NasdaqGS:AVAVAerospace & Defense
Does AeroVironment’s Goodwill Impairment and Guidance Cut Recast the Bull Case for AVAV?
In March 2026, AeroVironment reported a sharp year-on-year revenue increase to US$408.05 million for its fiscal third quarter but booked a US$156.55 million net loss driven largely by a US$151.31 million goodwill impairment in its Space unit, while issuing full-year guidance that now calls for US$1.85 billion to US$1.95 billion in revenue and a net loss of US$201 million to US$218 million.
At the same time, the company highlighted a record funded backlog and fresh U.S. Army awards alongside...