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.

12 matches for “Red Dragon”; 5 quoted, at least 25 words apart.

Wahid Nawabicompanyprepared

…products, including Switchblade 400 and MAYHEM 10. Our new one-way attack solution, Red Dragon, was awarded several contracts. We're preparing to bring additional Switchblade production…

Wahid Nawabicompanyprepared

…customers. Slightly over a year ago, we announced our one-way attack solution, Red Dragon. Red Dragon most recently received a $17 million production contract for…

Sean Woodwardcompanyprepared

…several of our key franchises, including Switchblade and Loitering Munitions, Titan Counter-UAS, Red Dragon one-way attack, and JUMP 20 Group three tactical systems. With nearly…

Sean Woodwardcompanyprepared

…driven by strong sales in our Loitering Munition Switchblade family, one-way attack Red Dragon, and counter-UAS RF Titan products. Uncrewed Aircraft Systems operating group grew…

Wahid Nawabicompanyprepared

…MRR, LRKI, and received several additional orders for franchise programs such as Red Dragon and Long Haul Laser Communications, each representing opportunities that could be…

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