианных значений в отрасли, что может свидетельствовать о переоцененности акций. Динамика чистой прибыли и операционной прибыли негативна, что вызывает беспокойство. Хотя выручка демонстрирует положительный тренд, снижение прибыли может указывать на проблемы с рентабельностью. Долговая нагрузка компании находится на низком уровне, что является положительным фактором, но низкие показатели ROE, ROA и ROI показывают, что эффективность использования капитала оставляет желать лучшего. В целом, учитывая высокие оценки и неустойчивую прибыльность, целесообразно пересмотреть целевую цену акций компании.

AeroVironment, Inc.

Key Points
Both AeroVironment and Kratos Defense & Security Systems have been growing their businesses through acquisitions.
AeroVironment's shares are up by more than 68% over the past year.
Kratos' shares have climbed by 200% in the past 12 months.
Defense stocks are in demand again, thanks to the Iran war and the war in Ukraine. While the S&P 500 is down around 1% so far this year, the iShares U.S. Aerospace & Defense ETF is up more than 11%.
There are obvious ways to benefit from this trend, such as investing in large-cap defense stocks such as L3Harris, Northrop Grumman, and Lockheed Martin. However, those giants are relatively stable, so their growth is less likely to escalate quickly.
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However, under-the-radar defense stocks such as AeroVironment (NASDAQ: AVAV) and Kratos Defense & Security Solutions (NASDAQ: KTOS) could deliver better returns because they have higher growth profiles.
AeroVironment's growth is on autopilot
AeroVironment makes small- and medium-sized drones, space-based platforms, directed energy systems, and cyberwarfare and electronic warfare products. Its drones have been battle-tested in Ukraine, and the conflict in Iran will no doubt lead to a call for more drone manufacturing by the U.S. and its allies.
The defense company's shares, while up more than 68% over the past year, are down more than 14% so far in 2026. The impetus for that decline was the company's fiscal 2026 third-quarter earnings report, which disappointed investors.
In the quarter, which ended Jan. 31, AeroVironment lost $0.06 per share, compared to its earnings per share (EPS) of $0.16 in the prior-year period. However, revenue climbed 143% to $4.08 million. That rise was mainly due to its purchase of BlueHalo in May, which helped establish its market presence in larger drones, space technology, and autonomous underwater vehicles. AeroVironment also has a funded backlog of $1.1 billion.
The reason management gave for the bottom-line issues was that it received fewer orders from the U.S. Space Force, particularly from its Satellite Communications Augmentation Resource (SCAR) program. BlueHalo provides antennas for the SCAR program. On the other side, the Defense Department is ramping up orders for the company's drones.
This year, the company is forecasting revenue between $1.85 billion and $1.95 billion, up from just $820.6 million last year, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $265 million to $285 million, which would be an increase of 14.5% at the midpoint.
Kratos is there to help the U.S. reload
Kratos Defense & Security Solutions' shares are up more than 15% so far in 2026 and more than 200% over the past year. The San Diego-based company focuses on affordable, rapidly developed military technology, including drones, unmanned systems, satellite and space communications, radar and missile guidance, and missiles.
In 2025, the company reported revenue of $1.35 billion, up 18.5%. In 2026, it is predicting sales of $1.59 billion to $1.67 billion, a 21.4% jump at the midpoint. EPS in 2025 rose 18% to $0.13. That type of growth is what makes the stock so attractive in the long term.
Kratos is in the process of buying Israeli satellite mobile systems company Orbit Technologies for $356.3 million, with the deal expected to close at the end of March. It also just received a $7 million production contract award from an unnamed customer to make a counter-UAS system -- essentially an anti-drone shield that stops threats before they reach their targets.
Great long-term prospects for both companies
It's important to note that, even as comparatively under-the-radar defense stocks, both of these companies have relatively high valuations. However, given their ability to quickly respond to U.S. defense needs, both are likely to see double-digit percentage revenue growth over the next few years.
