AeroVironment, Inc. in 3 stories

Strait of Hormuz risk repriced energy and defense in days.

AeroVironment's drones and loitering munitions are directly relevant to reconnaissance and precision-strike requirements highlighted by a regional war.

Mass-produced autonomy is redirecting defense budgets away from a few costly platforms.

AeroVironment is a leading listed supplier of military drones and loitering munitions such as Switchblade.

Rearmament is shifting from emergency procurement to a decade-long rebuild of factories, inventories and military infrastructure.

Combat experience in Ukraine is accelerating European demand for loitering munitions, small drones and counter-drone systems supplied by AeroVironment.