Drones & Defense Autonomy

Uncrewed platforms, mission software and the systems that detect or defeat them

Heat (est.) Spend (est.)

Defence budgets moved toward attritable autonomous systems and the procurement is happening on a war-time clock.

Defense and public-safety autonomy connects aircraft, boats and ground vehicles to perception, navigation and mission software. Procurement spans expendable drones, reusable platforms and counter-drone defenses. Chips, imaging, communications and batteries create a separate supplier layer behind the vehicle brands.

Why now

CCA Increment 1 moves into production, while Drone Dominance and European procurement expand demand for smaller systems. Ukraine drives rapid iteration. US restrictions on new foreign-drone authorizations favor alternatives; BVLOS delivery still depends on existing approvals while Part 108 awaits finalization.

Tactical ISR & Small FPV Drones

Reconnaissance aircraft and small FPV platforms serve military units and public-safety teams. Navigation resilience, useful sensor payloads, procurement eligibility and field repairability matter; many FPV missions remain human piloted.

Heat (est.)
  1. Puma and Raven families supply portable tactical reconnaissance; autonomous flight and imaging support small-unit missions

    leader
    AVAV · USExposure
  2. X10D delivers autonomous reconnaissance for Army SRR Tranche 2, with onboard vision and thermal sensing

    leader
    Private · USExposure
  3. V-BAT provides runway-independent tactical ISR, using Hivemind for navigation in contested environments

    major
    Private · USExposure
  4. Edge Autonomy's Penguin and Stalker aircraft supply long-endurance tactical ISR to US and allied customers

    major
    RDW · USExposure
  5. Ghost X provides autonomous reconnaissance; Bolt adds compact ISR distinct from the Bolt-M munition

    major
    Private · USExposure
  6. Vector and rucksack-portable Twister provide electric VTOL reconnaissance and onboard mission processing

    major
    Private · DEExposure
  7. AR3 and AR5 combine long-endurance reconnaissance aircraft with AI-supported data and mission services

    major
    Private · PTExposure
  8. Skylark reconnaissance aircraft feed tactical ISR networks and coordinate with SkyStriker precision-strike systems

    major
    ESLT · ILExposure
  9. FLIR Black Hornet nano-drones provide dismounted reconnaissance with very small visual and thermal payloads

    major
    TDY · USExposure
  10. Teal Black Widow serves Army SRR Tranche 2; trials add Palantir visual navigation for GPS-denied operation

    major
    RCAT · USExposure
  11. Sky-Watch RQ-35 Heidrun supplies fixed-wing ISR and onboard mission AI to NATO-aligned defense customers

    major
    AIRO · USExposure
  12. ANAFI UKR micro-UAVs and CHUCK autonomy serve European defense buyers, including Finnish and NATO procurement

    challenger
    PARRO.PA · Euronext Paris · FRExposure
  13. SHARK and PD-2 support Ukrainian tactical reconnaissance with stabilized imaging and resilient communications

    major
    Private · UAExposure
  14. Vampire heavy multirotors and Shrike FPV aircraft serve Ukrainian units; piloting and automation vary by configuration

    major
    Private · UAExposure
  15. FPV and bomber variants support Ukrainian units with rapid manufacturing and operator-driven battlefield iteration

    major
    Private · UAExposure
  16. Airobotics Optimus and acquired DZYNE reconnaissance platforms combine remote operations with sensor payloads

    major
    ONDS · USExposure
  17. SWITCH hybrid VTOL and NETRA multirotors supply Indian military and security reconnaissance missions

    major
    IDEAFORGE.NS · NSE · INExposure
  18. C100 modular multirotors support reconnaissance, electronic-warfare payloads and tactical communications

    challenger
    Private · USExposure
  19. Mini UAV provides hand-launched tactical reconnaissance, distinct from Baykar's larger armed aircraft

    niche
    Private · TRExposure
  20. Commander 3XL and modular Flex FPV support tactical reconnaissance; field orders are smaller than prime-contractor programs

    niche
    DPRO · CAExposure
  21. Archer FPV systems place in both Gauntlet II mission categories; expected follow-on orders are not delivered volume

    major
    Private · USExposure
  22. Vesper combines small-unit reconnaissance with stabilized day and thermal cameras for portable ISR

    niche
    Private · USExposure
  23. Tempest modular aircraft pair with deployable xCell manufacturing; production infrastructure remains in expansion

    emerging
    Private · USExposure

Sources: congress.gov, skydio.com, shield.ai, pdw.ai, investor.theairogroup.com, draganfly.com

Loitering Munitions & One-Way Drones

Expendable aerial systems compete on production cost, navigation resilience and integration into authorized targeting workflows. Portable loitering weapons and longer-range one-way aircraft differ from reusable ISR drones and interceptor systems.

Heat (est.)
  1. Switchblade 300 Block 20 and 600 Block 2 receive Army orders; the 300 also serves Marine Corps OPF-L

    leader
    AVAV · USExposure
  2. Harop, Harpy and Mini Harpy provide established loitering-munition families with operator-supervised mission options

    leader
    Private · ILExposure
  3. SkyStriker integrates with Skylark reconnaissance; September demonstrations support the Diehl Defence partnership

    major
    ESLT · ILExposure
  4. Bolt-M supplies Marine Corps OPF-L while ALTIUS expands the portfolio of launched effects and loitering systems

    major
    Private · USExposure
  5. HERO family supplies portable and vehicle-integrated loitering systems, with Rheinmetall supporting European production

    major
    Private · ILExposure
  6. RWM Italia manufactures HERO systems with UVision and adds warheads for NATO orders delivered from 2026

    major
    RHM.DE · XETRA · DEExposure
  7. WARMATE portable and vehicle-integrated loitering munitions combine onboard guidance with operator mission control

    major
    Private · PLExposure
  8. Disruptor and Atlas provide purpose-built precision-strike and loitering systems alongside navigation integration

    major
    AVEX · USExposure
  9. FLIR Rogue 1 serves Marine OPF-L and SOCOM programs; a variant is selected for the Army's LASSO program

    challenger
    TDY · USExposure
  10. HX-2 strike drones use onboard AI and Altra coordination software, retaining human control over critical decisions

    major
    Private · DEExposure
  11. HALCON HUNTER family includes swarming and one-way systems for UAE armed-forces procurement

    major
    Private · AEExposure
  12. KEMANKES 1 and 2 mini cruise-missile families add AI-assisted guidance to Baykar's expendable strike portfolio

    challenger
    Private · TRExposure
  13. FP-1 and FP-2 one-way drones support Ukraine's deep-strike and front-line missions with domestic production

    major
    Private · UAExposure
  14. Damocles VTOL loitering system enters an Army LASSO prototype agreement for delivery and demonstration

    challenger
    TXT · USExposure
  15. TOUTATIS loitering munition targets first series production by end-2026, with a human supervising engagement

    challenger
    HO.PA · Euronext Paris · FRExposure
  16. Its 37.5% MBDA stake provides exposure to the ONE WAY EFFECTOR expendable strike-aircraft program

    niche
    AIR.PA · Euronext Paris · FRExposure
  17. Owns 37.5% of MBDA, whose ONE WAY EFFECTOR adds an expendable long-range strike-aircraft development line

    niche
    BA.L · LSE · GBExposure
  18. Its 25% MBDA holding participates in ONE WAY EFFECTOR development; this is indirect ownership exposure

    niche
    LDO.MI · Borsa Italiana · ITExposure
  19. Virtus receives a Bundeswehr framework agreement; deliveries and larger volumes depend on successful qualification

    challenger
    Private · DEExposure
  20. LARINAE develops long-range loitering effects with partner propulsion and navigation; operational scale remains unproven

    emerging
    Private · NLExposure
  21. Viper develops turbojet-powered vertical-launch one-way aircraft; deployment scale is not publicly established

    emerging
    Private · USExposure
  22. L-PGW100 develops a Chunmoo-launched loitering munition; the announced development goal is 2029

    emerging
    012450.KS · KRX · KRExposure

Sources: avinc.com, defense.flir.com, rheinmetall.com, elbitsystems.com, thalesgroup.com, wbgroup.pl

Uncrewed Aircraft & CCA

Reusable military aircraft range from long-endurance ISR platforms to collaborative jets. Airframe production, propulsion, certification and payload integration are separate from mission autonomy software; demonstrators are distinguished from production awards.

