Aerovironment, Inc. · NASDAQ:AVAV
Aerovironment — Baird Global Industrial Conference (October 2022)
10 slides from Aerovironment's conference presentation, October 2022
Slide 1: AeroVironment, Inc.
AeroVironment, Inc. Kevin McDonnell, CFO October 2022 210913 052620 Slide 1 2020 AeroVironment, Inc. – Proprietary Information © 2022
Slide 2: Safe Harbor Statement
Safe Harbor Statement Certain statements in this presentation may constitute "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imp
Slide 3: AeroVironment at-a-glance
AeroVironment at-a-glance Pureplay unmanned systems company providing air and ground vehicle solutions for defense and commercial markets Founded in 1971 Global footprint HQ in Arlington, VA with sales to ~1,300 employees more than 50 allied nations $2B+ enterprise value 210913 052620 Slide 3 2020 A
Slide 4: Full Fiscal Year Results – FY2022
Full Fiscal Year Results – FY2022 Metric Full Fiscal Year 2022 Revenue by Reporting Segment in Millions 200 Revenue $446M 180 MUAS OTHER 160 Adj. Gross profit 1 $160M 140 TMS SUAS 120 HAPS Adj. EBITDA 2 $63M 100 80 $1.25 3 Non-GAAP EPS (diluted) 60 40 Funded Backlog $211M 20 $178.2M $93.2M $76.4M $4
Slide 5: Business Segments Support Mission-critical Applications
Business Segments Support Mission-critical Applications SEGMENT GLOBAL TAM OUTLOOK HIGHLIGHTS o Global Leader Position in Group 1– Over $2B of revenue over last 15 years o Adding Group 2 to Target Market SUAS $1B+ o Multiple New Product Introductions and Add-ons Growing o Well Positioned for Future
Slide 6: Product Scenarios
Product Scenarios SUAS MUAS TMS 210913 052620 Slide 6 2020 AeroVironment, Inc. – Proprietary Information © 2022
Slide 7: Financial Tables
FINANCIAL TABLES 210913 052620 Slide 7 2020 AeroVironment, Inc. – Proprietary Information © 2022
Slide 8: Appendix B – GAAP to Non-GAAP Reconciliation of Adjusted EBITDA
APPENDIX B – GAAP to NON-GAAP Reconciliation of Adjusted EBITDA 210913 052620 Slide 8 2020 AeroVironment, Inc. – Proprietary Information © 2022
Slide 9: Appendix C – GAAP to Non-GAAP Reconciliation of Adjusted Gross Margin
APPENDIX C – GAAP To NON-GAAP Reconciliation of Adjusted Gross Margin 210913 052620 Slide 9 2020 AeroVironment, Inc. – Proprietary Information © 2022
Slide 10: Appendix D – GAAP to Non-GAAP EPS Reconciliation Table
APPENDIX D – GAAP to Non-GAAP EPS Reconciliation Table 210913 052620 Slide 10 2020 AeroVironment, Inc. – Proprietary Information © 2022
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