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Side-by-side financial comparison of AeroVironment Inc (AVAV) and Soho House & Co Inc. (SHCO). Click either name above to swap in a different company.
AeroVironment Inc is the larger business by last-quarter revenue ($472.5M vs $370.8M, roughly 1.3× Soho House & Co Inc.). AeroVironment Inc runs the higher net margin — -3.6% vs -5.0%, a 1.4% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 11.2%). Soho House & Co Inc. produced more free cash flow last quarter ($3.5M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 13.5%).
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...
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
AVAV vs SHCO — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $472.5M | $370.8M |
| Net Profit | $-17.1M | $-18.7M |
| Gross Margin | 22.0% | — |
| Operating Margin | -6.4% | -1.6% |
| Net Margin | -3.6% | -5.0% |
| Revenue YoY | 181.9% | 11.2% |
| Net Profit YoY | -875.1% | -10790.3% |
| EPS (diluted) | $-0.34 | $-0.10 |
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 | — | ||
| Q3 25 | $454.7M | $370.8M | ||
| Q2 25 | $275.1M | $329.8M | ||
| Q1 25 | $167.6M | $282.9M | ||
| Q4 24 | $188.5M | $305.6M | ||
| Q3 24 | $189.5M | $333.4M | ||
| Q2 24 | $197.0M | $302.9M | ||
| Q1 24 | $186.6M | $261.9M |
| Q4 25 | $-17.1M | — | ||
| Q3 25 | $-67.4M | $-18.7M | ||
| Q2 25 | $16.7M | $24.9M | ||
| Q1 25 | $-1.8M | $8.2M | ||
| Q4 24 | $7.5M | $-91.7M | ||
| Q3 24 | $21.2M | $175.0K | ||
| Q2 24 | $6.0M | $-29.9M | ||
| Q1 24 | $13.9M | $-41.6M |
| 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% | — | ||
| Q3 25 | -15.2% | -1.6% | ||
| Q2 25 | 5.0% | 18.1% | ||
| Q1 25 | -1.8% | 12.3% | ||
| Q4 24 | 3.7% | -23.1% | ||
| Q3 24 | 12.2% | 11.4% | ||
| Q2 24 | 3.0% | -4.3% | ||
| Q1 24 | 7.7% | -9.3% |
| Q4 25 | -3.6% | — | ||
| Q3 25 | -14.8% | -5.0% | ||
| Q2 25 | 6.1% | 7.5% | ||
| Q1 25 | -1.0% | 2.9% | ||
| Q4 24 | 4.0% | -30.0% | ||
| Q3 24 | 11.2% | 0.1% | ||
| Q2 24 | 3.1% | -9.9% | ||
| Q1 24 | 7.4% | -15.9% |
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $-1.44 | $-0.10 | ||
| Q2 25 | $0.59 | $0.13 | ||
| Q1 25 | $-0.06 | $0.04 | ||
| Q4 24 | $0.27 | $-0.48 | ||
| Q3 24 | $0.75 | $0.00 | ||
| Q2 24 | $0.18 | $-0.15 | ||
| Q1 24 | $0.50 | $-0.21 |
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 | $142.5M |
| Total DebtLower is stronger | $747.5M | $735.8M |
| Stockholders' EquityBook value | $4.4B | $-351.6M |
| Total Assets | $5.6B | $2.7B |
| Debt / EquityLower = less leverage | 0.17× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | $142.5M | ||
| Q2 25 | $40.9M | $150.3M | ||
| Q1 25 | $47.0M | $150.1M | ||
| Q4 24 | $69.0M | $152.7M | ||
| Q3 24 | $81.2M | $142.8M | ||
| Q2 24 | $73.3M | $148.5M | ||
| Q1 24 | $107.7M | $139.8M |
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | $735.8M | ||
| Q2 25 | $30.0M | $729.8M | ||
| Q1 25 | $25.0M | $705.1M | ||
| Q4 24 | $15.0M | $691.5M | ||
| Q3 24 | $17.5M | $694.8M | ||
| Q2 24 | $28.0M | $682.1M | ||
| Q1 24 | $40.0M | $671.7M |
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | $-351.6M | ||
| Q2 25 | $886.5M | $-348.6M | ||
| Q1 25 | $861.1M | $-340.1M | ||
| Q4 24 | $858.4M | $-335.1M | ||
| Q3 24 | $845.5M | $-279.4M | ||
| Q2 24 | $822.7M | $-231.7M | ||
| Q1 24 | $813.0M | $-193.0M |
| Q4 25 | $5.6B | — | ||
| Q3 25 | $5.6B | $2.7B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $1.0B | $2.5B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $999.2M | $2.6B | ||
| Q2 24 | $1.0B | $2.6B | ||
| Q1 24 | $980.3M | $2.5B |
| 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 | $34.9M |
| Free Cash FlowOCF − Capex | $-55.9M | $3.5M |
| FCF MarginFCF / Revenue | -11.8% | 0.9% |
| Capex IntensityCapex / Revenue | 2.3% | 8.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-240.7M | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-45.1M | — | ||
| Q3 25 | $-123.7M | $34.9M | ||
| Q2 25 | $-264.0K | $41.0M | ||
| Q1 25 | $-25.8M | $22.8M | ||
| Q4 24 | $-3.6M | $26.9M | ||
| Q3 24 | $28.4M | $20.6M | ||
| Q2 24 | $-11.7M | $36.0M | ||
| Q1 24 | $52.6M | $6.2M |
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | $3.5M | ||
| Q2 25 | $-8.8M | $12.4M | ||
| Q1 25 | $-29.6M | $7.5M | ||
| Q4 24 | $-8.7M | $18.5M | ||
| Q3 24 | $22.9M | $10.3M | ||
| Q2 24 | $-20.8M | $10.2M | ||
| Q1 24 | $48.8M | $-13.5M |
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | 0.9% | ||
| Q2 25 | -3.2% | 3.8% | ||
| Q1 25 | -17.7% | 2.7% | ||
| Q4 24 | -4.6% | 6.1% | ||
| Q3 24 | 12.1% | 3.1% | ||
| Q2 24 | -10.5% | 3.4% | ||
| Q1 24 | 26.1% | -5.2% |
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | 8.5% | ||
| Q2 25 | 3.1% | 8.7% | ||
| Q1 25 | 2.3% | 5.4% | ||
| Q4 24 | 2.7% | 2.7% | ||
| Q3 24 | 2.9% | 3.1% | ||
| Q2 24 | 4.6% | 8.5% | ||
| Q1 24 | 2.0% | 7.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | 1.65× | ||
| Q1 25 | — | 2.79× | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | 117.70× | ||
| Q2 24 | -1.93× | — | ||
| Q1 24 | 3.79× | — |
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% |
SHCO
| Membership | $122.7M | 33% |
| Other | $122.0M | 33% |
| Membership Revenue | $58.5M | 16% |
| Other Revenue | $28.5M | 8% |
| Equity Method Investment Nonconsolidated Investee Or Group Of Investees | $24.8M | 7% |
| Elimination Of Equity Accounted Revenue | $13.4M | 4% |
| Related Party | $2.0M | 1% |
| Soho House | $1.0M | 0% |
