Added to YB: 2026-09-02
Pitch date: 2026-08-28
AVEX [bullish]
AEVEX Corp.
-4.2%
current return
Author Info
Monte Independent Investment Research is a small- and mid-cap industrials research firm that specializes in uncovering value in small- and mid-cap industrials through a hybrid research approach that blends top-down market analysis with bottom-up company fundamentals. Sign up for the newsletter.
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
$1.0B
Pitch Price
$17.63
Price Target
23.00 (+31%)
Dividend
N/A
EV/EBITDA
19.46
P/E
45.57
EV/Sales
3.02
Sector
Aerospace and Defense
Category
growth
Research & Analysis: AEVEX (NYSE: AVEX)
AVEX: AEVEX is a profitable autonomous-systems provider with battlefield-tested aerial drones and an expanding maritime offering through its pending $650M BlackSea acquisition. Q2’26 book-to-bill was 1.08x and the FMS pipeline spans 55 allied nations, but the EUCOM contract rolls off in eFY27 and short-cycle awards may not replace it. The cautious $23 target reflects 23.48x eFY27 EV/adjusted EBITDA versus 25.19x currently.
Read full article (5 min)