Unusual Machines (UMAC) Company Report

Unusual Machines, Inc. (NYSE American: UMAC) recently received a $2.1 million purchase order for domestically assembled drone systems for defense and government applications.
This order indicates continued customer demand and a growing cadence of orders, with the full amount expected to be fulfilled across the first and second quarters of this year (2026).
The company is prepared to support the fulfillment of this order with its existing manufacturing capacity and inventory readiness.

5 days ago

Press Release

Unusual Machines Announces $2.1 Million Drone Component Order

UMAC

Revenue Acceleration/Inflection

Guidance Update

Unusual Machines, Inc. (UMAC) announced on January 15, 2026, that it has received a $2.1 million purchase order.
This order is for drone components intended to support domestically assembled drone systems for defense and government applications.
The company expects to fulfill the entire order across the first and second quarters of 2026.
The components included in the order are Rotor Riot Brave flight controllers, Brave ESCs, Fat Shark Aura analog cameras, Aura video transmitters (VTX), HDO+ headsets, and motors.

Jan 15, 2026, 9:01 PM

8-K

Unusual Machines (UMAC) Details Market Opportunity, Production Expansion, and Capital Allocation Strategy

UMAC

New Projects/Investments

Revenue Acceleration/Inflection

Guidance Update

Jan 14, 2026, 2:30 PM

Transcript

Unusual Machines Discusses Market Opportunity and Growth Strategy at Needham Conference

UMAC

Revenue Acceleration/Inflection

New Projects/Investments

Unusual Machines (UMAC) is a U.S. manufacturer of flight-critical drone components, positioned to fill a $2 billion domestic market vacuum created by the FCC ban on foreign drones and components.
The company anticipates significant demand from the Department of Defense, including the Gauntlet program's target of 350,000 low-cost drones over the next two years, with 30,000 expected by March.
UMAC has a strong balance sheet with $140 million-$150 million in cash and no debt, primarily used for working capital and strategic investments in the drone ecosystem to secure supply chains and market channels.
While profitable in Q3, UMAC is currently prioritizing rapid growth and scaling, aiming for a $40 million annual run rate for cash flow positivity and targeting 40% gross margins at steady state.
The company has significantly expanded its manufacturing space from 7,000 sq ft to 62,000 sq ft and increased headcount from 20 to 85 people to meet anticipated demand.

Jan 14, 2026, 2:30 PM

Transcript

Unusual Machines Discusses Market Opportunity, Growth Strategy, and Financial Outlook

UMAC

New Projects/Investments

Revenue Acceleration/Inflection

Guidance Update

Unusual Machines (UMAC) manufactures NDAA compliant drone parts, primarily targeting the consumer electronics market size and attritable drones, aiming to displace Chinese suppliers.
The company projects significant market opportunities, including an estimated $45 million from the Gauntlet program (90,000 drones in 2027) and a near-term $75-$100 million opportunity for 2027 from existing demand signals. The Department of Defense's target of one million drones represents a $500 million market for UMAC.
UMAC targets a 40% gross margin at steady state and expects to be cash flow positive at a $40 million annual run rate. Current costs exceed revenue due to scaling investments, with revenue expected to follow in one to two quarters.
Strategic initiatives include expanding manufacturing with a new motor facility in Orlando and plans for battery production in 2026 to offer comprehensive powertrain solutions. The company has also made strategic investments in LightPath, Kopin, and XTI (Drone Nerds).
Defense programs currently drive 90% or more of the business, with a shift towards commercial and consumer segments anticipated in two to three years, further boosted by an FCC ban on foreign drones and components.

Jan 14, 2026, 2:30 PM

Transcript

Unusual Machines, Inc. Highlights Strong Growth and Market Opportunity in Investor Presentation

UMAC

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Unusual Machines, Inc. reported quarter-over-quarter annualized revenue growth from $8 million in Q3 2025 to an estimated $20 million in Q4 2025.
The company has $20 million in enterprise purchase orders expected to be fulfilled through the first half of 2026 and maintains a strong financial position with $100 million cash on hand, $10 million in inventory, and no debt as of January 12, 2026.
Unusual Machines, Inc. operates in a $600 million market opportunity for U.S.-made drone components, driven by favorable legislation and a ~$1 billion Pentagon initiative.

Jan 12, 2026, 9:07 PM

8-K

Unusual Machines, Inc. Publishes Investor Presentation with Q3 2025 Financial Highlights

UMAC

Guidance Update

Revenue Acceleration/Inflection

New Projects/Investments

Unusual Machines, Inc. reported $6.3 million in year-to-date revenue through Q3 2025, reflecting 55% year-over-year growth and 39% margin expansion.
The company maintains a strong financial position with over $100 million in cash as of November 2025, no debt, and $10 million in inventory balances.
Unusual Machines expects to fulfill $16 million in enterprise purchase orders through the first half of 2026 and is positioned to benefit from legislation favoring domestic, NDAA-compliant drone supply chains.

Dec 17, 2025, 9:01 PM

8-K

Unusual Machines announces strategic supplier agreement with Dynamic Aerospace Systems

UMAC

New Projects/Investments

Revenue Acceleration/Inflection

Unusual Machines, Inc. (UMAC) has entered into a strategic supplier agreement with BrooQLy, Inc., operating as Dynamic Aerospace Systems (DAS).
Under the agreement, Unusual Machines will supply NDAA-compliant drone components, including flight controllers, ESCs, motors, and related subsystems, for DAS's production lines.
These components will be used in DAS's Breacher counter-UAS and Sentinel long-endurance ISR platform, as well as for commercial drone programs in the UAE with the noon Group and Greece with Drops Smart Hubs.
Unusual Machines expects this partnership to broaden its revenue mix and reinforce the value of domestic production.

Dec 8, 2025, 1:30 PM

8-K

Unusual Machines, Inc. Reports Record Q3 2025 Revenue and First Profitable Quarter

UMAC

Earnings

Revenue Acceleration/Inflection

New Projects/Investments

Unusual Machines, Inc. reported record revenue of approximately $2.13 million for Q3 2025, representing a 39% year-over-year increase for the quarter, and achieved its first profitable quarter with a net gain of $0.05 per share.
The company significantly increased its cash position, ending Q3 2025 with $64.3 million (up from $38.9 million at the start of the quarter) and subsequently raising an additional $72.1 million in gross proceeds in October, resulting in over $133 million in cash and $0 in debt as of November 6, 2025.
Unusual Machines has over $16 million in purchase order commitments expected to be fulfilled from Q4 2025 through Q2 2026 and aims to be consistently cash flow positive by late 2026, targeting a $30 million annual revenue run rate.

Nov 6, 2025, 9:06 PM

8-K

Unusual Machines Secures U.S. Army Order for Drone Components

UMAC

New Projects/Investments

Revenue Acceleration/Inflection

Unusual Machines, Inc. announced on October 15, 2025, that it received an order from the U.S. Army's 101st Airborne Division to supply 3,500 NDAA-compliant motors for its A.B.E. V1.01 drones.
The order also includes other U.S.-made, NDAA-compliant, and BLUE UAS-listed components, such as the Aura Analog Camera, Aura VTX, Brave Flight Controller, and Brave ESC, all produced at the company's new U.S.-based manufacturing facility.
The U.S. Army has indicated plans for an additional order of 20,000 components from Unusual Machines in 2026.