AeroVironment Inc. (NASDAQ: AVAV) delivered robust fiscal fourth-quarter 2026 results after the close, with revenue surpassing Street forecasts amid heightened global defense spending. The unmanned systems specialist cited robust orders for its tactical drone platforms.

Executives emphasized expanding backlog and international opportunities. Shares reacted positively in extended trading as investors cheered the beat and forward outlook in a sector benefiting from elevated geopolitical awareness.

The results underscore resilience in the aerospace and defense sector even as broader markets navigate macro crosscurrents. AVAV joins other defense names in posting strong figures this reporting cycle.