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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $472.5M, roughly 1.2× AeroVironment Inc). On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 27.4%). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 12.7%).
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...
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
AVAV vs MBLY — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $558.0M |
| Net Profit | $-17.1M | — |
| Gross Margin | 22.0% | 49.3% |
| Operating Margin | -6.4% | -647.5% |
| Net Margin | -3.6% | — |
| Revenue YoY | 181.9% | 27.4% |
| Net Profit YoY | -875.1% | — |
| EPS (diluted) | $-0.34 | — |
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 | $446.0M | ||
| Q3 25 | $454.7M | $504.0M | ||
| Q2 25 | $275.1M | $506.0M | ||
| Q1 25 | $167.6M | $438.0M | ||
| Q4 24 | $188.5M | $490.0M | ||
| Q3 24 | $189.5M | $486.0M | ||
| Q2 24 | $197.0M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-17.1M | $-127.0M | ||
| Q3 25 | $-67.4M | $-96.0M | ||
| Q2 25 | $16.7M | $-67.0M | ||
| Q1 25 | $-1.8M | $-102.0M | ||
| Q4 24 | $7.5M | $-71.0M | ||
| Q3 24 | $21.2M | $-2.7B | ||
| Q2 24 | $6.0M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 22.0% | 45.3% | ||
| Q3 25 | 20.9% | 48.2% | ||
| Q2 25 | 36.5% | 49.8% | ||
| Q1 25 | 37.7% | 47.3% | ||
| Q4 24 | 39.1% | 49.2% | ||
| Q3 24 | 43.0% | 48.8% | ||
| Q2 24 | 38.4% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | -6.4% | -31.4% | ||
| Q3 25 | -15.2% | -21.6% | ||
| Q2 25 | 5.0% | -14.6% | ||
| Q1 25 | -1.8% | -26.7% | ||
| Q4 24 | 3.7% | -17.6% | ||
| Q3 24 | 12.2% | -577.6% | ||
| Q2 24 | 3.0% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | -3.6% | -28.5% | ||
| Q3 25 | -14.8% | -19.0% | ||
| Q2 25 | 6.1% | -13.2% | ||
| Q1 25 | -1.0% | -23.3% | ||
| Q4 24 | 4.0% | -14.5% | ||
| Q3 24 | 11.2% | -558.6% | ||
| Q2 24 | 3.1% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.34 | $-0.15 | ||
| Q3 25 | $-1.44 | $-0.12 | ||
| Q2 25 | $0.59 | $-0.08 | ||
| Q1 25 | $-0.06 | $-0.13 | ||
| Q4 24 | $0.27 | $-0.09 | ||
| Q3 24 | $0.75 | $-3.35 | ||
| Q2 24 | $0.18 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $747.5M | — |
| Stockholders' EquityBook value | $4.4B | $8.2B |
| Total Assets | $5.6B | $8.7B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $588.5M | $1.8B | ||
| Q3 25 | $685.8M | $1.7B | ||
| Q2 25 | $40.9M | $1.7B | ||
| Q1 25 | $47.0M | $1.5B | ||
| Q4 24 | $69.0M | $1.4B | ||
| Q3 24 | $81.2M | $1.3B | ||
| Q2 24 | $73.3M | $1.2B |
| Q1 26 | — | — | ||
| 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 26 | — | $8.2B | ||
| Q4 25 | $4.4B | $11.9B | ||
| Q3 25 | $4.4B | $11.9B | ||
| Q2 25 | $886.5M | $12.1B | ||
| Q1 25 | $861.1M | $12.0B | ||
| Q4 24 | $858.4M | $12.1B | ||
| Q3 24 | $845.5M | $12.1B | ||
| Q2 24 | $822.7M | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $5.6B | $12.5B | ||
| Q3 25 | $5.6B | $12.5B | ||
| Q2 25 | $1.1B | $12.6B | ||
| Q1 25 | $1.0B | $12.5B | ||
| Q4 24 | $1.0B | $12.6B | ||
| Q3 24 | $999.2M | $12.6B | ||
| Q2 24 | $1.0B | $15.3B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $-45.1M | $113.0M | ||
| Q3 25 | $-123.7M | $167.0M | ||
| Q2 25 | $-264.0K | $213.0M | ||
| Q1 25 | $-25.8M | $109.0M | ||
| Q4 24 | $-3.6M | $204.0M | ||
| Q3 24 | $28.4M | $126.0M | ||
| Q2 24 | $-11.7M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $86.0M | ||
| Q3 25 | $-146.5M | $143.0M | ||
| Q2 25 | $-8.8M | $199.0M | ||
| Q1 25 | $-29.6M | $95.0M | ||
| Q4 24 | $-8.7M | $191.0M | ||
| Q3 24 | $22.9M | $104.0M | ||
| Q2 24 | $-20.8M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 19.3% | ||
| Q3 25 | -32.2% | 28.4% | ||
| Q2 25 | -3.2% | 39.3% | ||
| Q1 25 | -17.7% | 21.7% | ||
| Q4 24 | -4.6% | 39.0% | ||
| Q3 24 | 12.1% | 21.4% | ||
| Q2 24 | -10.5% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 6.1% | ||
| Q3 25 | 5.0% | 4.8% | ||
| Q2 25 | 3.1% | 2.8% | ||
| Q1 25 | 2.3% | 3.2% | ||
| Q4 24 | 2.7% | 2.7% | ||
| Q3 24 | 2.9% | 4.5% | ||
| Q2 24 | 4.6% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — |
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% |
MBLY
Segment breakdown not available.
