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AVAV or AXON or LHX
AeroVironment (AVAV) vs Axon Enterprise (AXON) vs L3Harris Technologies (LHX) Earnings Recap: Recent Reports Reveal Growth Amid Challenges
Key Takeaways
- AVAV reported Q3 FY2026 revenue of $408M, up 143% YoY, but EPS of $0.64 missed estimates of $0.69; slashed FY2026 guidance due to government delays.
- AXON Q4 2025 revenue hit $797M, +39% YoY, with EPS $2.15 beating $1.60 estimate; AI-driven software growth at 40%.
- LHX Q4 2025 revenue $5.6B, +6% organically, EPS $2.86 topping $2.76; record backlog and 2026 guidance initiated.
- All three defense tech firms show robust revenue expansion, but AVAV faces near-term headwinds while AXON and LHX demonstrate earnings beats.
Earnings Context and Competitive Landscape
These companies operate in overlapping defense and public safety tech sectors, with AVAV focusing on unmanned systems, AXON on tasers and AI software, and LHX on diversified aerospace/electronics. Recent earnings highlight sector resilience amid geopolitical demand, but execution risks like funding delays impact results. Timing of reports underscores growth trajectories, with comparisons revealing leaders in margins and backlogs.
AeroVironment Focus
AeroVironment (AVAV) released fiscal Q3 2026 results on March 10, 2026, for the quarter ended January 31, 2026. Revenue reached $408.0 million, surging 143% from $167.6 million YoY, driven by product sales up in Autonomous Systems and Space/Cyber segments post-BlueHalo acquisition. However, adjusted EPS was $0.64 versus Zacks estimate of $0.68, with revenue missing at $408.05 million. Government funding delays led to lowered FY2026 outlook. Nine-month revenue hit $1.3 billion.
Axon Enterprise Context
Axon Enterprise (AXON) posted Q4 2025 results on February 24, 2026, for the quarter ended December 31, 2025. Revenue grew 39% YoY to $797 million, beating expectations, with Software & Services up 40% to $343 million. Adjusted EPS of $2.15 topped the $1.60 consensus, up from $2.08 YoY. Full-year revenue was $2.78 billion (+33.5%), adjusted EPS $6.85. Strong AI bookings and connected devices fueled performance; next report estimated May 2026.
L3Harris Technologies Context
L3Harris Technologies (LHX) announced Q4 2025 results on January 29, 2026, for the period ended January 2, 2026. Revenue was $5.6 billion, up 6% organically, with non-GAAP EPS $2.86 beating $2.76 estimate (from $2.60 YoY). Full-year revenue implied strong growth, with diluted EPS $8.53 GAAP. Record $27.5 billion orders backlog supports 2026 guidance. Focus on missile solutions and operational efficiencies; Q1 due late April 2026.
Head-to-Head Earnings and Market Comparison
AVAV leads revenue growth at 143% but missed estimates and cut guidance, signaling risks (market cap $11B, forward P/E 58). AXON excels in beats (EPS +29%, revenue +5.7%) and AI momentum (market cap $43B, forward P/E 68), though high valuation. LHX offers stability with backlog, EPS beat, and dividends (market cap $68B, P/E 42), lower beta. Growth favors AVAV/AXON; risk/sentiment tilts to LHX.
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Tickeron AI Verdict
Tickeron AI favors AXON with 65% probability due to consistent beats, 39% revenue growth, and AI/software tailwinds outpacing peers' challenges like AVAV's misses or LHX's steadier but slower pace.
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Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVAV’s FA Score shows that 1 FA rating(s) are green whileAXON’s FA Score has 1 green FA rating(s), and LHX’s FA Score reflects 3 green FA rating(s).
- AVAV’s FA Score: 1 green, 4 red.
- AXON’s FA Score: 1 green, 4 red.
- LHX’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVAV’s TA Score shows that 4 TA indicator(s) are bullish while AXON’s TA Score has 5 bullish TA indicator(s), and LHX’s TA Score reflects 3 bullish TA indicator(s).
- AVAV’s TA Score: 4 bullish, 5 bearish.
- AXON’s TA Score: 5 bullish, 4 bearish.
- LHX’s TA Score: 3 bullish, 6 bearish.
Price Growth
AVAV (@Aerospace & Defense) experienced а +6.51% price change this week, while AXON (@Aerospace & Defense) price change was +16.45% , and LHX (@Aerospace & Defense) price fluctuated -0.92% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +4.81%. For the same industry, the average monthly price growth was +11.73%, and the average quarterly price growth was +29.52%.
Reported Earning Dates
AVAV is expected to report earnings on Jun 30, 2026.
AXON is expected to report earnings on May 12, 2026.
LHX is expected to report earnings on Apr 30, 2026.
