Every material Form 8-K AeroVironment filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AeroVironment executed a new lease on December 18, 2025, for about 130,733 square feet at 4387 West 2100 South in West Valley City, Utah, with landlord QOZ 201CC TWO, LLC. The lease runs 126 full calendar months from a commencement date tied to occupancy or substantial completion of improvements, and the filing does not state a total lease value. Shareholders get a disclosed long-term occupancy commitment, and the full lease will be filed with the Form 10-Q for the quarter ended January 31, 2026.
Lease executed December 18, 2025, for about 130,733 square feet at 4387 West 2100 South, West Valley City, Utah
Base monthly rent starts at $146,420.96 for months 1-12 and rises to $206,541.22 for months 121-126
Company also pays its proportionate share of building operating expenses, including property taxes
Two options to extend for five consecutive years each, at then-current market rent but not less than the last month's base rent
AeroVironment reported fiscal second quarter 2026 results for the period ended November 1, 2025, with revenue up 151% to $472.5 million, helped by the BlueHalo acquisition. The company swung to a GAAP net loss of $17.1 million, or $0.34 per diluted share, largely due to $48.2 million of intangible amortization and other purchase accounting expenses, and it issued fiscal 2026 full-year guidance that includes a net loss forecast of $38 million to $30 million.
Q2 revenue was $472.5 million, up from $188.5 million a year earlier; BlueHalo contributed $245.1 million.
Net loss was $17.1 million, or $0.34 per diluted share, versus net income of $7.5 million, or $0.27 per share, a year earlier.
Non-GAAP adjusted EBITDA was $45.0 million, up from $25.9 million, while non-GAAP EPS was $0.44 versus $0.47.
Fiscal 2026 guidance: revenue of $1.95 billion to $2.0 billion, adjusted EBITDA of $300 million to $320 million, and non-GAAP EPS of $3.40 to $3.55.
At its September 25, 2025 annual meeting, AeroVironment stockholders approved an amended and restated 2021 Equity Incentive Plan that adds 1,200,000 shares for issuance, along with re-electing four Class I directors and ratifying Deloitte & Touche LLP as auditor for the fiscal year ending April 30, 2026. The plan change matters to shareholders because it increases the pool of shares available for awards to employees, executive officers, consultants and directors. The other votes were routine annual-meeting matters.
Stockholders approved the Restated 2021 Equity Incentive Plan: 35,958,376 for, 424,318 against, 423,088 abstain, with 3,315,598 broker non-votes.
The plan adds 1,200,000 shares and caps shares issued on incentive stock options at 5,000,000.
Four Class I directors were elected to one-year terms ending at the 2026 annual meeting, including Edward Muller and David Wodlinger.
Stockholders ratified Deloitte & Touche LLP as independent auditor, with 40,040,332 votes for and 33,185 against.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AeroVironment filing is on SEC EDGAR ↗. 8-K briefs of other companies →