AeroVironment, Inc.
AVAV · Industrials
$144.17
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KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound?
Kratos Defense (KTOS) has underperformed the aerospace-defense industry by 37% year-to-date despite securing major defense contracts worth $55+ million and projecting strong EPS growth of 50.91% and 37.06% for 2026-2027. However, supply-chain disruptions, a low 4.54% ROE, and recent stock weakness suggest new investors should wait for better entry points, though current holders may continue holding given strong earnings momentum.
AeroVironment (AVAV) Sees a More Significant Dip Than Broader Market: Some Facts to Know
AeroVironment (AVAV) declined 2.82% on September 1, 2026, underperforming the S&P 500's 0.71% loss. The unmanned aircraft maker has dropped 6.8% over the past month. Upcoming earnings on September 9 are expected to show flat EPS of $0.32 but 4.38% revenue growth. The stock trades at a premium valuation with a Forward P/E of 45.69 versus the industry average of 35.67, and holds a Zacks Rank #3 (Hold) rating.
Iran Tensions Highlight Defense Supply Gaps Poised to Lift 2 Stocks
Rising tensions around Iran and disruptions in shipping lanes are exposing critical defense supply shortages in munitions, sensors, and drones. AeroVironment and L3Harris Technologies are positioned to benefit from increased demand for loitering munitions, missiles, and battlefield communications systems, with strong backlogs and government contracts. However, execution risks, political cycles, and budget constraints remain key concerns.