AeroVironment is experiencing a structural revenue inflection, driven by explosive demand for its Switchblade TMS platform, with the last five quarters averaging over 135% YoY revenue growth.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has surged to over $640M in a single quarter, but this growth is accompanied by extreme gross margin volatility (ranging from 17.1% to 39.6%) and operating losses that indicate the company has not yet achieved operating leverage at scale.
The rising strategic importance of drones amid escalating geopolitical tensions and expanding UAV adoption by global militaries.
The company's leadership in the expanding global drone market positions it for growth.
AVAV's trailing and forward P/E ratios indicate strong financial performance and investor confidence.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 9, 2026 | $0.59+165.4% vs $0.22 | $480M+6.3% vs $452M |
Q3 2026 Jun 29, 2026 | $1.84+26.0% vs $1.46 | $642M+15.4% vs $556M |
Q2 2026 Mar 10, 2026 | $0.64-5.6% vs $0.68 | $408M-14.2% vs $476M |
Q4 2025 Dec 9, 2025 | $0.44-43.3% vs $0.78 | $473M+0.6% vs $470M |
Drone and defense-tech stocks are bouncing back after a post-election decline, and Ondas Holdings (NASDAQ:ONDS) is leading the rebound with fresh contract news and an earnings report ahead. Ondas stock is at $5.19, up 15% in afternoon trading.
A sector-wide retreat from high-beta drone and defense-tech stocks has caught Ondas (NASDAQ:ONDS), even as the company's revenue keeps growing. Ondas stock is down 38% over the past month to $4.58.
Here are four defense stocks that are expected to post an earnings beat this reporting cycle.
AeroVironment (AVAV) reached $123.08 at the closing of the latest trading day, reflecting a -2.4% change compared to its last close.
Benchmark AVAV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AeroVironment, Inc. (AVAV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $112.76 | $5.71B | -19.37 | 140.89% | -14.49% | -6.64% | — | |
| $35.10 | $6.58B | 301.29 | 18.52% | 1.34% | 0.72% | — | |
| $4.04 | $553.03M | -5.48 | 459.81% | -215.09% | -31.44% | — | |
| $5.93 | $5.83B | -8.42 | 39183.09% | -462.84% | -40.04% | — | |
| $4.44 | $3.37B | -4.34 | — | -11589.86% | -40.74% | — | |
| $259.89 | $48.42B | 23.76 | 2.53% | 8.76% | 10.05% | 1.84% |
AeroVironment, Inc. (AVAV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AeroVironment, Inc. (AVAV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 9, 2026·SEC
Jun 29, 2026·SEC
Jun 25, 2026·SEC
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AeroVironment, Inc. (AVAV) stock FAQ — growth, dividends, profitability & financials explained
AeroVironment, Inc. (AVAV) reported $2.00B in revenue over the trailing twelve months. Revenue was $1.98B in fiscal year 2026. That is 1780% more than the $105.2M of fiscal year 2005.
AeroVironment, Inc. (AVAV) grew revenue by 84.4% over the trailing twelve months, compared with the twelve months before.
No. AeroVironment, Inc. (AVAV) reported a net loss of $290.1M over the trailing twelve months.
AeroVironment, Inc. (AVAV) had a return on equity (ROE) of -6.6% over the trailing twelve months. A negative ROE means the company lost money over the period.
AeroVironment, Inc. (AVAV) generated $2.2M in free cash flow over the trailing twelve months.
