Business overview
2 segments post-BlueHalo: Autonomous Systems/AxS (Switchblade, Puma, Raven, JUMP 20 - ~68-77% of revenue) and Space, Cyber & Directed Energy/SCDE (~23-32% of revenue).
Watch: Material weakness in internal controls revealed (restatement 06/22/2026), class action in progress. Goodwill = 44% of total balance sheet - risk of further structural impairment.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/11/2026 | AeroVironment reported Q2 CY2026 revenue of $480.5 million, beating expectations despite guidance being slightly below analyst estimates. | |
| 9/11/2026 | AeroVironment is mentioned as one of the stocks making significant moves during the week. | |
| 9/11/2026 | AeroVironment reported record Q1 FY27 revenue of $480.5 million, representing 6% year-over-year growth. | |
| 9/11/2026 | Why AeroVironment (AVAV) Stock Is Up Today Yahoo Finance | AeroVironment stock rose 10.4% following the report of record second-quarter revenue and an increased funded backlog. |
| 9/11/2026 | Event outcome: Confirmed event_outcome | Fireside chat at Jefferies Global Industrials Conference — AeroVironment, Inc. participated in the 2026 Jefferies Global Industrials Conference on September 10, 2026, as scheduled. During the fireside chat, Chairman and CEO Wahid Nawabi and CFO Sean Woodward discussed the company's strong fiscal first-quarter results, noting that revenue and EBITDA exceeded guidance, and reaffirmed their full-year fiscal 2027 targets. |
| 9/11/2026 | Timing score declines as major catalysts move to post-event status AI review | The timing score decrease is driven by the 'Catalysts' pillar, which dropped from 100 to 41 following the successful conclusion of the Q1 earnings release and related contract announcements. While these events served as positive catalysts leading up to the release, their resolution naturally reduces the near-term binary event horizon, shifting the focus toward execution of the newly reported backlog and long-term production ramps. |
| 9/10/2026 | AeroVironment's Q1 earnings beat and record backlog have led to positive analyst ratings and upward price targets. | |
| 9/10/2026 | A $50 Million Reason Why AVAV Stock Is Up Today Yahoo Finance | AeroVironment announced its first international order for the LOCUST system, valued at approximately $50 million. |
| 9/10/2026 | AeroVironment's funded backlog grew by 37% to $1.5 billion, supported by significant order flow. | |
| 9/10/2026 | AeroVironment stock gained following a major international order for its low-cost laser weapon system. | |
| 9/10/2026 | AeroVironment shares surged after a strong earnings report despite previous negative commentary from market analysts. | |
| 9/10/2026 | AeroVironment is scaling production for its LOCUST and other key programs to support a ramp-up in the second half of the fiscal year. | |
| 9/10/2026 | AeroVironment secured its first international order for the LOCUST laser weapon system, valued at over $50 million. | |
| 9/10/2026 | Why AeroVironment Stock Rocketed Higher Today Yahoo Finance | AeroVironment shares increased as the company moved past previous operational challenges. |
| 9/10/2026 | Yahoo Finance | |
| 9/10/2026 | Yahoo Finance | |
| 9/10/2026 | Event outcome: Confirmed event_outcome | AeroVironment, Inc. — quarterly earnings release — AeroVironment, Inc. released its financial results for the fiscal first quarter ended August 1, 2026, on September 9, 2026. The company reported record quarterly revenue of $480.5 million and hosted a conference call to discuss the results later that day. |
| 9/10/2026 | Event outcome: Confirmed event_outcome | Release of Q1 financial results — AeroVironment, Inc. released its financial results for the first quarter of fiscal year 2027 on September 9, 2026, as scheduled. The company reported record quarterly revenue of $480.5 million and a record funded backlog of $1.5 billion, while narrowing its net loss to $5.1 million compared to the prior year period. |
| 9/10/2026 | Event outcome: Confirmed event_outcome | First quarter fiscal year 2027 earnings conference call — AeroVironment held its first quarter fiscal year 2027 earnings conference call on September 9, 2026, as scheduled. The company reported record quarterly revenue of $480.5 million and a record funded backlog of $1.5 billion, while reaffirming its full-year fiscal 2027 guidance. |
| 9/9/2026 | AeroVironment surpassed market expectations for both earnings and revenue for the fiscal quarter ended July 2026. | |
| 9/9/2026 | Shares of drone manufacturers, including AeroVironment, declined due to broader market risk-off sentiment rather than company-specific news. | |
| 9/9/2026 | AeroVironment reported Q2 CY2026 results with strong sales growth, although its full-year revenue guidance was slightly below analyst expectations. | |
| 9/9/2026 | AeroVironment surges 4% on Q1 earnings beat Yahoo Finance | AeroVironment beat analyst expectations with a record quarterly revenue of $480.5 million and adjusted earnings per share of $0.59. |
| 9/9/2026 | AeroVironment reported fiscal first quarter 2027 earnings of 59 cents per share, highlighting continued growth in the drone sector. | |
