View ValuationAEVEX 향후 성장Future 기준 점검 3/6AEVEX (는) 각각 연간 31.2% 및 12.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.6% 로 예상됩니다.핵심 정보31.2%이익 성장률27.93%EPS 성장률Aerospace & Defense 이익 성장18.3%매출 성장률12.1%향후 자기자본이익률8.57%애널리스트 커버리지Good마지막 업데이트16 Jun 2026최근 향후 성장 업데이트공시 • 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.모든 업데이트 보기Recent updatesValuation 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.속보 • 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.공시 • 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: $1.01공시 • 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: 8,000,000Seeking Alpha • Jun 03AEVEX Corp.: Operational Trends In Kinetic DronesSummary AEVEX offers drone-sector exposure, but investors should weigh growth potential against elevated valuation risk. Profitability separates AEVEX from many smaller drone peers, though future margins remain uncertain. Government drone demand may support growth, but contract timing, competition, and policy changes remain key risks. Bottom line: AEVEX may suit speculative portfolios, but valuation discipline and diversification remain important. Read the full article on Seeking Alpha속보 • 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.공시 • 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.공시 • 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.공시 • 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 Offering이익 및 매출 성장 예측NYSE:AVEX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288179189106812/31/2027683577485912/31/202660635819493/31/202659630-96-88N/A12/31/2025433-17-106-98N/A12/31/2024392795665N/A애널리스트 향후 성장 전망수입 대 저축률: AVEX 의 연간 예상 수익 증가율(31.2%)이 saving rate(3.5%)보다 높습니다.수익 vs 시장: AVEX 의 연간 수익(31.2%)이 US 시장(18.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: AVEX 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: AVEX 의 수익(연간 12.1%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: AVEX 의 수익(연간 12.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AVEX의 자본 수익률은 3년 후 8.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/22 08:31종가2026/06/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스AEVEX Corp.는 9명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter ArmentBairdRonald EpsteinBofA Global ResearchNoah PoponakGoldman Sachs6명의 분석가 더 보기
공시 • 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 • 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.
속보 • 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.
공시 • 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
공시 • 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
Seeking Alpha • Jun 03AEVEX Corp.: Operational Trends In Kinetic DronesSummary AEVEX offers drone-sector exposure, but investors should weigh growth potential against elevated valuation risk. Profitability separates AEVEX from many smaller drone peers, though future margins remain uncertain. Government drone demand may support growth, but contract timing, competition, and policy changes remain key risks. Bottom line: AEVEX may suit speculative portfolios, but valuation discipline and diversification remain important. Read the full article on Seeking Alpha
속보 • 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.
공시 • 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.
공시 • 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.
공시 • 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