Because they are relatively small companies, their stocks are likely to experience more volatility, but their willingness to expand through acquisitions and their sales of high-margin technology speak well for their long-term prospects.
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James Halley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AeroVironment, Kratos Defense & Security Solutions, and L3Harris Technologies. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Under-the-Radar Defense Stocks That Could Double as Military Budgets Surge

U.S. stock markets closed mixed on Wednesday as the U.S.-Israel attack on Iran showed no signs of de-escalation. Crude oil prices remained elevated due to severe supply concerns from the Middle East. Earnings reports and key inflation data came in mixed and failed to enthuse market participants. The Dow and the S&P 500 ended in negative territory while the Nasdaq Composite managed to finish in the green.
How Did The Benchmarks Perform?
The Dow Jones Industrial Average (DJI) tumbled 0.6% or 289.24 points to close at 47,417.27 after a choppy session. At intraday high, the index was up nearly 5 points. Notably, 24 components of the 30-stock index ended in negative territory while six ended in positive territory.
The tech-heavy Nasdaq Composite finished at 22,716.14, rising 0.1% owing to the good performance by corporate bigwigs. At intraday high, the tech-laden index was up 180.61 points and at intraday low, the index was down nearly 95 points.
The S&P 500 fell 0.1% to finish at 6,775.80. At intraday high, the index was up 0.4%. All 11 broad sectors of the broad-market index ended in the negative territory. The Energy Select Sector SPDR (XLE) was down 1.3%.
The fear gauge CBOE Volatility Index (VIX) was down 2.8% to 24.23. A total of 17.79 billion shares were traded on Wednesday, lower than the last 20-session average of 20.09 billion. Decliners outnumbered advancers on the NYSE by a 1.84-to-1 ratio. On the Nasdaq, a 1.38-to-1 ratio favored advancing issues.
Crude Oil Prices Remain Elevated
The geopolitical conflicts in the Middle East remained heightened. Iran continued to retaliate against the U.S.-Israel joint attack and the largest crude oil supply line through the Strait of Hormuz remained heavily disturbed.
The 32 countries of the International Energy Agency (IEA) agreed to release 400 million barrels of crude oil to normalize global oil supply. This marked the largest such action in IEA’s history. Moreover, OPEC said that Saudi Arabia has also ramped up oil production.
Despite these measures, the U.S. benchmark West Texas Intermediate (WTI) futures surged more than 4% to settle at $87.25 per barrel. The global benchmark — the Brent futures — climbed 4.8% to settle at $91.98 per barrel.
Mixed Earnings Results
The global RDBMS giant Oracle Corp. ORCL reported third-quarter fiscal 2026 adjusted earnings of $1.79 per share, which beat the Zacks Consensus Estimate by 5.29% and surged 21% year over year in dollar terms and 16% in constant currency.
Revenues beat the consensus mark by 1.77% and climbed 22% in USD and 18% in cc year over year to $17.2 billion, driven by explosive growth in cloud infrastructure as Oracle continues to establish itself as the destination of choice for AI workloads.
Defense equipment manufacturer AeroVironment Inc. AVAV came up with quarterly adjusted earnings of $0.64 per share, missing the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.3 per share a year ago. Quarterly revenues of $408.05 million missed the Zacks Consensus Estimate by 13.73%. This compares to year-ago revenues of $167.64 million.
Consequently, shares of Oracle jumped 9.2% while shares of AeroVironment tumbled 6.3%. Oracle currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Economic Data
The Department of Labor reported that the consumer price index (CPI) rose 0.3% in February, in line with the Zacks Consensus Estimate. The metric for January was 0.2%. Year over year, the headline CPI advanced 2.4% in February.
The core CPI (excluding volatile food and energy items) rose 0.2% in February, lower than the Zacks Consensus Estimate of 0.3%. The metric for January was also 0.3%. Year over year, the core CPI advanced 2.5% in February.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Market News for Mar 12, 2026

Key Points
AeroVironment missed on its Q3 earnings report last night.
Guidance through the end of fiscal 2026 looks weak, with sales and earnings both missing analyst forecasts.
