Good morning and happy Wednesday!

Earnings are being reported, Dell is making headlines, and some surprising things are happening in the markets.

Can AeroVironment (AVAV) Redefine Warfare Economics?

AeroVironment approaches its fiscal first quarter 2027 earnings report, due September 9, with massive operational momentum across global defense markets. Fourth quarter fiscal 2026 revenue soared 133.3% year over year to $641.62 million, and adjusted diluted earnings reached $1.84 per share, easily beating Wall Street consensus forecasts. Management targets long-term annual revenues between $3.5 billion and $4.0 billion by FY30.

However, rapid scaling created a temporary negative net margin, with fiscal 2026 producing a net loss of $265.1 million, or $5.40 per share, on $1.98 billion in revenue. Roughly 31% of that revenue growth was organic, with the remainder arriving through the BlueHalo and Empirical Systems Aerospace acquisitions.

Investors now scrutinize how capital discipline will turn record backlogs into sustained operating margins.

TODAY (Sep. 9) - LIVE 1V1 Battles and Oil Update!

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Edge AI, Deep Space, and Bio-Tech Synergies

AeroVironment (AVAV) fortifies platform resilience using its AV_Halo cybersecurity software architecture. AV_Halo processes artificial intelligence algorithms directly at the edge under intense electronic warfare. Simultaneously, NASA selected AeroVironment for Mission Skyfall to co-design three autonomous Mars rotorcraft. Deep-space navigation algorithms developed for Mars crater flight transfer directly into GPS-denied terrestrial drones.

The firm also connects defense aviation to advanced biotechnology through its UES division. The U.S. Air Force awarded UES a $75 million task order for synthetic biomaterials, alongside a $25 million contract with the Air Force Research Laboratory's 711th Human Performance Wing.

AeroVironment crafts nxtHealth mimiq organ-on-a-chip systems using microfluidics and living human tissues. Commercial drug firms use these human avatars to test synthetic pharmaceuticals. Military health agencies deploy the technology to validate battlefield microbial countermeasure therapies.

LIVE EARNINGS: AVAV | AEO | COO

Check out today's earnings report and see how your favorite tickers are doing!

We'll be looking at AeroVironment, American Eagle, and CooperCompanies! Will they keep growing, or will this report reveal a market twist?

SPECIAL GUEST: TUNE IN TOMORROW!

Check out tomorrow's special live stream featuring special guest ADRIAN MANZ!