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13.10.25 - 15:21
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AV Appoints Mary Clum as President of Fast-Growing Space, Cyber and Directed Energy Business (Business Wire)
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ARLINGTON, Va.--(BUSINESS WIRE)--$AVAV--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced that current Executive Vice President, Space & Directed Energy (DE) Mission Systems Mary Clum has been appointed President of the company's Space, Cyber & Directed Energy (SCDE) business segment, effective October 24, 2025. Clum will report directly to Chairman, President & CEO Wahid Nawabi. Trip Ferguson, who has decided to step down, will remain at the company for a limited period to ensure a smooth transition.
With more than 25 years of industry experience, Clum has honed her ability to develop and deliver highly technical defense products. She joined AV in May 2025 through the company's acquisition of BlueHalo, where she served [on the Executive Leadership team] as President of the Product & Space Systems portfolio. In that role, she oversaw product innovation and manufacturing operations, driving growth across the portfolio and ensuring alignment with the company's long-term strategic objectives. ...
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12.10.25 - 23:15
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings (ZeroHedge)
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Goldman Highlights Top Defense Picks Ahead Of Q3 Earnings
Goldman analysts led by Noah Poponak released their 3Q25 Aerospace & Defense (A&D) earnings preview that points to continued strength in commercial aerospace (both OEM and aftermarket) and defense technology, while warning about government IT (due to DOGE-related efforts) and some defense hardware names.
Under the Goldman defense coverage universe, Poponak and his research desk favor TransDigm (TDG), Huntington Ingalls (HII), Woodward (WWD), and AeroVironment (AVAV) into earnings, while stressing "risk" ahead of earnings for Booz Allen (BAH), General Dynamics (GD), and Lockheed Martin (LMT).
Here's the breakdown:
Aerospace OE:
Boeing 737 MAX production has been at 38/month since May, and product quality improvements are holding. We expect the company to request a rate increase to 42/month with the FAA in the near-term, and to increase production to that level by year-end. We recently toured the Renton 737 MAX facility (s...
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25.09.25 - 15:36
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AV Appoints Johnathan Jones as Senior Vice President of Cyber and Mission Solutions (Business Wire)
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ARLINGTON, Va.--(BUSINESS WIRE)--$AVAV #AVAV--AeroVironment, Inc. (“AV”) (NASDAQ: AVAV) today announced it has appointed Johnathan Jones to its leadership team as Senior Vice President of Cyber and Mission Solutions (CMS). In this role, Jones will lead the strategic direction and operations of CMS, strengthening AV's advanced cyber, mission-enabling, and national security capabilities to United States government and defense customers.
“As the intelligence community and defense industry continue to evolve and adapt to emerging threats, AV remains focused on collaboration, adaptability, and delivering asymmetric advantages to our customers through our dedicated CMS group,” said Jones. “I look forward to working with our leadership team and talented workforce to build on our momentum and deliver the mission success our customers demand.”
A seasoned leader and U.S. Air Force veteran, Jones is a proven defense executive who brings more than two decades of experience to the role. Jones began his ca...
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