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AeroVironment
AeroVironment (AVAV) investor relations material
AeroVironment TD Cowen 47th Annual Aerospace & Defense Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 47th Annual Aerospace & Defense Conference summary11 Feb, 2026
Strategic transformation and business segments
Completed a major transformation with the BlueHalo acquisition, shifting from three to two business segments: Legacy AV (uncrewed aircraft, loitering munitions, MacCready Works, UGV, UUV) and Legacy BlueHalo (Space and Directed Energy, Cyber Emission Systems).
BlueHalo acquisition expanded technology portfolio and market reach, especially in counter-UAS and directed energy solutions.
Key products include Switchblade, Red Dragon, Puma, P550, Raven, Titan, LOCUST, and the new Freedom Eagle 1 missile.
Counter-UAS offerings now span RF detect/defeat (Titan), directed energy (LOCUST), and missile solutions (FE1).
LOCUST laser system and cyber emission technologies are being fielded and tested in operational environments.
Innovation and technology development
MacCready Works focuses on five-year technology horizons, investing early in autonomy, AI, and computer vision for battlefield applications.
Red Dragon, a software-defined drone, was rapidly developed in response to real-world battlefield needs, emphasizing GPS-denied and autonomous operations.
Lessons from Ukraine have accelerated product iteration and technology insertion into existing lines like Switchblade and Puma.
Ongoing partnerships with government customers ensure alignment with future needs and rapid innovation cycles.
Over a dozen partnerships with startups and established firms support rapid development and fielding of new technologies.
Growth areas and market outlook
High growth expected in counter-UAS (Titan, LOCUST), loitering munitions (Switchblade variants, Red Dragon), and uncrewed systems (Puma, P550, JUMP 20).
Demand for counter-UAS solutions is expanding beyond military to critical infrastructure like airports and stadiums.
International demand is rising, especially in Europe and Taiwan, driven by increased defense spending and evolving security needs.
Anticipated 15% revenue growth, with legacy products continuing to drive both domestic and international sales.
Government support for drone exports and streamlined procurement could further accelerate international growth.
Detail SCAR contract commercialization benefits
AV's strategy for scaling drone production
MacCready Works' role in future battlefield tech
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Next AeroVironment earnings date
Q3 20263 Mar, 2026
AeroVironment
Next AeroVironment earnings date
Q3 20263 Mar, 2026
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AeroVironment, Inc. (AV), headquartered in Monrovia, California, is a leading provider of electric transportation solutions and a developer of fast charging infrastructure that enable practical adoption of all-electric vehicles (EV). AV's comprehensive portfolio includes EV chargers for public and private vehicles, as well as advanced EV simulation and EV charging network management software. AV also offers aircraft design and development services for government agencies, businesses and individuals.
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