OTHER · TECHNOLOGY-ENABLED · LOITERING MUNITIONS & SMALL UAS
AeroVironment
AVAVHQ Arlington, VARANK #2 OF 27 COMPANIESLow Exposure
Ownership · Public
Key programs · Switchblade, Puma, JUMP 20
ARSENAL SCORE
88
▲ 2 this quarter
DATA CONFIDENCE: HIGH — PUBLIC FINANCIALS VERIFIED
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity90/100 · ×35%31.5 pts
Switchblade demand pulled major capacity expansion; proven ramp.
Investment Quality82/100 · ×25%20.5 pts
Public, defense-pure, healthy balance sheet.
America Score88/100 · ×20%17.6 pts
US production; expanding domestic lines.
Adversary Exposure90/100 · ×20%18.0 pts
Cleared; small-UAS component sourcing requires vigilance.
Arsenal Score87.6 pts88
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #2 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026