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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Magnolia Oil & Gas Corp (MGY). Click either name above to swap in a different company.
AeroVironment Inc is the larger business by last-quarter revenue ($472.5M vs $317.6M, roughly 1.5× Magnolia Oil & Gas Corp). Magnolia Oil & Gas Corp runs the higher net margin — 21.6% vs -3.6%, a 25.3% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs -2.7%). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs -0.3%).
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...
Imperial Oil Limited is a Canadian petroleum company. It is Canada's second-largest integrated oil company that is also occasionally known as Imperial Esso. It is majority-owned by American oil company ExxonMobil, with a 69.6% ownership stake in the company. It is a producer of crude oil, diluted bitumen, and natural gas. Imperial Oil is one of Canada's major petroleum refiners and petrochemical producers. It supplies Esso-brand service stations.
AVAV vs MGY — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $317.6M |
| Net Profit | $-17.1M | $68.8M |
| Gross Margin | 22.0% | — |
| Operating Margin | -6.4% | 29.6% |
| Net Margin | -3.6% | 21.6% |
| Revenue YoY | 181.9% | -2.7% |
| Net Profit YoY | -875.1% | -19.7% |
| 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.
| Q4 25 | $472.5M | $317.6M | ||
| Q3 25 | $454.7M | $324.9M | ||
| Q2 25 | $275.1M | $319.0M | ||
| Q1 25 | $167.6M | $350.3M | ||
| Q4 24 | $188.5M | $326.6M | ||
| Q3 24 | $189.5M | $333.1M | ||
| Q2 24 | $197.0M | $336.7M | ||
| Q1 24 | $186.6M | $319.4M |
| Q4 25 | $-17.1M | $68.8M | ||
| Q3 25 | $-67.4M | $75.5M | ||
| Q2 25 | $16.7M | $78.1M | ||
| Q1 25 | $-1.8M | $102.9M | ||
| Q4 24 | $7.5M | $85.6M | ||
| Q3 24 | $21.2M | $99.8M | ||
| Q2 24 | $6.0M | $95.6M | ||
| Q1 24 | $13.9M | $85.1M |
| 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% | 29.6% | ||
| Q3 25 | -15.2% | 31.2% | ||
| Q2 25 | 5.0% | 33.8% | ||
| Q1 25 | -1.8% | 38.8% | ||
| Q4 24 | 3.7% | 38.0% | ||
| Q3 24 | 12.2% | 38.7% | ||
| Q2 24 | 3.0% | 39.9% | ||
| Q1 24 | 7.7% | 39.0% |
| Q4 25 | -3.6% | 21.6% | ||
| Q3 25 | -14.8% | 23.2% | ||
| Q2 25 | 6.1% | 24.5% | ||
| Q1 25 | -1.0% | 29.4% | ||
| Q4 24 | 4.0% | 26.2% | ||
| Q3 24 | 11.2% | 30.0% | ||
| Q2 24 | 3.1% | 28.4% | ||
| Q1 24 | 7.4% | 26.6% |
| 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 | — | ||
| Q1 24 | $0.50 | — |
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 | $266.8M |
| Total DebtLower is stronger | $747.5M | $393.3M |
| Stockholders' EquityBook value | $4.4B | $2.0B |
| Total Assets | $5.6B | $2.9B |
| Debt / EquityLower = less leverage | 0.17× | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | $266.8M | ||
| Q3 25 | $685.8M | $280.5M | ||
| Q2 25 | $40.9M | $251.8M | ||
| Q1 25 | $47.0M | $247.6M | ||
| Q4 24 | $69.0M | $260.0M | ||
| Q3 24 | $81.2M | $276.1M | ||
| Q2 24 | $73.3M | $275.7M | ||
| Q1 24 | $107.7M | $399.3M |
| Q4 25 | $747.5M | $393.3M | ||
| Q3 25 | $747.5M | $393.1M | ||
| Q2 25 | $30.0M | $392.9M | ||
| Q1 25 | $25.0M | $392.7M | ||
| Q4 24 | $15.0M | $392.5M | ||
| Q3 24 | $17.5M | $394.8M | ||
| Q2 24 | $28.0M | $394.1M | ||
| Q1 24 | $40.0M | $393.5M |
| Q4 25 | $4.4B | $2.0B | ||
| Q3 25 | $4.4B | $2.0B | ||
| Q2 25 | $886.5M | $2.0B | ||
| Q1 25 | $861.1M | $2.0B | ||
| Q4 24 | $858.4M | $2.0B | ||
| Q3 24 | $845.5M | $2.0B | ||
| Q2 24 | $822.7M | $1.9B | ||
| Q1 24 | $813.0M | $1.9B |
| Q4 25 | $5.6B | $2.9B | ||
| Q3 25 | $5.6B | $2.9B | ||
| Q2 25 | $1.1B | $2.9B | ||
| Q1 25 | $1.0B | $2.9B | ||
| Q4 24 | $1.0B | $2.8B | ||
| Q3 24 | $999.2M | $2.8B | ||
| Q2 24 | $1.0B | $2.8B | ||
| Q1 24 | $980.3M | $2.8B |
| Q4 25 | 0.17× | 0.20× | ||
| Q3 25 | 0.17× | 0.20× | ||
| Q2 25 | 0.03× | 0.20× | ||
| Q1 25 | 0.03× | 0.20× | ||
| Q4 24 | 0.02× | 0.20× | ||
| Q3 24 | 0.02× | 0.20× | ||
| Q2 24 | 0.03× | 0.21× | ||
| Q1 24 | 0.05× | 0.21× |
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 | $208.4M |
| Free Cash FlowOCF − Capex | $-55.9M | — |
| FCF MarginFCF / Revenue | -11.8% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | — | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | $208.4M | ||
| Q3 25 | $-123.7M | $247.1M | ||
| Q2 25 | $-264.0K | $198.7M | ||
| Q1 25 | $-25.8M | $224.5M | ||
| Q4 24 | $-3.6M | $222.6M | ||
| Q3 24 | $28.4M | $217.9M | ||
| Q2 24 | $-11.7M | $269.4M | ||
| Q1 24 | $52.6M | $210.9M |
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | — | ||
| Q1 25 | $-29.6M | — | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $22.9M | — | ||
| Q2 24 | $-20.8M | — | ||
| Q1 24 | $48.8M | — |
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | -17.7% | — | ||
| Q4 24 | -4.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | -10.5% | — | ||
| Q1 24 | 26.1% | — |
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 2.0% | — |
| Q4 25 | — | 3.03× | ||
| Q3 25 | — | 3.27× | ||
| Q2 25 | -0.02× | 2.54× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | -0.48× | 2.60× | ||
| Q3 24 | 1.34× | 2.18× | ||
| Q2 24 | -1.93× | 2.82× | ||
| Q1 24 | 3.79× | 2.48× |
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% |
MGY
| Oil And Condensate | $215.6M | 68% |
| Natural Gas Reserves | $52.9M | 17% |
| Natural Gas Liquids Reserves | $49.1M | 15% |