Heat (est.)
  1. MQ-series aircraft anchor production; YFQ-42A, renamed FQ-42 Vengeance, received a June CCA production contract

    leader
    Private · USExposure
  2. FQ-44 Fury won a June CCA award, but September production start still awaited FY2027 funding; prototypes were being built

    major
    Private · USExposure
  3. MQ-28 Ghost Bat supports collaborative air missions; MQ-25 develops carrier-based uncrewed aerial refueling

    leader
    BA · USExposure
  4. Leads Marine MUX TACAIR integration, combining Kratos Valkyrie airframes with mission systems and Prism autonomy

    major
    NOC · USExposure
  5. Valkyrie air vehicle underpins the Northrop-led Marine MUX TACAIR program and other collaborative-jet demonstrations

    major
    KTOS · USExposure
  6. TB-series and Akinci drones anchor production; Kizilelma develops uncrewed fighter and crewed-teaming capability

    major
    Private · TRExposure
  7. Eurodrone, Flexrotor and Zephyr span long-endurance and tactical UAS; Wingman work extends collaborative aviation

    major
    AIR.PA · Euronext Paris · FRExposure
  8. Wing Loong long-endurance UAV family supplies military ISR and strike systems; model-level production volumes are undisclosed

    major
    688297.SS · SSE · CNExposure
  9. Rainbow-series ISR and strike aircraft remain the listed CASC affiliate's core UAV business; output is not quantified

    major
    002389.SZ · SZSE · CNExposure
  10. ANKA III flying-wing demonstrator extends ANKA and AKSUNGUR production into lower-observable uncrewed combat aviation

    major
    Private · TRExposure
  11. Falco and Falco EVO provide established tactical ISR airframes; AWHero adds an uncrewed rotorcraft family

    major
    LDO.MI · Borsa Italiana · ITExposure
  12. Vectis develops a collaborative jet; Sikorsky MATRIX adapts autonomy to rotorcraft and BETA's MV250 program

    challenger
    LMT · USExposure
  13. nEUROn demonstrator experience underpins the uncrewed combat aircraft planned alongside Rafale F5 after 2030

    major
    AM.PA · Euronext Paris · FRExposure
  14. A1/A2/A3 collaborative-aircraft concepts remain in development; unveiled designs are not a fielded fighter fleet

    challenger
    SAAB-B.ST · Nasdaq Stockholm · SEExposure
  15. Develops AI pilots and crewed-uncrewed teaming using Shield AI Hivemind Enterprise tools

    emerging
    047810.KS · KRX · KRExposure
  16. Gray Eagle STOL co-development with GA-ASI targets a 2027 first flight and 2028 initial delivery, not current production

    emerging
    012450.KS · KRX · KRExposure
  17. ARMD demonstrator aircraft complete autonomous flight tests with Shield AI Hivemind in March 2026

    emerging
    7011.T · TSE · JPExposure
  18. X-BAT combat-aircraft prototype remained unflown in September; flight-test and VTOL milestones were still future targets

    challenger
    Private · USExposure
  19. CA-1 Europa is an autonomous combat-aircraft development program; planned demonstrations are not operational deliveries

    challenger
    Private · DEExposure
  20. CATS Warrior develops a crewed-aircraft teaming platform; prototypes and ground tests precede operational capability

    emerging
    HAL.NS · NSE · INExposure

Sources: arpc.afrc.af.mil, kratosdefense.com, breakingdefense.com, shield.ai, ga-asi.com, helsing.ai

Maritime & Ground Autonomy

Surface vessels, underwater vehicles and unmanned ground systems conduct reconnaissance, mine clearance, transport and other missions. Endurance, navigation without GPS, integration with existing forces and scalable manufacturing shape procurement.

Heat (est.)
  1. Discovery's HUGIN AUV family provides seabed sensing and mine-countermeasure capability; remains with Kongsberg Gruppen

    leader
    KOG.OL · Oslo · NOExposure
  2. REMUS UUVs and ROMULUS USVs share Odyssey autonomy for coordinated surface and subsurface missions

    leader
    HII · USExposure
  3. Dive-LD and Australia's Ghost Shark program develop autonomous undersea platforms; fleet size is not inferred from orders

    major
    Private · USExposure
  4. Inspector USVs, DriX and underwater robots form integrated autonomous mine-countermeasure and survey systems

    major
    EXA.PA · Euronext Paris · FRExposure
  5. Iver autonomous underwater vehicles and ASV surface craft support survey, mine warfare and maritime experimentation

