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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产品与营收

产品营收占比

营收构成 ($0.7B)

静态数据（加载实时财务…）

Loitering Munition Systems (40%)

Small UAS (35%)

Medium UAS & Other (25%)

业务板块构成与主要客户

产品详情

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

供应链关系

合作伙伴

Lockheed Martin Corporation

Integrated UAS for larger weapon systems

影响: Systems integration partner

L3Harris Technologies

ISR payload integration

影响: Sensor payload partnership

竞争对手

Northrop Grumman Corporation

Tactical drone systems

影响: Competing in military UAS

宏观与市场背景

방산行业新闻

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

近期催化剂

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

AI 分析

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企业信息

总部

Arlington, Virginia, USA

成立时间

1971

员工人数

4,000+

官网

avinc.com

行业概况 — 방산

行业新闻