AeroVironment, Inc.

NasdaqGS:AVAV 주식 리포트

시가총액: US$8.5b

AeroVironment 경영진

경영진 기준 점검 4/4

AeroVironment CEO는 Wahid Nawabi, Jan2016 에 임명되었습니다 의 임기는 10.58 년입니다. 총 연간 보상은 $7.41M, 11.9% 급여 및 88.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $27.26M 가치에 해당하는 회사 주식의 0.32% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 5 년입니다.

핵심 정보

Wahid Nawabi

최고경영자

US$7.4m

총 보수

CEO 급여 비율11.87%
CEO 재임 기간10.6yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Jul 31

AeroVironment: The Bottom May Be In, Contracts Will Keep Rolling In

Summary AeroVironment is positioned at an inflection point, with contract wins validating topline growth and a major laser contract likely imminent. AVAV reaffirmed its 2030 guidance: targeting $4 billion revenue and 18-20% EBITDA margin, aiming to double revenue with 15-20% annual growth. Current valuation around 3x forward PS is considered cheap, with a discounted fair value estimate of $250–$260 per share based on 2030 projections. Execution risk and contract cadence remain key risks, but I expect the E-HEL contract by year-end and see AVAV near a bottom. Read the full article on Seeking Alpha
내러티브 업데이트 Jul 29

AVAV: Counter Drone And Laser Contracts Will Shape Balanced Future Outlook

The analyst price target for AeroVironment has been reset lower from $235.00 to $148.57 as analysts factor in slower projected revenue growth, narrower profit margins, and a slightly reduced future P/E multiple, despite continued interest around potential Army laser and counter drone contract awards. Analyst Commentary Recent research on AeroVironment shows a split view.
내러티브 업데이트 Jul 15

AVAV: Counter UAS Contracts Will Offset SCAR Turbulence And Support Future Opportunity

Analysts have reset expectations for AeroVironment, with the price target in this framework moving from $450.00 to about $370.49. Updated models incorporate slower revenue growth, lower margin assumptions, a higher discount rate, and a higher future P/E multiple, while still highlighting long term growth opportunities discussed at recent investor events.
내러티브 업데이트 Jul 01

AVAV: Backlog Strength And SCAR Recompetition Will Drive Future Space Demand

AeroVironment's analyst price target has been reset lower to reflect updated expectations for slower revenue growth, softer margin assumptions, and a higher discount rate, even as analysts continue to highlight solid end demand and long term contract visibility across its unmanned systems portfolio. Analyst Commentary Analyst views on AeroVironment remain mixed, with most firms trimming price targets but still pointing to solid demand, contract visibility, and long term growth initiatives.
분석 기사 Jun 21

AeroVironment (AVAV) Stock Could Be 39.4% Undervalued After TOM 50 RE Launch

Recent gains in AeroVironment (AVAV) have come as investors weigh the launch of the TOM 50 RE uncrewed ground vehicle and a new MOU with Ubiqconn, which supports Taiwan’s defense modernization efforts. See our latest analysis for AeroVironment. AeroVironment’s share price has pulled back this year, with a year-to-date share price return of down 33.8% and a 1-year total shareholder return of down 10.6%, even as recent product launches and partnerships have attracted renewed interest ahead of...
내러티브 업데이트 Jun 17

AVAV: Counter Drone And Space Contracts Will Drive Future Stock Momentum

Analysts have held AeroVironment's fair value estimate steady at $235.00 while modestly adjusting underlying inputs, reflecting updated views on growth, profitability, and valuation multiples that align with recent supportive research commentary on the stock. Analyst Commentary Recent research coverage on AeroVironment highlights a mix of constructive and cautious views, with supportive commentary existing alongside a more measured stance on valuation, execution, and long term growth assumptions.
내러티브 업데이트 Jun 03

AVAV: SCAR Setback Will Ultimately Support Future Counter Drone And Space Momentum

Analysts have kept AeroVironment's fair value estimate steady at $235.00, while updating their models to reflect a higher discount rate, faster projected revenue and profit growth, and a lower future P/E multiple following recent price target cuts tied to SCAR program uncertainty and mixed Q3 results. Analyst Commentary Recent Street research on AeroVironment has centered on Q3 results, the termination of the SCAR program, and questions about the mix of businesses within the portfolio.
내러티브 업데이트 Apr 30

