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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Driven Brands Holdings Inc. is the larger business by last-quarter revenue ($535.7M vs $472.5M, roughly 1.1× AeroVironment Inc). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs -3.6%, a 15.0% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 6.6%). Driven Brands Holdings Inc. produced more free cash flow last quarter ($39.5M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs -4.0%).
AeroVironment, Inc., also known as AV, is an American defense technology company headquartered in Arlington, Virginia that designs and manufactures autonomous systems, counter-UAS systems, and space systems. The company was founded in 1971 by Paul B. MacCready Jr., a designer of human-powered aircraft. The company provides the US Department of Defense and foreign militaries with small and medium-sized drones—notably the Raven, Switchblade, Wasp, and Puma. Through its acquisition of BlueHalo i...
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
AVAV vs DRVN — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $535.7M |
| Net Profit | $-17.1M | $60.9M |
| Gross Margin | 22.0% | — |
| Operating Margin | -6.4% | 11.6% |
| Net Margin | -3.6% | 11.4% |
| Revenue YoY | 181.9% | 6.6% |
| Net Profit YoY | -875.1% | 507.2% |
| EPS (diluted) | $-0.34 | $0.37 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $472.5M | — | ||
| Q3 25 | $454.7M | $535.7M | ||
| Q2 25 | $275.1M | $551.0M | ||
| Q1 25 | $167.6M | $516.2M | ||
| Q4 24 | $188.5M | $836.5M | ||
| Q3 24 | $189.5M | $502.3M | ||
| Q2 24 | $197.0M | $518.8M | ||
| Q1 24 | $186.6M | $482.0M |
| Q4 25 | $-17.1M | — | ||
| Q3 25 | $-67.4M | $60.9M | ||
| Q2 25 | $16.7M | $47.6M | ||
| Q1 25 | $-1.8M | $5.5M | ||
| Q4 24 | $7.5M | $-312.0M | ||
| Q3 24 | $21.2M | $-14.9M | ||
| Q2 24 | $6.0M | $30.2M | ||
| Q1 24 | $13.9M | $4.3M |
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — | ||
| Q1 24 | 36.1% | — |
| Q4 25 | -6.4% | — | ||
| Q3 25 | -15.2% | 11.6% | ||
| Q2 25 | 5.0% | 6.9% | ||
| Q1 25 | -1.8% | 11.9% | ||
| Q4 24 | 3.7% | -41.6% | ||
| Q3 24 | 12.2% | 9.9% | ||
| Q2 24 | 3.0% | 17.4% | ||
| Q1 24 | 7.7% | 14.1% |
| Q4 25 | -3.6% | — | ||
| Q3 25 | -14.8% | 11.4% | ||
| Q2 25 | 6.1% | 8.6% | ||
| Q1 25 | -1.0% | 1.1% | ||
| Q4 24 | 4.0% | -37.3% | ||
| Q3 24 | 11.2% | -3.0% | ||
| Q2 24 | 3.1% | 5.8% | ||
| Q1 24 | 7.4% | 0.9% |
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $-1.44 | $0.37 | ||
| Q2 25 | $0.59 | $0.29 | ||
| Q1 25 | $-0.06 | $0.04 | ||
| Q4 24 | $0.27 | $-1.93 | ||
| Q3 24 | $0.75 | $-0.09 | ||
| Q2 24 | $0.18 | $0.18 | ||
| Q1 24 | $0.50 | $0.02 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $588.5M | $162.0M |
| Total DebtLower is stronger | $747.5M | $1.9B |
| Stockholders' EquityBook value | $4.4B | $793.5M |
| Total Assets | $5.6B | $4.2B |
| Debt / EquityLower = less leverage | 0.17× | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | $162.0M | ||
| Q2 25 | $40.9M | $166.1M | ||
| Q1 25 | $47.0M | $152.0M | ||
| Q4 24 | $69.0M | $149.6M | ||
| Q3 24 | $81.2M | $204.2M | ||
| Q2 24 | $73.3M | $148.8M | ||
| Q1 24 | $107.7M | $165.5M |
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | $1.9B | ||
| Q2 25 | $30.0M | $2.1B | ||
| Q1 25 | $25.0M | $2.6B | ||
| Q4 24 | $15.0M | $2.7B | ||
| Q3 24 | $17.5M | $2.7B | ||
| Q2 24 | $28.0M | $2.9B | ||
| Q1 24 | $40.0M | $2.9B |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | $793.5M | ||
| Q2 25 | $886.5M | $743.4M | ||
| Q1 25 | $861.1M | $643.2M | ||
| Q4 24 | $858.4M | $607.3M | ||
| Q3 24 | $845.5M | $962.8M | ||
| Q2 24 | $822.7M | $942.8M | ||
| Q1 24 | $813.0M | $906.2M |
| Q4 25 | $5.6B | — | ||
| Q3 25 | $5.6B | $4.2B | ||
| Q2 25 | $1.1B | $4.3B | ||
| Q1 25 | $1.0B | $5.3B | ||
| Q4 24 | $1.0B | $5.3B | ||
| Q3 24 | $999.2M | $5.8B | ||
| Q2 24 | $1.0B | $5.8B | ||
| Q1 24 | $980.3M | $5.9B |
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | 2.44× | ||
| Q2 25 | 0.03× | 2.82× | ||
| Q1 25 | 0.03× | 4.07× | ||
| Q4 24 | 0.02× | 4.37× | ||
| Q3 24 | 0.02× | 2.84× | ||
| Q2 24 | 0.03× | 3.03× | ||
| Q1 24 | 0.05× | 3.21× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-45.1M | $79.2M |
| Free Cash FlowOCF − Capex | $-55.9M | $39.5M |
| FCF MarginFCF / Revenue | -11.8% | 7.4% |
| Capex IntensityCapex / Revenue | 2.3% | 7.4% |
| Cash ConversionOCF / Net Profit | — | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | — | ||
| Q3 25 | $-123.7M | $79.2M | ||
| Q2 25 | $-264.0K | $80.4M | ||
| Q1 25 | $-25.8M | $75.1M | ||
| Q4 24 | $-3.6M | $32.9M | ||
| Q3 24 | $28.4M | $101.3M | ||
| Q2 24 | $-11.7M | $46.9M | ||
| Q1 24 | $52.6M | $60.3M |
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | $39.5M | ||
| Q2 25 | $-8.8M | $9.0M | ||
| Q1 25 | $-29.6M | $18.9M | ||
| Q4 24 | $-8.7M | $-36.3M | ||
| Q3 24 | $22.9M | $37.9M | ||
| Q2 24 | $-20.8M | $-19.5M | ||
| Q1 24 | $48.8M | $-29.2M |
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | 7.4% | ||
| Q2 25 | -3.2% | 1.6% | ||
| Q1 25 | -17.7% | 3.7% | ||
| Q4 24 | -4.6% | -4.3% | ||
| Q3 24 | 12.1% | 7.5% | ||
| Q2 24 | -10.5% | -3.8% | ||
| Q1 24 | 26.1% | -6.1% |
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | 7.4% | ||
| Q2 25 | 3.1% | 13.0% | ||
| Q1 25 | 2.3% | 10.9% | ||
| Q4 24 | 2.7% | 8.3% | ||
| Q3 24 | 2.9% | 12.6% | ||
| Q2 24 | 4.6% | 12.8% | ||
| Q1 24 | 2.0% | 18.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | -0.02× | 1.69× | ||
| Q1 25 | — | 13.65× | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | 1.56× | ||
| Q1 24 | 3.79× | 14.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
