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AeroVironment Stock Soared on a Blowout Quarter. Is the Drone Boom Just Getting Started?

A record quarter got the headlines -- but the counter-drone business behind it may be the bigger prize.

AeroVironment Stock Soared on a Blowout Quarter. Is the Drone Boom Just Getting Started?

Published July 2, 2026 · Category: Finance

Overview

Shares of AeroVironment (NASDAQ: AVAV) soared more than 20% this week, to around $171, after the drone and defense specialist reported its fiscal fourth-quarter results. The quarter was a blowout by almost any measure -- record revenue, adjusted profits that more than doubled, and a funded backlog that swelled past $1 billion.

Is this the start of a multiyear up cycle in military drones and the systems built to stop them, or a one-quarter spike that borrows from future demand and leaves a harder comparison behind?

Details

The answer rests less on the drones AeroVironment is already known for and more on what it's building next.

Continue reading

Source

Originally published at www.fool.com.

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