AVAV: SCAR Recompete And Backlog Headwinds Will Ultimately Support Space And Counter‑Drone Expansion

AeroVironment's updated analyst price target has moved slightly lower to $235, as analysts factor in reduced assumed future P/E multiples, along with modestly higher modeled revenue growth and profit margins following SCAR related contract developments and recent Q3 results. Analyst Commentary Recent research updates on AeroVironment point to a more cautious tone around execution on large programs, especially the Satellite Communications Augmentation Resource, or SCAR, contract and the integration of BlueHalo.
내러티브 업데이트 Apr 15

AVAV: SCAR Recompetition Will Shape Future Space And Defense Demand

Analysts have collectively trimmed AeroVironment price targets by tens of dollars to a range of roughly $235 to $350, reflecting contract uncertainty around the SCAR program and questions about BlueHalo integration. They still highlight long term demand for unmanned systems, space and defense programs in their updated models.
내러티브 업데이트 Apr 01

AVAV: SCAR Recompete And Backlog Headwinds Will Ultimately Support BlueHalo Expansion

AeroVironment's updated analyst price target of $235 reflects analysts incorporating lower modeled revenue growth, a slightly higher discount rate, modestly higher profit margins, and a reduced future P/E multiple after recent SCAR program and backlog related headwinds highlighted in recent research. Analyst Commentary Recent research around AeroVironment has shifted toward more cautious assumptions, with several firms cutting price targets following contract setbacks and a mixed fiscal Q3 performance.
내러티브 업데이트 Mar 18

AVAV: SCAR Recompetition And BlueHalo Integration Will Shape Future Defense Demand

AeroVironment’s analyst price target has been reset meaningfully lower, with the fair value estimate moving from about $382 to roughly $311 as analysts factor in SCAR program termination, contract timing shifts, questions around lower growth and lower margin BlueHalo assets, and updated revenue growth and P/E assumptions. Analyst Commentary Street research on AeroVironment has shifted meaningfully following the SCAR program developments and recent Q3 results, with most firms trimming valuation targets but generally keeping positive or neutral ratings.
내러티브 업데이트 Mar 03

AVAV: SCAR Recompete Turbulence Will Set Up Future Unmanned And Space Opportunity

Narrative Update The analyst price target for AeroVironment has been trimmed by $4.90 to $390.00 as analysts weigh SCAR and Satellite Communications Augmentation Resource contract uncertainty against what they still see as multiple growth drivers and resilient long term demand for unmanned systems and phased array solutions. Analyst Commentary Recent research highlights a split in views on AeroVironment, with contract risk around the SCAR and Satellite Communications Augmentation Resource programs on one side and a broad set of growth opportunities in unmanned systems, phased arrays, and space on the other.
내러티브 업데이트 Feb 17

AVAV: BlueHalo Integration And Counter UAS Expansion Will Shape Future Defense Demand

Narrative Update on AeroVironment The analyst price target for AeroVironment has been reset to $382, down from $391, as analysts balance slightly lower fair value and future P/E assumptions with their positive view on the company's product pipeline and the expanded opportunities from the BlueHalo acquisition in areas like next generation counter UAS and SATCOM. Analyst Commentary Recent research coverage on AeroVironment highlights both confidence in the company’s growth potential and some valuation and execution questions that readers should consider.
내러티브 업데이트 Feb 03

AVAV: BlueHalo Acquisition Will Reshape Defense Demand And New Market Exposure

AeroVironment's analyst price target has shifted from about $404 to roughly $391 as analysts recalibrated their assumptions on revenue growth, profitability and future P/E, while still pointing to the company's product agility and the BlueHalo acquisition as key reasons for their updated view. Analyst Commentary Recent research commentary has focused on how AeroVironment’s product positioning and acquisitions feed into expectations for growth, execution, and valuation around the updated price targets.
내러티브 업데이트 Jan 20

AVAV: BlueHalo Expansion Will Face Execution Risks In Counter UAS And SATCOM

Analysts trimmed their AeroVironment fair value estimate by about $15 to roughly $300 per share, while still highlighting stronger growth assumptions after Piper Sandler initiated coverage with an Overweight rating and a US$391 price target. The target is tied to the company's product agility and the impact of the BlueHalo acquisition on counter UAS and SATCOM exposure.
분석 기사 Jan 10

Why Investors Shouldn't Be Surprised By AeroVironment, Inc.'s (NASDAQ:AVAV) 49% Share Price Surge

Those holding AeroVironment, Inc. ( NASDAQ:AVAV ) shares would be relieved that the share price has rebounded 49% in...
내러티브 업데이트 Jan 05

AVAV: Counter UAS And SATCOM Expansion Will Drive Future Defense Opportunity

Analysts lifted their fair value estimate for AeroVironment to $450 from $335, citing recent Street research that highlights the company’s agility in developing products for rapidly growing segments and the expanded opportunities from the BlueHalo acquisition and the LOCUST counter-UAS laser weapon platform. Analyst Commentary Bullish analysts are framing AeroVironment as a company that is executing on a clear product roadmap in fast growing segments, with recent research focused on its role in counter UAS, SATCOM, and emerging laser weapon systems.
내러티브 업데이트 Dec 16

AVAV Will Pursue Expanded Defense Tech Opportunities From BlueHalo Acquisition

AeroVironment s analyst price target has been raised sharply, with fair value increasing from approximately $191 to about $315 per share. Analysts highlight the company s expanded $75B total addressable market, accelerated growth opportunities from the BlueHalo acquisition, and growing conviction in next generation counter UAS and SATCOM solutions.
내러티브 업데이트 Dec 02

AVAV: Expanding Defense Demand And New Markets Will Drive Long-Term Upside

AeroVironment’s analyst price target has been modestly lowered by approximately $5 to around $404, as analysts cite continued optimism regarding growth prospects and recent product developments, balanced against updated valuation and profitability assumptions. Analyst Commentary Recent analyst reports reflect continued confidence in AeroVironment's long-term growth trajectory, strategic positioning, and expanding market opportunities.
분석 기사 Nov 21

The Price Is Right For AeroVironment, Inc. (NASDAQ:AVAV) Even After Diving 27%

AeroVironment, Inc. ( NASDAQ:AVAV ) shares have retraced a considerable 27% in the last month, reversing a fair amount...
내러티브 업데이트 Nov 18

AVAV: Future Expansion Will Benefit From $75 Billion Market Opportunity

AeroVironment’s analyst price target has been raised from approximately $409 to $409. Analysts point to the company’s significant growth prospects, expanded addressable market, and recent positive developments as supporting factors for their updated outlook.
내러티브 업데이트 Nov 01

AVAV: Expanding Defense Programs And New Contracts Will Shape Future Performance

AeroVironment's analyst price target has increased from $384 to $409, as analysts cite the company's expanding addressable market, accelerated revenue growth expectations, and successful portfolio diversification as key drivers for improved valuation. Analyst Commentary Analysts have weighed in on AeroVironment's recent performance and outlook, revealing both optimism and areas of caution regarding the company's future growth, execution, and valuation prospects.
내러티브 업데이트 Oct 17

Laser Communications And Directed Energy Will Drive Defense Modernization

AeroVironment's analyst price target was recently revised upward from $331.67 to $384.00 per share, as analysts cite expanded total addressable market opportunities, improved revenue growth outlook, and robust product demand, which were highlighted during recent company and industry events. Analyst Commentary Recent analyst activity has reflected growing optimism surrounding AeroVironment's strategic positioning and growth prospects.
내러티브 업데이트 Oct 03

Laser Communications And Directed Energy Will Drive Defense Modernization

AeroVironment’s analyst price target increased from $305.55 to $331.67 per share. Analysts point to a larger addressable market, updated growth forecasts, and expanding opportunities highlighted during recent investor events.
분석 기사 Sep 25

Revenues Tell The Story For AeroVironment, Inc. (NASDAQ:AVAV) As Its Stock Soars 25%

AeroVironment, Inc. ( NASDAQ:AVAV ) shareholders would be excited to see that the share price has had a great month...
내러티브 업데이트 Sep 11

Laser Communications And Directed Energy Will Drive Defense Modernization

AeroVironment’s consensus price target has been raised to $305.55 due to strong positioning amid rising global defense spending, the accretive BlueHalo acquisition, robust backlog, and improved capital structure, reflecting analysts’ confidence in its long-term growth outlook. Analyst Commentary AeroVironment is positioned to capitalize on heightened global defense spending, particularly due to increased demand for unmanned aerial systems (UAS), munitions, and air defense capabilities fueled by geopolitical tensions and the changing nature of warfare.

