Sign in

You're signed outSign in or to get full access.

Austin Bollig

Vice President and Equity Research Analyst at Needham

Austin Bohlig is a Vice President and Equity Research Analyst at Needham & Company, specializing in business services and related sectors. He covers companies such as AeroVironment and other firms within the business services and industrials space, providing detailed equity research and investment recommendations. His work includes in-depth analysis of government funding impacts, contract timing, and fiscal guidance, contributing to actionable insights for investors. Bohlig has been active in equity research at Needham, with prior experience at other financial firms before joining the firm’s research team, and holds relevant securities licenses associated with his role as a registered research analyst.

Austin Bollig's questions to AeroVironment (AVAV) leadership

Question · Q2 2026

Austin Bollig with Needham asked whether the anticipated funding from the Omnibus Bill (OBB) is already factored into the current full-year guidance and inquired about the specific product areas where AeroVironment expects these new contracts to materialize.

Answer

Chairman, President, and CEO Wahid Nawabi confirmed that the forecast *does* include expected contract awards and task orders in the second half that will convert to revenue, expressing confidence in achieving the full-year guidance. He specified that new contracts are expected across critical areas such as P550, Switchblade, one-way attack drones, Counter UAS, directed energy, and SCAR/Badger systems, which represent the lion's share of anticipated awards.

Ask follow-up questions

Fintool

Fintool can predict AeroVironment logo AVAV's earnings beat/miss a week before the call