AeroVironment Details BlueHalo Integration, Counter-Drone Growth and SCAR Renegotiation at Conference

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MarketBeat

Wed, February 11, 2026 astatine 8:52 AM CST 7 min read

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BlueHalo acquisition has reshaped AeroVironment into 2 reporting segments—legacy AeroVironment (UAS, loitering munitions, MacCready Works, UGV/UUV) and bequest BlueHalo (Space & Directed Energy, Cyber Emission Systems)—and materially strengthened its counter‑UAS lineup with products specified arsenic Titan, Locust and Freedom Eagle 1.
Management sees large maturation tailwinds successful loitering munitions, counter‑UAS, uncrewed craft and directed energy—highlighting Switchblade 400, Red Dragon (long‑range, GPS‑denied), Puma/P550, JUMP 20 and 9 delivered Locust lasers—and is investing successful standard and supply‑chain agreements (including a planned 100,000‑sq‑ft Salt Lake City facility).
The SCAR/Badger stop‑work order means the programme is paused (not canceled) portion presumption are renegotiated, with some parties aiming for solution successful ~90 days and the imaginable for reduced archetypal capabilities, a displacement to steadfast fixed‑price phases, and changes to the primitively cited ~$1.7B (+$300M) contract.
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AeroVironment (NASDAQ:AVAV) executives outlined however the institution has repositioned its concern pursuing the acquisition of BlueHalo, portion besides discussing request drivers crossed loitering munitions, uncrewed craft systems, and counter-drone technologies. Speaking astatine an aerospace and defence conference, Denise Pacioni, caput of capitalist relations, and Jeff Rodrian, caput of MacCready Works, described the company’s conception structure, merchandise priorities, and lessons learned from evolving battlefield conditions.

Pacioni said the institution has undergone a “remarkable shift” implicit the past year, noting that astir 18 months agone AeroVironment operated successful 3 segments—loitering munitions, uncrewed aircraft, and MacCready Works—at a clip erstwhile the institution was “probably a $700 cardinal company.” She said the May 1 closing of the BlueHalo acquisition was “very transformational,” adding that BlueHalo brought caller technologies and expanded the institution into complementary marketplace areas.

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Today, Pacioni said the institution reports results crossed 2 segments:

Segment 1 (primarily bequest AeroVironment): uncrewed craft systems and loitering munitions, positive MacCready Works and unmanned crushed and underwater vehicles (UGV/UUV).
Segment 2 (primarily bequest BlueHalo): Space and Directed Energy, and Cyber Emission Systems.