AeroVironment: This Drone Maker Disappoints, But Counter-Drone Demand Is Surging Summary AeroVironment faces a setback with the SCAR contract termination, impacting credibility and removing $1.4B from its unfunded backlog. Despite Q3 revenue and EPS misses, AVAV's core counter-drone and directed energy solutions remain promising, with strengthening demand in key segments. Guidance for FY26 is reduced: revenue down $50–100M, EBITDA down $35M, and EPS now $2.75–$3.10, reflecting SCAR and government shutdown impacts. I maintain a buy rating on AVAV with a $305.44 price target, seeing 47% upside as margins and free cash flow are expected to recover post-2026. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » AeroVironment (AVAV) has lost 6% following the earnings report in which the termination of the SCAR contract was announced. I believe that in the non-kinetic counter-drone segment, AeroVironment has one of the most promising solutions. However, we note More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written by Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

AeroVironment: This Drone Maker Disappoints, But Counter-Drone Demand Is Surging #AeroVironment #Drones #CounterDrone #AviationTechnology #DroneIndustry

Modern wars demand drone dominance: Pentagon - Yes Punjab News Pentagon urges rapid US drone production as Ukraine war shows cheap drones reshaping modern warfare.

Modern wars demand drone dominance: Pentagon yespunjab.com?p=224753

#Pentagon #DroneWarfare #UkraineWar #USMilitary #AutonomousSystems #DefenseNews #ChinaTech #ModernWarfare #UAS #MilitaryInnovation #NationalSecurity #DroneIndustry #SenateHearing #WarTechnology #Geopolitics

DJI, the China-based drone manufacturer, has filed a petition with the US Court of Appeals for the Ninth Circuit to challenge an FCC ruling issued in December 2025.

#DJI #USChina #DroneIndustry #TechRegulation #FCC

Parrot: The Stock Lacks Drone Appeal (OTCMKTS:PAOTF) Parrot faces intense competition, limited product differentiation, and lacks exposure to higher-value or counter-drone segments. Read why PAOTF stock is a Hold.

Parrot: The Stock Lacks Drone Appeal (Rating Downgrade) #Parrot #Stocks #Investing #DroneIndustry #StockMarket

FCC Expands Drone Ban to All Foreign-Made UAS, Writes DJI Action Cameras Off U.S. Market The FCC has added all foreign-made drones and UAS components to its Covered List, effectively banning new DJI, Autel, and other foreign drones, (as well as DJI action cameras, and gimbals) in the US.

The FCC has expanded its ban to include all foreign-made drones and UAS components, blocking new DJI, Autel, and related tech from future US sales. Existing devices remain legal — for now. buff.ly/b1WGMyw #FCC #DJIBan #UAS #DroneIndustry”

Glorious DJI Faces US Ban As Government Delays Audit DJI risks a US ban as the government delays its mandated audit, threatening the future of DJI drones in the American market.

DJI Faces US Ban as Government Delays Audit #DJI #DroneIndustry #USBan #TechnologyNews
www.squaredtech.co/dji-us-ban-g...

Excited to be at the DroneX Tradeshow & Conference today.

A great chance to catch up with familiar faces, meet new clients, and see the latest innovations shaping the drone industry.

See you there! 👋

#DroneX #DroneConference #DroneIndustry #UAV #Dronedesk

Pentagon can call DJI a Chinese Military Company, court rules

A US court rules the Pentagon can label DJI a 'Chinese Military Company,' citing ties to the Chinese government.

This comes as DJI faces an import ban and struggles in the US market.

An appeal may be on the horizon.

#DJI #USCourt #DroneIndustry

Ascent AeroSystems Names Paul Fermo as President

Ascent AeroSystems appoints Paul Fermo as president, effective Oct 1, 2025, as cofounder Peter Fuchs retires.

Fermo, a former Navy aviator, aims to lead the company through a pivotal growth phase in the booming drone industry.

#DroneIndustry #LeadershipChange

Build a Smarter Drone Program with the Right Tech Stack & Service Model | Commercial UAV News

New Report: Choosing the Right Tech & Service Model for Your Drone Ops

From tech stacks to drone-as-a-service (DaaS), get the insights project managers need to build smarter UAV programs.

Download: bit.ly/48eYaFb #UAV #DroneIndustry

DJI Drone Ban Looms in U.S. 👀

Congress may ban sales of DJI drones in the US, wiping out 75% of the drone market.

This could trigger a 6x surge in drone prices. DJI industrial mapping drone costs $6,500, while a U.S. alternative can run up to $35,000

#drones #dji #droneindustry #dronesforgood

Uniting Perspectives: How Part 108 Can Serve the Entire Drone Industry

The FAA's Part 108 NPRM is dividing the drone industry into two camps: one pushing for automation and scalability, the other focused on local operations.

As regulations evolve, the future of drone jobs and safety hangs in the balance.

#DroneIndustry #Part108 #Aviation

Navigating the Future of the Drone Industry: Autonomy, AI, and Workforce Transformation

At the Commercial UAV Expo in Las Vegas, leaders discussed how AI and autonomy are reshaping drone operations.

The focus is shifting from piloting to data management, emphasizing collaboration and workforce training for future success.

