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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $472.5M, roughly 1.2× AeroVironment Inc). Kimco Realty runs the higher net margin — 29.8% vs -3.6%, a 33.4% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 4.0%). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 5.6%).
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...
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
AVAV vs KIM — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $558.0M |
| Net Profit | $-17.1M | $166.3M |
| Gross Margin | 22.0% | — |
| Operating Margin | -6.4% | 37.2% |
| Net Margin | -3.6% | 29.8% |
| Revenue YoY | 181.9% | 4.0% |
| Net Profit YoY | -875.1% | 23.7% |
| EPS (diluted) | $-0.34 | $0.46 |
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.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $472.5M | $542.5M | ||
| Q3 25 | $454.7M | $535.9M | ||
| Q2 25 | $275.1M | $525.2M | ||
| Q1 25 | $167.6M | $536.6M | ||
| Q4 24 | $188.5M | $525.4M | ||
| Q3 24 | $189.5M | $507.6M | ||
| Q2 24 | $197.0M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $-17.1M | $151.2M | ||
| Q3 25 | $-67.4M | $137.8M | ||
| Q2 25 | $16.7M | $163.0M | ||
| Q1 25 | $-1.8M | $132.8M | ||
| Q4 24 | $7.5M | $166.0M | ||
| Q3 24 | $21.2M | $136.0M | ||
| Q2 24 | $6.0M | $119.7M |
| Q1 26 | — | — | ||
| 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 26 | — | 37.2% | ||
| Q4 25 | -6.4% | 36.4% | ||
| Q3 25 | -15.2% | 34.9% | ||
| Q2 25 | 5.0% | 39.2% | ||
| Q1 25 | -1.8% | 33.6% | ||
| Q4 24 | 3.7% | 31.7% | ||
| Q3 24 | 12.2% | 33.7% | ||
| Q2 24 | 3.0% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | -3.6% | 27.9% | ||
| Q3 25 | -14.8% | 25.7% | ||
| Q2 25 | 6.1% | 31.0% | ||
| Q1 25 | -1.0% | 24.8% | ||
| Q4 24 | 4.0% | 31.6% | ||
| Q3 24 | 11.2% | 26.8% | ||
| Q2 24 | 3.1% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $0.59 | — | ||
| Q1 25 | $-0.06 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $0.75 | — | ||
| Q2 24 | $0.18 | — |
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 | $10.4B |
| Total Assets | $5.6B | $19.6B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | $211.6M | ||
| Q3 25 | $685.8M | $159.3M | ||
| Q2 25 | $40.9M | $226.6M | ||
| Q1 25 | $47.0M | $131.3M | ||
| Q4 24 | $69.0M | $688.6M | ||
| Q3 24 | $81.2M | $789.0M | ||
| Q2 24 | $73.3M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | $7.7B | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | $8.0B | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $4.4B | $10.4B | ||
| Q3 25 | $4.4B | $10.5B | ||
| Q2 25 | $886.5M | $10.5B | ||
| Q1 25 | $861.1M | $10.6B | ||
| Q4 24 | $858.4M | $10.7B | ||
| Q3 24 | $845.5M | $10.5B | ||
| Q2 24 | $822.7M | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $5.6B | $19.7B | ||
| Q3 25 | $5.6B | $19.9B | ||
| Q2 25 | $1.1B | $19.8B | ||
| Q1 25 | $1.0B | $19.7B | ||
| Q4 24 | $1.0B | $20.3B | ||
| Q3 24 | $999.2M | $20.1B | ||
| Q2 24 | $1.0B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 0.74× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | 0.75× | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | — |
| Free Cash FlowOCF − Capex | $-55.9M | — |
| FCF MarginFCF / Revenue | -11.8% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $258.4M | ||
| Q3 25 | $-123.7M | $332.4M | ||
| Q2 25 | $-264.0K | $305.4M | ||
| Q1 25 | $-25.8M | $223.8M | ||
| Q4 24 | $-3.6M | $239.5M | ||
| Q3 24 | $28.4M | $295.9M | ||
| Q2 24 | $-11.7M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | — | ||
| Q1 25 | $-29.6M | $205.4M | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $22.9M | — | ||
| Q2 24 | $-20.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | -17.7% | 38.3% | ||
| Q4 24 | -4.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | -10.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 0.0% | ||
| Q3 25 | 5.0% | 0.0% | ||
| Q2 25 | 3.1% | 0.0% | ||
| Q1 25 | 2.3% | 3.4% | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 4.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.71× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | -0.02× | 1.87× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | -0.48× | 1.44× | ||
| Q3 24 | 1.34× | 2.18× | ||
| Q2 24 | -1.93× | 2.46× |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
