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AeroVironment, Inc. reported sharply higher scale but moved to a sizeable loss following its BlueHalo acquisition. For the quarter ended January 31, 2026, revenue rose to $408.0M from $167.6M, while net loss widened to $156.6M (basic and diluted loss per share $3.15) from a $1.8M loss.
For the nine months, revenue increased to $1.34B from $545.6M, but the company posted a net loss of $241.0M versus prior-year net income of $27.0M. Results include a $151.3M goodwill impairment in the Space reporting unit and significantly higher amortization from acquired intangibles. The BlueHalo transaction added substantial goodwill and intangibles, funded by new equity and $747.5M of 0% convertible senior notes due 2030, lifting total assets to $5.45B and cash to $289.9M. Funded backlog was about $1.12B, with 39% expected to be recognized as revenue in fiscal 2026.
AeroVironment reported a GAAP loss in its fiscal 2026 third quarter despite very strong revenue growth. Revenue reached $408.0 million, up 143% from $167.6 million a year earlier, driven by higher product and service sales, including contributions from the BlueHalo acquisition. Gross margin was $98.8 million, or 24% of revenue.
The company recorded a $151.3 million goodwill impairment in its Space reporting unit after a stop‑work order on the BADGER phased array antenna agreement supporting the SCAR program, leading to a net loss of $(156.6) million, or $(3.15) per diluted share. Non‑GAAP earnings per diluted share were $0.64, with adjusted EBITDA of $44.5 million, up from $21.8 million.
Funded backlog was $1.1 billion as of January 31, 2026. For fiscal 2026, AeroVironment now expects revenue between $1.85 billion and $1.95 billion, adjusted EBITDA between $265 million and $285 million, and non‑GAAP earnings per diluted share of $2.75–$3.10. Separately, the U.S. Government indicated it intends to terminate the BADGER SCAR agreement for convenience, while allowing the company to compete for future SCAR work; AeroVironment plans to continue investing in BADGER as a commercial product.
AeroVironment, Inc. adopted a new Non-Qualified Deferred Compensation Plan for certain key employees, including named executive officers, and non-employee directors, effective March 1, 2026. Eligible employees may defer up to 75% of annual base salary and all or part of annual cash bonuses, while non-employee directors may defer cash Board fees and equity grants.
Distributions can be made in a lump sum or installments after retirement, with lump sums on earlier separation, death, or disability. Deferrals and related earnings are immediately 100% vested, and the company will not provide matching contributions, although it may make other contributions for certain participants. The plan is unfunded, supported by a rabbi trust whose assets remain subject to company creditors. The Compensation Committee also approved Trace Stevenson and Mary Clum as participants in the company’s Executive Severance Plan.
AeroVironment Inc director Stephen F. Page’s living trust reported an open-market sale of 250 shares of common stock at $300.00 per share. The transaction was executed by the Stephen F. Page Living Trust under a Rule 10b5-1 trading plan adopted on September 30, 2025.
After this sale, the trust held 50,001 AeroVironment shares indirectly associated with Mr. Page, while he also held 1,705 shares directly in his own name. Mr. Page, as trustee, disclaims beneficial ownership of securities in which he does not have a pecuniary interest.
AeroVironment, Inc. announced that Executive Vice President and Chief Financial Officer Kevin McDonnell has decided to retire from the company, with his employment ending on July 31, 2026 (the “Retirement Date”). He will remain CFO until the earlier of a new chief financial officer’s start date or the Retirement Date, then may continue in a non-officer role to support a smooth transition.
Under a Retirement Agreement dated February 20, 2026, Mr. McDonnell will receive his current base salary and benefits through the Retirement Date and a full fiscal 2026 Short Term Incentive Plan bonus at target of $455,420, paid when other employee bonuses are paid. On the Retirement Date, the company will also cover an amount equal to the after-tax cost of five months of COBRA medical and related insurance premiums. His existing equity awards will continue to vest under their current terms through the Retirement Date, and he has agreed to provide a general release of claims and reaffirm confidentiality and related obligations.
AeroVironment Inc director-associated trust reported an open-market sale of 250 shares of common stock at $275 per share. The transaction was executed by the Stephen F. Page Living Trust under a Rule 10b5-1 trading plan adopted on September 30, 2025.
Following this trade, the trust held 50,251 shares indirectly, while Stephen F. Page also reported direct ownership of 1,705 shares. Mr. Page is trustee of the trust and disclaims beneficial ownership of securities in which he does not have a pecuniary interest.
AeroVironment director Stephen F. Page reported an open-market sale of 500 shares of Common Stock at $254.95 per share, executed by the Stephen F. Page Living Trust under a Rule 10b5-1 trading plan adopted on September 30, 2025.
Following this transaction, the trust held 50,501 shares of AeroVironment Common Stock indirectly attributable to Mr. Page, while he also held 1,705 shares directly. Mr. Page is trustee of the trust and disclaims beneficial ownership of any securities in which he does not have a pecuniary interest.
AeroVironment Inc. reported that the McDonnell Moore Living Trust, a trust of which CFO Kevin Patrick McDonnell is one of the trustees, executed a Rule 10b5-1 open-market sale of 879 shares of common stock on February 10, 2026 at a weighted-average price of $267.60 per share. Following this transaction, the trust held 16,422 shares indirectly, while McDonnell also held 4,845 shares directly.
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.
AeroVironment director Stephen F. Page reported an indirect sale of company stock by a related trust. On January 15, 2026, the Stephen F. Page Living Trust sold 1,000 shares of AeroVironment common stock at $377.62 per share, in a transaction coded as a sale.
The filing states this trade was made under a Rule 10b5-1 trading plan adopted by the trust on September 30, 2025. After the sale, the trust held 51,001 shares indirectly, while Mr. Page also held 1,705 shares directly. The footnotes note that shares are held by the Stephen F. Page Living Trust, of which Mr. Page is trustee, and that he disclaims beneficial ownership of any securities in which he does not have a pecuniary interest.