Added to YB: 2026-06-22
Pitch date: 2026-06-18
AVEX [bullish]
AEVEX Corp.
Author Info
No bio for this author
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
N/A
Price Target
35.75 (+80%)
Dividend
N/A
EV/EBITDA
16.51
P/E
N/A
EV/Sales
2.36
Sector
Aerospace and Defense
Category
growth
AEVEX Corp is the purest play on US military drone dominance that trades on a public exchange at $18.43.
AVEX: Purest public play on US military drones at $20.36, below $27 June secondary (Madison Dearborn exit created PE overhang/entry). Q1'26 rev $216.7M +307% YoY, first profit $21M, 16.8% EBITDA margin. FY26 guide $600-620M. $8.1B pipeline, CompassX GPS-denied moat, Phoenix Ghost combat-proven. 9 analysts buy, avg PT $35.75 (75% upside). Long-term buy.
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