AeroVironment (NASDAQ: AVAV) stock slipped 5% through 11:05 a.m. ET Wednesday after missing on earnings last night.
Analysts forecast the maker of military drones would earn $0.72 per share on sales of $483.9 million in its fiscal Q3 2026. In fact, AeroVironment earned only $0.64 per share, and sales fell far short of expectations: $408 million.
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AeroVironment Q3 earnings
On the surface, this seems pretty bad news -- but it wasn't all bad. Despite "missing" on sales, AeroVironment nonetheless managed to grow its sales 143% year over year.
Less encouraging is the news on profits. AeroVironment not only missed on earnings in Q3. And what it did "earn" was only pro forma profit. When calculated under generally accepted accounting principles (GAAP), AV's result for Q3 was actually a net loss of $3.15 per share.
Year to date, AV has racked up losses of $241 million, and its free cash flow is negative $220 million.
Is AeroVironment stock a sell?
So sales are surging, but profits are nowhere to be seen. How should investors react to this?
On the one hand, continued sales growth seems certain. Management noted it's got a book-to-bill ratio of 1.6 so far this year (which foreshadows more strong sales growth ahead). Guidance is for about $1.9 billion in total sales through the end of this fiscal year, more than twice AV's total sales last year.
There are two problems with this: First, AV's entire guidance range is below analysts' year-end forecasts. Second, it's not enough revenue to turn AV profitable. GAAP losses for the year are still forecast to be at least $4.10 per share, and potentially as bad as $4.44 per share.
To me, AV stock looks like a sell.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why AeroVironment Stock Dropped Today

Kratos Defense & Security Solutions, Inc. KTOS shares have rallied 31.4% in the past six months compared with the Zacks Aerospace-Defense Equipment industry’s growth of 15.5%. Contract wins and growing demand for unmanned, autonomous tactical systems are driving strong interest in Kratos Defense’s drone and defense technologies.
Image Source: Zacks Investment Research
Other defense equipment stocks, such as AeroVironment AVAV declined 16.7% and Teledyne Technologies TDY has gained 15.8% in the past six months. AeroVironment is focused on strengthening its role in defense technology through its counter-uncrewed aircraft systems. Teledyne Technologies’ Digital Imaging unit is benefiting from higher sales of commercial infrared imaging components and subsystems, as well as unmanned air systems.
Considering Kratos Defense’s outperformance relative to its industry, investors may be wondering whether now is a good time to add KTOS stock to their portfolios. Let’s examine the factors that contributed to the share price gain and assess the stock’s investment prospects to make an informed decision.
Factors in Favor of KTOS Stock
Kratos Defense is one of the leading providers of unmanned aerial target drones used by the US and allied militaries for weapons testing, training and combat simulation. Its drones are designed to operate at high speeds, perform complex maneuvers and simulate advanced threat environments, making them valuable tools for modern military training programs. Because these systems are both cost-effective and adaptable, defense agencies frequently rely on Kratos Defense for recurring contracts tied to long-term testing and training requirements.
In March 2026, Kratos Defense received a $7 million Production Contract Award for a Counter-UAS System designed to detect, track and classify threats, including low-profile unmanned aerial systems, cruise missiles, and other aerial systems. This contract strengthens the company’s position in the rapidly growing counter-drone defense market, while also adding to its production backlog and revenue visibility.
In February 2026, Kratos Defense was awarded a $61.1 million modification contract, which exercises options to procure full-rate production Lot Seven for 70 of the BQM-177A Subsonic Aerial Targets, along with 70 Rocket-Assisted Takeoff (RATO) attachment kits and associated technical and administrative data. The contract boosts Kratos Defense’s near-term revenues, expands its backlog and strengthens its Unmanned Systems segment.
In the fourth quarter of 2025, revenues from Unmanned Systems segment totaled $68.5 million, up 12.1% year over year. The growing global emphasis on unmanned systems and advanced training environments further supports the company’s expansion into international markets.
