Question · Q1 2026
Gregory Konrad asked about the 20+ programs totaling $20 billion over five years, specifically the mix of competitive versus follow-on opportunities and the timing of major competitive decisions, including those related to 'Golden Dome for America'.
Answer
Wahid Nawabi, Chairman, President, and CEO, emphasized the massive opportunities, stating AeroVironment is a top contender in most of the 20+ programs with a high win rate, though timing may vary due to DoD funding. Kevin McDonnell, Executive VP and CFO, noted a shift towards off-the-shelf, scalable capabilities, potentially leading to multiple vendors for some programs. Wahid clarified that 'Golden Dome for America' is not included in the 20 programs, and AV has a compelling, quickly implementable solution for homeland defense using existing systems, aiming for implementation this calendar year.