plane ,Avav 21.49%, On Tuesday, June 24, the results of its fourth-West and Full-Year FY 2025 were announced, with 14% full-year revenue growth to $ 821 million, which had a record of $ 1.2 billion in booking and $ 726 million in funded backlog, which jumped from 2024 to 82% from 2024. Three new products. The management released fiscal 2026 revenue guidance with an estimated Ebitda from $ 1.9 billion to $ 300 million to $ 300 million to $ 320 million.

The major insights follow the company’s quick scale, integration milestones and growth ability in established and emerging defense technologies.

Record booking and backlog signal demand for war-ride solutions

The revenue of the fourth quarter increased by 40% to $ 275 million year after year to $ 275 million, inspired by a strong increase in the Little Municipal Systems (LMS) segment, which posted a profit of 87% in $ 138.3 million. 52% of the total revenue in international revenue, eight -different nations obtained from the nations and active talks with eight more.

“We achieved a record of $ 821 million GAAP revenue, 14% higher than the previous year, and recorded the fourth quarter revenue of $ 275 million, 40% more than the previous year period. Secondly, in FY 2025, in FY 2025, we achieved $ 1.2 billion in total booking, which meets strong demand for our newness and warfare.”
– Wahid Nawabi, Chairman, Chairman and Chief Executive Officer

The demand for affiliated defense budgets and unmanned systems increases globally globally, strengthening the competitive position, increasing the vision of vigor in future revenue and funding backlogs continuously.

Blue Hello acquisition and portfolio integration market access

The closed Blue Hello transaction on 1 May did not contribute to the revenue of FY2025, but resulting in a Pro Forma joint revenue base of $ 1.7 billion. This expanded the company’s technology portfolio to include advanced location, cyber, electronic war and guided energy capabilities. The Pro Forma FY2026 segment is $ 1.2 billion to $ 1.4 billion for Revenue Guidance-Austration Systems, and for space, cyber and guided energy, $ 700 million to $ 700 million to $ 700 million to $ 900 million to $ 900 million to $ 900 million means a percentage increase of double digits in each.

“Fourth, we shut down our acquisition of Blue Hello, further strengthening our industry-agar status as the next generation defense tech Prime, with an all-domain portfolio of innovative solutions in air, land, sea, space and cyber.”
– Wahid Nawabi, Chairman, Chairman and Chief Executive Officer

Integrated capabilities in each defense domain enable the company directly to address modernization preferences.

Product Innovation Pipeline Drives New Revenue Channel and TAM expansion

Three newly launched products-P550, Jump 20X, and Red Dragon-Artificial Intelligence (AI)-Driven modulers open access to high-value emerging markets including small UAS and fully autonomous GPS-detected littering mutations. In particular, the jump 20 platforms received an early $ 46 million international contract, recently with the Italian Defense Ministry, and the base configuration of the Red Dragon is free from ITAR restrictions, allowing comprehensive global commercialization.

“As an example, in this last financial year, we introduced three important new products, which are directly associated with the highest priorities of our customers. First our new group is two AI-operated autonomous UAS, P550. … We unveiled our jump 20X … and finally, we introduced our new one-sided attack drone drone, red drone-dentated, red drone.
– Wahid Nawabi, Chairman, Chairman and Chief Executive Officer

Strong commercialization roadmap and next generation unmanned and autonomous systems have the ability to open the company’s infection in the leading supplier of integrated defense solutions, intensifying the transition of the company, multi-year, multi-billion-dollars’ total addressable market (TAM) expansion.

looking ahead

Management projects adjust Ebitda between $ 1.9 billion and $ 1.9 billion, $ 1.9 billion and $ 300 million EBITDA, and adjust $ 2.8 to $ 3 adjusted EPS with adjusted adjusted gross margin in 29% -31% range. The segment forecasts specified in the revenue of autonomous systems to $ 1.2 billion to $ 1.4 billion to $ 1.4 billion and space, cyber and guided energy revenue guidance (increase in double digits) from $ 700 million to $ 700 million to $ 900 million. The company hopes that 70% revenue visibility for the mid -point of its FY2026, R&D expenses are expected to be 6% -7% in the revenue range.