Estimates for KTOS Stock
The Zacks Consensus Estimate for Kratos Defense’s 2026 and 2027 earnings per share (EPS) indicates an increase of 40% and 39.83%, respectively, year over year.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AeroVironment’s fiscal 2026 indicates a decrease of 1.22% and that for fiscal 2027 indicates an increase of 37.04% year over year. AVAV’s long-term (three to five years) earnings growth rate is 19.52%. The consensus estimate for Teledyne Technologies' 2026 and 2027 EPS indicates an increase of 8.46% and 8.15%, respectively, year over year. TDY’s long-term earnings growth rate is 8.48%.
Challenges Faced by KTOS
Although Kratos Defense shows notable growth prospects, it continues to face certain obstacles. One such obstacle is disruptions to the supply chain, arising from raw material shortages, which continue to impact the defense sector as a whole and might affect the company's operations.
KTOS’ Earnings Surprise History
The company beat on earnings in each of the trailing four quarters, delivering an average surprise of 25.2%.
Image Source: Zacks Investment Research
KTOS’ Return on Equity Lower Than Industry
The company’s trailing 12-month return on equity of 4.96% is lower than the industry average of 12.96%. Return on equity, a profitability measure, reflects how effectively a company utilizes its shareholders’ funds to generate income.
Image Source: Zacks Investment Research
KTOS Stock Trades at a Discount
In terms of valuation, KTOS’ forward 12-month price/sales (P/S) is 9.57X, a discount to the industry’s average of 12.58X.
Image Source: Zacks Investment Research
What Should an Investor Do?
Kratos Defense is a leading provider of unmanned aerial target drones used by the US and allied militaries for weapons testing, training and combat simulation, with its high-performance systems driving recurring defense contracts. Recent counter-UAS and aerial target production contracts, along with growing demand for unmanned systems, are strengthening the company’s backlog, revenue visibility and global expansion prospects.
However, given its poor ROE and recent challenges, new investors may wait for a better entry point. Those who already have this Zacks Rank #3 (Hold) stock in their portfolio may continue to retain it, considering the company’s impressive earnings growth projection. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

KTOS Stock Outperforms Industry: What Should Investors do Now?

Ondas Inc. ONDS recently announced a merger agreement with Mistral Inc. Mistral is a U.S.-based defense prime contractor that has supported U.S. military, federal and public safety programs over the past few decades. Under the agreement, Mistral will merge with a subsidiary of Ondas while continuing to manage its existing contracts. The merger is anticipated to conclude in the second quarter of 2026.
Mistral is a prime contractor on U.S. Army and USSOCOM uncrewed and autonomous platforms procurement vehicles. Mistral brings U.S.-based manufacturing, assembly, integration and quality assurance capabilities to Ondas’ operations, supporting program execution and compliance with the country’s defense sourcing requirements. Mistral has a wide-ranging exposure, including advanced mission equipment integration, survivability and mobility enhancements, unmanned systems procurement, defense electronics and lifecycle sustainment services.
The company currently develops autonomous aerial and ground platforms through its Ondas Autonomous Systems segment. Combining these with Mistral’s infrastructure, the company aims to deliver integrated autonomous solutions for defense, homeland security and public safety applications.
Management highlighted that the transaction “aligns” with the company’s broader strategy to expand its footprint in U.S. defense procurement. Ondas is seeking structured participation in multi-year Department of Defense contract vehicles and “program-of-record opportunities” from just standalone system deployments.
Ondas Holdings Inc. Price, Consensus and EPS Surprise
Nonetheless, the integration and execution of the combined capabilities will remain key to realizing the expected benefits. Ondas operates in a competitive industry where other players are also expanding their presence in unmanned systems and defense solutions.
Mapping the Competitive Terrain
AeroVironment AVAV is one of the key pure-play beneficiaries of rising global demand for military drones and its biggest competitive moat is the strategic ties with the U.S. and allied governments. It recently won a three-year contract worth $97 million from the U.S. Army to develop a next-generation sensor testing system. Before that, AVAV clinched a delivery order from the U.S. Army worth $186 million for Switchblade 600 Block 2 and Switchblade 300 Block 20 explosively formed penetrator loitering munition systems.
