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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產品與營收

產品營收佔比

營收結構 ($0.7B)

靜態數據（加載即時財務…）

Loitering Munition Systems (40%)

Small UAS (35%)

Medium UAS & Other (25%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Lockheed Martin Corporation

Integrated UAS for larger weapon systems

影響: Systems integration partner

L3Harris Technologies

ISR payload integration

影響: Sensor payload partnership

競爭對手

Northrop Grumman Corporation

Tactical drone systems

影響: Competing in military UAS

宏觀與市場背景

방산行業新聞

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

近期催化劑

◆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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企業資訊

總部

Arlington, Virginia, USA

成立時間

1971

員工人數

4,000+

官網

avinc.com

行業概況 — 방산

行業新聞