AeroVironment Revenue Jumps 140 Percent

AeroVironment(NASDAQ:AVAV) reported first-quarter fiscal 2026 results on September 3, 2025, posting record revenue of $454.7 million, up 140% year over year, and adjusted EBITDA of $56.6 million. Management maintained full-year guidance, highlighted a $240 million space laser communications contract, and emphasized the ongoing integration of the Blue Halo acquisition. The following insights examine the company’s evolving growth drivers, competitive positioning, and operational milestones.The May 2025 Blue Halo acquisition shifted AeroVironment’s revenue mix to 78% U.S. sales and drove significant pro forma growth in key products, including over 200% year-over-year growth for Switchblade 600 and more than six times growth for Jump 20. This transaction expanded the company’s scale and reach across unmanned aircraft systems (UAS), directed energy, and space technologies.This acquisition immediately enhanced AeroVironment’s ability to pursue multibillion-dollar U.S. national security programs and contributed to record bookings and backlog, strengthening its long-term competitive position.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool