AVAVAeroVironment Inc
Aircraft
- Revenue
- $2.0B
- 141% YoY
- Operating margin
- -15.7%
- 416% YoY
- EBITDA
- −$46M
- 156% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $469M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-5% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired44% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $446M | $541M | $717M | $821M | $2.0B | 141% |
| Operating income | −$10M | −$179M | $72M | $41M | −$311M | 862% |
| Net income | −$4M | −$176M | $60M | $44M | −$265M | 708% |
| Operating cash flow | −$10M | $11M | $15M | −$1M | −$78M | 5849% |
| Capex | $22M | $15M | $23M | $20M | $63M | 220% |
| Stock-based comp | $5M | $11M | $17M | $21M | $38M | 79% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $53K · 2
- Net
- −$53K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $15M | $23M | 177 | 224 |
| FY2025 | $7M | $7M | 137 | 163 |
| FY2024 | $8M | $16M | 145 | 135 |
| FY2023 | $5M | $7M | 91 | 107 |
| FY2022 | $4M | −$1M | 73 | 97 |