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UMAC:NYSEAMERICAN

Unusual Machines Inc.

Facebook Instagram LinkedIn X Unusual Machines primarily serves the American drone industry by building and selling drone components.

In February 2024 we acquired FPV market leader Fat Shark, which designs and manufactures ultra-low latency video goggles for drone pilots, and Rotor Riot, a drone-focused e-commerce marketplace backed by one of the largest communities of FPV drone pilots in the world. In short, Fat Shark makes the drone components and Rotor Riot sells them.

We expect demand for drones to continue to grow across all industries, including public safety, enterprise inspection, defense, and eventually drone delivery. While these industries are expanding, legislative changes like the American Securities Drone Act and conflicts like the one in Ukraine are creating significant changes in the manufacturing and supply chains for drones. Recently, the supply chains have been dominated by Chinese companies (reference). We believe the shift toward American manufacturing will create significant demand for a non Chinese based supplier of drone components and represents an opportunity for us to rapidly grow.

Unusual Machines Inc. is a billboard sponsor of Streetwise Reports and paid a fee for this company profile page. Please refer to the important disclosures below for additional details.

Recent Articles:

US, Ukraine Partnership Could Unleash Massive Defense Contracts, Big Returns

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The Ukraine and the U.S. may collaborate on drone defenses in a joint venture. See which companies are well-positioned to grow during this "Year of the Drones."

Drone Co.'s Revenue Surges 296% as it Targets Massive US Market Gains

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) announces that its revenue in the first quarter of 2026 jumped 296% year-over-year. Find out how the company is fighting Chinese dominance in the drone market.

Drone Manufacturer Targets Military Demand With Battery Innovator Acquisition

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) signs a definitive agreement to acquire DroneNX LLC, which specializes in making battery systems for unmanned aerial vehicles. Find out what one analyst says the company is doing to meet exploding demand.

Drone Maker Targets Big Domestic Gains With US$75M Supply Chain Purchases

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) is securing materials and inventory for its drone component product lines. Read why one analyst thinks the company is at the forefront of meeting rising domestic demand for the parts.

Drone Manufacturer Targeting US$1.1B in Defense Programs Doubles Production

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) announces enhancements to its manufacturing operations in Florida that are expected to more than double production.

Drone Manufacturer Launches AI Partnership Breakthrough With Lantronix

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) teams up with a partner to develop next-generation autonomous drone components. See how one analyst rates the company.

More Articles


Expert Comments:

Austin Bohlig, Needham & Co

(1/8/26)
"Trump indicated his intention to push Congress to increase the FY27 U.S. defense budget proposal to $1.5T. . .we expect the entire ecosystem and specifically names under coverage including Unusual Machines Inc. to trade higher as hype around growing budgets increases in the coming months."

Austin Bohlig, Needham & Co

(1/5/26)
"Given Unusual Machines Inc.'s unique positioning as a leading domestic supplier of low-cost, drone components, we see multiple catalysts materializing in 2026 that position the company to outperform. . .2026 could represent a transformational M&A year for Unusual Machines, providing additional tailwinds in 2027."

Austin Bohlig, Needham & Co

(12/23/25)
"The Federal Communications Commission went a step further by also explicitly banning foreign-sourced drone components. . .this ruling is a significant positive inflection for the U.S.-based drone component manufacturers. We view the implications as particularly favorable for Unusual Machines Inc. given its position as a leading domestic supplier of flight-critical drone components."

Barry Sine, Litchfield Hills Research LLC

(11/13/25)
"Unusual Machines Inc. continues to evolve from a drone components manufacturer into a central node in the emerging American drone and vertical take-off and landing ecosystem. This investment enhances strategic optionality, deepens vertical integration and offers a uniquely asymmetric risk-reward profile."

Austin Bohlig, Needham & Co

(11/12/25)
"While the commercial market will take time to ramp as DJI fades out of the U.S., we believe Unusual Machines Inc. has a robust runway of business in the near term with over $16M in bookings that will be shipped through H1/26. Furthermore, with the government shutdown on the cusp of ending, we believe drone procurement activity will pick up meaningfully."

