AeroVironment Jumps 6% on Record FQ1 Revenue, Cooper Companies Sinks 16%

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Summary · why it matters

AeroVironment shares jumped 6% after the defense contractor reported record FQ1 revenue of $480.5M, up 6% year over year and $24.5M above consensus, while adjusted EPS of $0.59 more than doubled the $0.25 estimate. Autonomous Systems revenue climbed 21% to $346M, led by a 71% increase in uncrewed aircraft systems sales to $120M, while Space, Cyber, and Directed Energy revenue fell 21% to $134.5M. Gross margin expanded to 26% from 21%, though adjusted EBITDA declined to $53.4M from $56.6M, and the company maintained its FY2027 revenue outlook of $2.125B-$2.225B and adjusted EPS guidance of $3.02-$3.34, both midpoints below consensus. The Cooper Companies tumbled 16% after its board decided to retain CooperSurgical following a strategic review, citing a valuation disconnect, and cut its FY2026 revenue guidance to $4.229B-$4.252B from $4.285B-$4.321B, below the $4.31B consensus, while lowering non-GAAP EPS guidance to $4.51-$4.55 from $4.58-$4.66 and raising its share repurchase authorization to $3B from $2B. American Eagle Outfitters plunged 11% despite beating Q2 expectations, with sales rising 9.4% year over year and profit up 34% to $0.79 per share, a result that included nearly $200M in tariff refunds, while the namesake brand's comparable sales declined 1%, partly offset by a 19% increase at Aerie and OFFLINE. The retailer expects Q3 operating income of $110M-$115M with mid-to-high-single-digit comparable sales growth, and raised its FY2026 operating income guidance to $540M-$550M from $390M-$410M.

Impact on stocks 3

Defense & Geopolitical Fragmentation▲ · 1 stocks
AeroVironment Inc
AVAV
▲ PositiveCapitalrelevance

AeroVironment jumped 6% on record FQ1 revenue of $480.5M and adjusted EPS of $0.59 that more than doubled the $0.25 estimate.

Aging Population▼ · 1 stocks
The Cooper Companies, Inc
COO
▼ NegativeCapitalrelevance

Cooper Companies tumbled 16% after its board decided to retain CooperSurgical and cut FY2026 revenue and EPS guidance below consensus.

Consumer Discretionary▼ · 1 stocks
American Eagle Outfitters Inc
AEO
▼ NegativeTariffrelevance

American Eagle plunged 11% despite beating Q2, as results leaned on nearly $200M in tariff refunds and the namesake brand's comparable sales fell 1%.

Theme Impact 3

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