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Side-by-side financial comparison of AeroVironment Inc (AVAV) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $472.5M, roughly 1.9× AeroVironment Inc). RH runs the higher net margin — 4.1% vs -3.6%, a 7.7% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 8.9%). RH produced more free cash flow last quarter ($83.0M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 9.4%).
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...
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
AVAV vs RH — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | ||
|---|---|---|
| Revenue | $472.5M | $883.8M |
| Net Profit | $-17.1M | $36.3M |
| Gross Margin | 22.0% | 44.1% |
| Operating Margin | -6.4% | 12.0% |
| Net Margin | -3.6% | 4.1% |
| Revenue YoY | 181.9% | 8.9% |
| Net Profit YoY | -875.1% | 9.3% |
| EPS (diluted) | $-0.34 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $454.7M | $899.2M | ||
| Q2 25 | $275.1M | $814.0M | ||
| Q1 25 | $167.6M | $812.4M | ||
| Q4 24 | $188.5M | $811.7M | ||
| Q3 24 | $189.5M | $829.7M | ||
| Q2 24 | $197.0M | $727.0M | ||
| Q1 24 | $186.6M | $738.3M |
| Q4 25 | $-17.1M | $36.3M | ||
| Q3 25 | $-67.4M | $51.7M | ||
| Q2 25 | $16.7M | $8.0M | ||
| Q1 25 | $-1.8M | $13.9M | ||
| Q4 24 | $7.5M | $33.2M | ||
| Q3 24 | $21.2M | $29.0M | ||
| Q2 24 | $6.0M | $-3.6M | ||
| Q1 24 | $13.9M | $11.4M |
| Q4 25 | 22.0% | 44.1% | ||
| Q3 25 | 20.9% | 45.5% | ||
| Q2 25 | 36.5% | 43.7% | ||
| Q1 25 | 37.7% | 44.7% | ||
| Q4 24 | 39.1% | 44.5% | ||
| Q3 24 | 43.0% | 45.2% | ||
| Q2 24 | 38.4% | 43.5% | ||
| Q1 24 | 36.1% | 43.5% |
| Q4 25 | -6.4% | 12.0% | ||
| Q3 25 | -15.2% | 14.3% | ||
| Q2 25 | 5.0% | 6.9% | ||
| Q1 25 | -1.8% | 8.7% | ||
| Q4 24 | 3.7% | 12.5% | ||
| Q3 24 | 12.2% | 11.6% | ||
| Q2 24 | 3.0% | 7.5% | ||
| Q1 24 | 7.7% | 8.7% |
| Q4 25 | -3.6% | 4.1% | ||
| Q3 25 | -14.8% | 5.8% | ||
| Q2 25 | 6.1% | 1.0% | ||
| Q1 25 | -1.0% | 1.7% | ||
| Q4 24 | 4.0% | 4.1% | ||
| Q3 24 | 11.2% | 3.5% | ||
| Q2 24 | 3.1% | -0.5% | ||
| Q1 24 | 7.4% | 1.5% |
| Q4 25 | $-0.34 | $1.83 | ||
| Q3 25 | $-1.44 | $2.62 | ||
| Q2 25 | $0.59 | $0.40 | ||
| Q1 25 | $-0.06 | $0.71 | ||
| Q4 24 | $0.27 | $1.66 | ||
| Q3 24 | $0.75 | $1.45 | ||
| Q2 24 | $0.18 | $-0.20 | ||
| Q1 24 | $0.50 | $0.91 |
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 | $43.1M |
| Total DebtLower is stronger | $747.5M | — |
| Stockholders' EquityBook value | $4.4B | $3.3M |
| Total Assets | $5.6B | $4.8B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | $43.1M | ||
| Q3 25 | $685.8M | $34.6M | ||
| Q2 25 | $40.9M | $46.1M | ||
| Q1 25 | $47.0M | $30.4M | ||
| Q4 24 | $69.0M | $87.0M | ||
| Q3 24 | $81.2M | $78.3M | ||
| Q2 24 | $73.3M | $101.8M | ||
| Q1 24 | $107.7M | $123.7M |
| 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 | $3.3M | ||
| Q3 25 | $4.4B | $-40.9M | ||
| Q2 25 | $886.5M | $-110.8M | ||
| Q1 25 | $861.1M | $-163.6M | ||
| Q4 24 | $858.4M | $-183.0M | ||
| Q3 24 | $845.5M | $-234.7M | ||
| Q2 24 | $822.7M | $-289.9M | ||
| Q1 24 | $813.0M | $-297.4M |
| Q4 25 | $5.6B | $4.8B | ||
| Q3 25 | $5.6B | $4.7B | ||
| Q2 25 | $1.1B | $4.7B | ||
| Q1 25 | $1.0B | $4.6B | ||
| Q4 24 | $1.0B | $4.5B | ||
| Q3 24 | $999.2M | $4.4B | ||
| Q2 24 | $1.0B | $4.2B | ||
| Q1 24 | $980.3M | $4.1B |
| 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 | $131.9M |
| Free Cash FlowOCF − Capex | $-55.9M | $83.0M |
| FCF MarginFCF / Revenue | -11.8% | 9.4% |
| Capex IntensityCapex / Revenue | 2.3% | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | $131.9M | ||
| Q3 25 | $-123.7M | $137.7M | ||
| Q2 25 | $-264.0K | $86.6M | ||
| Q1 25 | $-25.8M | $-18.8M | ||
| Q4 24 | $-3.6M | $-31.4M | ||
| Q3 24 | $28.4M | $11.2M | ||
| Q2 24 | $-11.7M | $56.1M | ||
| Q1 24 | $52.6M | $-114.0M |
| Q4 25 | $-55.9M | $83.0M | ||
| Q3 25 | $-146.5M | $80.7M | ||
| Q2 25 | $-8.8M | $34.1M | ||
| Q1 25 | $-29.6M | $-69.7M | ||
| Q4 24 | $-8.7M | $-96.0M | ||
| Q3 24 | $22.9M | $-37.9M | ||
| Q2 24 | $-20.8M | $-10.1M | ||
| Q1 24 | $48.8M | $-251.5M |
| Q4 25 | -11.8% | 9.4% | ||
| Q3 25 | -32.2% | 9.0% | ||
| Q2 25 | -3.2% | 4.2% | ||
| Q1 25 | -17.7% | -8.6% | ||
| Q4 24 | -4.6% | -11.8% | ||
| Q3 24 | 12.1% | -4.6% | ||
| Q2 24 | -10.5% | -1.4% | ||
| Q1 24 | 26.1% | -34.1% |
| Q4 25 | 2.3% | 5.5% | ||
| Q3 25 | 5.0% | 6.3% | ||
| Q2 25 | 3.1% | 6.5% | ||
| Q1 25 | 2.3% | 6.3% | ||
| Q4 24 | 2.7% | 8.0% | ||
| Q3 24 | 2.9% | 5.9% | ||
| Q2 24 | 4.6% | 9.1% | ||
| Q1 24 | 2.0% | 18.6% |
| Q4 25 | — | 3.64× | ||
| Q3 25 | — | 2.66× | ||
| Q2 25 | -0.02× | 10.78× | ||
| Q1 25 | — | -1.35× | ||
| Q4 24 | -0.48× | -0.95× | ||
| Q3 24 | 1.34× | 0.39× | ||
| Q2 24 | -1.93× | — | ||
| Q1 24 | 3.79× | -10.01× |
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% |
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |