View ValuationAEVEX 将来の成長Future 基準チェック /36AEVEX利益と収益がそれぞれ年間31.2%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.6% 27.9%なると予測されています。主要情報31.2%収益成長率27.93%EPS成長率Aerospace & Defense 収益成長17.6%収益成長率12.1%将来の株主資本利益率8.57%アナリストカバレッジGood最終更新日13 Jul 2026今後の成長に関する最新情報お知らせ • May 22AEVEX Corp. Provides Earnings Guidance for the Full Year Ending December 31, 2026AEVEX Corp. provided earnings guidance for the full year ending December 31, 2026. for the year, the company expects Total revenue of $600.0 million to $620.0 million.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 37%After last week's 37% share price gain to US$19.70, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 24x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.01 per share.ライブニュース • Jul 29AEVEX Wins $88.1 Million Orders for Long-Range Precision Strike SystemsAEVEX announced new production orders worth $88.1 million to deliver long-range precision strike systems to U.S. government customers, focused on high-priority operational theaters. The company highlighted that these awards expand its role as a trusted supplier of autonomous systems and mission software that support evolving U.S. and allied defense requirements. AEVEX shares trade at $15.21, with the stock down 50.6% over the past 90 days, which frames this contract win against a recent period of weaker share price performance. This contract adds revenue visibility tied to U.S. defense budgets and highlights AEVEX’s exposure to long-range precision and autonomous systems. The main risk is concentration in government contracts and defense programs, where timing, funding decisions and contract renewals can materially affect revenue.Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$14.83, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Aerospace & Defense industry in the US.Seeking Alpha • Jul 09AEVEX: Backlog Needs To Rebuild Before I Turn More PositiveSummary AEVEX receives a Hold rating due to strong market positioning but concerns about future backlog sustainability. AVEX benefits from surging demand for autonomous defense systems, robust execution, and proprietary autonomy software, supporting recent explosive revenue and margin growth. Funded backlog declined from $503.1M to $356.6M, raising questions about post-Ukraine demand and customer concentration risk. At ~22x NTM EBITDA, AVEX’s valuation assumes successful backlog replenishment; I require more evidence before upgrading to Buy. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$17.42, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 25x in the Aerospace & Defense industry in the US.ライブニュース • Jul 07AEVEX Lands $17.5 Million Follow-On Contract Supporting US National SecurityAEVEX has secured a $17.5 million follow-on contract under its Global Solutions portfolio to continue delivering mission-focused, data-driven services in support of U.S. national security objectives. The contract is presented as a continuation of work that relies on AEVEX’s specialized expertise in providing information that helps decision-makers act with speed and confidence on critical defense interests, suggesting recurring, high-value government engagement within this portfolio. AEVEX shares trade at $19.60, with the stock down 27.2% year to date, and the price also declined 5.3% in the latest session. This contract points to ongoing U.S. government reliance on AEVEX’s capabilities, which could increase revenue concentration in defense-related work; investors will want to weigh that contract depth against the stock’s recent share price pressure and any broader portfolio or customer diversification.お知らせ • Jul 01AEVEX Corp. Announces Appointment of Murali Krishnan to Chief Growth OfficerAEVEX Corp. announced the appointment of Murali Krishnan as Chief Growth Officer. Murali Krishnan brought more than two decades of executive leadership experience across defense technology, space systems, advanced sensors, and national security mission solutions. In this role, Krishnan would lead AEVEX’s growth strategy, including global business development, customer engagement, strategic partnerships, and long-term market expansion initiatives. Krishnan joined AEVEX from Northrop Grumman Space Systems, where he served as Sector Vice President and General Manager for the Payload and Ground Systems Division, leading a broad portfolio of national security, defense, and civil space programs. Prior to that, Krishnan served as Sector Vice President of Strategic Growth for Northrop Grumman Mission Systems, overseeing strategy, business development, government relations, customer engagement, and international growth. He also previously led the Tactical Fighters business unit, providing EO and RF sensor solutions for multiple fighter platforms across production, development, and sustainment cycles. Before joining Northrop Grumman, Krishnan held senior leadership roles at L3Harris Technologies, including President of the Electro Optical Sector within Integrated Mission Systems and Vice President/General Manager of the ISR business unit. Earlier in his career, he held executive program management roles at Raytheon’s Integrated Defense Systems and Missile Systems segments and worked as a strategy consultant with Bain & Company, specializing in strategy development, operational efficiency, cost reduction, and M&A. Krishnan served 11 years as an F-15C pilot in the U.S. Air Force, accumulating more than 1,500 hours in fighter aircraft. Krishnan held an MBA from MIT’s Sloan School of Management, an M.A. in Organizational Management from George Washington University, and a B.S. in Aeronautical Engineering from the U.S. Air Force Academy, where he graduated with both academic and military distinction.ライブニュース • Jul 01AEVEX Wins $15.2 Million California Wildfire Aerial Intelligence Contract ExtensionAEVEX has secured a $15.2m option-year contract extension to continue serving as the prime provider of the Fire Integrated Real-Time Intelligence System (FIRIS) for the California Governor’s Office of Emergency Services, supplying real-time airborne intelligence for all-hazard emergency readiness and wildfire response. The FIRIS extension reinforces AEVEX’s role in advanced airborne sensor technology and rapid data transmission for first responders, supporting ongoing revenue visibility in a high-profile emergency management program. AEVEX shares last traded at $20.89, with the stock up 16.4% over the past day, while still down 45.7% over the past 30 days. The read-through is that AEVEX is deepening its relationship with a major state customer in a specialized niche, and the recent share price volatility highlights contract and execution risk that readers should factor into any assessment of the stock.新しいナラティブ • Jun 26Autonomous Defense Systems Will Drive Long-Term Demand For This High-Capacity ManufacturerCatalysts About AEVEX AEVEX develops and produces combat proven autonomous air and maritime systems, supported by its CompassX autonomy software and high volume manufacturing footprint, for the U.S. Department of Defense and allied customers. What are the underlying business or industry changes driving this perspective?Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$18.30, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$32.42 per share.ライブニュース • Jun 13AEVEX Stock Falls After US$216 Million Equity Offering Raises Questions on Dilution and ValueAEVEX Corp. launched a public offering of 8 million Class A shares at US$27.00 per share, with roughly 5.7 million new shares and 2.3 million secondary shares from existing holders. The underwriters received a 30-day option to buy additional shares, and the transaction is expected to close on June 5, 2026, subject to customary conditions. The stock fell 16% after the offer was priced below recent trading levels, following a prior 7-day run-up of about 44% tied to Air Force contracts, Q1 results and full-year 2026 revenue guidance; some research suggests the shares still trade at more than a 38% discount to estimated value. The key tension for investors is the dilution risk from new equity versus the company’s decision to raise capital shortly after contracts and guidance contributed to strong share momentum. It is worth weighing whether the reset in valuation and concerns around near-term growth justify the added risk, especially if your focus is on companies using fresh equity capital rather than debt to support their plans.お知らせ • Jun 05AEVEX Corp. has completed a Follow-on Equity Offering in the amount of $216 million.AEVEX Corp. has completed a Follow-on Equity Offering in the amount of $216 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $27 Discount Per Security: $1.01お知らせ • Jun 03AEVEX Corp. has filed a Follow-on Equity Offering.AEVEX Corp. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000ライブニュース • Jun 01AEVEX Shares Rally 43% on US$75b Defense Drone Funding ProspectsAEVEX shares moved 43% higher week on week, aligning with gains across the defense sector after fresh government funding headlines. The US government is reported to be exploring funding deals with several companies, including drone makers, with the goal of expanding domestic drone production and reducing costs. The US Department of Defense requested US$75b for drones and counter-drone systems, described as its largest year-on-year funding request for this area so far. The scale of the US$75b request highlights how much attention drones and counter-drone technology are getting inside the defense budget. This helps explain why investors reacted strongly to companies seen as potential beneficiaries, including AEVEX. For you, a key question is how much of that potential funding AEVEX can realistically secure and on what terms. Future contract wins, competitive pressure and the timing of government awards could all affect how durable this recent share move proves to be.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 43%After last week's 43% share price gain to US$38.47, the stock trades at a forward P/E ratio of 98x. Average forward P/E is 23x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$33.74 per share.Buy Or Sell Opportunity • May 28Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$40.48. The fair value is estimated to be US$33.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last year. Meanwhile, the company became loss making.お知らせ • May 22AEVEX Corp. Provides Earnings Guidance for the Full Year Ending December 31, 2026AEVEX Corp. provided earnings guidance for the full year ending December 31, 2026. for the year, the company expects Total revenue of $600.0 million to $620.0 million.お知らせ • May 13AEVEX Corp. to Report Q1, 2026 Results on May 20, 2026AEVEX Corp. announced that they will report Q1, 2026 results After-Market on May 20, 2026Buy Or Sell Opportunity • May 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at US$25.89. The fair value is estimated to be US$33.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last year. Meanwhile, the company became loss making.お知らせ • Apr 17AEVEX Corp. has completed an IPO in the amount of $320 million.AEVEX Corp. has completed an IPO in the amount of $320 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 16,000,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering業績と収益の成長予測NYSE:AVEX - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288179189106812/31/2027683577485912/31/202660635819493/31/202659630-96-88N/A12/31/2025433-17-106-98N/A12/31/2024392795665N/Aアナリストによる今後の成長予測収入対貯蓄率: AVEXの予測収益成長率 (年間31.2% ) は 貯蓄率 ( 3.7% ) を上回っています。収益対市場: AVEXの収益 ( 31.2% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。高成長収益: AVEXの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: AVEXの収益 ( 12.1% ) US市場 ( 12.8% ) よりも低い成長が予測されています。高い収益成長: AVEXの収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AVEXの 自己資本利益率 は、3年後には低くなると予測されています ( 8.6 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 11:23終値2026/08/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AEVEX Corp. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Peter ArmentBairdRonald EpsteinBofA Global ResearchNoah PoponakGoldman Sachs6 その他のアナリストを表示
お知らせ • May 22AEVEX Corp. Provides Earnings Guidance for the Full Year Ending December 31, 2026AEVEX Corp. provided earnings guidance for the full year ending December 31, 2026. for the year, the company expects Total revenue of $600.0 million to $620.0 million.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 37%After last week's 37% share price gain to US$19.70, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 24x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$36.01 per share.
ライブニュース • Jul 29AEVEX Wins $88.1 Million Orders for Long-Range Precision Strike SystemsAEVEX announced new production orders worth $88.1 million to deliver long-range precision strike systems to U.S. government customers, focused on high-priority operational theaters. The company highlighted that these awards expand its role as a trusted supplier of autonomous systems and mission software that support evolving U.S. and allied defense requirements. AEVEX shares trade at $15.21, with the stock down 50.6% over the past 90 days, which frames this contract win against a recent period of weaker share price performance. This contract adds revenue visibility tied to U.S. defense budgets and highlights AEVEX’s exposure to long-range precision and autonomous systems. The main risk is concentration in government contracts and defense programs, where timing, funding decisions and contract renewals can materially affect revenue.
Valuation Update With 7 Day Price Move • Jul 22Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$14.83, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 23x in the Aerospace & Defense industry in the US.
Seeking Alpha • Jul 09AEVEX: Backlog Needs To Rebuild Before I Turn More PositiveSummary AEVEX receives a Hold rating due to strong market positioning but concerns about future backlog sustainability. AVEX benefits from surging demand for autonomous defense systems, robust execution, and proprietary autonomy software, supporting recent explosive revenue and margin growth. Funded backlog declined from $503.1M to $356.6M, raising questions about post-Ukraine demand and customer concentration risk. At ~22x NTM EBITDA, AVEX’s valuation assumes successful backlog replenishment; I require more evidence before upgrading to Buy. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$17.42, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 25x in the Aerospace & Defense industry in the US.
ライブニュース • Jul 07AEVEX Lands $17.5 Million Follow-On Contract Supporting US National SecurityAEVEX has secured a $17.5 million follow-on contract under its Global Solutions portfolio to continue delivering mission-focused, data-driven services in support of U.S. national security objectives. The contract is presented as a continuation of work that relies on AEVEX’s specialized expertise in providing information that helps decision-makers act with speed and confidence on critical defense interests, suggesting recurring, high-value government engagement within this portfolio. AEVEX shares trade at $19.60, with the stock down 27.2% year to date, and the price also declined 5.3% in the latest session. This contract points to ongoing U.S. government reliance on AEVEX’s capabilities, which could increase revenue concentration in defense-related work; investors will want to weigh that contract depth against the stock’s recent share price pressure and any broader portfolio or customer diversification.
お知らせ • Jul 01AEVEX Corp. Announces Appointment of Murali Krishnan to Chief Growth OfficerAEVEX Corp. announced the appointment of Murali Krishnan as Chief Growth Officer. Murali Krishnan brought more than two decades of executive leadership experience across defense technology, space systems, advanced sensors, and national security mission solutions. In this role, Krishnan would lead AEVEX’s growth strategy, including global business development, customer engagement, strategic partnerships, and long-term market expansion initiatives. Krishnan joined AEVEX from Northrop Grumman Space Systems, where he served as Sector Vice President and General Manager for the Payload and Ground Systems Division, leading a broad portfolio of national security, defense, and civil space programs. Prior to that, Krishnan served as Sector Vice President of Strategic Growth for Northrop Grumman Mission Systems, overseeing strategy, business development, government relations, customer engagement, and international growth. He also previously led the Tactical Fighters business unit, providing EO and RF sensor solutions for multiple fighter platforms across production, development, and sustainment cycles. Before joining Northrop Grumman, Krishnan held senior leadership roles at L3Harris Technologies, including President of the Electro Optical Sector within Integrated Mission Systems and Vice President/General Manager of the ISR business unit. Earlier in his career, he held executive program management roles at Raytheon’s Integrated Defense Systems and Missile Systems segments and worked as a strategy consultant with Bain & Company, specializing in strategy development, operational efficiency, cost reduction, and M&A. Krishnan served 11 years as an F-15C pilot in the U.S. Air Force, accumulating more than 1,500 hours in fighter aircraft. Krishnan held an MBA from MIT’s Sloan School of Management, an M.A. in Organizational Management from George Washington University, and a B.S. in Aeronautical Engineering from the U.S. Air Force Academy, where he graduated with both academic and military distinction.
