Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

AeroVironment Inc
Next earnings Jun 29, 2026 (after close) · consensus $1.49 EPS, $570M rev
Last earnings -2.5% on 2026-03-10
AeroVironment rides a strong drone-warfare tailwind, but falling margins, a 62% share-count jump and 109x earnings demand caution.
Sources: SEC EDGAR (CIK 0001368622, latest 10-Q filed 2026-03-11) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:47 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~92% above fair value) leave little margin of safety — a wait-and-see.
AeroVironment is a leading defense unmanned-systems company — best known for its Switchblade loitering munitions and tactical drones — operating squarely in one of the strongest secular spending themes in defense. Top-line momentum reflects that: revenue grew 14.5% to $821M in FY2025, the fifth consecutive year of growth ($395M to $821M since FY2021), and gross profit rose 12.2% with a healthy 38.8% gross margin. Demand for unmanned and loitering-munition systems remains robust given global conflicts and rearmament.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $395M | $446M | $541M | $717M | $821M |
| Gross profit | $165M | $141M | $174M | $284M | $319M |
| Operating income | $43.3M | -$9.89M | -$179M | $71.8M | $40.8M |
| Net income | $23.3M | -$4.18M | -$176M | $59.7M | $43.6M |
| Diluted EPS | $0.96 | -$0.17 | -$7.04 | $2.18 | $1.55 |
| Net margin | 5.9% | -0.9% | -32.6% | 8.3% | 5.3% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
3 buys · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-15 | PAGE STEPHEN F Director | Sell | 250.00 @ $174.41 | $43.6K |
| 2026-05-15 | PAGE STEPHEN F Director | Sell | 250.00 @ $162.31 | $40.6K |
| 2026-04-15 | PAGE STEPHEN F Director | Sell | 250.00 @ $197.29 | $49.3K |
| 2026-04-13 | Smith Robert Fendlay Chief Operating Officer | Award | 1.80K @ $194.39 | $350K |
| 2026-03-16 | Shackley Brian Charles Chief Accounting Officer | Award | 707.00 | |
| 2026-03-16 | PAGE STEPHEN F Director | Sell | 250.00 @ $212.52 | $53.1K |
| 2026-03-16 | Shackley Brian Charles Chief Accounting Officer | Sell | 200.00 @ $212.52 | $42.5K |
| 2026-03-10 | McDonnell Kevin Patrick CFO | Sell | 396.00 @ $224.55 | $88.9K |