    major
    LHX · USExposure
  6. Gavia and SeaRaptor autonomous underwater vehicles carry modular survey and defense sensing payloads

    major
    TDY · USExposure
  7. Mission Systems' Bluefin modular AUV family integrates navigation and sensing for defense and survey missions

    major
    GD · USExposure
  8. Orca extra-large UUV and Liquid Robotics Wave Glider address long-endurance undersea and surface missions

    major
    BA · USExposure
  9. Sea Hunter and Seahawk support Navy autonomous operations; Sea Archer integrates LAVA with Havoc's fleet autonomy

    major
    LDOS · USExposure
  10. Corsair and larger Marauder autonomous surface vessels support defense missions and scale-up of US shipbuilding

    major
    Private · USExposure
  11. Sabertooth and AUV62 platforms support autonomous underwater inspection, training and mine-related missions

    major
    SAAB-B.ST · Nasdaq Stockholm · SEExposure
  12. CUSV surface craft and Ripsaw robotic ground vehicles provide separate unmanned platform families for defense users

    major
    TXT · USExposure
  13. Mission Master ground vehicles use PATH autonomy for navigation, convoy support and mission-payload integration

    major
    RHM.DE · XETRA · DEExposure
  14. Majority-owned Milrem Robotics supplies THeMIS tracked vehicles with navigation and mission-payload integration

    major
    Private · AEExposure
  15. Majority-owned Ghost Robotics supplies Vision 60 quadrupeds; mission payloads and autonomous behaviors vary by integration

    challenger
    079550.KS · KRX · KRExposure
  16. ROGUE-Fires adapts a remotely operated JLTV chassis into the Marine Corps NMESIS mobile launcher platform

    major
    OSK · USExposure
  17. Surveyor and Voyager uncrewed surface vessels collect maritime intelligence; armed-payload integration is a development path

    major
    Private · USExposure
  18. IDS underwater drones and Clean Sea monitoring technology expand the group's autonomous subsea inspection portfolio

    challenger
    FCT.MI · Borsa Italiana · ITExposure
  19. HR-Sherpa ground vehicles carry reconnaissance and logistics payloads; a counter-drone configuration debuted at WDS 2026

    challenger
    064350.KS · KRX · KRExposure
  20. Tenebris USV development pairs shipbuilding with Palantir software; a completed operational deployment was not verified

    emerging
    329180.KS · KRX · KRExposure
  21. AutoDrive supports autonomous military ground platforms, including ROGUE-Fires and Army breaching development

    major
    Private · USExposure
  22. Rampage USVs and fleet autonomy coordinate multiple small surface craft for defense demonstrations and customer missions

    challenger
    Private · USExposure
  23. ULTRA vehicles run OverDrive off-road autonomy to navigate rough terrain for reconnaissance and logistics missions

    challenger
    Private · USExposure
  24. Aquanaut and ToolKITT target subsea inspection and intervention; 2026 filings flag going-concern and financing risk

    emerging
    KITT · USExposure

Sources: hii.com, kongsberg.com, saronic.com, exail.com, ir.nauticusrobotics.com, hyundai-rotem.co.kr

Counter-Drone Systems

Detection, classification and authorized mitigation form a layered counter-drone system. Buyers combine radar, RF and optical sensing with jamming, takeover, interceptors or directed energy; software must reduce false alerts and coordinate responses.

Heat (est.)
  1. Raytheon Coyote kinetic and non-kinetic interceptors integrate with radar in Army LIDS counter-drone defenses

    leader
    RTX · USExposure
  2. Lattice integrates detection with Roadrunner and Anvil interceptors plus Pulsar electronic-warfare systems

    leader
    Private · USExposure
  3. Acquired BlueHalo adds Titan RF counter-UAS and directed-energy systems to a layered air-defense portfolio

    major
    AVAV · USExposure
  4. Skyranger and Skynex combine automated detection, fire control and effectors against small aerial threats

    major
    RHM.DE · XETRA · DEExposure
  5. EagleSHIELD integrates radar, optical identification and countermeasures for layered protection against small UAS

    major
    HO.PA · Euronext Paris · FRExposure
  6. ELTA Drone Guard combines 3D radar, classification and electronic disruption for facility and force protection

    major
    Private · ILExposure
  7. DRONE DOME integrates detection, command software and soft- or hard-kill options into a counter-UAS system

