AVAV · PEAD ↑ 100

AeroVironment reported Q4 FY2026 EPS of $1.84 on 2026-06-29, beating the $1.53 consensus by $0.31 (+20.3%).

Print-day reaction was a muted +0.8% versus the prior close of $137.95, as the after-market report left the regular session little changed at $139.00. The overnight gap to the T+1 open was the real signal: AVAV leapt +26.9% from the prior close, a gap that dwarfed the initial session move and flagged institutional re-pricing of the beat. Over the following two trading days (T+1 close through T+3 close) the stock drifted an additional +15.6%, with no mean-reversion — a textbook continuation. Cumulative abnormal return of +36.2% versus SPY.US decisively clears the long threshold; the PEAD read is held through 2026-09-24.