vs
Side-by-side financial comparison of AeroVironment Inc (AVAV) and SANFILIPPO JOHN B & SON INC (JBSS). Click either name above to swap in a different company.
AeroVironment Inc is the larger business by last-quarter revenue ($472.5M vs $314.8M, roughly 1.5× SANFILIPPO JOHN B & SON INC). SANFILIPPO JOHN B & SON INC runs the higher net margin — 5.7% vs -3.6%, a 9.3% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 4.6%). SANFILIPPO JOHN B & SON INC produced more free cash flow last quarter ($40.0M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 7.6%).
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...
John B. Sanfilippo & Son Inc. (JBSS) is a leading US processor, marketer and distributor of high-quality tree nuts, peanuts, dried fruits, and value-added snack products. It serves retail, foodservice, and industrial ingredient customers primarily across North America, offering both branded and private label product lines.
AVAV vs JBSS — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $314.8M |
| Net Profit | $-17.1M | $18.0M |
| Gross Margin | 22.0% | 18.8% |
| Operating Margin | -6.4% | 8.3% |
| Net Margin | -3.6% | 5.7% |
| Revenue YoY | 181.9% | 4.6% |
| Net Profit YoY | -875.1% | 32.1% |
| EPS (diluted) | $-0.34 | $1.53 |
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 | $314.8M | ||
| Q3 25 | $454.7M | $298.7M | ||
| Q2 25 | $275.1M | $269.1M | ||
| Q1 25 | $167.6M | $260.9M | ||
| Q4 24 | $188.5M | $301.1M | ||
| Q3 24 | $189.5M | $276.2M | ||
| Q2 24 | $197.0M | $269.6M | ||
| Q1 24 | $186.6M | $271.9M |
| Q4 25 | $-17.1M | $18.0M | ||
| Q3 25 | $-67.4M | $18.7M | ||
| Q2 25 | $16.7M | $13.5M | ||
| Q1 25 | $-1.8M | $20.2M | ||
| Q4 24 | $7.5M | $13.6M | ||
| Q3 24 | $21.2M | $11.7M | ||
| Q2 24 | $6.0M | $10.0M | ||
| Q1 24 | $13.9M | $13.5M |
| Q4 25 | 22.0% | 18.8% | ||
| Q3 25 | 20.9% | 18.1% | ||
| Q2 25 | 36.5% | 18.1% | ||
| Q1 25 | 37.7% | 21.4% | ||
| Q4 24 | 39.1% | 17.4% | ||
| Q3 24 | 43.0% | 16.9% | ||
| Q2 24 | 38.4% | 18.5% | ||
| Q1 24 | 36.1% | 18.1% |
| Q4 25 | -6.4% | 8.3% | ||
| Q3 25 | -15.2% | 9.0% | ||
| Q2 25 | 5.0% | 7.5% | ||
| Q1 25 | -1.8% | 10.8% | ||
| Q4 24 | 3.7% | 6.4% | ||
| Q3 24 | 12.2% | 6.2% | ||
| Q2 24 | 3.0% | 5.4% | ||
| Q1 24 | 7.7% | 6.7% |
| Q4 25 | -3.6% | 5.7% | ||
| Q3 25 | -14.8% | 6.3% | ||
| Q2 25 | 6.1% | 5.0% | ||
| Q1 25 | -1.0% | 7.7% | ||
| Q4 24 | 4.0% | 4.5% | ||
| Q3 24 | 11.2% | 4.2% | ||
| Q2 24 | 3.1% | 3.7% | ||
| Q1 24 | 7.4% | 5.0% |
| Q4 25 | $-0.34 | $1.53 | ||
| Q3 25 | $-1.44 | $1.59 | ||
| Q2 25 | $0.59 | $1.15 | ||
| Q1 25 | $-0.06 | $1.72 | ||
| Q4 24 | $0.27 | $1.16 | ||
| Q3 24 | $0.75 | $1.00 | ||
| Q2 24 | $0.18 | $0.85 | ||
| Q1 24 | $0.50 | $1.15 |
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 | $2.4M |
| Total DebtLower is stronger | $747.5M | $28.8M |
| Stockholders' EquityBook value | $4.4B | $370.1M |
| Total Assets | $5.6B | $617.7M |
