NASDAQ$AVNW

Aviat Networks Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Aviat reported record quarterly revenues and Adjusted EBITDA margins, driven by key long-term strategic objectives and customer wins.

Aviat Networks reported a successful Q2 2021 with total revenue of $70.5 million, a 26.0% increase year-over-year. Adjusted EBITDA reached $10.1 million, up $9.7 million year-over-year. The company secured key customer wins in Mobile 5G and Rural Broadband.

  • Company achieved highest reported quarterly revenues in more than five years and record Adjusted EBITDA margins.
  • Company maintains a solid balance sheet and liquidity position.
  • GAAP and non-GAAP operating expenses decreased by approximately 4.0% year-over-year due to cost savings and restructuring initiatives.
  • Company secured significant customer wins in Mobile 5G and Rural Broadband.

Headline financials

Total Revenue

$70.5M

Previous: $56M+26.0%
EPS (adj)

$0.74

Previous: -$0.09+922.2%
GAAP Gross Margin

38.2%

Previous: 32.7%+16.8%
Adjusted EBITDA

$10.1M

Previous: $362K+2690.1%
Capital Expenditures

-$1.38M

Previous: -$2.42M+43.1%
Free Cash Flow

$5.27M

Previous: -$4.09M+228.8%
Net Income

$6.64M

Previous: -$1.67M+497.4%
Operating Income

$7.88M

Previous: -$1.5M+626.3%
Gross Profit

$26.9M

Previous: $18.3M+46.9%
Cash & Equivalents

$43M

Previous: $38.1M+13.1%
Total Assets

$193M

Previous: $180M+7.5%
Stock-Based Comp

$818K

Previous: $401K+104.0%

Revenue & EPS history

Aviat · Revenue · Quarterly

$70.5M

Q2 2021+26%vs Q2 2020
Beat estimate in 9 of 9 quarters(100%)
ActualEstimate

Revenue by segment

Aviat · $70.5M total across 2 segments · Q2 2021

  • Product sales
    $46.7M+36.7%
  • Services
    $23.8M+9.1%

Forward guidance

Aviat Networks is increasing full year fiscal 2021 Revenue guidance to $255 million - $265 million and Adjusted EBITDA Guidance to $28 million - $31 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+0.7%

Avg return

Earnings day

+3.5%

Avg return

5 days after

+5.7%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+28.2%

Q2 2025

Best reaction

-31.9%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-28.5%-30.0%-14.3%
Q2 2026+14.3%+16.7%+11.2%
Q1 2026+0.4%-3.2%-13.2%
Q4 2025+12.6%+3.6%-7.3%
Q3 2025+5.0%+4.0%+12.2%
Q2 2025+28.2%+12.7%-1.7%
Q1 2025-31.9%-28.5%-15.1%
Q3 2024-15.1%-6.4%-7.6%
Q2 2024+19.9%+9.3%+19.4%
Q1 2024+14.6%+14.5%+17.4%
Q4 2023+19.0%+21.1%+16.6%
Q3 2023-11.9%-16.3%-3.2%
Q2 2023+21.5%+13.0%+14.6%
Q1 2023-12.1%-10.5%+0.6%
Q4 2022+1.3%+1.0%-7.7%
Q3 2022-3.5%-9.1%-6.7%
Q2 2022+1.2%-2.6%-9.1%
Q1 2022+4.8%+4.7%-4.1%
Q4 2021-14.4%-9.4%-13.9%
Q3 2021-13.5%-9.2%+13.4%
Q2 2021+4.8%+25.1%+22.7%
Q1 2021+16.0%+27.6%+86.8%
Q4 2020+3.3%+10.3%+3.4%
Q3 2020+27.7%+28.8%+41.9%
Q2 2020+1.6%-1.3%-12.9%
Q1 2020+0.6%+2.5%+4.1%
Q4 2019+6.1%-0.8%+9.7%
Q3 2019-0.7%-1.5%-1.9%
Q2 2019+4.3%-1.6%-8.0%
Q1 2019-1.2%-4.5%-7.8%
Q4 2018+14.1%+11.9%+2.2%
Q3 2018+8.0%+10.0%-0.2%
Q2 2018+2.5%+5.1%+12.7%
Q1 2018+18.2%+16.6%+14.0%
Q4 2017+9.4%+7.7%+5.2%
Q3 2017-18.3%-11.9%-28.4%
Q2 2017+14.2%+18.5%+23.6%
Q1 2017+19.9%+29.6%+55.3%
Q4 2016-8.7%-10.2%-0.3%
Q3 2016-5.9%
Q2 2016-14.1%
Q1 2016-1.0%
Q4 2015+2.9%
Q3 2015-1.7%
Q2 2015-9.9%
Q1 2015+2.9%
Q4 2014-8.3%
Q3 2014-29.2%
Q2 2014+6.9%
Q1 2014-4.6%
Q4 2013-10.2%
Q3 2013-19.7%
Q2 2013+3.9%
Q1 2013-3.0%
Q4 2012+1.3%
Q3 2012-1.4%
Q2 2012-0.8%
Q1 2012-3.2%
Q4 2011+6.4%
Q3 2011-4.3%
Q2 2010-0.5%
Q1 2010+3.6%
Q4 2010-0.3%
Q3 2010+2.4%

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