Makes military drones and missile systems for the U.S. Department of Defense and allied governments—think specialized flying robots for surveillance and tactical strikes.
Revenue USD 1.98B (FY2026), gross profit USD 0.50B at 25% margin. Currently unprofitable (net loss USD 0.27B) despite prior years' profitability; money comes from government contracts for UAS, missiles, and support services.
Entrenched in U.S. defense procurement via long-standing DoD relationships and classified system integration; however, moat is eroding as Northrop Grumman and General Atomics expand competing drone portfolios and the company struggles with execution (operating
Sell (sector percentile 5) — value D, growth A-, profitability D-, momentum D-, revisions D. Updated daily, sector-relative, identical for every user.
Key events, in time order
White House signs 100% tariff order to boost US manufacturing; AVAV named as key beneficiary amid rally
No new facts today; maintaining existing litigation event line
Multiple sources confirm this as Pentagon's first production order for directed-energy counter-UAS, boosting AVAV's position
The reported deal would be the Pentagon’s first production contract for a directed-energy counter-drone system beyond the prototype stage.
Contract covers 82 P550 eVTOL systems, indicating military demand, but execution to watch.
BofA lowers target on slower growth and lower valuation, but remains confident in long-term growth.
Italian MoD officially designates JUMP 20, confirming selection by Italian Army to replace legacy ISR fleet
Q4 FY26 revenue reached record $642 million with 31% organic growth year-over-year; full year FY26 revenue nearly $2 billion with 30% organic growth
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AVAV is mentioned as a drone stock on a US investment watchlist, indicating potential interest and opportunity in the sector.
Main discussion
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Facts and opinions separated · All items sourced · Not investment advice
