AeroVironment

The Jacksonville Jaguars used the Sentrycs system from Ondas’s subsidiary for drone defense at EverBank Stadium for the first time, making Ondas more visible in the stadium market. Ondas reported strong revenue jumps and a significantly increased backlog, but remains operationally loss-making. AeroVironment competes in the larger military and border‑protection business with a funded backlog of $1.5 billion; the stock most recently traded around $152, well below the 52‑week high. AeroVironment’s management confirmed the full‑year outlook, allowing investors to speculatively bet on a price recovery. » Más en deraktionaer.de

AeroVironment has deployed Nominal’s data platform to manage capture, cross-team review and traceability of test and production data in development and manufacturing. The system links engineering tests with final inspections and is intended to support ramp-up of production for unmanned flight systems, loitering munitions and counter‑UAS systems. Nominal provides real-time measurement, browser-based storage and a shared data foundation from R&D to series production to ensure data integrity and scalability. » Más en de.investing.com

AeroVironment beat revenue and adjusted EBITDA forecasts in the first fiscal quarter and reconfirmed its targets for fiscal 2027; the stock rose about 10% on the news. Revenue visibility for 2027 stands at 86%; funded backlog totals $1.5 billion and book-to-bill is 1.4/1.5. The company cites high-energy weapons, drone defense (counter-UAS) and international growth as the main drivers; the integration of BlueHalo is proceeding faster than planned and has already delivered substantial cost synergies. AeroVironment is targeting a CAGR of 15–20% through 2030 (revenue $3.5–4.0 billion) and an adjusted EBITDA margin of 18–20%. » Más en de.investing.com