AeroVironment Inc (XSWX:AVAV)
CHF 153.34 +29.97 (+24.29%) Market Cap: 7.82 Bil Enterprise Value: 7.98 Bil PE Ratio: 0 PB Ratio: 2.20 GF Score: 84/100

AeroVironment Inc at TD Cowen Aerospace & Defense Conference Transcript

Feb 11, 2026 / 01:30PM GMT
Unidentified Participant

All right, Rob, stop disrupting my panel.

Good morning everyone. We're going to, in the interest of time, we'll get started as people filter in from breakfast. First off, it is just, a great opportunity to, welcome everyone, to our forty-seventh annual, aerospace and defense panel, or conference. You may, see Kai von Rummer wandering around. That is not his ghost. Kayi is very much alive and, welcome to be here, and I think.

Gotham may actually be trying to rehire him or something like that, so I don't know how that's going to work out, but, and then, for those of you who may notice or may have heard, last night President Trump said there wouldn't be a second reconciliation bill, so there won't be.

Probably 1.5 trillion for defense so we can all go home. I'm no, I'm kidding. So, with that, it is a great pleasure to introduce our our first two, speakers and our first company AV.

Still our environment to me. It's tough. I make that mistake. And then the ticker is a VAV, so even more confusing, Denise Pacioni, head of IR, and, Jeff, Rodrian, head of their

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