| Debt / EquityLower = less leverage | 0.17× | 0.08× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | $2.4M | ||
| Q3 25 | $685.8M | $714.0K | ||
| Q2 25 | $40.9M | $585.0K | ||
| Q1 25 | $47.0M | $1.3M | ||
| Q4 24 | $69.0M | $336.0K | ||
| Q3 24 | $81.2M | $442.0K | ||
| Q2 24 | $73.3M | $484.0K | ||
| Q1 24 | $107.7M | $377.0K |
| Q4 25 | $747.5M | $28.8M | ||
| Q3 25 | $747.5M | $29.8M | ||
| Q2 25 | $30.0M | $14.6M | ||
| Q1 25 | $25.0M | $5.8M | ||
| Q4 24 | $15.0M | $6.0M | ||
| Q3 24 | $17.5M | $6.2M | ||
| Q2 24 | $28.0M | $6.4M | ||
| Q1 24 | $40.0M | $6.6M |
| Q4 25 | $4.4B | $370.1M | ||
| Q3 25 | $4.4B | $362.8M | ||
| Q2 25 | $886.5M | $360.7M | ||
| Q1 25 | $861.1M | $346.6M | ||
| Q4 24 | $858.4M | $325.6M | ||
| Q3 24 | $845.5M | $310.8M | ||
| Q2 24 | $822.7M | $322.6M | ||
| Q1 24 | $813.0M | $321.8M |
| Q4 25 | $5.6B | $617.7M | ||
| Q3 25 | $5.6B | $598.7M | ||
| Q2 25 | $1.1B | $597.6M | ||
| Q1 25 | $1.0B | $590.0M | ||
| Q4 24 | $1.0B | $545.3M | ||
| Q3 24 | $999.2M | $519.4M | ||
| Q2 24 | $1.0B | $515.6M | ||
| Q1 24 | $980.3M | $491.9M |
| Q4 25 | 0.17× | 0.08× | ||
| Q3 25 | 0.17× | 0.08× | ||
| Q2 25 | 0.03× | 0.04× | ||
| Q1 25 | 0.03× | 0.02× | ||
| Q4 24 | 0.02× | 0.02× | ||
| Q3 24 | 0.02× | 0.02× | ||
| Q2 24 | 0.03× | 0.02× | ||
| Q1 24 | 0.05× | 0.02× |
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 | $62.5M |
| Free Cash FlowOCF − Capex | $-55.9M | $40.0M |
| FCF MarginFCF / Revenue | -11.8% | 12.7% |
| Capex IntensityCapex / Revenue | 2.3% | 7.1% |
| Cash ConversionOCF / Net Profit | — | 3.48× |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | $32.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | $62.5M | ||
| Q3 25 | $-123.7M | $32.1M | ||
| Q2 25 | $-264.0K | $36.5M | ||
| Q1 25 | $-25.8M | $-25.9M | ||
| Q4 24 | $-3.6M | $11.0M | ||
| Q3 24 | $28.4M | $8.9M | ||
| Q2 24 | $-11.7M | $35.2M | ||
| Q1 24 | $52.6M | $5.3M |
| Q4 25 | $-55.9M | $40.0M | ||
| Q3 25 | $-146.5M | $7.3M | ||
| Q2 25 | $-8.8M | $23.0M | ||
| Q1 25 | $-29.6M | $-37.6M | ||
| Q4 24 | $-8.7M | $-2.7M | ||
| Q3 24 | $22.9M | $-3.0M | ||
| Q2 24 | $-20.8M | $24.4M | ||
| Q1 24 | $48.8M | $-1.3M |
| Q4 25 | -11.8% | 12.7% | ||
| Q3 25 | -32.2% | 2.4% | ||
| Q2 25 | -3.2% | 8.6% | ||
| Q1 25 | -17.7% | -14.4% | ||
| Q4 24 | -4.6% | -0.9% | ||
| Q3 24 | 12.1% | -1.1% | ||
| Q2 24 | -10.5% | 9.0% | ||
| Q1 24 | 26.1% | -0.5% |
| Q4 25 | 2.3% | 7.1% | ||
| Q3 25 | 5.0% | 8.3% | ||
| Q2 25 | 3.1% | 5.0% | ||
| Q1 25 | 2.3% | 4.5% | ||
| Q4 24 | 2.7% | 4.5% | ||
| Q3 24 | 2.9% | 4.3% | ||
| Q2 24 | 4.6% | 4.0% | ||
| Q1 24 | 2.0% | 2.4% |
| Q4 25 | — | 3.48× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | -0.02× | 2.70× | ||
| Q1 25 | — | -1.29× | ||
| Q4 24 | -0.48× | 0.81× | ||
| Q3 24 | 1.34× | 0.77× | ||
| Q2 24 | -1.93× | 3.52× | ||
| Q1 24 | 3.79× | 0.39× |
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% |
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