In December 2025, AVAV delivered two Joint Light Tactical Vehicle-mounted C-UAS laser weapon systems to the U.S. Army under the second increment of the Army Multi-Purpose High Energy Laser program.
Red Cat Holdings RCAT is witnessing solid demand from defense and government clients and expanding program wins. Through its subsidiary Teal Drones, the company develops small unmanned aircraft systems tailored for intelligence, surveillance and reconnaissance missions.
Given the increasing demand for its solutions, the company is also sharpening the ability to rapidly scale production to meet mission-critical requirements. On the lastearnings call management emphasized “factories are the moat,” with expanded facilities in Salt Lake City, UT, and Los Angeles, and a newly opened 155,000-square-foot plant in Georgia (large-scale USVs manufacturing). The Georgia facility can churn out more than 500 to 1,000 vessels per year and has a sales showroom and lab in Southeast Florida and a prototype partner in Maine, added RCAT.
ONDS’ Price Performance, Valuation and Estimates
Shares of ONDS have gained 11.6% in the past month compared with the Wireless-National industry’s growth of 0.3%
Image Source: Zacks Investment Research
In terms of the forward 12-month Price/Sales ratio, ONDS is trading at 20.25, considerably higher than the industry’s multiple of 1.98.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ONDS’ earnings for the current year has been revised downwards over the past 60 days.
Image Source: Zacks Investment Research
ONDS currently has a Zacks Rank #3 (Hold).You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ondas Expands Defense Footprint With Strategic Mistral Merger

For the quarter ended January 2026, AeroVironment (AVAV) reported revenue of $408.05 million, up 143.4% over the same period last year. EPS came in at $0.64, compared to $0.30 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $472.98 million, representing a surprise of -13.73%. The company delivered an EPS surprise of -5.88%, with the consensus EPS estimate being $0.68.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how AeroVironment performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenue- Autonomous Systems (AxS): $278.74 million compared to the $298.27 million average estimate based on three analysts.
Revenue- Cyber and Directed Energy (SCDE): $129.3 million versus the three-analyst average estimate of $169.37 million.
Revenue- Contract Services: $130.23 million compared to the $148.86 million average estimate based on two analysts. The reported number represents a change of +367.1% year over year.
Revenue- Product Sales: $277.81 million versus the two-analyst average estimate of $301.35 million. The reported number represents a year-over-year change of +98.8%.
Gross margin- Contract services: $20.95 million compared to the $29.8 million average estimate based on two analysts.
Gross margin- Product sales: $77.84 million versus the two-analyst average estimate of $76.9 million.
Shares of AeroVironment have returned -17.2% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AeroVironment (AVAV) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

AeroVironment (AVAV) came out with quarterly earnings of $0.32 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this maker of unmanned aircrafts would post earnings of $0.69 per share when it actually produced earnings of $0.78, delivering a surprise of 13.04%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
AeroVironment, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $90.09 million for the quarter ended January 2022, missing the Zacks Consensus Estimate by 18.01%. This compares to year-ago revenues of $78.78 million. The company has not been able to beat consensus revenue estimates over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
AeroVironment shares have added about 17.3% since the beginning of the year versus the S&P 500's decline of -8%.
What's Next for AeroVironment?
While AeroVironment has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for AeroVironment: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $0.37 on $123.67 million in revenues for the coming quarter and $1.33 on $456.56 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the bottom 17% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, AAR (AIR), has yet to report results for the quarter ended February 2022.
