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Red Flags Detected

  • Goodwill Impairment (new) — The $240.7M goodwill impairment charge in FY26 signals the BlueHalo acquisition's carrying value exceeded its fair value, raising questions about integration execution and the deal's strategic rationale.
NASDAQ: AVAV AeroVironment Inc 8-K

AeroVironment reports record $642M Q4 revenue but $265M FY26 loss on goodwill impairment

Filed June 29, 2026 · Period ending June 29, 2026 · ~1 min read

Key Changes

  • high

    Company recorded $240.7M goodwill impairment in FY26, driving full-year net loss of $265.1M despite 141% revenue growth to $1.98B from BlueHalo acquisition.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →
  • high

    Q4 revenue hit record $642M (up 133% YoY), with $282M from BlueHalo and Empirical Systems acquisitions; bookings reached $2.7B for the year with 1.4 book-to-bill ratio.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →
  • high

    FY27 guidance projects revenue of $2.125-2.225B, adjusted EBITDA of $305-325M, and adjusted EPS of $3.02-3.34; GAAP EPS forecast at $0.16-0.48.

    Item 7.01 — Regulation FD Disclosure verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · Jul 7, 2026 · How we verify