#DroneIndustry #AI #Innovation

A proposed ban on DJI drones could severely impact the drone industry and Michigan growers who rely on these tools for agriculture.

The move raises concerns about innovation and economic growth in the sector.

#DroneIndustry #Agriculture #DJI

Red Cat Holdings: $160 Million Per Year Upside From A Possible DJI Ban Next Year

Red Cat Holdings could see a $160M annual boost if DJI faces a US ban.

With a potential 10% market share of a $1.6B industry, the future looks bright.

A new civilian Black Widow drone is also on the horizon, ramping up production to 1,000/month.

#RedCatHoldings #DJI #DroneIndustry

Veterans Bring Mission Mindset to the Drone Industry

Veterans are transforming the drone industry with their mission-driven skills.

From inspections to emergency response, their discipline and tech-savvy approach are reshaping the skies.

The future of drones is in capable hands!

#DroneIndustry #Veterans

#DroneIndustry #Veterans

Only 11 days until Commercial UAV Expo!

This week’s Exhibitor Roundup highlights the innovative companies you’ll meet in Las Vegas.
View the full Exhibitor list here: bit.ly/4mVvqWa

Register now: bit.ly/4oEZPJY

#Expouav #CommercialUAV #DroneIndustry

The Potential Impact of U.S. Tariffs on the Indian Drone Industry

The U.S.

plans to raise tariffs on Indian goods to 50%, jeopardizing India's growing drone industry.

Exemptions for other sectors leave drone firms facing steep costs, complicating their entry into the U.S.

market amid rising competition.

#DroneIndustry #USTariffs

This week’s #Expouav Exhibitor Roundup is here!
Meet the newest companies bringing cutting-edge drone tech & services to Las Vegas this Sept 2–4.
Register now: xpressreg.net/register/uav...
#UAV #DroneIndustry #DroneTechnology

ePropelled and USA Rare Earth Partner to Secure U.S. Magnet Supply for Uncrewed Systems

ePropelled partners with USA Rare Earth to enhance the U.S.

supply chain for rare earth magnets crucial for next-gen drones and defense systems.

This collaboration aims to secure high-performance materials for uncrewed vehicles.

#DroneIndustry #RareEarth

FAA Publishes BVLOS NPRM: A Watershed Moment for the Drone Industry

The FAA has unveiled a pivotal NPRM for Beyond Visual Line of Sight (BVLOS) drone operations, aiming to provide regulatory clarity and enable routine flights.

This move is expected to unlock economic opportunities and enhance safety in U.S.

airspace.

#DroneIndustry #BVLOS

Destinus Acquires Daedalean to Advance AI Flight Systems

Destinus Group BV has announced its acquisition of Zurich-based Daedalean AG for approximately $225 million.

This move enhances Destinus' capabilities in the defense and civil drone sectors, aligning with the growing investment in AI-driven autonomy.

#DroneIndustry #AI #Aviation

From the Other Side: A Small Business Owner on the Potential Impacts of a Ban on Chinese Drones

A ban on Chinese drones could severely impact small businesses that rely on them for essential services like agriculture, inspections, and AI data collection.

Without affordable alternatives, operations may stall, leading to economic fallout.

#DroneIndustry

America’s Drone Ecosystem at a Crossroads: The Dual Approach to Boosting Domestic Industry and Addressing Chinese Platforms

The U.S.

is taking decisive action to strengthen its drone industry while reducing reliance on Chinese platforms.

A mix of regulatory measures and incentives aims to foster domestic manufacturing, ensuring national security and innovation.

#DroneIndustry #NationalSecurity

Liberaware's IBIS Global Week 2025: A Leap Towards Global Markets Liberaware hosted IBIS Global Week 2025, uniting global partners to strategize for international expansion and innovation in drone technology.

Liberaware's IBIS Global Week 2025: A Leap Towards Global Markets #Japan #Chiba #Liberaware #Korea #DroneIndustry

WingXpand Secures New Defense Contracts and Expands Smart Plane Production

WingXpand, a St.

Louis drone manufacturer, secures new contracts with U.S.

Special Operations, Army, and Navy, expanding its production of American-built drones.

The company aims to reduce reliance on foreign tech and enhance domestic capabilities.

#DroneIndustry #Defense

India’s Garuda Aerospace Receives Export License, Expands into U.S., Australia, and Middle East

Garuda Aerospace, backed by MS Dhoni, has secured an export license to expand into the U.S., Australia, and Middle East markets.

The focus will be on agricultural and security drones, aligning with India's 'Make in India' initiative.

#DroneIndustry #GlobalExpansion

DJI’s Next New Product is… a Vacuum?

DJI, facing regulatory challenges in the U.S.

drone market, is diversifying into home electronics with its new robot vacuum, Romo.

This shift highlights the company's adaptation to market pressures and its technological expertise.

#DJI #HomeElectronics #DroneIndustry

Avinox decoupling from DJI name as 16 brands now specifying

Avinox is officially distancing itself from the DJI brand, joining 15 other companies in the move to establish their own identities.

This shift marks a significant change in the drone industry landscape.

#AviationNews #DroneIndustry