    major
    Private · ILExposure
  8. ReDrone combines RF sensing, electro-optics and jamming to detect and disrupt unauthorized drones

    major
    ESLT · ILExposure
  9. RADA radars and M-LIDS vehicle integration support US Army detection and defeat of small aerial threats

    major
    DRS · USExposure
  10. SkyTracker and CORIAN provide electronic sensing and mitigation across fixed, mobile and dismounted counter-UAS systems

    major
    CACI · USExposure
  11. DroneSentry combines RF detection, tracking and software; DroneGun products provide electronic mitigation

    major
    DRO.AX · ASX · AUExposure
  12. Dedrone C2 fuses RF, radar and optical feeds; Defender 2 and mobile trailers support public-safety deployments

    major
    AXON · USExposure
  13. SPEXER radar supplies small-target detection and tracking for integrated counter-UAS architectures

    major
    HAG.DE · XETRA · DEExposure
  14. DRONEDEF combines IHTAR detection with GOKBERK laser, KORKUT weapons and EJDERHA electronic defeat options

    major
    ASELS.IS · TRExposure
  15. M-ACE integrates sensors, command systems and effectors into a mobile counter-drone architecture

    major
    NOC · USExposure
  16. MORFIUS X-Rotor carries microwave effects for counter-swarm missions; the July unveiling is a product milestone

    major
    LMT · USExposure
  17. Sentrycs cyber takeover and Airobotics Iron Drone add complementary mitigation methods under Ondas Inc.

    major
    ONDS · USExposure
  18. Leonidas high-power microwave systems address drone swarms; H2O extends the product family to maritime protection

    challenger
    Private · USExposure
  19. EnforceAir detects and identifies supported drones, then uses RF cyber takeover for controlled mitigation

    niche
    Private · ILExposure
  20. SkyDome fuses TrueView radar tracks and directs DroneHunter net-capture interceptors against small drones

    challenger
    Private · USExposure
  21. Silent Archer integrates radar and electronic warfare for detection, identification and defeat of small UAS

    niche
    Private · USExposure
  22. NiDAR integrates radar, optical and RF sensors with automated threat tracking and counter-drone response workflows

    challenger
    Private · MCExposure
  23. IRIS radar classifies and tracks small drones, with On-the-Move configurations extending coverage to vessels

    niche
    Private · NLExposure
  24. STING interceptors counter Shahed-type and reconnaissance drones; operator-controlled use differs from autonomous C2

    major
    Private · UAExposure

Sources: rtx.com, axon.com, ir.ondas.com, epirusinc.com, caci.com, thalesgroup.com

Mission AI & Autonomy Software

Software ranges from onboard autonomy and multi-platform control to sensor fusion and AI-assisted mission planning. Flight-qualified autonomy, decision support and integration services are distinct roles; procurement awards do not establish unsupervised weapon authority.

Heat (est.)
  1. Maven fuses battlefield data for human-led planning and targeting; visual-navigation software also supports drone platforms

    leader
    PLTR · USExposure
  2. Lattice provides mission command and platform autonomy across air, maritime and counter-drone products

    leader
    Private · USExposure
  3. Hivemind supplies platform-independent mission autonomy, including a June production award for the Air Force CCA program

    major
    Private · USExposure
  4. Altra coordinates HX-2 systems, while Centaur develops AI combat-air behavior for crewed-uncrewed missions

    major
    Private · DEExposure
  5. EpiSci tactical autonomy and simulation support aircraft teaming, maritime missions and battle-management development

    major
    Private · USExposure
  6. Skynode and Nemyx coordinate multiple drones under operator supervision and support navigation in denied environments

    major
    Private · USExposure
  7. AMORPHOUS provides a common command interface and distributed autonomy for mixed air, ground and maritime platforms

    major
    LHX · USExposure
  8. Collins Sidekick mission autonomy flies GA-ASI's FQ-42 prototype and competes in the CCA software program

    major
    RTX · USExposure
  9. Prism mission autonomy integrates into the Marine MUX TACAIR effort alongside aircraft and payload systems

    major
    NOC · USExposure
  10. Mission Operations tools use deep learning for space-sensor fusion, situational awareness and early-warning decisions

    major
    CACI · USExposure
  11. Sea Archer combines LAVA software and Havoc fleet control to coordinate maritime missions across autonomous vessels

    major
    LDOS · USExposure
  12. Autonomy integration and its NODA AI investment support mission orchestration; the investment is not full ownership

