Public companies › AVAV

AeroVironment AVAV · NASDAQ

Government aviation-parts contract record, attributed to 2 vendor units (CAGE codes) owned by AeroVironment. Data only; not investment advice.

$225.2M

obligated, last 52 weeks

+191%

vs prior 52 ($77.5M)

56

contract actions, 52 weeks

—

obligated, last 90 days

Outlook, next month

— No lean

Weeks like this one (3221 cases) have not been followed by a consistent move either way: +0.8% versus the sector, ahead 51% of the time. Historical tendency of similar weeks, not a forecast and not advice.

Flow Score

week of 2026-09-21 · same for every reader · method and track record

Contract flow this week: normal · last month: flat · FAA directives: none

In mid-caps, weeks like this (3221 cases since 2012) were followed by +0.8% excess return over the next 20 trading days versus the aerospace ETF, ahead 51% of the time; ordinary weeks +0.4%.

A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.

Our current read

frozen September 23 · scored after 20 trading days (about October 21)

51% chance AeroVironment beats the aerospace sector over the next 20 trading days; expected excess move +0.8%. In words: about as likely as not to beat the sector.

Based on 3,217 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.

Our record on AVAV: no scored calls yet; the first score lands about four weeks after the first read.

A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.

How to read this, in plain terms

The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.

Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.

Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.

What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.

The weeks behind this outlook (3221 comparable weeks; the 40 most recent shown)

Every week since 2012 in which a company of this size had contract flow in the same state as AeroVironment has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.

Week ofCompanyContract flow that weekvs. its normalNext month
2026-08-17Curtiss-Wright—about normaltrailed by 2.3%
2026-08-17Moog—about normalbeat by 9.6%
2026-08-17AeroVironment—about normalbeat by 17.8%
2026-08-17Mercury Systems—about normalbeat by 2.6%
2026-08-17SAIC—about normalbeat by 13.7%
2026-08-17Woodward—about normalbeat by 4.1%
2026-08-17Ducommun—about normalbeat by 4.1%
2026-08-17Kratos—about normaltrailed by 1.3%
2026-08-17Elbit Systems—about normalbeat by 12.3%
2026-08-10Woodward—about normalbeat by 1.9%
2026-08-10AeroVironment—about normalbeat by 7.6%
2026-08-10SAIC—about normalbeat by 16.8%
2026-08-10Curtiss-Wright—about normaltrailed by 2.7%
2026-08-10Moog—about normaltrailed by 0.5%
2026-08-10Kratos—about normaltrailed by 8.3%
2026-08-10Mercury Systems—about normaltrailed by 1.9%
2026-08-10Ducommun—about normaltrailed by 3.8%
2026-08-10VSE Corporation—about normaltrailed by 11.0%
2026-08-10Elbit Systems—about normalbeat by 12.5%
2026-08-03VSE Corporation—about normaltrailed by 7.4%
2026-08-03Kratos—about normaltrailed by 13.2%
2026-08-03Ducommun—about normaltrailed by 3.8%
2026-08-03AeroVironment—about normaltrailed by 10.9%
2026-08-03Woodward—about normalbeat by 5.1%
2026-08-03SAIC—about normalbeat by 15.2%
2026-08-03Mercury Systems—about normaltrailed by 14.7%
2026-08-03Moog—about normaltrailed by 1.2%
2026-08-03Curtiss-Wright—about normaltrailed by 9.4%
2026-08-03Elbit Systems—about normalbeat by 6.1%
2026-07-27AeroVironment—about normaltrailed by 2.0%
2026-07-27Mercury Systems—about normaltrailed by 11.7%
2026-07-27Moog—about normalbeat by 0.9%
2026-07-27VSE Corporation—about normalbeat by 2.6%
2026-07-27Kratos—about normaltrailed by 2.2%
2026-07-27Ducommun—about normaltrailed by 2.2%
2026-07-27Elbit Systems—about normaltrailed by 6.5%
2026-07-27Curtiss-Wright—about normaltrailed by 13.5%
2026-07-27SAIC—about normalbeat by 17.2%
2026-07-27Woodward—about normalbeat by 1.4%
2026-07-20Curtiss-Wright—about normaltrailed by 8.9%

AeroVironment itself, in this state before: 267 weeks, beat the sector 48% of the time, +0.6% on average.

