Aerospace & Defense
AeroVironment
30-Second Executive Brief
Executive Assessment
AeroVironment functions as an established institution within Aerospace & Defense, backed by 55% sourcing coverage, with a stable competitive position.
- Maintains 2 mapped relationships across the graph
- 55% sourcing coverage across sourced relationships
- Tracked as established institution within the Aerospace & Defense category
Executive Snapshot
- Strategic Role
- Established Institution
- Sourcing Coverage
- 55%
- Ecosystem Influence
- High
- Strategic Momentum
- Insufficient Data
View Methodology →
Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.
Coverage
- Mapped Relationships
- 2
- Technology Domains
- 4
Strategic Implications
- Central node connecting multiple strategic ecosystems
- Directly influences technology and capital flows
- Material relevance to downstream dependency mapping
Top Opportunities
Top Risks
Critical Dependencies
AeroVironment is a US defense drone maker best known for its Switchblade family of loitering munitions (300, 400, 500, 600 variants), alongside unmanned aircraft systems, counter-drone, space and directed-energy, and cyber/mission solutions. The company outlined plans to roughly double revenue to $3.5-4 billion by fiscal 2030 from nearly $2 billion in fiscal 2026, driven by surging defense drone demand; the US Army awarded AeroVironment a $186 million contract for Switchblade 600 and 300 loitering munitions, and the company is expanding Switchblade production capacity in Salt Lake City.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Federal contract disclosures
Department of Defense — $406,452,759: FY20-22 SWITCHBLADE HARDWARE PRODUCTION
USAspending.gov · Apr 30, 2020
Department of Defense — $323,054,027: UKRAINE RQ-20B ALL ENVIRONMENT (AE) 3 AND LONG ENDURANCE (LE) PUMA UNMANNED AIRCRAFT SYSTEMS (UAS) ACCESSORIES AND SERVICES IN SUPPORT OF
USAspending.gov · Nov 9, 2022
Department of Defense — $254,534,516: LOW ALTITUDE STALKING AND STRIKE ORDNANCE SCD IS A
USAspending.gov · Jan 2, 2026
Department of Defense — $218,119,135: LOITERED MUNITIONS, SWITCHBLADE 300 AND 600 ALL UP ROUNDS
USAspending.gov · Jan 18, 2025
Department of Defense — $128,018,636: DELIVERY ORDER TO PURCHASE ALL UP ROUNDS, FIRE CONTROL SYSTEMS AND SMART BATTERY CHARGERS
USAspending.gov · Aug 30, 2024
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources
- Yahoo Finance — AeroVironment Plots Revenue Doubling to $4 Billion on Defense Drone Demandnews
- The Defense Post — US Army Orders More Switchblade Kamikaze Drones From AeroVironmentnews
Latest Activity
Insider Filing Activity
Direction/size reflects a sample of the most recent filings, not every Form 4 in the window · sourced from SEC EDGAR · as of Sep 7, 2026
Acquisition & Investment Fit
AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.
Relationship Map
The relationships surrounding AeroVironment — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
AeroVironment's revenue-doubling plan leans on diversification beyond Switchblade to be credible
32% confidenceAeroVironment aims to roughly double revenue to $3.5-4 billion by fiscal 2030 from nearly $2 billion in fiscal 2026, with growth planned across Switchblade production expansion plus new space, directed-energy, and cyber/mission solutions segments rather than loitering munitions alone.
This is InsightNodes' own interpretive read: a revenue target built entirely on Switchblade demand would be highly exposed to shifts in active-conflict intensity and US Army procurement cycles, so the inclusion of space, directed-energy, and cyber/mission solutions as named growth pillars suggests management is aware of this concentration risk and is deliberately building alternative revenue lines -- the credibility of the fiscal 2030 target likely depends more on how quickly these newer segments scale than on Switchblade alone, which is already well understood by the market.
InsightNodes analysis of AeroVironment revenue-doubling plan · Aug 14, 2026
AeroVironment's Timeline
A sourced, dated history of AeroVironment's key moments — founding to present.
Feb 2026 · US Army awards $186 million Switchblade contract
The US Army awarded AeroVironment a $186 million contract to supply Switchblade 600 and Switchblade 300 loitering munitions, part of a broader expansion of Switchblade production capacity.