NASDAQ$AVNW

Aviat Networks Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Aviat Networks reported increased revenue and gross margin, and achieved record adjusted EBITDA margin. The acquisition of NEC Wireless business (Pasolink) was closed and integration is ahead of plan.

Aviat Networks reported a 4.8% year-over-year increase in total revenue, reaching $95.0 million. The company's gross margin improved by 330 basis points to 38.8%. Operating income was $5.0 million, with a non-GAAP operating income of $12.6 million. Adjusted EBITDA increased by 6.5% year-over-year to $13.7 million.

  • Continued year-over-year growth in quarterly revenues and gross margins
  • Achieved 14th consecutive quarter of growth in both revenue and Adjusted EBITDA on a trailing twelve-month basis
  • Closed acquisition of NEC Corporation’s wireless transport business and progressed integration
  • Delivered record first half revenue in the Aviat Store

Headline financials

Total Revenue

$95M

Previous: $90.7M+4.8%
EPS

$0.24

Previous: $0.94-74.5%
GAAP Gross Margin

38.8%

Previous: 35.5%+9.3%
Adjusted EBITDA

$13.7M

Previous: $12.9M+6.6%
Capital Expenditures

-$1.37M

Previous: -$672K-103.7%
Free Cash Flow

$1.52M

Previous: $5.37M-71.7%
Net Income

$2.89M

Previous: $6.05M-52.2%
Operating Income

$4.99M

Previous: $8.68M-42.5%
Gross Profit

$36.8M

Previous: $32.2M+14.3%
Cash & Equivalents

$45.9M

Previous: $21.4M+115.0%
Total Assets

$500M

Previous: $349M+43.2%
R&D Expense

$8.39M

No prior period
Stock-Based Comp

$1.83M

Previous: $1.66M+10.0%

Revenue & EPS history

Aviat · Revenue · Quarterly

$95M

Q2 2024+4.8%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Aviat · $91.2M total across 2 segments · Q4 2023

  • Product sales
    $63.8M+23.4%
  • Services
    $27.3M+6.4%

Forward guidance

Aviat Networks is raising its fiscal 2024 full year guidance.

Tailwinds

  • Full year Revenue between $425 and $432 million
  • Full year Adjusted EBITDA between $51.0 and $56.0 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 2024

Historical avgQ2 2024

+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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