Aerovironment, Inc. · NASDAQ:AVAV
Aerovironment — William Blair 45th Annual Growth Stock Conference 2025
19 slides from Aerovironment's conference presentation, Jun 3, 2025
Slide 1: William Blair Growth Stock Conference
William Blair Growth Stock Conference DEFINING NASDAQ: AVAV THE NEXT ERA OF DEFENSE June 3, 2025 TECHNOLOGY Slide 1 © 2025 AeroVironment, Inc.
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains statements regarding AeroVironment, Inc. (“AV”), including its wholly owned subsidiary BlueHalo, that are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of
Slide 3: AeroVironment – a Defense Technology Leader
AeroVironment – a Defense Technology Leader AeroVironment Snapshot Premier Portfolio of Solutions ✓ Trusted supplier delivering advanced tech solutions to Autonomous Space, Cyber & the U.S. DoD and their allies for 30+ years Systems Directed Energy ✓ Best-positioned to address emerging global priori
Slide 4: Acquisition of BlueHalo closed on May 1, 2025
Acquisition of BlueHalo closed on May 1, 2025 Transaction Benefits Portfolio of mission critical capabilities Diversified Defense Tech solution provider Widened aperture for strategic acquisitions Creates leading Defense Technology prime Expected to be accretive to Revenue, Adj. EBITDA and non-GAAP
Slide 5: Summary Investment Highlights
Summary Investment Highlights 1 Diversified product portfolio with leading edge solutions aligned with highest U.S. DoD priorities 2 Nearly $3B invested over a decade in unmanned systems, one way attack, C-UAS, directed energy and space 3 Multi-generational suite of products best-positioned to addre
Slide 6: AV's Addressable Opportunity Now Exceeds $50B
AV’s Addressable Opportunity Now Exceeds $50B U.S. DoD push for $150B additional spend / U.S. Army’s Transformation Initiative / Expedited timeline for Golden Dome $50B+ Total Addressable Market $23B+ Innovating and Incubating Growing New Markets $15B+ Rapidly Growing $6B+ $5B+ Rapidly Growing $4B+
Slide 7: AV's Solutions Address U.S. DoD Priorities
AV’s Solutions Address U.S. DoD Priorities Designed and developed with the customer’s goals in mind Congress Unveils $150B in New Defense Spending for 2025 Precision Fires & Loitering Munitions Red Dragon, Switchblade Enables long-range, precision strike capabilities against high-value targets with
Slide 8: BlueHalo Acquisition Expands Footprint and Diversifies Portfolio
BlueHalo Acquisition Expands Footprint and Diversifies Portfolio C-UAS & EW (Titan, TitanSV, LOCUST) UAS Group 1,2,3 UAS Group Advanced 1,2,3 (P550, Puma, Jump-20) Advanced Solutions (P550, Puma, Solutions (Wildcat) Jump-20) (Wildcat) Ground and Maritime Ground and Robotic Solutions Maritime Robotic
Slide 9: Innovation Engine
Innovation Engine Our innovation engine is the strategic fuel that drives …Leading to long-term customer future growth… Breakthrough Technologies alignment and sustained competitive advantage Platform Standardization Transition to Programs of Record Proven Track Record of Innovation Innovation Power
Slide 10: Delivering Innovation Across All Defense Domains
Delivering Innovation Across All Defense Domains Orbital Warfare & Space Effects Space Domain Awareness C4ISR and Multi-Domain Operations Next-Gen Aviation Laser Communications and Space Payloads Hypersonic Telemetry and Tracking Group 3 UAS Group 1-2 UAS NextGen Interceptor (Kinetic C-UAS) One-Way
Slide 11: AV's Software Drives Mission Success Across All Domains
AV’s Software Drives Mission Success Across All Domains Multi-Platform Control Vision AV’s Kinesis Tomahawk Controller AV’s Spotr-Edge Unified Control of Autonomous Multi-Domain Assets Onboard Computer Vision for Autonomous Targeting Common control unit enabling synchronized command of aerial, groun
Slide 12: Leading Solutions in Both UAS and C-UAS Operations
Leading Solutions in Both UAS and C-UAS Operations Precision Strike Group 1, 2, 3 UAS C-UAS SwitchBlade 600 P550 Locust LWS Smart Munition System Battlefield Adaptable Directed Energy Solution SwitchBlade 300 Block 20 Puma 3 AE Titan & TitanSV Tactical Munition System All-Environment RF Detect and N
Slide 13: Expanding Across Emerging and Mission-Critical Domains
Expanding Across Emerging and Mission-Critical Domains Space Technologies Ground and Maritime Robotics Emerging Technologies BADGER Defender Wildcat Next-Generation Space Operations Leading Small Form-Factor ROV Group 3 VTOL UAS Engineered for Extremes Laser Communications Ally Solar HAPS Higher Spe
Slide 14: Uniquely Positioned for Upcoming Opportunities
Uniquely Positioned for Upcoming Opportunities Golden Dome One-Way Attack Counter-UAS Border Security Space Technologies Remote sensing, tracking, Industry leading Full suite of C-UAS Mature range of homeland- 275+ space systems flown and classified space Switchblade product line products for rf saf
Slide 15: Future Defense Solutions are More Cost Effective
Future Defense Solutions are More Cost Effective AV’s SWITCHBLADE Products Provide Cost Effective Solutions UKRAINE has fired $~36M MINIMAL COST AV’s SWITCHBLADE 600 worth of Provides a significant Cost Advantage SWITCHBLADE 600 munitions to destroy >$2.5B MAXIMUM IMPACT worth of enemy equipment Sli
Slide 16: Aligned to Customer Priorities & Positioned for Growth
Aligned to Customer Priorities & Positioned for Growth ▷ Right-sized defense disruptor small enough to stay agile and innovative, yet large enough to support increased demand through government contracting ▷ Superior leading-edge technology focused on integrating AI and Autonomy that’s aligned to ou
Slide 17: The Future of Defense is Now
The Future of Defense is Now
Slide 18: Autonomous Systems
Autonomous Systems C-UAS Product SUAS (Group 1/2 UAS) MUAS (Group 3 UAS) PUMA VTOL PUMA 3 AE PUMA LE T-20 JUMP 20 JUMP 20-X RAVEN B P550 VAPOR 55 MX Precision Strike And Defense Systems SWITCHBLADE 600 SWITCHBLADE 300 RED DRAGON BLACKWING TOMAHAWK Robotic Solutions (Telerob) Maccready Works (Advance
Slide 19: Space, Cyber & Directed Energy Products
Space, Cyber & Directed Energy Products C-UAS Product Slide 19 © 2025 AeroVironment, Inc.
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