AeroVironment, Inc. (AVAV)

AeroVironment, Inc. (AVAV) is a global leader in intelligent, multi-domain robotic systems and a primary provider of unmanned aircraft systems (UAS) to the U.S. Department of Defense and allied nations, headquartered in Arlington, Virginia. Led by CEO Wahid Nawabi, the company’s strategic mission is to "provide decisive advantages to our customers through innovative and disruptive autonomous solutions." AeroVironment holds a unique industry position as the pioneer of "Small UAS" (SUAS) and "Loitering Munitions" (Switchblade), which have redefined modern battlefield tactics. The company’s vision is to create a "Unified Autonomous Ecosystem" where drones across air, land, and sea work in concert via shared AI software. In late 2025, AVAV stock is a high-growth standout in the defense sector, with the AVAV stock price driven by a record $1.4 billion backlog and the transformative $4 billion acquisition of BlueHalo.

The business operations of AeroVironment are categorized into Unmanned Systems, Loitering Munitions, and Space & High Altitude. In fiscal 2025, the company reported a staggering 151% year-over-year revenue growth, fueled by the integration of BlueHalo’s counter-drone and space technologies. A primary growth driver is "AV Halo," an open-architecture software platform that enables autonomous targeting and swarm capabilities across its entire product line. The 2026 strategic roadmap focuses on "Full-Rate Production" of the P550 drone and the global rollout of "Switchblade 600" for anti-armor missions. AeroVironment holds a "First-Mover and Combat-Proven Moat," with its systems having been utilized in high-intensity conflicts to demonstrate effectiveness that legacy defense contractors are still struggling to replicate. By late 2025, the company’s book-to-bill ratio of 2.9 underscored an accelerating demand for "Agile Defense" products that can be deployed at speed. For investors researching AVAV stock, the company represents the premier "AI Defense" play, offering pure-play exposure to the shift toward autonomous, cost-efficient warfare. AVAV stock is the definitive benchmark for the next generation of aerospace and defense technology.

AeroVironment, Inc. (AVAV) is listed on the NASDAQ Global Select Market. For investors tracking AVAV stock, "Contract Awards Ceiling Value" (which reached $3.5 billion in Q2 FY26) and "Adjusted EBITDA Margins" are the most critical metrics for future valuation. The AVAV stock price is highly responsive to geopolitical tensions and shifts in the U.S. defense procurement budget toward "Replicator" initiatives. For those monitoring AVAV stock, the company’s 2025 performance proves it has successfully scaled from a niche drone maker into a major tier-1 defense technology powerhouse.