Key Takeaways

• AeroVironment is expanding its production capabilities for Switchblade loitering munitions, planning a new facility in Salt Lake City by 2026.
• The Switchblade models are being updated with more advanced capabilities, including an armor-piercing version of the Switchblade 300.
• AeroVironment’s innovations include launching Switchblades from MQ-9 Reaper drones, enhancing operational versatility.

Production Expansion and Advancements

AeroVironment is set to significantly enhance its production capabilities for the Switchblade loitering munitions. Brian Young, an executive overseeing the Switchblade program, announced plans for a new facility in Salt Lake City, expected to be operational by late 2026 or early 2027. This facility aims to produce several thousand units per month—far exceeding the current output of 500 from the Los Angeles facility. This move aligns with the U.S. Army’s accelerated efforts to develop loitering munitions as part of its Low Altitude Stalking and Strike Ordnance (LASSO) program.

At the recent Association of the U.S. Army’s conference, Young emphasized a shift toward technologies suitable for the LASSO initiative, highlighting that AeroVironment is adopting a modular open systems approach. This enables users to integrate various capabilities into the Switchblade, adapting it for different missions. The UAV has already seen extensive use by the Ukrainian military against Russian forces.

Innovative Updates and Capabilities

AeroVironment introduced updates to its Switchblade models during the conference. Notably, the Switchblade 300 variant will receive an upgraded armor-piercing payload to counteract armored vehicles common in modern warfare, as seen in Ukraine. Young reported that this updated version is expected to go through Army qualification by 2026, with plans to offer it to foreign militaries as well.

The Switchblade 400, tailored for LASSO, combines features from the heavier Switchblade 600, such as a Javelin warhead but is designed to be more lightweight and portable. Young anticipates an announcement from the Army regarding the selection of Switchblade 400 for the LASSO program soon. The introduction of a Block 2 version of the Switchblade 600 designed for the U.S. military includes advances like M code GPS and improved automation features for target recognition, with deliveries expected by early 2026.

Future Market Potential

AeroVironment recognizes a growing demand for loitering munitions. Young stated that the market shows no signs of leveling off and expects continued expansion for different Switchblade sizes. The company is already working on additional variants that could provide tactical advantages to soldiers in the field.

The lighter Switchblade 300 model, weighing under eight pounds with its launch tube, allows soldiers to carry multiple units easily. In contrast, the heavier Switchblade 400, while more challenging to transport, delivers significant striking power against fortified targets. Ukrainian forces have been effectively employing Switchblade 600s, often launching them from trucks stationed near conflict areas.

Additionally, AeroVironment is testing the feasibility of deploying Switchblade launchers on various platforms, including manned and unmanned vehicles, enhancing their operational flexibility. Successful tests have already demonstrated the ability to launch a Switchblade 600 from an MQ-9 Reaper drone, showcasing the potential for global operational reach through satellite control.

With these innovations and expansions, AeroVironment positions itself as a key player in the evolving landscape of loitering munitions, responding to modern warfare needs effectively.

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