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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:

Drone Component Maker Boosts XTEND Investment to $27.5M

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Unusual Machines commits another $20 million to XTEND AI Robotics, lifting its total stake to $27.5 million as part of a larger financing round tied to the NYSE listing.

Drone Component Maker Boosts Stake in AI Robotics Leader

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Unusual Machines Inc. (UMAC:NYSEAMERICAN) raises its stake in newly NYSE-listed XTEND AI Robotics. Find out why one analyst says the investment story has shifted from financing worries to manufacturing execution.

Drone Makers Advance as Pentagon Adopts Ukraine Tactics

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U.S. drone suppliers like Unusual Machines and Red Cat Holdings expand capacity amid Pentagon programs and lessons from Ukraine drone operations that highlight low-cost systems.

Defense Drone Makers Scramble to Meet Soaring Demand

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Low-cost drones can destroy tanks. The government wants them, and these companies are rushing to fill the demand and make them.

Ashok Kumar Thinks Policy and Capacity Support BUY Recommendation for UMAC

Research Report
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Policy and capacity support Unusual Machines Inc.'s (UMAC:NYSEAMERICAN) BUY. Q2 established demand. Tariffs improve domestic-supply-chain conversion odds. The $35 target remains an execution-dependent stretch valuation.

UMAC Stock: Record Quarter Fuels US Drone Supply Growth

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Unusual Machines reports record Q2 revenue of $16.7 million, driven by military demand. Learn how UMAC is expanding capacity as a domestic NDAA-compliant supplier.

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
Amit Dayal, Analyst – H.C. Wainwright & Co.
National Bank Financial, Analyst – National Bank Financial
Craig Irwin – ROTH Capital Partners
Barry Sine – Litchfield Hills Research LLC

Company News 

9/9/2026 – Unusual Machines Invests an Additional $20 Million in XTEND AI Robotics, Bringing Total Investment to $27.5 Million

9/3/2026 – Unusual Machines Strengthens Supply Chain Intelligence Through Strategic Partnership with Altana

8/13/2026 – The $100-Billion Drone Services Opportunity Is Becoming the Next Billion-Dollar Technology Boom

8/13/2026 – Aureus Greenway Holdings Inc. and Powerus Announce Effectiveness of Form S-4 Registration Statement

8/11/2026 – Unusual Machines Q2 Earnings Call Puts Capacity Ahead of Q3 Growth

8/6/2026 – Unusual Machines Second Quarter 2026 Shareholder Letter

7/24/2026 – Unusual Machines to Announce Second Quarter 2026 Financial Results and Provide Corporate Update

7/9/2026 – The Counter-Drone Technology Gap That Is Leaving Agencies Blind to the Fastest-Growing Threat

6/29/2026 – Unusual Machines Added to Russell 2000(R) Index

6/25/2026 – Unusual Machines Expands Orlando Manufacturing Footprint to Support Battery Operations

6/18/2026 – Defiance Launches UMAL: The First Daily 2X Long ETF for Unusual Machines

6/17/2026 – XTEND Secures Patent Protecting UAV Control Under Degraded Communications and High-Latency Conditions

6/16/2026 – Unusual Machines Makes $30 Million Strategic Equity Investment in Powerus to Scale U.S. Autonomous Drone Manufacturing Infrastructure

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
No Restructures for This Company
*Share Structure as of 9/9/2026
Investing Highlights
 
Drone market for parts is 20B
 
Conflict and regulation is driving made in USA