ライブニュース • Jul 01AEVEX Wins $15.2 Million California Wildfire Aerial Intelligence Contract ExtensionAEVEX has secured a $15.2m option-year contract extension to continue serving as the prime provider of the Fire Integrated Real-Time Intelligence System (FIRIS) for the California Governor’s Office of Emergency Services, supplying real-time airborne intelligence for all-hazard emergency readiness and wildfire response. The FIRIS extension reinforces AEVEX’s role in advanced airborne sensor technology and rapid data transmission for first responders, supporting ongoing revenue visibility in a high-profile emergency management program. AEVEX shares last traded at $20.89, with the stock up 16.4% over the past day, while still down 45.7% over the past 30 days. The read-through is that AEVEX is deepening its relationship with a major state customer in a specialized niche, and the recent share price volatility highlights contract and execution risk that readers should factor into any assessment of the stock.
新しいナラティブ • Jun 26Autonomous Defense Systems Will Drive Long-Term Demand For This High-Capacity ManufacturerCatalysts About AEVEX AEVEX develops and produces combat proven autonomous air and maritime systems, supported by its CompassX autonomy software and high volume manufacturing footprint, for the U.S. Department of Defense and allied customers. What are the underlying business or industry changes driving this perspective?
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$18.30, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 22x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$32.42 per share.
ライブニュース • Jun 13AEVEX Stock Falls After US$216 Million Equity Offering Raises Questions on Dilution and ValueAEVEX Corp. launched a public offering of 8 million Class A shares at US$27.00 per share, with roughly 5.7 million new shares and 2.3 million secondary shares from existing holders. The underwriters received a 30-day option to buy additional shares, and the transaction is expected to close on June 5, 2026, subject to customary conditions. The stock fell 16% after the offer was priced below recent trading levels, following a prior 7-day run-up of about 44% tied to Air Force contracts, Q1 results and full-year 2026 revenue guidance; some research suggests the shares still trade at more than a 38% discount to estimated value. The key tension for investors is the dilution risk from new equity versus the company’s decision to raise capital shortly after contracts and guidance contributed to strong share momentum. It is worth weighing whether the reset in valuation and concerns around near-term growth justify the added risk, especially if your focus is on companies using fresh equity capital rather than debt to support their plans.
お知らせ • Jun 05AEVEX Corp. has completed a Follow-on Equity Offering in the amount of $216 million.AEVEX Corp. has completed a Follow-on Equity Offering in the amount of $216 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $27 Discount Per Security: $1.01
お知らせ • Jun 03AEVEX Corp. has filed a Follow-on Equity Offering.AEVEX Corp. has filed a Follow-on Equity Offering. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 8,000,000
ライブニュース • Jun 01AEVEX Shares Rally 43% on US$75b Defense Drone Funding ProspectsAEVEX shares moved 43% higher week on week, aligning with gains across the defense sector after fresh government funding headlines. The US government is reported to be exploring funding deals with several companies, including drone makers, with the goal of expanding domestic drone production and reducing costs. The US Department of Defense requested US$75b for drones and counter-drone systems, described as its largest year-on-year funding request for this area so far. The scale of the US$75b request highlights how much attention drones and counter-drone technology are getting inside the defense budget. This helps explain why investors reacted strongly to companies seen as potential beneficiaries, including AEVEX. For you, a key question is how much of that potential funding AEVEX can realistically secure and on what terms. Future contract wins, competitive pressure and the timing of government awards could all affect how durable this recent share move proves to be.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 43%After last week's 43% share price gain to US$38.47, the stock trades at a forward P/E ratio of 98x. Average forward P/E is 23x in the Aerospace & Defense industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$33.74 per share.
Buy Or Sell Opportunity • May 28Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$40.48. The fair value is estimated to be US$33.42, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last year. Meanwhile, the company became loss making.
お知らせ • May 22AEVEX Corp. Provides Earnings Guidance for the Full Year Ending December 31, 2026AEVEX Corp. provided earnings guidance for the full year ending December 31, 2026. for the year, the company expects Total revenue of $600.0 million to $620.0 million.
お知らせ • May 13AEVEX Corp. to Report Q1, 2026 Results on May 20, 2026AEVEX Corp. announced that they will report Q1, 2026 results After-Market on May 20, 2026
Buy Or Sell Opportunity • May 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at US$25.89. The fair value is estimated to be US$33.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last year. Meanwhile, the company became loss making.
お知らせ • Apr 17AEVEX Corp. has completed an IPO in the amount of $320 million.AEVEX Corp. has completed an IPO in the amount of $320 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 16,000,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