Industries' Descriptions
@Aerospace & Defense (+4.81% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| AVAV | AXON | LHX | |
| Capitalization | 9.69B | 32.5B | 65.4B |
| EBITDA | 104M | 196M | 3.75B |
| Gain YTD | -20.865 | -29.067 | 19.757 |
| P/E Ratio | 149.03 | 266.79 | 41.07 |
| Revenue | 1.61B | 2.78B | 21.9B |
| Total Cash | 587M | 1.73B | 1.07B |
| Total Debt | 826M | 1.91B | 11.1B |
AVAV | AXON | LHX | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 19 | 10 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 88 Overvalued | 31 Undervalued | |
PROFIT vs RISK RATING 1..100 | 79 | 70 | 28 | |
SMR RATING 1..100 | 92 | 85 | 75 | |
PRICE GROWTH RATING 1..100 | 65 | 65 | 47 | |
P/E GROWTH RATING 1..100 | 16 | 10 | 25 | |
SEASONALITY SCORE 1..100 | 32 | 75 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
LHX's Valuation (31) in the null industry is somewhat better than the same rating for AVAV (83) in the Aerospace And Defense industry, and is somewhat better than the same rating for AXON (88) in the Biotechnology industry. This means that LHX's stock grew somewhat faster than AVAV’s and somewhat faster than AXON’s over the last 12 months.
LHX's Profit vs Risk Rating (28) in the null industry is somewhat better than the same rating for AXON (70) in the Biotechnology industry, and is somewhat better than the same rating for AVAV (79) in the Aerospace And Defense industry. This means that LHX's stock grew somewhat faster than AXON’s and somewhat faster than AVAV’s over the last 12 months.
LHX's SMR Rating (75) in the null industry is in the same range as AXON (85) in the Biotechnology industry, and is in the same range as AVAV (92) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to AXON’s and similarly to AVAV’s over the last 12 months.
LHX's Price Growth Rating (47) in the null industry is in the same range as AXON (65) in the Biotechnology industry, and is in the same range as AVAV (65) in the Aerospace And Defense industry. This means that LHX's stock grew similarly to AXON’s and similarly to AVAV’s over the last 12 months.
AXON's P/E Growth Rating (10) in the Biotechnology industry is in the same range as AVAV (16) in the Aerospace And Defense industry, and is in the same range as LHX (25) in the null industry. This means that AXON's stock grew similarly to AVAV’s and similarly to LHX’s over the last 12 months.
| AVAV | AXON | LHX | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 81% | 3 days ago 90% | N/A |
| Stochastic ODDS (%) | 3 days ago 65% | 3 days ago 83% | 3 days ago 49% |
| Momentum ODDS (%) | 3 days ago 83% | 7 days ago 70% | 3 days ago 59% |
| MACD ODDS (%) | 3 days ago 74% | 3 days ago 73% | 3 days ago 51% |
| TrendWeek ODDS (%) | 3 days ago 76% | 3 days ago 76% | 3 days ago 52% |
| TrendMonth ODDS (%) | 3 days ago 66% | 3 days ago 69% | 3 days ago 57% |
| Advances ODDS (%) | 4 days ago 79% | 5 days ago 74% | 14 days ago 54% |
| Declines ODDS (%) | 21 days ago 72% | 10 days ago 69% | 3 days ago 51% |
| BollingerBands ODDS (%) | 3 days ago 64% | 3 days ago 84% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 56% | 3 days ago 52% |
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AVAV and
Correlation & Price change
A.I.dvisor indicates that over the last year, AVAV has been loosely correlated with KTOS. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if AVAV jumps, then KTOS could also see price increases.
| Ticker / NAME | Correlation To AVAV | 1D Price Change % | ||
|---|---|---|---|---|
| AVAV | 100% | -5.23% | ||
| KTOS - AVAV | 59% Loosely correlated | -4.60% | ||
| KRMN - AVAV | 45% Loosely correlated | -4.93% | ||
| MRCY - AVAV | 45% Loosely correlated | -1.01% | ||
| DRS - AVAV | 44% Loosely correlated | -0.82% | ||
| GD - AVAV | 42% Loosely correlated | +0.41% | ||
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LHX and
Correlation & Price change
A.I.dvisor indicates that over the last year, LHX has been loosely correlated with GD. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if LHX jumps, then GD could also see price increases.
| Ticker / NAME | Correlation To LHX | 1D Price Change % | ||
|---|---|---|---|---|
| LHX | 100% | -0.87% | ||
| GD - LHX | 61% Loosely correlated | +0.41% | ||
| HII - LHX | 59% Loosely correlated | -0.34% | ||
| NOC - LHX | 52% Loosely correlated | -1.12% | ||
| KTOS - LHX | 50% Loosely correlated | -4.60% | ||
| BWXT - LHX | 49% Loosely correlated | +2.16% | ||
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