This airplane maintenance company is expected to post quarterly earnings of $0.67 per share in its upcoming report, which represents a year-over-year change of +81.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
AAR's revenues are expected to be $457.11 million, up 11.4% from the year-ago quarter.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AeroVironment (AVAV) Lags Q3 Earnings and Revenue Estimates

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Rocket Lab Corp (Symbol: RKLB), where a total of 69,973 contracts have traded so far, representing approximately 7.0 million underlying shares. That amounts to about 41.7% of RKLB's average daily trading volume over the past month of 16.8 million shares. Particularly high volume was seen for the $75 strike call option expiring March 20, 2026, with 5,518 contracts trading so far today, representing approximately 551,800 underlying shares of RKLB. Below is a chart showing RKLB's trailing twelve month trading history, with the $75 strike highlighted in orange:
AeroVironment, Inc. (Symbol: AVAV) saw options trading volume of 8,562 contracts, representing approximately 856,200 underlying shares or approximately 41.2% of AVAV's average daily trading volume over the past month, of 2.1 million shares. Especially high volume was seen for the $230 strike call option expiring March 20, 2026, with 355 contracts trading so far today, representing approximately 35,500 underlying shares of AVAV. Below is a chart showing AVAV's trailing twelve month trading history, with the $230 strike highlighted in orange:
And Roblox Corp (Symbol: RBLX) options are showing a volume of 44,706 contracts thus far today. That number of contracts represents approximately 4.5 million underlying shares, working out to a sizeable 41.1% of RBLX's average daily trading volume over the past month, of 10.9 million shares. Especially high volume was seen for the $67 strike call option expiring March 13, 2026, with 6,145 contracts trading so far today, representing approximately 614,500 underlying shares of RBLX. Below is a chart showing RBLX's trailing twelve month trading history, with the $67 strike highlighted in orange:
For the various different available expirations for RKLB options, AVAV options, or RBLX options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: RKLB, AVAV, RBLX

The following companies are expected to report earnings after hours on 03/10/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Oracle Corporation (ORCL)is reporting for the quarter ending February 28, 2026. The computer software company's consensus earnings per share forecast from the 11 analysts that follow the stock is $1.34. This value represents a 13.56% increase compared to the same quarter last year. In the past year ORCL has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ORCL is 25.30 vs. an industry ratio of 18.80, implying that they will have a higher earnings growth than their competitors in the same industry.
Franco-Nevada Corporation (FNV)is reporting for the quarter ending December 31, 2025. The gold mining company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.68. This value represents a 76.84% increase compared to the same quarter last year. In the past year FNV has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 4.38%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for FNV is 49.53 vs. an industry ratio of -19.50, implying that they will have a higher earnings growth than their competitors in the same industry.
AeroVironment, Inc. (AVAV)is reporting for the quarter ending January 31, 2026. The aerospace and defense company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.68. This value represents a 126.67% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AVAV is 70.15 vs. an industry ratio of 50.80, implying that they will have a higher earnings growth than their competitors in the same industry.
JOYY Inc. (JOYY)is reporting for the quarter ending December 31, 2025. The internet services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $1.33. This value represents a 19.88% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for JOYY is 12.73 vs. an industry ratio of 4.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Cadre Holdings, Inc. (CDRE)is reporting for the quarter ending December 31, 2025. The protection safety company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.41. This value represents a 28.13% increase compared to the same quarter last year. CDRE missed the consensus earnings per share in the 4th calendar quarter of 2024 by -33.33%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CDRE is 36.67 vs. an industry ratio of 27.80, implying that they will have a higher earnings growth than their competitors in the same industry.
Kodiak AI, Inc. (KDK)is reporting for the quarter ending December 31, 2025. The technology services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.16. This value represents a 260.00% decrease compared to the same quarter last year. The "days to cover" for this stock exceeds 11 days. Zacks Investment Research reports that the 2025 Price to Earnings ratio for KDK is -2.09 vs. an industry ratio of 10.70.
Evolv Technologies Holdings, Inc. (EVLV)is reporting for the quarter ending December 31, 2025. The information technology services company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.08. This value represents a 20.00% increase compared to the same quarter last year. EVLV missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -177.78%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EVLV is -15.29 vs. an industry ratio of 15.60.
