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AeroVironment Inc (AVAV) Stock Fundamental Analysis & AI Rating 2026

AVAV Nasdaq Aircraft DE CIK: 0001368622
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2026-01-31
Combined AI Rating
SELL
84% Confidence
STRONG AGREEMENT
SELL
85% Conf
SELL
82% Conf

📊 AVAV Key Takeaways

Revenue: $1.3B
Net Margin: -18.1%
Free Cash Flow: $-220.1M
Current Ratio: 5.51x
Debt/Equity: 0.17x
EPS: $-4.94
AI Rating: SELL with 85% confidence
AeroVironment Inc (AVAV) receives a SELL rating with 84% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.3B, net profit margin of -18.1%, and return on equity (ROE) of -5.6%, AeroVironment Inc demonstrates mixed fundamentals in the Automotive sector. Below is our complete AVAV stock analysis for 2026.

Is AeroVironment Inc (AVAV) a Good Investment?

Claude

AeroVironment faces severe operational challenges despite 14.5% revenue growth, with massive operating losses of -$278.5M and negative free cash flow of -$220.1M indicating the company is burning cash faster than it generates it. While strong liquidity metrics and low leverage provide a financial cushion, the deteriorating profitability trend with negative net margins and operating margins suggests the business model is unprofitable at scale and requires urgent operational restructuring.

ChatGPT

AeroVironment is still growing revenue at a healthy double-digit rate, but that growth is currently low quality because it is paired with deeply negative operating margins, net losses, and substantial cash burn. The balance sheet is a meaningful cushion, with strong liquidity and modest leverage relative to equity, but the core fundamental question is whether management can restore profitability and convert growth into positive cash flow.

Why Buy AeroVironment Inc Stock? AVAV Key Strengths

Claude
  • + Strong revenue growth of 14.5% year-over-year demonstrates market demand for products
  • + Excellent liquidity position with 5.51x current ratio and $289.9M cash provides runway for turnaround
  • + Conservative leverage with 0.17x debt-to-equity ratio limits financial distress risk
ChatGPT
  • + Revenue growth remains solid at 14.5% YoY, indicating continued demand and business expansion
  • + Liquidity is strong, with a 5.51x current ratio and 4.54x quick ratio, reducing near-term financial stress
  • + Leverage appears manageable, with debt-to-equity of 0.17x and a large equity base

AVAV Stock Risks: AeroVironment Inc Investment Risks

Claude
  • ! Severe unprofitability with -$278.5M operating loss and -18.1% net margin indicates core business is not economically viable
  • ! Negative operating cash flow of -$173.9M and free cash flow of -$220.1M mean company is consuming capital despite revenue growth
  • ! Deteriorating EPS of -$4.94 (down 28.9% YoY) and negative ROE/ROA suggest management cannot convert growth into shareholder value
ChatGPT
  • ! Operating margin of -20.9% and net margin of -18.1% show severe profitability weakness
  • ! Negative operating cash flow of -173.92M and free cash flow of -220.05M indicate weak cash conversion and poor growth quality
  • ! Gross margin of 22.3% is relatively thin for absorbing operating costs, raising execution risk if costs remain elevated

Key Metrics to Watch

Claude
  • * Path to operating cash flow positivity and timeline to profitability
  • * Gross margin sustainability as revenue scales and product mix evolution
  • * Operating expense reduction initiatives and restructuring effectiveness
ChatGPT
  • * Operating margin and net margin improvement
  • * Operating cash flow and free cash flow trend

AeroVironment Inc (AVAV) Financial Metrics & Key Ratios

Revenue
$1.3B
Net Income
$-241.0M
EPS (Diluted)
$-4.94
Free Cash Flow
$-220.1M
Total Assets
$5.5B
Cash Position
$289.9M

💡 AI Analyst Insight

Strong liquidity with a 5.51x current ratio provides a solid financial cushion.

AVAV Profit Margin, ROE & Profitability Analysis

Gross Margin 22.3%
Operating Margin -20.9%
Net Margin -18.1%
ROE -5.6%
ROA -4.4%
FCF Margin -16.5%

AVAV vs Automotive Sector: How AeroVironment Inc Compares

How AeroVironment Inc compares to Automotive sector averages

Net Margin
AVAV -18.1%
vs
Sector Avg 6.0%
AVAV Sector
ROE
AVAV -5.6%
vs
Sector Avg 12.0%
AVAV Sector
Current Ratio
AVAV 5.5x
vs
Sector Avg 1.2x
AVAV Sector
Debt/Equity
AVAV 0.2x
vs
Sector Avg 1.0x
AVAV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is AeroVironment Inc Stock Overvalued? AVAV Valuation Analysis 2026

Based on fundamental analysis, AeroVironment Inc has mixed fundamental signals relative to the Automotive sector in 2026.

