UMAC
Unusual Machines, Inc.

Unusual Machines, Inc.UMAC

Technology · Computer Hardware
16.31USD
-8.52%
Oct 17, 2026
UMAC overview ready
NDAA-Compliant FPV Drone Components Supplier Supporting Domestic Defense Supply Chains
UMAC is a domestic drone-parts and subsystem supplier rather than a prime contractor for complete military UAS programs.
Strong narrative exposure
Exposed to the Defense Rearmament and Industrial Base narrative through Unmanned Systems and Counter-Drone — component supplier.
An early price trend
Longer-term context reads new trend, with a near-term setup of daily advance.
Demanding valuation
The price embeds expectations that run ahead of the cash it currently generates.
Fundamentals not measured
Primary risk
High operating losses and negative operating margin.
Market Oct 16Filing Jun 30Price action Aug 9

Conviction Level

Theme Heat, Business Quality have no canonical measurement for this company — research-profile dimensions, not inputs to this score.

NarrativeHeat—ThemeHeat—PriceAction8.0Valuation0.3CompanyPosition7.3BusinessQuality—
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads new trend, with a near-term setup of daily advance.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$814.8M
Avg Volume (60D)
3.2M
60 sessions
Revenue Growth YoY
+101.2%
FY2025 vs FY2024
Gross Margin
+34.8%
Trailing twelve months
Operating Margin
-93.5%
Trailing twelve months
Free Cash Flow Yield
-7.2%
P/E
N/M
Market metrics as of Oct 16, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is expensive.
Unusual Machines, Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash it currently generates.

Company Research

Thesis
UMAC is a domestic drone-parts and subsystem supplier rather than a prime contractor for complete military UAS programs.
Opportunity
High opportunity
Defense and security procurement for scalable small unmanned aircraft, counter-UAS capabilities, and the compliant domestic component supply chains required to field and sustain them.
Key risk
High operating losses and negative operating margin.

Narrative & Theme

Defense Rearmament and Industrial Base
Part of Unmanned Systems and Counter-Drone, with moderate fit.
It has a genuine adjacent fit to the same defense demand system. Its current strategy is centered on U.S.-made, NDAA-compliant drone components and scaling domestic manufacturing and inventory for program-driven demand. This aligns with U.S.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Technology · Computer Hardware
What they do

Unusual Machines, Inc. designs and sells small commercial drones and related components, distributing products through B2B sales, e-commerce, and retail channels.

How it earns

The company generates revenue primarily through transactional sales of drones and components.

Products & services
Small drones
Autonomous drone components integrating edge AI compute with flight control systems
Customers & end markets
Business-to-business customers
Retail consumers
Market position

Niche player focused on integrating AI compute with drone flight control systems.

Demand drivers
Medium cyclicality

Demand for commercial drones can be influenced by technology adoption cycles and business investment trends.