🔴 AEVEX is trading 6.75% down today after weaker-than-expected EPS

AEVEX is trading 6.75% down at $21.21 after investors weighed a strong revenue beat and raised 2026 guidance against weaker-than-expected earnings.

• Q2 revenue was $201.8 million; diluted EPS was $0.01 versus FactSet’s $0.07 estimate.
• The proposed $650 million BlackSea Technologies acquisition includes approximately $350 million in newly issued shares and may be pressuring the stock.
• Management raised 2026 revenue guidance to $700 million–$720 million and adjusted EBITDA to $105 million–$111.5 million, excluding BlackSea contributions; the broader market is higher, making the decline company-specific.