Pangaea Logistics Solutions Ltd. (PANL)is reporting for the quarter ending December 31, 2025. The shipping company's consensus earnings per share forecast from the 1 analyst that follows the stock is $0.18. This value represents a 12.50% increase compared to the same quarter last year. In the past year PANL has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 466.67%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PANL is 27.47 vs. an industry ratio of 9.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Groupon, Inc. (GRPN)is reporting for the quarter ending December 31, 2025. The internet company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.17. This value represents a 114.17% increase compared to the same quarter last year. The "days to cover" for this stock exceeds 11 days. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GRPN is 109.73 vs. an industry ratio of 20.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Westrock Coffee Company (WEST)is reporting for the quarter ending December 31, 2025. The beverages company's consensus earnings per share forecast from the 1 analyst that follows the stock is $-0.10. This value represents a 16.67% increase compared to the same quarter last year. The "days to cover" for this stock exceeds 21 days. Zacks Investment Research reports that the 2025 Price to Earnings ratio for WEST is -8.43 vs. an industry ratio of 58.60.
Concrete Pumping Holdings, Inc. (BBCP)is reporting for the quarter ending January 31, 2026. The waste removal company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.09. This value represents a 125.00% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BBCP is 74.78 vs. an industry ratio of 23.40, implying that they will have a higher earnings growth than their competitors in the same industry.
loanDepot, Inc. (LDI)is reporting for the quarter ending December 31, 2025. The financial management & related services company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.06. This value represents a 76.92% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for LDI is -7.32 vs. an industry ratio of 10.40.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for March 10, 2026 : ORCL, FNV, AVAV, JOYY, CDRE, KDK, EVLV, PANL, GRPN, WEST, BBCP, LDI

AeroVironment, Inc. AVAV is strengthening its role in defense technology through its counter-uncrewed aircraft systems (C-UAS). These solutions are designed to detect, track and defeat hostile drones that may threaten military bases, critical infrastructure or troops in the field. As drones become more common in modern conflicts, the need to defend against them has become a key priority for defense forces worldwide.
A central element of AeroVironment’s counter-drone portfolio is the Titan family of radio-frequency-based C-UAS systems. These solutions help identify and neutralize small hostile drones while providing operators with real-time situational awareness. Some variants can be deployed within minutes and are designed so that even non-specialist operators can monitor drone activity and respond quickly to potential threats. This flexibility makes them suitable for fast-changing battlefield conditions.
The company is also advancing its counter-drone capabilities through new technologies and upgraded systems. AeroVironment has introduced lighter and more capable solutions that improve detection range and response speed against small unmanned aircraft. It is developing kinetic interceptor systems designed to engage larger aerial threats, expanding its ability to address different types of drone risks.
Demand for counter-drone technologies is rising as unmanned aircraft are increasingly used for surveillance and attack missions. To address this trend, AeroVironment continues to invest in sensing technologies, artificial intelligence and integrated defense platforms to support the development of next-generation counter-drone systems.
Increasing Drone Threats Expand Counter-UAS Opportunities
The rising use of drones in modern warfare is driving demand for technologies that can detect, track and defeat hostile unmanned aircraft across military operations. Other defense companies advancing similar counter-drone capabilities are discussed below.
RTX Corporation RTX develops advanced air defense and electronic warfare systems used to detect and counter aerial threats, including unmanned aircraft.
Northrop Grumman Corporation NOC develops advanced radar, electronic warfare and integrated air defense systems that help detect, track and counter unmanned aerial threats across military operations.
Earnings Estimates for AVAV Stock
The Zacks Consensus Estimate for fiscal 2026 and fiscal 2027 earnings per share suggests a year-over-year decline of 1.22% and growth of 37.04%, respectively.
Image Source: Zacks Investment Research
AVAV Stock Trading at a Discount
AeroVironment is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 5.06X compared with the industry average of 12.58X.
Image Source: Zacks Investment Research
AVAV Stock Price Performance
In the past year, AVAV shares have surged 82.6% compared with the industry’s 48.8% growth.
Image Source: Zacks Investment Research
AVAV’s Zacks Rank
AeroVironment currently has a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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