AVAV

AeroVironment Inc

research_scan theme='defense-modernization'; value_chain_position='pure-play'; Switchblade loitering-munition franchise and the post-BlueHalo combined portfolio give AVAV exposure to the attritable-autonomy layer the CSIS June 8 'wartime footing' report explicitly names ('low-cost unmanned systems'); allied procurement of US autonomy primes (e.g. Poland Shield AI V-Bat June 2026) confirms FMS-equivalent direct-sale demand expansion.