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Aerovironment vs RBC Bearings

Aerovironment and RBC Bearings are similar in size: $1.98bn and $1.87bn of revenue in their latest fiscal years. Aerovironment grew faster (140.9% against 14.3%). RBC Bearings kept more of each dollar of sales as profit: a net margin of 15.4% against -13.4%. Aerovironment carries less debt relative to equity (17.0% against 26.0%).

Latest fiscal yearAerovironmentAVAV, 2026RBC BearingsRBC, 2026
Revenue $1.98bn $1.87bn
Revenue growth 140.9% 14.3%
Net income −$265m $288m
Operating margin -15.7% 22.5%
Net margin -13.4% 15.4%
Return on equity -10.0% 9.0%
Free cash flow −$141m $343m
Cash $377m $57.3m
Total debt $748m $876m
Debt to equity 17.0% 26.0%
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees — 5,816
Market value $6.33bn $16.21bn
Price vs our value range — Above our value range
Moat score 33 (Weak) 66 (Moderate)
Insider trades, 12 months 0 buys, 21 sales 0 buys, 10 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.