AVAVAeroVironment

$146.89

Is the business good?

How good a business is AVAV?

AeroVironment earns −5.5% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

−5.5%

Return on invested capital · cost of capital 9.0% · 14 points below what the capital costs: growth destroys value

Operating margin
−16%

Operating margin · Aerospace & Defense median 9.6% · 12 months to Q4 2026

R&D as % of revenue
6.5%

R&D as % of revenue

Gross margin
25%

Gross margin

Operating margin by fiscal year
YearOperating margin
FY202111%
FY2022−2.2%
FY2023−33%
FY202410%
FY20255.0%
FY2026−16%
Details
Gross margin12 months to Q4 2026
25%
Operating margin12 months to Q4 2026
−16%
Net margin12 months to Q4 2026
−13%
Free cash flow margin
−7.1%
R&D as % of revenue
6.5%
Revenue, trailing twelve months
$1.98B
Free cash flow, trailing twelve months
−$141M
Net income, trailing twelve months
−$265M
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
−5.5%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.