Return on Equity
-5.6%
Sector avg: 12%
Net Profit Margin
-18.1%
Sector avg: 6%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.17x
Sector avg: 1x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

AeroVironment Inc Balance Sheet: AVAV Debt, Cash & Liquidity

Current Ratio
5.51x
Quick Ratio
4.54x
Debt/Equity
0.17x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
$747.5M

AVAV Revenue & Earnings Growth: 5-Year Financial Trend

AVAV 5-year financial data: Year 2020: Revenue $394.9M, Net Income $47.4M, EPS $1.97. Year 2022: Revenue $445.7M, Net Income $41.1M, EPS $1.71. Year 2023: Revenue $540.5M, Net Income $23.3M, EPS $0.96. Year 2024: Revenue $716.7M, Net Income -$4.2M, EPS $-0.17. Year 2025: Revenue $820.6M, Net Income -$176.2M, EPS $-7.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: AeroVironment Inc's revenue has grown significantly by 108% over the 5-year period, indicating strong business expansion. The most recent EPS of $-7.04 indicates the company is currently unprofitable.

AVAV Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-16.5%
Free cash flow / Revenue

AVAV Quarterly Earnings & Performance

Quarterly financial performance data for AeroVironment Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $167.6M -$1.8M $-0.06
Q2 2026 $188.5M $7.5M $0.27
Q1 2026 $189.5M $21.2M $0.75

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

AeroVironment Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$173.9M
Cash generated from operations
Stock Buybacks
$3.8M
Shares repurchased (TTM)
Capital Expenditures
$46.1M
Investment in assets
Dividends
None
No dividend program

AVAV SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for AeroVironment Inc (CIK: 0001368622)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 8-K tm2611632d1_8k.htm View →
Apr 9, 2026 8-K tm2611447d1_8k.htm View →
Mar 19, 2026 4 xslF345X06/form4-03192026_070348.xml View →
Mar 18, 2026 8-K tm268917d3_8k.htm View →
Mar 17, 2026 4 xslF345X05/form4-03172026_110342.xml View →

Frequently Asked Questions about AVAV

What is the AI rating for AVAV?

AeroVironment Inc (AVAV) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 84% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AVAV's key strengths?

Claude: Strong revenue growth of 14.5% year-over-year demonstrates market demand for products. Excellent liquidity position with 5.51x current ratio and $289.9M cash provides runway for turnaround. ChatGPT: Revenue growth remains solid at 14.5% YoY, indicating continued demand and business expansion. Liquidity is strong, with a 5.51x current ratio and 4.54x quick ratio, reducing near-term financial stress.

What are the risks of investing in AVAV?

Claude: Severe unprofitability with -$278.5M operating loss and -18.1% net margin indicates core business is not economically viable. Negative operating cash flow of -$173.9M and free cash flow of -$220.1M mean company is consuming capital despite revenue growth. ChatGPT: Operating margin of -20.9% and net margin of -18.1% show severe profitability weakness. Negative operating cash flow of -173.92M and free cash flow of -220.05M indicate weak cash conversion and poor growth quality.

What is AVAV's revenue and growth?

AeroVironment Inc reported revenue of $1.3B.

Does AVAV pay dividends?

AeroVironment Inc does not currently pay dividends.

Where can I find AVAV SEC filings?

Official SEC filings for AeroVironment Inc (CIK: 0001368622) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AVAV's EPS?

AeroVironment Inc has a diluted EPS of $-4.94.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AVAV a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, AeroVironment Inc has a SELL rating with 84% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AVAV stock overvalued or undervalued?

Valuation metrics for AVAV: ROE of -5.6% (sector avg: 12%), net margin of -18.1% (sector avg: 6%). Compare these metrics with sector averages to assess valuation.

Should I buy AVAV stock in 2026?

Our dual AI analysis gives AeroVironment Inc a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is AVAV's free cash flow?

AeroVironment Inc's operating cash flow is $-173.9M, with capital expenditures of $46.1M. FCF margin is -16.5%.

How does AVAV compare to other Automotive stocks?

Vs Automotive sector averages: Net margin -18.1% (avg: 6%), ROE -5.6% (avg: 12%), current ratio 5.51 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2026-01-31 | Powered by Claude AI