| 9/9/2026 | AeroVironment, Inc. reported its financial performance for the quarter ended July 2026, comparing key metrics against analyst estimates. | |
| 9/8/2026 | AeroVironment (AVAV) Q2 Earnings: What To Expect Yahoo Finance | Yahoo Finance |
| 9/4/2026 | Yahoo Finance | |
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| 9/2/2026 | AeroVironment is expected to release its earnings report next week. | |
| 9/2/2026 | Yahoo Finance | |
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| 8/20/2026 | AeroVironment, Inc. is expanding its propulsion technologies for electric, hybrid, and unmanned aircraft applications. | |
| 8/20/2026 | AeroVironment, Inc. is establishing an industrial presence in Greece through AV Eagle, a joint venture with Athens-based Eyeonix SA. | |
| 8/19/2026 | Yahoo Finance | |
| 8/19/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/17/2026 | Page Stephen F (Dir) — Sell -$47,995 Insider Form 4 | S - Sale transaction of -250 shares at $191.98 |
| 8/14/2026 | S - Sale transaction of -205 shares at $201.86 | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/13/2026 | AeroVironment's stock has surged 35.1% over the past month, driven by strong defense demand, a major Army contract, and a new autonomous systems partnership. | |
| 8/12/2026 | Yahoo Finance | |
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| 8/11/2026 | Yahoo Finance | |
| 8/8/2026 | Yahoo Finance | |
| 8/7/2026 | Rating revision: Rating 3 → Rating 2 AI review | The $400 million production contract for directed-energy systems validates the strategic value of the recent BlueHalo acquisition and shifts the company from R&D to large-scale production. While internal control issues remain, the revenue growth trajectory and successful product transition justify an upgrade in the company rating to reflect improved commercial viability. This expansion into high-growth defense segments reduces the reliance on legacy product lines. |
| 8/7/2026 | Yahoo Finance | |
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| 7/27/2026 | Morningstar | |
| 7/26/2026 | ACCESS Newswire | |
| 7/26/2026 | MarketBeat | |
| 7/24/2026 | GlobeNewswire | |
| 7/24/2026 | GlobeNewswire | |
| 7/24/2026 | GlobeNewswire | |
| 7/24/2026 | Carroll County Mirror-Democrat | |
| 7/22/2026 | Yahoo Finance | |
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| 7/21/2026 | Yahoo Finance | |
| 7/20/2026 | The firm Kahn Swick & Foti, LLC has issued a notice regarding a class action lawsuit against AeroVironment, Inc., setting the application deadline for July 27, 2026. | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Investing.com France | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Yahoo Finance | |
| 7/20/2026 | Price ~$141, close to the low of the 52-week range ($135.20-$417.86, approx -66% from the peak). | Severely degraded price - entry decision to be evaluated based on the outcome of the class action. |
| 7/19/2026 | Yahoo Finance | |
| 7/19/2026 | Stock down ~65% from its January 2026 peak. Initial cause: loss of the SCAR/BADGER contract (Space Force, terminated for convenience). | Primary trigger for the decline. |
| 7/17/2026 | GlobeNewswire | |
| 7/16/2026 | Investing.com France | |
| 7/16/2026 | GlobeNewswire | |
| 7/16/2026 | GlobeNewswire | |
| 7/15/2026 | S - Sale transaction of -300 shares at $143.00 | |
| 7/15/2026 | Page Stephen F (Dir) — Sell -$35,464 Insider Form 4 | S - Sale transaction of -248 shares at $143.00 |
| 7/8/2026 | Zonebourse | |
| 7/2/2026 | XTB.com | |
| 7/2/2026 | Invezz | |
| 6/30/2026 | Zonebourse Suisse | |
| 6/22/2026 | Restatement: $89.4 million underestimation of operating losses, material weakness in internal controls revealed. | Serious governance signal, distinct from a simple bad quarter |
| 6/15/2026 | Page Stephen F (Dir) — Sell -$43,603 Insider Form 4 | S - Sale transaction of -250 shares at $174.41 |
| 5/15/2026 | Page Stephen F (Dir) — Sell -$40,578 Insider Form 4 | S - Sale transaction of -250 shares at $162.31 |
| 4/15/2026 | Page Stephen F (Dir) — Sell -$49,323 Insider Form 4 | S - Sale transaction of -250 shares at $197.29 |
| 3/3/2026 | boursedirect.fr | |
| 4/28/2021 | DARPA RESEARCH PROJECT. | |
| 3/23/2021 | SWITCHBLADE CONTRACTOR LOGISTIC SERVICES | |
| 4/30/2020 | FY20-22 SWITCHBLADE HARDWARE PRODUCTION | |
| 3/16/2018 | FMS EGYPT - PUMA AE II SYSTEMS AND SUPPORT WITH CLS AND NEW EQUIPMENT TRAINING CASE #EG-B-VHL | |
| 8/3/2017 | IGF::OT::IGF PURCHASE OF CONTRACTOR LOGISTICS SUPPORT FOR THE SWITCHBLADE MISSILE SYSTEM IN FISCAL YEAR 2017. THE SERVICES INCLUDE REPAIR AND MAINTENANCE OF INERT TRAINING VEHICLES AND FIELD SUPPORT REPRESENTATIVES. | |
| Class action | Norrell v. AeroVironment. Lead plaintiff procedural deadline: 07/27/2026 (purely administrative). | Monitor the appointment of the lead plaintiff followed by AVAV's response in the following months |
| Donnees EDGAR 10-Q/A | Goodwill $2.37B = 44% of total assets. Finance backlog $1.12B. Operating cash flow -$173.9M over 9 months. | Balance sheet structure with structural risk beyond legal risk alone |