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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
AeroVironment Inc is the larger business by last-quarter revenue ($472.5M vs $312.4M, roughly 1.5× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs -3.6%, a 53.2% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 2.3%).
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...
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
AVAV vs ESNT — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $312.4M |
| Net Profit | $-17.1M | $155.0M |
| Gross Margin | 22.0% | — |
| Operating Margin | -6.4% | 59.1% |
| Net Margin | -3.6% | 49.6% |
| Revenue YoY | 181.9% | -0.8% |
| Net Profit YoY | -875.1% | -7.7% |
| EPS (diluted) | $-0.34 | $1.61 |
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 | $312.4M | ||
| Q3 25 | $454.7M | $311.8M | ||
| Q2 25 | $275.1M | $319.1M | ||
| Q1 25 | $167.6M | $317.6M | ||
| Q4 24 | $188.5M | $315.0M | ||
| Q3 24 | $189.5M | $316.6M | ||
| Q2 24 | $197.0M | $312.9M | ||
| Q1 24 | $186.6M | $298.4M |
| Q4 25 | $-17.1M | $155.0M | ||
| Q3 25 | $-67.4M | $164.2M | ||
| Q2 25 | $16.7M | $195.3M | ||
| Q1 25 | $-1.8M | $175.4M | ||
| Q4 24 | $7.5M | $167.9M | ||
| Q3 24 | $21.2M | $176.2M | ||
| Q2 24 | $6.0M | $203.6M | ||
| Q1 24 | $13.9M | $181.7M |
| 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% | 59.1% | ||
| Q3 25 | -15.2% | 63.9% | ||
| Q2 25 | 5.0% | 72.4% | ||
| Q1 25 | -1.8% | 65.2% | ||
| Q4 24 | 3.7% | 61.9% | ||
| Q3 24 | 12.2% | 65.6% | ||
| Q2 24 | 3.0% | 76.4% | ||
| Q1 24 | 7.7% | 71.6% |
| Q4 25 | -3.6% | 49.6% | ||
| Q3 25 | -14.8% | 52.7% | ||
| Q2 25 | 6.1% | 61.2% | ||
| Q1 25 | -1.0% | 55.2% | ||
| Q4 24 | 4.0% | 53.3% | ||
| Q3 24 | 11.2% | 55.6% | ||
| Q2 24 | 3.1% | 65.1% | ||
| Q1 24 | 7.4% | 60.9% |
| Q4 25 | $-0.34 | $1.61 | ||
| Q3 25 | $-1.44 | $1.67 | ||
| Q2 25 | $0.59 | $1.93 | ||
| Q1 25 | $-0.06 | $1.69 | ||
| Q4 24 | $0.27 | $1.59 | ||
| Q3 24 | $0.75 | $1.65 | ||
| Q2 24 | $0.18 | $1.91 | ||
| Q1 24 | $0.50 | $1.70 |
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 | — |
| Total DebtLower is stronger | $747.5M | — |
| Stockholders' EquityBook value | $4.4B | $5.8B |
| Total Assets | $5.6B | $7.4B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | — | ||
| Q1 25 | $47.0M | — | ||
| Q4 24 | $69.0M | — | ||
| Q3 24 | $81.2M | — | ||
| Q2 24 | $73.3M | — | ||
| Q1 24 | $107.7M | — |
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
| Q4 25 | $4.4B | $5.8B | ||
| Q3 25 | $4.4B | $5.7B | ||
| Q2 25 | $886.5M | $5.7B | ||
| Q1 25 | $861.1M | $5.7B | ||
| Q4 24 | $858.4M | $5.6B | ||
| Q3 24 | $845.5M | $5.6B | ||
| Q2 24 | $822.7M | $5.4B | ||
| Q1 24 | $813.0M | $5.2B |
| Q4 25 | $5.6B | $7.4B | ||
| Q3 25 | $5.6B | $7.4B | ||
| Q2 25 | $1.1B | $7.2B | ||
| Q1 25 | $1.0B | $7.2B | ||
| Q4 24 | $1.0B | $7.1B | ||
| Q3 24 | $999.2M | $7.1B | ||
| Q2 24 | $1.0B | $6.7B | ||
| Q1 24 | $980.3M | $6.6B |
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $856.1M |
| Free Cash FlowOCF − Capex | $-55.9M | $848.7M |
| FCF MarginFCF / Revenue | -11.8% | 271.7% |
| Capex IntensityCapex / Revenue | 2.3% | 2.4% |
| Cash ConversionOCF / Net Profit | — | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | $856.1M | ||
| Q3 25 | $-123.7M | $215.9M | ||
| Q2 25 | $-264.0K | $189.5M | ||
| Q1 25 | $-25.8M | $221.6M | ||
| Q4 24 | $-3.6M | $861.5M | ||
| Q3 24 | $28.4M | $229.2M | ||
| Q2 24 | $-11.7M | $188.7M | ||
| Q1 24 | $52.6M | $216.9M |
| Q4 25 | $-55.9M | $848.7M | ||
| Q3 25 | $-146.5M | $210.6M | ||
| Q2 25 | $-8.8M | $188.8M | ||
| Q1 25 | $-29.6M | $221.3M | ||
| Q4 24 | $-8.7M | $854.8M | ||
| Q3 24 | $22.9M | $228.7M | ||
| Q2 24 | $-20.8M | $187.6M | ||
| Q1 24 | $48.8M | $212.5M |
| Q4 25 | -11.8% | 271.7% | ||
| Q3 25 | -32.2% | 67.5% | ||
| Q2 25 | -3.2% | 59.2% | ||
| Q1 25 | -17.7% | 69.7% | ||
| Q4 24 | -4.6% | 271.3% | ||
| Q3 24 | 12.1% | 72.2% | ||
| Q2 24 | -10.5% | 60.0% | ||
| Q1 24 | 26.1% | 71.2% |
| Q4 25 | 2.3% | 2.4% | ||
| Q3 25 | 5.0% | 1.7% | ||
| Q2 25 | 3.1% | 0.2% | ||
| Q1 25 | 2.3% | 0.1% | ||
| Q4 24 | 2.7% | 2.1% | ||
| Q3 24 | 2.9% | 0.2% | ||
| Q2 24 | 4.6% | 0.3% | ||
| Q1 24 | 2.0% | 1.5% |
| Q4 25 | — | 5.52× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | -0.02× | 0.97× | ||
| Q1 25 | — | 1.26× | ||
| Q4 24 | -0.48× | 5.13× | ||
| Q3 24 | 1.34× | 1.30× | ||
| Q2 24 | -1.93× | 0.93× | ||
| Q1 24 | 3.79× | 1.19× |
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% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
