AeroVironment posted record Q1 FY27 revenue of $480.5M and EPS more than double estimates, with funded backlog hitting a record $1.5B, up 37% YoY, on strong Autonomous Systems demand.
Saturday threat sweep: Ukraine drone strike on Moscow, Israel-Lebanon escalation, NATO troop deployment confusion, oil cratering, crypto soft, defense names holding gains.
U.S. military confirms strikes on Iran's oil export infrastructure. WTI crude spikes 3.74% to $99.31. Defense sector uniformly green. Hormuz asymmetric threat elevated. Full geopolitical read-through.