AeroVironment (AVAV)
Coverage summary
Aardvark Labs Capital Research has covered AeroVironment (AVAV) since March 5, 2025. The company is in the Industrials sector. This page lists 7 reports: 7 earnings recaps.
The latest is the Q1 FY27 Earnings Recap, published September 10, 2026. The current rating is Hold, unchanged since the Q4 FY26 Earnings Recap of June 30, 2026. The rating has changed 4 times since coverage began.
Translations: 7 in Chinese.
Rating history
All AVAV reports
Recap: Q1 FY27
A Landmark Laser Award Masks a Shrinking Organic Top Line, and the Reaffirmed Guide Spends Every Dollar of the Beat
Recap: Q4 FY26
The Q4 Recovery Arrives, but the Cash Payoff Moves Further Out
Recap: Q3 FY26
Three Consecutive Guidance Cuts, a $151M Goodwill Write-Down, and a Loss-Making SCDE That Just Lost Its Anchor Program — The BlueHalo Bet Is Being Marked Down in Real Time
Recap: Q2 FY26
Record $3.5B in Awards Meets a Sequential EBITDA Decline and a Year That Now Rides Entirely on Q4 — The Demand Is Unquestionable, the Profitability Path Is Not
Recap: Q1 FY26
The First Combined Quarter Reveals a $2B Platform With a Split Personality — AxS Prints Money While SCDE Barely Breaks Even, but the 27% EPS Guide Raise and a $20B Pipeline Keep Us Constructive
Recap: Q4 FY25
The Record Quarter Was Delivered as Promised: LMS +87%, $1.2B in Bookings, and BlueHalo Closes to Create a $2B Defense Platform
Recap: Q3 FY25
Windstorms, the Ukraine Hangover, and Acquisition Noise Tank the Quarter — But a Record $764M Backlog Says the Demand Story Is Intact