AVAV
You’ve read what changed. Here’s whether the market is confirming it.
Market read
AVAV accounts for 10.5% of the group's measured movement across 7.5 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
BKSY, KRMN, LUNR moved materially before AVAV. AVAV crossed its material path threshold at 14:20 ET. FLY, KTOS, HII followed.
6 of 16 members in Aerospace & Defense are active. 0 of 8 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Research brief
AVAV accounts for 10.5% of the group's measured movement across 7.5 effective names. raw member direction is mixed; 6 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“As the Company’s repayment of indebtedness using the proceeds of the common stock issuance and Notes issuance was not directly attributable to the acquisition, the related reduction in interest expense is not reflected in this unaudited pro forma combined fin…”10-Q · Sep 10, 2026 ↗
“Our backlog is typically subject to large variations from quarter to quarter as existing contracts expire or are renewed or new contracts are awarded.”10-Q · Sep 10, 2026 ↗
“The decrease in SG&A expense was primarily due to a decrease of $17.4 million of intangible amortization expense and a decrease of $22.5 million in acquisition related expenses resulting from the prior year acquisition of BlueHalo, partially offset by an incr…”10-Q · Sep 10, 2026 ↗
“The decrease in cash provided by operating activities was partially offset by an increase in non-cash expenses of $10.9 million, primarily due to a goodwill impairment of $18.4 million in the fiscal year ended April 30, 2025, an increase in stock-based compen…”10-K · Jun 29, 2026 ↗
Valuation discipline
Price/sales 3.5× · EV/sales 3.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 13:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for AVAV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for AVAV. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Further, we have many U.S.”
“Competitors in the C-UAS and Electronic Warfare markets include Anduril Industries, Inc., The Boeing Company, Lockheed Martin Corporation, RTX Corporation, DroneShield Limited, SRC Inc., Polaris, Inc., CACI International Inc., Northrop Grumman Corporation, L3…”
Depended on by
“Our batteries and their performance specifications have been tested and validated for application by various customers, including our longtime partners such as AALTO Airbus, AeroVironment, BAE Systems, Kraus Hamdani Aerospace, Nokia Drone Networks, Nordic Win…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 28 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
AVAV is currently a Participant in the organic co-movement group Aerospace & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.