AeroVironment, Inc.

AVAVsupplier

AeroVironment is the leading U.S. manufacturer of small unmanned aircraft systems and loitering munitions. Its Switchblade drones gained global prominence in the Ukraine conflict, demonstrating the transformative impact of affordable precision-strike drones on modern warfare. The company dominates the small UAS market for U.S. and allied ground forces.

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製品と売上

製品別売上シェア

売上内訳 ($0.7B)

静的データ（リアルタイム財務ロード中…）

Loitering Munition Systems (40%)

Small UAS (35%)

Medium UAS & Other (25%)

セグメント構成と主要顧客

製品詳細

Switchblade Loitering Munitions40%

Switchblade 300 and 600 man-portable kamikaze drones

Small UAS (Puma, Raven)35%

Hand-launched tactical reconnaissance drones for infantry

JUMP 20 / Medium UAS25%

Group 3 VTOL fixed-wing drones for persistent ISR

サプライチェーン関係

パートナー

Lockheed Martin Corporation

Integrated UAS for larger weapon systems

影響: Systems integration partner

L3Harris Technologies

ISR payload integration

影響: Sensor payload partnership

競合他社

Northrop Grumman Corporation

Tactical drone systems

影響: Competing in military UAS

マクロ・市場概況

방산セクターニュース

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

次の主要イベント

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

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企業情報

本社所在地

Arlington, Virginia, USA

設立

1971

従業員数

4,000+

ウェブサイト

avinc.com

セクター概況 — 방산

セクターニュース