AVAV
AeroVironment, Inc.234.65
-0.67-0.29%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
11.72BP/E (TTM)
-Basic EPS (TTM)
-1.22Dividend Yield
0%Recent Filings
8-K
COO Truesdell to retire
8-K
AV acquires ESAero for $200M
AeroVironment closed its $200M acquisition of ESAero on March 16, 2026, issuing 671,078 shares valued at $234.59 each alongside cash. This bolsters AV's electric propulsion and AS9100-certified manufacturing in loitering munitions. Accretive to adjusted EBITDA in year one. Integration risks loom, including key employee retention.
10-Q
Q3 FY2026 results
AeroVironment's Q3 FY2026 revenue rocketed 143% y/y to $408M (derived), fueled by BlueHalo acquisition closed May 1, 2025 for $3.5B (mostly stock), yet gross margins slipped to 24% from 38% amid integration costs and mix shift. Operating loss widened to $(179)M from $(3.1)M, driven by $151M SCDE goodwill impairment from Space Force stop-work order; net loss hit $(3.15) diluted EPS on 49.7M shares (anti-dilution flagged). Cash swelled to $290M with $359M revolver availability, but ops cash burned $(174)M YTD amid working capital strain; $728M 0% convertible notes due 2030 fund the balance sheet. Funded backlog hit $1.1B. Integration risks loom from BlueHalo's prior material weaknesses.
8-K
Q3 revenue soars, impairment hits
AeroVironment posted Q3 revenue of $408M, up 143% YoY, with funded backlog hitting record $1.1B amid robust bookings. Yet a $151.3M Space goodwill impairment from SCAR program stop-work and termination for convenience crushed results, driving $156.6M net loss. Backlog surges. Company pivots BADGER to commercial markets.
8-K
Approves deferred comp plan
AeroVironment's Compensation Committee approved a Non-Qualified Deferred Compensation Plan on February 27, 2026, effective March 1 for key employees including named executives and non-employee directors. Employees can defer up to 75% of base salary and bonuses; directors, fees and equity. Deferrals vest 100% immediately, no matching. Plan remains unfunded, secured via rabbi trust vulnerable to creditors.
AIRO
AIRO Group Holdings, Inc.
7.69-0.27
BAESF
BAE Systems PLC
22.21-0.31
DPRO
Draganfly Inc.
6.60+0.26
DRS
Leonardo DRS, Inc.
33.12-0.56
DRSHF
Droneshield Ltd
1.80+0.35
DUKR
Duke Robotics Corp.
0.26+0.01
KTOS
Kratos Defense & Security Solut
73.13-1.13
UAVS
AgEagle Aerial Systems, Inc.
1.06+0.00
VOYG
Voyager Technologies, Inc.
24.23-0.49
VWAV
VisionWave Holdings, Inc.
8.38+0.58