    major
    BAH · USExposure
  13. Air Force Battle Network integration connects sensors and battle-management data for operator-led mission decisions

    major
    SAIC · USExposure
  14. BlackHorse cyber and electronic-warfare capabilities integrate intelligence data for US defense mission planning and response

    major
    PSN · USExposure
  15. Thunderforge develops AI-assisted military planning and courses of action under the DIU defense program

    challenger
    Private · USExposure
  16. ORION integrates service data and analyzes courses of action for Joint Staff force planning; it is decision support

    niche
    BBAI · USExposure
  17. STYX command software, MINAS collaboration AI and TRIDENT embedded software coordinate heterogeneous drone fleets

    challenger
    SWMR · USExposure
  18. Develops the Merlin Pilot autonomous-flight stack for cargo aircraft and military transport integration

    challenger
    MRLN · USExposure
  19. XOS enables human-machine teaming and multi-drone Seek & Strike coordination; completed merger trades as XTND

    challenger
    XTND · USExposure
  20. Pilot and SwarmOS target collaborative flight; August Orkid agreement plans fixed-wing integration rather than proving deployment

    emerging
    PDYN · USExposure
  21. FUSE One2Many coordinates military autonomous systems and connects reconnaissance platforms with mission execution

    major
    ESLT · ILExposure
  22. Decrypt combines foreign-information collection, search and analysis for intelligence workflows supporting defense missions

    challenger
    Private · USExposure
  23. Defense applications cover readiness, contested logistics and Decision Advantage; these assist planning rather than fly aircraft

    niche
    AI · USExposure

Sources: shield.ai, rtx.com, auterion.com, appliedintuition.com, palladyneai.com, scale.com

Enterprise Drones & Delivery

Drone OEMs, delivery operators and public-safety platforms sell aircraft or managed aerial services. Reliable remote operation, dispatch integration and local approvals determine scale; announced service-area targets are not current coverage.

Heat (est.)
  1. Matrice enterprise aircraft, Dock 3 and FlightHub 2 support automated inspection and remote drone operations

    leader
    Private · CNExposure
  2. Wing operates retail drone delivery with Walmart and other partners; the 270-location network is a 2027 target

    leader
    GOOGL · USExposure
  3. Purpose-built autonomous aircraft provide medical logistics and short-range consumer delivery networks

    major
    Private · USExposure
  4. Prime Air uses MK30 delivery drones; current operating sites remain smaller than its announced expansion targets

    major
    AMZN · USExposure
  5. M-Drone 4L Winch, M-Port 3 and M-DaaS 3 coordinate merchant deliveries through purpose-built aircraft, ports and scheduling

    major
    3690.HK · HKEX · CNExposure
  6. P150 agricultural drones automate spraying and spreading along planned routes with obstacle sensing and farm workflows

    major
    Private · CNExposure
  7. EVO Max enterprise aircraft and docking systems automate inspection routes and collect visual and thermal site data

    major
    Private · CNExposure
  8. Retail fulfillment demand anchors Wing delivery sites; the announced 270-location network is targeted for 2027

    major
    WMT · USExposure
  9. Wing and Flytrex partnerships serve delivery orders; DoorDash Air gained Part 135 approval ahead of a planned fall launch

    major
    DASH · USExposure
  10. Fengyi operates parcel-drone routes within SF logistics; reported cross-water flight totals are not treated as fleet size

    major
    002352.SZ · SZSE · CNExposure
  11. Terra Inspection, Terra UT and Terra UTM connect industrial survey work, ultrasonic inspection and airspace management

    major
    278A.T · TSE · JPExposure
  12. CW-15V aircraft, JOS-C700 autonomous hangars and JoCloud enable unattended industrial survey and patrol operations

    major
    688070.SS · SSE · CNExposure
  13. SOTEN provides a Japanese-developed drone alternative for enterprise inspection, public safety and defense users

    challenger
    6232.T · TSE · JPExposure
  14. American Robotics Optimus drones automate industrial patrols through docks, remote flight management and imaging payloads

    challenger
    ONDS · USExposure
  15. Air Max drones and AIM software automate industrial inspection, anomaly detection and repeat asset-survey workflows

    challenger
    Private · ILExposure
  16. Sky2 and rooftop docks extend restaurant-delivery operations; Uber-backed expansion remains route- and approval-dependent

