AEVEX's 10% drop on a public offering of about 8 million shares could be a good buying opportunity, especially if the stock falls steeply after the open. AEVEX is a prime contractor and enabler for US unmanned aerial systems strategies, designing, building and supporting autonomous, modular and attritable systems for military and intelligence use. x.com 

AEVEX Aerospace actually manufactures drones at scale, while Ondas mostly issues shares, making AEVEX the far better long. AEVEX did $432.9M of 2025 revenue to Ondas's $50.7M at 72% of the market cap, with $503M of funded backlog toward an $800M 2026 guide and 1,000 drones a month from Tampa. Ondas lacks a consolidated US factory, its share count went from 49M to 482M in three years, and it trades at 23-28x forward sales versus AEVEX's 4.5x. AEVEX's October lockup expiry is worth trimming into. … Show more

Aevex Aerospace isn't cheap just because its EV/revenue or price-to-sales multiples look reasonable next to AeroVironment and Kratos. A dollar of Aevex revenue is not worth the same, as those two have much more sophisticated technology, while Aevex focuses on low-cost drones, an even more competitive market. It is worth considering only once people stop talking about it. x.com 

AEVEX remains attractive after strong first-quarter results now that the stock has cooled off from the IPO hype. Per @AlmaCap114204, Q1 revenue rose 307% to $216.7 million, net income was $21.0 million versus a $27.3 million loss a year earlier, and full-year 2026 guidance calls for $600-620 million in revenue and $88-94.5 million of adjusted EBITDA. x.com 

AEVEX stands to benefit from the $75 billion 2026 US drone budget request, which a defense official said mostly targets evaluating, buying or modifying drone systems already in use. AEVEX has shipped 10,000 Group I-V drones to Ukraine under two Defense Department contracts worth $1.2 billion. Most of the request should be approved, and it does not depend on Ukraine, so a possible Russia-Ukraine negotiation need not hurt the case. x.com  x.com 

AEVEX's management and private-equity owners diluted IPO buyers right after the roadshow, and holders are still heading for the exits even on a big up day for drones. A quoted post says management either badly misjudged its cash needs six weeks ago or got poor advice from its bankers, or both, to return for a dilutive offering so soon after the IPO. x.com 

AVEX is taking off because it meets irreplaceable defense demand for low-cost, expendable kamikaze drones. The Russia-Ukraine war shows masses of cheap drones outpacing costly missiles and jets, and its modular, 3D-printed one-way attack drone can be mass-produced cheaply, fitting the Pentagon's Replicator push for swarming systems. It held $356.6M of funded backlog in late March, 93% due to become 2026 revenue, with 88% of revenue from the US government. As a new IPO, it has no trapped holders. … Show more

Drone stocks fell in 2026 even as backlogs hit records: Ukraine turned aircraft into ammunition, and the Pentagon's 2027 request holds nearly $75B for drones and counter-drone. AeroVironment's reordered loitering munitions and Kratos's jet drones are highest conviction. Counter-drone names Ondas, Axon, Motorola Solutions, Safe Pro, DroneShield and Rheinmetall gain as threats grow, Unusual Machines from Chinese-parts bans. Primes bury drone exposure; pure plays may not convert backlog. x.com  … Show more

AEVEX's private-equity owner has begun its exit early, confirming the overhang. Per AEVEX's S-1, Madison Dearborn launched a secondary offering priced at $27, with underwriters waiving the October lockup so it can sell now; the stock closed at $24.61. Madison Dearborn will still control about 70% of voting power, so this is only the beginning of its exit. The filing also confirms Ukraine end-users were a substantial portion of 2025 revenue. The Q1 beat and new Air Force contract are real. x.com 

Projected earnings growth makes AeroVironment look best on valuation among the drone names discussed. The consensus figures shown put adjusted EPS at $3.26 in 2027 and $8.32 in 2030, with the indicated P/E falling from 37x to 14.5x. x.com  x.com