Barry Sine, Litchfield Hills Research LLC

(11/7/25)
"Last night Unusual Machines Inc. made headlines with one of its most substantive quarterly updates to date. . .the company now holds roughly $16M in purchase orders scheduled for delivery through Q2/26. This figure exceeded expectations and does not include the retail business, which we believe is positioned for another strong holiday-driven Q4."

More Expert Comments

Experts Following This Company

Austin Bohlig – Needham & Co
Austin Bohlig – Needham & Co
Clive Maund – CliveMaund.com
John Roy – Water Tower Research
Barry Sine – Litchfield Hills Research LLC

Company News 

5/19/2026 – Ondas Acquires Omnisys to Boost AI Battlefield Capabilities

5/14/2026 – Military Drone Sector Eyes Massive Growth as Nations Modernize Defense Operations

5/11/2026 – Unusual Machines Accelerates Domestic Battery Manufacturing by Signing a Merger Agreement to Acquire Upgrade Energy

5/5/2026 – Unusual Machines Initiates $75M in Strategic Materials Purchases to Support Program-Driven Demand

5/4/2026 – Unusual Machines to Announce First Quarter 2026 Financial Results and Provide Corporate Update

4/21/2026 – Unusual Machines Secures $5M+ Order from Powerus for Counter-UAS Systems

4/17/2026 – Unusual Machines Appoints Chadd Cole as Vice President of FP&A

4/10/2026 – Unusual Machines Accelerates Motor Factory Output at Orlando Campus

4/9/2026 – The Pentagon Wants 200,000 Autonomous Systems. A Latin American Government Just Signed Its First Defense Order. And a Nasdaq Defense Tech Company Just Walked 580 Investors Through Its Three-Pillar AI Platform

4/9/2026 – $100Billion+ Drone Services Boom Fuels Rapid Rise of Drone-as-a-Service

3/20/2026 – Ondas Boosts Defense Portfolio With Key Strategic Acquisitions

3/19/2026 – Lantronix and Unusual Machines Partner to Deliver NDAA-Compliant AI-Autonomous Drone Components for U.S. Defense Programs

3/9/2026 – Unusual Machines Fourth Quarter and Full Year 2025 Shareholder Letter

3/9/2026 – New American Drone and Defense Company to be Created Through Merger of Powerus and Aureus Greenway Holdings

3/3/2026 – Unusual Machines to Participate in Two March Investor Conferences

3/2/2026 – Unusual Machines to Announce Fourth Quarter and Full-Year 2025 Financial Results and Provide Corporate Update

Important Disclosures
Unusual Machines Inc. is a Billboard advertiser of Streetwise Reports and pays a flat fee. Fees fund both sponsor-specific activities and general report activities. Sponsor-specific activities may include aggregating content and publishing that content on the Streetwise Reports site, creating and maintaining company landing pages, interviewing key management, posting a banner/billboard, and/or issuing press releases. The fees also cover the costs for Streetwise Reports to publish and syndicate investment opinion and comments, and also to curate or create sector-specific content. Billboard advertising monthly fees range from $3,000 to $5,000. This landing page contains a summary of the company that was prepared by that company. Some landing pages contain investing highlights and a catalyst calendar that are prepared by that company. The Expert Comments and Experts Following This Company sections of the landing page are compiled by Streetwise Reports. There may be other information about the company that is not placed on the landing page, and Streetwise Reports does not guarantee the accuracy or thoroughness of the information contained on the landing page. Readers should conduct their own research for all information publicly available concerning the company. This landing page may be considered advertising for the purposes of 18 U.S.C. 1734.

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Unusual Machines Inc. (UMAC:NYSEAMERICAN)

Restructures
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*Share Structure as of 5/21/2026
Investing Highlights
 
Drone market for parts is 20B
 
Conflict and regulation is driving made in USA