M&A
confidence high
sentiment positive
materiality 0.80
AeroVironment closes $200M acquisition of UAS maker ESAero
AeroVironment Inc
- Total consideration ~$200M: $160M in stock (671,078 shares at $234.59/share) plus cash; subject to adjustments.
- ESAero produces unmanned aircraft and advanced air mobility platforms; operates 32K sq ft design and 53K sq ft manufacturing facilities in CA.
- Transaction expected to be accretive to adjusted EBITDA in the first full year post-close.
- ESAero will report into AV's Precision Strike and Defense Systems group under the Loitering Munition Systems unit.
- Acquisition follows AV's $4.1B purchase of BlueHalo in May 2025; second major deal in under a year.