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: Next: AeroVironment FY2027 guidance test: consensus watching whether new contracts (incl. $500M counter-drone IDIQ) offset the $1.7B backlog impact from a lost prior contract. — ~2026-11-30
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 10/29/2026 | PR Newswire | |
| 10/29/2026 | ATI Announces Third Quarter 2026 Results PR Newswire | PR Newswire |
| 10/29/2026 | PR Newswire | |
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| 10/29/2026 | PR Newswire | |
| 10/29/2026 | Bristow Group Declares Cash Dividend PR Newswire | PR Newswire |
| 10/29/2026 | PR Newswire | |
| 10/29/2026 | PR Newswire | |
| 10/29/2026 | Yahoo Finance | |
| 10/28/2026 | PR Newswire | |
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| 10/28/2026 | PR Newswire | |
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| 10/28/2026 | JetZero Awarded $5.3M in FAA CLEEN IV PR Newswire | PR Newswire |
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| 10/28/2026 | Army Chooses HAVIK PR Newswire | PR Newswire |
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| 10/27/2026 | PR Newswire | |
| 10/27/2026 | Yahoo Finance | |
| 10/27/2026 | PR Newswire | |
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| 10/26/2026 | PR Newswire | |
| 10/26/2026 | Yahoo Finance | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | CAE to sell Flightscape to SITA PR Newswire | PR Newswire |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/26/2026 | PR Newswire | |
| 10/24/2026 | PR Newswire | |
| 10/23/2026 | Amy Johnson Appointed President of GDIT PR Newswire | PR Newswire |
| 10/23/2026 | PR Newswire | |
| 10/23/2026 | PR Newswire | |
| 10/22/2026 | Yahoo Finance | |
| 10/20/2026 | Yahoo Finance | |
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| 10/17/2026 | Yahoo Finance | |
| 10/15/2026 | PR Newswire | |
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| 10/14/2026 | Yahoo Finance | |
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| 10/8/2026 | AeroVironment is partnering with NIOA to offer and support loitering munitions in Australia and New Zealand. | |
| 10/7/2026 | Yahoo Finance | |
| 10/7/2026 | AeroVironment's stock fell by 5% amid a broader market sell-off affecting the drone sector. | |
| 10/6/2026 | Yahoo Finance | |
| 10/5/2026 | Yahoo Finance | |
| 10/5/2026 | Yahoo Finance | |
| 10/4/2026 | Timing score improves on positive analyst revisions AI review | The increase in the timing score is driven by a significant improvement in analyst revisions following a series of high-value contract wins, most notably a $464.8 million laser system agreement. These developments, supported by a record $1.5 billion funded backlog and favorable sentiment from institutional investors like ARK Invest, have led to more constructive forward-looking coverage. While insider sales were noted, the fundamental shift in revenue visibility and production-scaling partnerships provides the necessary weight to support the upward revision. |
| 10/2/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/24/2026 | Yahoo Finance | |
| 9/23/2026 | AeroVironment Stock And 2 Other Top Defense Stocks Yahoo Finance | Yahoo Finance |
| 9/20/2026 | Drones Stock AeroVironment Is Now a Space Stock, Too Yahoo Finance | Yahoo Finance |
| 9/17/2026 | The military UAV market is projected to triple by 2032 due to increased defense spending on battlefield intelligence and AI-powered autonomy. | |
| 9/17/2026 | Yahoo Finance | |
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| 9/15/2026 | Page Stephen F (Dir) — Sell -$38,068 Insider Form 4 | S - Sale transaction of -250 shares at $152.27 |
| 9/15/2026 | S - Sale transaction of -100 shares at $152.27 | |
| 9/15/2026 | A $100 Million Reason to Buy AVAV Stock Yahoo Finance | Yahoo Finance |
| 9/15/2026 | 3 Defense Stocks Riding the High-Energy Laser Boom Yahoo Finance | AeroVironment secured a $465 million Army contract related to laser weapon systems. |
| 9/15/2026 | ARK Invest increased its stake in AeroVironment as the company sees growth driven by new defense contracts and a record order backlog. | |
| 9/15/2026 | AeroVironment shares rose following a strategic partnership with Nominal to utilize their data platform for defense hardware production. | |
| 9/15/2026 | Yahoo Finance | |
| 9/14/2026 | Yahoo Finance | |
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| 9/11/2026 | Yahoo Finance | |
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| 9/11/2026 | Yahoo Finance | |
| 9/11/2026 | Why AeroVironment (AVAV) Stock Is Up Today Yahoo Finance | Yahoo Finance |
| 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 | Yahoo Finance | |
| 9/10/2026 | A $50 Million Reason Why AVAV Stock Is Up Today Yahoo Finance | Yahoo Finance |
| 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 | 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 | 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 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. | |
| 9/9/2026 | 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. | |
| 9/8/2026 | 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. | |
| 9/1/2026 | Yahoo Finance | |
| 8/31/2026 | 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 | |
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| 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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| 8/8/2026 | 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 | MarketBeat | |
| 7/26/2026 | ACCESS Newswire | |
| 7/24/2026 | GlobeNewswire | |
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| 7/24/2026 | GlobeNewswire | |
| 7/24/2026 | Carroll County Mirror-Democrat | |
| 7/22/2026 | Yahoo Finance | |
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| 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 | GlobeNewswire | |
| 7/16/2026 | GlobeNewswire | |
| 7/16/2026 | Investing.com France | |
| 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. | |
| 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 |
| 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 |