Defense stocks rally after AeroVironment delivers record quarterly performance (

Shares of Unusual Machines (AMEX:UMAC), Kratos Defense & Security (NASDAQ:KTOS) and Vishay Precision Group (NYSE:VPG) moved higher on Tuesday as investors reacted to stronger-than-expected results from industry peer AeroVironment (NASDAQ:AVAV).

Kratos Defense & Security gained 8%, while Vishay Precision Group advanced 5%. The broader rally followed a 32% jump in AeroVironment's shares during premarket trading after the company reported record fiscal fourth-quarter results.

AeroVironment reported fiscal fourth-quarter 2026 revenue of $641.6 million, more than double the level recorded a year earlier and comfortably ahead of analyst expectations of about $557 million.

Adjusted earnings also exceeded forecasts, with non-GAAP earnings per share reaching $1.84 versus consensus estimates of between $1.47 and $1.48, representing an upside surprise of roughly 25%.

The company's Autonomous Systems division generated $492 million in quarterly revenue, outperforming expectations of approximately $402 million and contributing around 76% of total sales for the quarter.

AeroVironment's stronger-than-expected financial performance sparked buying across the defence and precision technology se

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/defense-stocks-rally-aerovironment-delivers-123423670.html)