AeroVironment (AVAV): FY26 Q4 earnings call, Jun 29, 2026

On its Jun 29, 2026 earnings call (FY26 Q4), AeroVironment said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 4 settled yes · our count agreed on 12 of 12

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AV Halo Yes44✓75%transcripts from the transcript model–
Orbit Yes22✓26%transcripts from the transcript model–
Golden Dome Yes11✓73%transcripts from the transcript model–
Tailwind Yes11✓26%transcripts from the transcript model–
Iran No00✓62%transcripts from the transcript model–
Robot / Robotic / Robotics No00✓59%transcripts from the transcript model–
Taiwan No00✓55%transcripts from the transcript model–
Supply Chain No02✓53%transcripts from the transcript model–
Headwind No00✓33%transcripts from the transcript model–
NATO No00✓29%transcripts from the transcript model–
Backpackable No00✓16%transcripts from the transcript model–
Class Action No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Wahid Nawabicompany“AV Halo” · prepared

…Titan 4 To work in conjunction with LOCUST, as well as our AV_Halo software ecosystem to protect critical assets from drone threats, which includes swarming…

Wahid Nawabicompany“Orbit” · prepared

…of the largest awards on record. These terminals will be deployed on orbit for critical national security missions. Subsequent to the quarter closing, the U.S.…

Sean Woodwardcompany“Tailwind” · prepared

…solutions, markets where we hold leading positions and where we see multi-year tailwinds driven by the evolving threat environment. Now, I'd like to turn things…

Agents: this page as TSV at /api/v1/appearances/aerovironment:2026-06-29:earnings_call · words: /api/v1/brief?appearance=aerovironment:2026-06-29:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP