AeroVironment (AVAV) reported fiscal Q4 2026 results after the bell, posting revenues of $641.6 million — up 133% year-over-year and beating Wall Street estimates by 14.7% — while non-GAAP EPS of $1.84 crushed the $1.48 consensus by 25%, sending shares up roughly 11.9% after hours. The blowout quarter is a sharp reversal from Q3's miss and comes amid a backdrop of elevated U.S. defense spending and ongoing Middle East tensions. Separately, Rocket Lab's announced $8 billion acquisition of Iridium — which sent Iridium +22% and Rocket Lab +16% during the regular session — continued to reverberate in space-sector trading after the close.
→ AVAV investor day on July 8 — management must set credible FY2027 guidance after resetting expectations; FY27 EPS and margin outlook will be closely scrutinized following the SCAR contract collapse.
→ Nike (NKE) and Constellation Brands (STZ) report Tuesday (June 30), alongside JOLTS job openings data for May — key inputs for Fed policy thinking ahead of Thursday's June nonfarm payrolls report.
→ U.S.–Iran nuclear talks resume in Qatar on Tuesday; any escalation or breakdown near the Strait of Hormuz could spike oil prices and rattle markets in a holiday-shortened week.