Added to YB: 2026-06-25
Pitch date: 2026-06-23
AVEX [neutral]
AEVEX Corp.
Author Info
Company Info
AEVEX Corp. operates as a defense technology contractor and enabler of the U.S. Unmanned Aerial Systems (UAS) dominance strategy mission.
Market Cap
$910.4M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.95
P/E
54.41
EV/Sales
2.13
Sector
Aerospace and Defense
Category
growth
A Primer On AEVEX
AVEX (overview): Defense drone prime, full UAS stack (hardware/software/CompassX autonomy/mobile ForgeX factory). IPO'd Apr 2026 at $20, +35% to ~$3.7B cap. Trades 4x fwd sales vs AVAV 6x. Q1'26 rev $200-208M (~$800M run-rate), ~$35M EBITDA. 46% sales/83% EBITDA CAGR est, FCF+ in 2026. Backlog >$500M, $8.1B pipeline. Risk: 80% US gov reliance, margin scaling, mezz dilution.
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