NASDAQ · US · Aerospace & Defense

AVAV AeroVironment

Small drones and loitering munitions

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)

Drones & Defence Autonomy · 60

Last close (delayed) · 2026-10-30

$126.1

−6.50% today

+2.3%

−10.1%

−20.8%

YTD

−47.9%

−65.5%

Off 52w high

−67.9%

Next earnings (est.): 2026-12-02

Market cap$6.41B

P/E (trailing)—Forward 28.6

EV / sales3.5×EV/EBITDA 32.5×

Revenue (TTM)$2.00BGrowth 5.7% y/y

Margins26.5%gross · op -2.3%

Free cash flow-$25.92MCash $580M · debt $851M

Analyst target$213.1+69.0% upside · 23 analysts · buy

Riskβ 1.36Short 13.0% of float

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

AVAV · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events

8

2026-09-09EarningsBeat / raise

Reported EPS 0.59 vs 0.25 expected (+138.1% surprise).
7

2026-06-29EarningsBeat / raise

Reported EPS 1.84 vs 1.47 expected (+25.0% surprise).
6

2026-03-10EarningsMiss / cut

Reported EPS 0.64 vs 0.69 expected (-7.4% surprise).
5

2025-12-09EarningsMiss / cut

Reported EPS 0.44 vs 0.79 expected (-44.2% surprise).
4

2025-09-09EarningsMiss / cut

Reported EPS 0.32 vs 0.34 expected (-6.7% surprise).
3

2025-06-24EarningsBeat / raise

Reported EPS 1.61 vs 1.39 expected (+15.7% surprise).
2

2025-03-04EarningsMiss / cut

Reported EPS 0.3 vs 0.72 expected (-58.2% surprise).
1

2024-12-04EarningsMiss / cut

Reported EPS 0.47 vs 0.68 expected (-30.9% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2026-09-09	0.25	0.59	+138.1%
2026-06-29	1.47	1.84	+25.0%
2026-03-10	0.69	0.64	−7.4%
2025-12-09	0.79	0.44	−44.2%
2025-09-09	0.34	0.32	−6.7%
2025-06-24	1.39	1.61	+15.7%
2025-03-04	0.72	0.3	−58.2%
2024-12-04	0.68	0.47	−30.9%
2024-09-04	0.65	0.89	+37.3%
2024-06-26	0.21	0.43	+101.6%
2024-03-04	0.34	0.63	+83.1%
2023-12-05	0.61	0.97	+58.0%
2023-09-05	0.3	1.0	+235.6%
2023-06-27	1.0	0.99	−1.2%
2023-03-06	0.43	0.33	−23.6%
2022-09-07	0.12	-0.1	−184.5%
2022-06-28	0.4	0.3	−25.3%
2022-03-03	0.3	0.32	+7.3%
2021-12-07	0.64	0.78	+22.8%
2021-09-08	-0.25	-0.17	+32.5%
2021-06-29	0.81	1.04	+27.8%
2021-03-09	—	0.14	+6900.0%
2020-12-08	0.31	0.48	+56.9%

About AeroVironment

Website ↗

AeroVironment, Inc., a defense technology provider, designs, develops, produces, delivers, and supports a portfolio of robotic systems and related services for government agencies and businesses in the United States and internationally. The company operates in two segments, Autonomous Systems; and Space, Cyber and Directed Energy. The company provides uncrewed aircraft systems (UAS), which include small and medium UAS, and kinesis command and control software; and counter-UAS and precision strike, a loitering munitions solution that deliver actionable intelligence and precision firepower modern warfighters, including precision strike, radio frequency and kinetic C-UAS, and electronic warfare systems. It also offers autonomy, AI, and platform technologies; unmanned maritime; and uncrewed ground systems. The company provides digital beamforming technology, a multi-band/beam software define…

3,991 employees · Arlington, United States

Drones & Defence Autonomy

Autonomous systems are now central to defence budgets. Motors, batteries and sensors with non-China supply chains are scarce.

Motors / cells→Airframe→Autonomy→Fleet

What would prove us wrong. Weakens if procurement budgets shift back toward legacy platforms.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
KTOS Kratos Defense	Unmanned combat aircraft and engines	$41.09	−5.74%	−4.0%	−45.9%
RCAT Red Cat Holdings	US-made small drones	$4.63	−8.32%	−26.9%	−41.6%
ESLT Elbit Systems	Defence autonomy and electronics	$779.7	−3.43%	+12.2%	+35.5%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.