CEO 보수 분석

Wahid Nawabi의 보수는 AeroVironment의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Apr 30 2026n/an/a

-US$265m

Jan 31 2026n/an/a

-US$224m

Nov 01 2025n/an/a

-US$70m

Aug 02 2025n/an/a

-US$45m

Apr 30 2025US$7mUS$879k

US$44m

Jan 25 2025n/an/a

US$33m

Oct 26 2024n/an/a

US$49m

Jul 27 2024n/an/a

US$59m

Apr 30 2024US$8mUS$838k

US$60m

Jan 27 2024n/an/a

-US$107m

Oct 28 2023n/an/a

-US$121m

Jul 29 2023n/an/a

-US$146m

Apr 30 2023US$5mUS$750k

-US$176m

Jan 28 2023n/an/a

-US$8m

Oct 29 2022n/an/a

-US$8m

Jul 30 2022n/an/a

US$1m

Apr 30 2022US$4mUS$822k

-US$4m

Jan 29 2022n/an/a

-US$500k

Oct 30 2021n/an/a

-US$299k

Jul 31 2021n/an/a

-US$730k

Apr 30 2021US$3mUS$632k

US$23m

Jan 30 2021n/an/a

US$30m

Oct 31 2020n/an/a

US$29m

Aug 01 2020n/an/a

US$34m

Apr 30 2020US$3mUS$607k

US$41m

보상 대 시장: Wahid의 총 보수(USD7.41M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.29M) 수준입니다.

보상과 수익: Wahid의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Wahid Nawabi (57 yo)

10.6yrs
재임 기간
US$7,405,129
보수

Mr. Wahid Nawabi has been the Chief Executive Officer at AeroVironment, Inc. since May 2, 2016 and serves as its President since January 16, 2016 and also serves as its Chairman of the Board since Septembe...


리더십 팀

이름직위재임 기간보수지분
Wahid Nawabi
Chairman of the Board10.6yrsUS$7.41m0.32%
$ 27.3m
Melissa Brown
Executive VP11.3yrsUS$1.62m0.052%
$ 4.4m
Trace Stevenson
President of Autonomous Systems3.3yrsUS$1.43m0.019%
$ 1.7m
Sean Woodward
Executive VP & CFOless than a year데이터 없음0.012%
$ 980.4k
Robert Smith
Executive VP & COOless than a year데이터 없음0.0076%
$ 641.4k
Brian Shackley
Senior VP & Chief Accounting Officer4.9yrsUS$550.84k0.016%
$ 1.4m
Scott Bowman
CTO & Senior VP of Global Engineering1.6yrs데이터 없음데이터 없음
Aniket Majumder
Senior VP & Chief Information Officerless than a year데이터 없음데이터 없음
Denise Pacioni
Director of Investor Relationsno data데이터 없음데이터 없음
Jonah Teeter-Balin
Senior Director of Corporate Development & Investor Relationsno data데이터 없음데이터 없음
Archana Nirwan
Executive VP & Chief People Officer1.9yrs데이터 없음데이터 없음
Jeff Rodrian
Senior Vice President of MacCready Works3.3yrs데이터 없음데이터 없음
2.6yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: AVAV의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Wahid Nawabi
Chairman of the Board10.3yrsUS$7.41m0.32%
$ 27.3m
Stephen Page
Independent Director13.3yrsUS$239.86k0.10%
$ 8.7m
Edward Muller
Lead Independent Director13.6yrsUS$266.86k0.10%
$ 8.8m
William Lynn
Independent Directorless than a year데이터 없음0.0018%
$ 150.0k
Charles Burbage
Independent Director13.6yrsUS$239.86k0.10%
$ 8.7m
Cindy Lewis
Independent Director5yrsUS$247.36k0.015%
$ 1.3m
Mary Long
Independent Director3yrsUS$232.86k0.0084%
$ 709.2k
Philip Davidson
Independent Director3.2yrsUS$236.86k0.0086%
$ 732.1k
Joseph Votel
Independent Director2.8yrsUS$226.86k0.0083%
$ 704.1k
5.0yrs
평균 재임 기간
68yo
평균 나이

경험이 풍부한 이사회: AVAV의 이사회경험이 있음으로 간주됩니다(평균 재임 5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/06 23:54
종가2026/08/06 00:00
수익2026/04/30
연간 수익2026/04/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

AeroVironment, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter ArmentBaird
Yi Hsiao MillwardBenchmark Company
Christopher RiegerBerenberg