Aequs Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY 2027 delivered 55% year-on-year revenue growth, led by strong aerospace and consumer segments, with operational EBITDA improving over threefold sequentially. The aerospace order book surpassed $1 billion, and the company reaffirmed guidance for 45%-50% full-year revenue growth and consumer EBITDA breakeven by Q4.
Fiscal Year 2026
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FY 2026 saw 33% revenue growth and 43% EBITDA growth, with strong performance in both aerospace and consumer segments. Major investments and capacity expansions are underway, with FY 2027 guidance for 45%-50% revenue growth and consumer EBITDA breakeven by Q4.
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Q3 FY 2026 saw record revenue growth of 51% YoY, led by aerospace and consumer segments, with aerospace contributing 86% of nine-month revenue and a strong $814 million order book. Consumer segment is scaling but remains loss-making due to low utilization, with profitability expected as capacity ramps up.