One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.

Did big contract weeks lead anywhere? The last two years

Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).

Blue line: how much government contract money the company won that week, compared with its own usual week. Dots are the weeks that counted as unusually strong.
Green bar: in the month after that week, the stock did better than the aerospace sector.
Red bar: it did worse. Grey: that month is not over yet.

What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.

Weekly obligations, this year against last

FPDS aviation-parts actions, all agencies, by signing week.

Units that win

What they win, by supply class

  • 1550 UNMANNED AIRCRAFT$225.2M · 56

Latest contract actions

Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.

SignedAgencyItemNSNUnitObligatedRecord
2026-06-10DEPT OF DEFENSEIN ACCORDANCE WITH THE DIRECTIVES ESTABLISHED IN THE DEPARTMENT OF WAR MEMORANDUM DATED 10 JULY 2025, IN SUPPORT OF EXEC—60107$0FPDS →
2026-06-10DEPT OF DEFENSEIAW THE DIRECTIVES ESTABLISHED IN THE DEPARTMENT OF WAR MEMORANDUM DATED 10 JULY 2025, IN SUPPORT OF EXECUTIVE ORDER 143—60107$0FPDS →
2026-06-09DEPT OF DEFENSEADMINISTRATIVE MODIFICATION—60107$0FPDS →
2026-06-04DEPT OF DEFENSEHURRICANE AND TRAINING ASSETS—60107$0FPDS →
2026-06-03DEPT OF DEFENSEAWARD IN SUPPORT OF TUAS BATTALION RECONNAISSANCE UAV REQUIREMENT.—60107$117.3MFPDS →
2026-06-02DEPT OF DEFENSEMODIFICATION IAW FAR 52.212-4(1), DE-OBLIGATING FUNDING.—60107—FPDS →
2026-05-19DEPT OF DEFENSEMODIFICATION TO CHANGE SHIP-TO INFORMATION FOR HARDWARE SHIPMENTS—60107$0FPDS →
2026-05-12DEPT OF DEFENSEPERIOD OF PERFORMANCE CHANGE FROM 27 FEB 2026 TO 31 AUG 2028 ON CLIN 0016AB.—60107$0FPDS →
2026-05-07DEPT OF DEFENSEHURRICANE AND TRAINING ASSETS—60107$0FPDS →
2026-05-04DEPT OF DEFENSEPUMAS, RAVENS AND SPARES IN SUPPORT OF MACEDONIA.—60107$0FPDS →
2026-04-29DEPT OF DEFENSEACC/A3J-MIPR-TACP ACC HURRICANE ORDER—60107$4.5MFPDS →
2026-04-29DEPT OF DEFENSEIN ACCORDANCE WITH THE DIRECTIVES ESTABLISHED IN DEPT OF WAR MEMORANDUM DATE 10 JULY 2025, IN SUPPORT OF EXECUTIVE ORDER—60107$158KFPDS →
2026-04-29DEPT OF DEFENSEMICRONESIA PURCHASE OF PUMA PLUS SPARES AND TRAINING—60107$0FPDS →
2026-04-28DEPT OF DEFENSEPUMA AIRCRAFT IN SUPPORT OF TUNISIA.—60107$0FPDS →
2026-04-27DEPT OF DEFENSEFMS MODIFICATION REQUIREMENT SUPPORTING THE COUNTRY OF EGYPT.—60107$4KFPDS →
2026-04-17DEPT OF DEFENSEADDITIONAL SPARE PARTS FOR PUMA AE SUPPORTING UKRAINE—60107$0FPDS →
2026-04-17DEPT OF DEFENSEADDITIONAL PARTS.—60107$0FPDS →
2026-04-16DEPT OF DEFENSEFMS REQUIREMENT SUPPORTING THE COUNTRY OF KOSOVO.—914V0$189KFPDS →
2026-04-16DEPT OF DEFENSESUAS HURRICANE DRONES—60107$0FPDS →
2026-04-02DEPT OF DEFENSEDRONES IN SUPPORT OF EGYPT—60107$999KFPDS →

FAA Airworthiness Directives naming their products, 12 months

None in the last 12 months, or this company does not hold a type certificate.

In the news

No headlines in our feeds in the last 60 days.

Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.

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