Monitor for additional task orders or follow-on contracts under this award, as well as any updates to FY2027 guidance that may incorporate this revenue. The contract supports the company's counter-UAS growth narrative.
Price Chart
Executive Summary
AeroVironment received an $80.6M Department of Defense contract for counter-UAS and force protection systems, representing ~3.1% of annualized revenue. The award follows a strong Q4 earnings report with revenue of $641.6M and FY2027 guidance of $2.125B-$2.225B, reinforcing the company's position in defense technology.
Key Financial Metrics
Key Facts
- Award amount: $80,564,538
- Awarding agency: Department of Defense
- Contract for operational utility of systems for force protection, base defense, and counter-UAS operations
- Award date: 2026-07-02
- Period of performance starts: 2026-07-02
- Company annualized revenue: $2,566,464,000 (based on Q1 FY2026 quarterly revenue of $641,616,000)
- Award represents approximately 3.1% of annualized revenue
Financial Impact
$80.6 million contract award, approximately 3.1% of annualized revenue
Risk Factors
- Government contracts are subject to funding availability and potential budget cuts or continuing resolutions
- Execution risk on delivery and performance milestones
- Contract may be competed or modified in the future
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-W912CH26FA117 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 10d ago | 144 | $121.79 $123.25 | ▲ +1.20% | ▲ +1.63% | $123.99 (+1.81%) |
Aug 22, 2026 9w ago | Institutional Cluster | $148.20 $148.35 | ▲ +0.10% | ▼ −0.37% | $123.99 (−16.34%) |
Aug 7, 2026 11w ago | 8-K | $186.73 $192.81 | ▲ +3.26% | ▲ +2.86% | $123.99 (−33.60%) |
Jul 29, 2026 12w ago | 8-K | $142.12 $168.06 | ▲ +18.25% | ▲ +12.72% | $123.99 (−12.76%) |
Jul 2, 2026 16w ago | GOVT-CONTRACT | $176.84 $141.80 | ▼ −19.81% | ▼ −19.53% | $123.99 (−29.89%) |
Jun 29, 2026 16w ago | 8-K | $165.07 $176.84 | ▲ +7.13% | ▲ +6.53% | $123.99 (−24.89%) |
Jun 22, 2026 18w ago | 10-Q/A | $151.33 $139.00 | ▲ +8.15% | ▲ +7.69% | $123.99 (+18.07%) |
Jun 22, 2026 18w ago | 8-K | $151.33 $137.95 | ▲ +8.84% | ▲ +6.77% | $123.99 (+18.07%) |
Jun 11, 2026 19w ago | Institutional Cluster | $183.69 $167.11 | ▼ −9.03% | ▼ −9.46% | $123.99 (−32.50%) |
Apr 15, 2026 27w ago | 144 | $201.99 $201.91 | ▼ −0.04% | ▼ −1.02% | $123.99 (−38.62%) |
US Market Status
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