AEVEX CORP. O.N.

AEVEX has completed the acquisition of BlackSea Technologies; BlackSea will continue as the Maritime Systems business unit under CEO Bob Pudney. The acquisition adds unmanned surface and underwater vehicles to AEVEX’s portfolio and integrates BlackSea’s systems into the autonomy software CompassX. BlackSea brings more than 350 delivered surface vessels, about 25,000 operating hours, and a production capacity of roughly 40 vehicles per month. AEVEX emphasizes its cross-industry focus and intends to strengthen capability delivery across air and maritime domains. » Altro su de.investing.com

AEVEX is expanding its manufacturing site in Tampa, Florida, to more than double production capacity next year and to support serial production, additive manufacturing and operations of unmanned surface vessels. The company also secured office space in Arlington, Virginia, as a hub for collaboration with U.S. government customers and defense partners. The moves are intended to boost throughput, personnel resources and proximity to customers to meet growing demand for autonomous systems and rapid deliveries. » Altro su de.investing.com

Aevex shares fell about 3.9% to $16.23 after Piper Sandler issued a neutral rating with a $20 price target. Analysts warned of a “program cliff” after fiscal 2026, since the Phoenix Ghost and EUCOM Deep Strike programs account for over 90% of systems delivered or committed through 2026 and would lapse without extension. Aevex meanwhile announced a partnership with Divergent Technologies to develop autonomous unmanned platforms, but markets view this as a longer-term catalyst that does not offset the short-term revenue shortfall risk. » Altro su de.investing.com