U.S. Government pauses AeroVironment (NASDAQ: AVAV) SCAR BADGER work

Rhea-AI Filing Summary

AeroVironment, Inc. reported that, on January 16, 2026, the U.S. Government issued a stop work order on the company’s Other Transaction Agreement for delivering BADGER phased array antenna systems supporting the Satellite Communication Augmentation Resource (SCAR) program. This decision was made by mutual agreement between AeroVironment and the government.

The stop work order is intended to give both parties time to negotiate an amended agreement reflecting new requirements for the SCAR program, and this amendment is expected to take the form of a firm-fixed price agreement. AeroVironment states that it expects to continue providing capabilities and products for the SCAR program, while noting that its future results remain subject to various risks and uncertainties.

Insights

Defense contracting and government programs analyst

SCAR work pauses to renegotiate under new firm-fixed terms.

The U.S. Government and AeroVironment mutually agreed to a stop work order on the BADGER phased array antenna effort under the SCAR program. The pause is framed as a step to negotiate an amended agreement that reflects new program requirements, with the amendment expected to be a firm-fixed price contract.

This shift from the current Other Transaction Agreement toward a firm-fixed price structure can change how risk and cost are allocated between the parties. The company also indicates it expects to continue delivering capabilities and products for SCAR, suggesting ongoing program relevance even as terms are reworked.

The forward-looking discussion highlights dependence on successfully negotiating contract amendments with the U.S. Government and performing under existing and future contracts. Future company filings may provide more detail on the amended SCAR agreement once negotiations are completed.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

FAQ

What did AeroVironment (AVAV) announce regarding the SCAR program?

AeroVironment reported that on January 16, 2026, the U.S. Government issued a stop work order, by mutual agreement, on the company’s Other Transaction Agreement for delivering BADGER phased array antenna systems supporting the Satellite Communication Augmentation Resource (SCAR) program.

Why was a stop work order issued on AeroVironment’s BADGER antenna agreement?

The stop work order was issued to allow AeroVironment and the U.S. Government to negotiate an amended agreement for the future of the SCAR program under new requirements for the program.

What type of contract does AeroVironment expect for the amended SCAR agreement?

AeroVironment expects that the amended agreement for the SCAR program will be a firm-fixed price agreement.

Will AeroVironment continue working on the SCAR program after the stop work order?

Yes. AeroVironment states that it expects to continue to deliver capabilities and products for the SCAR program, even as the parties negotiate an amended agreement.

What risks related to this development does AeroVironment highlight?

AeroVironment notes risks including its ability to successfully negotiate contract amendments with the U.S. Government, perform under existing and future contracts and amendments, obtain additional contracts, adapt to regulatory changes, respond to competitor activity, and operate under changing market and economic conditions.

Does AeroVironment commit to updating these forward-looking statements?

No. The company states it does not intend, and undertakes no obligation, to update any forward-looking statements as a result of new information, future events or otherwise.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/20/2026 - 09:16 AM Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): January 16, 2026

AEROVIRONMENT, INC.

(Exact name of registrant as specified in its charter)

Delaware		001-33261		95-2705790
(State or other jurisdiction of		(Commission File Number)		(I.R.S. Employer Identification No.)
incorporation or organization)

241 18th Street South, Suite 650
Arlington, Virginia		22202
(Address of Principal Executive Offices)		(Zip Code)

Registrant’s telephone number, including area code: (703) 418-2828

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class	Trading Symbol(s)	Name of each exchange on which registered
Common Stock, $0.0001 par value	AVAV	The NASDAQ Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 8.01. Other Events

On January 16, 2026, upon the mutual agreement of AeroVironment, Inc. (the “Company”) and the U.S. Government, the U.S. Government issued a stop work order on the Company’s Other Transaction Agreement for the delivery of BADGER phased array antenna systems to support the Satellite Communication Augmentation Resource (“SCAR”) program. The stop work order allows for the parties to negotiate an amended agreement for the future of the SCAR program under new requirements for the program, which amendment is expected to be a firm-fixed price agreement. The Company expects to continue to deliver capabilities and products for the SCAR program.  

Safe Harbor Statement

Certain statements in this Current Report on Form 8-K may constitute "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by words such as “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “plans,” “potential,” “predicts,” “projects,” “should,” “will,” “would” or similar expressions.  These statements are made on the basis of current expectations, forecasts and assumptions that involve risks and uncertainties, including, but not limited to, economic, competitive, governmental and technological factors outside of the Company’s control, that may cause the Company’s business, strategy or actual results to differ materially from those expressed or implied. Factors that could cause actual results to differ materially from the forward-looking statements include, but are not limited to, the Company’s ability to successfully negotiate contract amendments with the U.S. Government; the Company’s ability to perform under existing and future contracts, and amendments thereto, and obtain additional contracts; changes in the regulatory environment; the activities of competitors; failure of the markets in which the Company operates to grow; failure to expand into new markets; failure to develop new products or integrate new technology with current products; and general economic and business conditions in the United States and elsewhere in the world. For a further list and description of such risks and uncertainties, see the reports the Company files with the Securities and Exchange Commission. The Company does not intend, and undertakes no obligation, to update any forward-looking statements, whether as a result of new information, future events or otherwise.

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SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	AEROVIRONMENT, INC.
Date: January 20, 2026	By:	/s/ Melissa Brown
		Melissa Brown
		Executive Vice President, Chief Legal and Compliance Officer & Corporate Secretary

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