Business Description

AeroVironment, Inc. is an American defense technology company that designs and manufactures autonomous systems, loitering munitions, and counter-uncrewed aircraft systems (UAS). Headquartered in Virginia, the company primarily serves the U.S. Department of Defense and allied international militaries. It is best known for its tactical drone systems, including the Switchblade, Raven, and Puma, which provide intelligence, surveillance, reconnaissance, and precision strike capabilities.

Everything on AeroVironment, Inc.

Revenue (FY2026) $1.98B
YoY growth +140.9%
Operating margin -15.7%
Direction Expanding
Gross margin 25.3%
Net margin -13.4%

Earnings Transcripts

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Leadership & board

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Wahid Nawabi — Chairman, President and Chief Executive Officer View full profile ↗ Edward R. Muller — Lead Independent Director; Chair of the Audit Committee View full profile ↗ Charles Thomas Burbage — Independent Director; Chair of the Compensation Committee View full profile ↗ Stephen F. Page — Independent Director; Chair of the Nominating and Corporate Governance Committee View full profile ↗ Cindy K. Lewis — Independent Director; Chair of the Cybersecurity Committee View full profile ↗ Philip S. Davidson — Independent Director (Admiral, U.S. Navy, Ret.) View full profile ↗ Mary Beth Long — Independent Director View full profile ↗ Joseph L. Votel — Independent Director (General, U.S. Army, Ret.) View full profile ↗ William J. Lynn, III — Class I Director View full profile ↗ Michael Ruppert — Class II Director View full profile ↗ Kevin McDonnell — Executive Vice President and Chief Financial Officer (through April 30, 2026) View full profile ↗ Sean Woodward — Executive Vice President and Chief Financial Officer View full profile ↗ Melissa Brown — Executive Vice President, Chief Legal and Compliance Officer and Corporate Secretary View full profile ↗ Trace Stevenson — President, Autonomous Systems View full profile ↗ Robert Smith — Executive Vice President and Chief Operating Officer View full profile ↗ Mary Clum — President, Space, Cyber & Directed Energy View full profile ↗ Brett Hush — Executive Vice President, Loitering Munitions View full profile ↗

Share Repurchase Program

Item 5 (Issuer Purchases of Equity Securities) of the FY2026 Form 10-K states "None"; AeroVironment has no share repurchase program. The company has also retained all earnings for use in its business and does not anticipate paying cash dividends, and the terms of its Credit Agreement restrict its ability to pay dividends.

Named Competitors

Elbit Systems Ltd.Quantum-Systems, Inc.Redwire CorporationTeledyne Technologies, Inc.Sierra Nevada CorporationLockheed Martin CorporationThe Boeing CompanyTextron Inc.Shield AI, Inc.Northrop Grumman CorporationGriffon Aerospace, Inc.L3Harris Technologies, Inc.Anduril Industries, Inc.Airbus SEIsraeli Aircraft IndustriesRTX CorporationAevex Corp.SpektreWorks, Inc.Dragoon Technology LLCCummings Aerospace, Inc.UVision Air Ltd.DroneShield LimitedSRC Inc.Polaris, Inc.CACI International Inc.BAE Systems, Inc.nLIGHT, Inc.Epirus, Inc.EO Solutions CorporationHuntington Ingalls Industries, Inc.Thales GroupBooz Allen Hamilton Inc.Leidos Holdings, Inc. +21 more

Customer Concentration

AeroVironment sells the majority of its products and services under contracts with the U.S. government, and states that a substantial majority of its revenue depends on the procurement, performance and payment under U.S. government contracts. In fiscal year ended April 30, 2026, approximately 25% of revenue came from the U.S. Army (including orders placed on behalf of other DoD organizations) and 47% from other U.S. government agencies and government subcontractors; sales to foreign customers (including foreign military sales through the U.S. DoD, commercial and consumer customers) were 28% of revenue. No individual contract accounted for more than 10% of funded backlog, and no individual foreign country accounted for more than 10% of total sales revenue, as of April 30, 2026.

Recent SEC Filings

2026-08-07 Leadership change (directors/officers) (+1 more) View filing ↗
2026-07-29 Leadership change (directors/officers) (+1 more) View filing ↗
2026-06-29 Reported quarterly results (+1 more) View filing ↗
2026-06-25 Leadership change (directors/officers) (+1 more) View filing ↗
2026-06-22 Leadership change (directors/officers) View filing ↗
2026-04-13 Leadership change (directors/officers) (+1 more) View filing ↗
2026-04-09 Leadership change (directors/officers) (+1 more) View filing ↗
2026-03-18 Leadership change (directors/officers) View filing ↗
2026-03-16 Unregistered equity sale (+1 more) View filing ↗
2026-03-10 Reported quarterly results (+2 more) View filing ↗
2026-03-05 Leadership change (directors/officers) View filing ↗
2026-02-23 Leadership change (directors/officers) View filing ↗

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