# AeroVironment Type: Company (AVAV) Source: GetYourBrief — https://getyourbrief.com/entity/aerovironment Canonical HTML page: https://getyourbrief.com/entity/aerovironment ## Timeline - **2026-05-13**: CEO addresses Bank of America conference — Wahid Nawabi warns that global warfare is at a historic inflection point driven by drone-intensive conflicts in Ukraine and the Middle East, reshaping defense priorities. - **2026-05-13**: CEO addresses Bank of America conference — Wahid Nawabi warns that global warfare is at a historic inflection point driven by drone-intensive conflicts in Ukraine and the Middle East, reshaping defense priorities. - **2026-04-30**: Fiscal year 2026 ends — AeroVironment reports record full-year revenue of $2 billion, a 133% Q4 surge, and adjusted EBITDA of $286 million. - **2026-04-30**: Fiscal year 2026 ends — AeroVironment reports record full-year revenue of $2 billion, a 133% Q4 surge, and adjusted EBITDA of $286 million. - **2026-03-13**: Security Audit — Projected start of a base-wide lockdown and 100% inventory audit of all sensitive items. - **2026-03-12**: Theft Discovered — Army personnel discover four drone systems missing during a routine inventory check. - **2026-03-12**: Public Confirmation — U.S. Army officials publicly confirm the security breach at the Kentucky base. - **2026-03-12**: Task Force Formed — Army CID and federal agencies establish a joint task force for recovery and investigation. - **2026-03-09**: Q4 Earnings Preview — Market analysts release 'What To Look For' previews ahead of year-end reports. - **2026-03-08**: Manufacturing Expansion — AVAV announced expansion of Albuquerque operations to meet growing defense demand. - **2026-03-05**: Army Contract Win — AeroVironment awarded $97.4M contract for next-gen sensor testing. - **2026-03-03**: Space Force Negotiations — AVAV issued a statement regarding active negotiations for the SCAR program contract amendment. - **2026-01-13**: BBCP Q3 Results — Concrete Pumping Holdings reported its Q3 performance, highlighting infrastructure demand. - **2025-12-09**: AVAV Q3 Results — AeroVironment filed its third-quarter financial results with the SEC. - **2025-07-01**: AeroVironment closes BlueHalo acquisition — The transformative deal nearly doubles the company’s size and extends its portfolio into space, cyber, and directed-energy weapons. ## Recent coverage (7 stories, network-wide) ### BlueHalo buy fuels AeroVironment 133% Q4 growth, puts space at center of next conflict 2026-07-02 08:14:25 · Sector: space · Sentiment: Neutral · Impact: 8/10 · Sources: 2 AeroVironment’s acquisition of BlueHalo marries battlefield drones with space-based and cyber capabilities, driving a 133% quarterly revenue surge and a $2.7B backlog. CEO Nawabi warns that Ukraine and the Middle East have redrawn the warfare map, making multi-domain integration the new standard. Full story: https://getspacebrief.com/story/aerovironment-space-bluehalo-133-growth ### AeroVironment stock: $2B revenue, $2.7B backlog — is the defense trade on? 2026-07-02 08:14:16 · Sector: finance · Sentiment: Neutral · Impact: 8/10 · Sources: 2 AeroVironment’s fiscal 2026 numbers beat across the board: $2B revenue, 133% Q4 growth, $286M EBITDA, and a $2.7B contracted backlog. CEO Nawabi cited a permanent shift in defense spending, but the BlueHalo acquisition brings elevated debt that investors are watching. Full story: https://getfinancebrief.com/story/aerovironment-stock-2b-revenue-2-7b-backlog ### Security Breach: Four U.S. Army Drone Systems Stolen from Kentucky Base 2026-03-12 15:47:11 · Sector: space · Sentiment: Negative · Impact: 6/10 · Sources: 2 A significant security breach at a U.S. Army installation in Kentucky has resulted in the theft of four unmanned aerial systems. Military officials and federal law enforcement have launched an investigation into the disappearance of the sensitive hardware, raising concerns over potential technology proliferation and base security protocols. Full story: https://getspacebrief.com/story/army-drone-systems-stolen-kentucky-base ### Defense Tech vs. Infrastructure: AVAV and BBCP Set for Q4 Earnings Tests 2026-03-09 05:35:03 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 AeroVironment (AVAV) and Concrete Pumping Holdings (BBCP) are preparing to release their fourth-quarter financial results, offering critical insights into defense technology demand and infrastructure spending. While AVAV rides a wave of recent contract wins and manufacturing expansion, BBCP remains a barometer for the health of the broader construction sector. Full story: https://getfinancebrief.com/story/avav-bbcp-q4-earnings-preview-defense-infrastructure ### AeroVironment Q4 Preview: Scaling Production for the Era of Attritable Defense 2026-03-09 05:34:00 · Sector: space · Sentiment: Neutral · Impact: 5/10 · Sources: 2 AeroVironment prepares to report Q4 earnings as global demand for its Switchblade loitering munitions reaches record levels. The report will be a key indicator of the company's ability to scale production and its positioning within the Pentagon's Replicator initiative. Full story: https://getspacebrief.com/story/aerovironment-q4-earnings-preview-defense-tech-analysis ### American Capital Management Boosts Proto Labs Stake Amid 50% Annual Surge 2026-02-20 02:46:33 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 American Capital Management has significantly increased its position in Proto Labs, acquiring over 350,000 shares in the fourth quarter of 2025. The move comes as the digital manufacturer outperforms the S&P 500 by nearly 40 percentage points, signaling strong institutional confidence in on-demand industrial technology. Full story: https://getfinancebrief.com/story/american-capital-management-proto-labs-stake-increase ### ACM Increases Novanta Stake as Industrial Tech Conviction Grows 2026-02-20 02:44:28 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2 American Capital Management Inc. nearly doubled its position in Novanta (NOVT) during the fourth quarter of 2025, adding 163,005 shares. The $18.56 million trade boosts the firm's total holding to over $45 million, signaling a contrarian bet on the precision motion specialist despite its recent market underperformance. Full story: https://getfinancebrief.com/story/acm-increases-novanta-stake-q4-2025 --- This page is a machine-readable summary. 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