    challenger
    Private · ILExposure
  17. Purpose-built delivery drones serve Irish merchants and launched commercial Tulsa-area delivery in August 2026

    challenger
    Private · IEExposure
  18. M2 drones support UPS Flight Forward medical logistics; the SEC-reporting company remained unlisted in August 2026

    niche
    Private · USExposure
  19. Flight Forward operates Matternet M2 medical-delivery routes under an air-carrier model with route-specific approvals

    niche
    UPS · USExposure
  20. The 198 tilt-rotor delivery aircraft targets medical and parcel routes; scale depends on operator approvals

    challenger
    Private · DEExposure
  21. EH216 pilotless passenger aircraft and operating systems extend autonomy into regulated short-distance aerial transport

    emerging
    EH · CNExposure
  22. Commander 3XL supports industrial inspection and transport payloads, separate from the company's Flex FPV defense line

    niche
    DPRO · CAExposure
  23. ZenaDrone 1000 and IQ-series support inspection services; Blue UAS qualification was still in process in May 2026

    emerging
    ZENA · CAExposure

Sources: enterprise.dji.com, wing.com, aboutamazon.com, meituan.com, zenatech.com, investor.matternet.com

Autonomy Sensors, Links & Components

Specialist suppliers provide perception, computing, communications, batteries and manufacturing behind autonomous platforms. Payload mass, power use, supply security and integration determine the component opportunity more than the drone brand alone.

Heat (est.)
  1. FLIR Boson+ thermal cores and Hadron dual-camera modules supply drone perception independently of its own aircraft

    leader
    TDY · USExposure
  2. Acquired Silvus supplies StreamCaster MANET radios for uncrewed platforms and mobile tactical networks

    leader
    MSI · USExposure
  3. WESCAM stabilized imaging payloads and tactical data links equip third-party uncrewed aircraft

    major
    LHX · USExposure
  4. Jetson embedded AI modules provide onboard perception compute for drone and uncrewed-platform developers

    major
    NVDA · USExposure
  5. SiCore silicon-anode cells increase available energy per weight for drone and electric-aviation customers

    major
    AMPX · USExposure
  6. US-built motors, Brave flight controllers and electronic speed controllers supply FPV and defense-drone manufacturers

    challenger
    UMAC · USExposure
  7. Mesh Rider radios provide resilient mobile data links for drones, including the Teledyne SkyRanger platform

    major
    Private · USExposure
  8. Wave Relay and MPU5 connect drones, ground vehicles, sensors and operators over mobile ad-hoc networks

    major
    Private · USExposure
  9. EchoShield and EchoGuard electronically scanned radars supply detection and tracking to counter-drone integrators

    major
    Private · USExposure
  10. Synthetic-aperture sonar, KATFISH and SeaPower batteries supply maritime robots; Covelya adds navigation and sensing

    major
    PNG.V · CAExposure
  11. UAS launchers and rocket-motor nozzle assemblies support loitering and counter-UAS programs; added Utah capacity targets Q4

    major
    KRMN · USExposure
  12. UAV electro-optical tracking payloads provide imaging, range finding and target tracking for Korean unmanned aircraft

    major
    272210.KS · KRX · KRExposure
  13. VOXL 2 combines Qualcomm compute, flight control and autonomy software for drone and robot manufacturers

    niche
    Private · USExposure
  14. CIRC designs and manufactures Teledyne FLIR SIRAS aircraft in Taiwan, pairing airframes with customer imaging payloads

    niche
    3718.TWO · TPEx · TWExposure
  15. HGuide i700 inertial sensing and navigation support autonomous platforms under independent Honeywell Aerospace (HONA)

    major
    HONA · USExposure
  16. Geonyx inertial navigation and Vectronix optronics support precise positioning and observation on uncrewed platforms

    major
    SAF.PA · Euronext Paris · FRExposure
  17. Flight RB5 supplies low-power vision compute, connectivity and flight-software support for drone manufacturers

    major
    QCOM · USExposure
  18. CV-series vision processors run onboard perception and video compression in compact drones and robotic cameras

    niche
    AMBA · USExposure
  19. ADIS inertial sensors and precision signal chains provide motion measurements for drone navigation and stabilization

    major
    ADI · USExposure
  20. SkyHopper multi-band software-defined radios provide drone control links, video transmission and embedded cyber protection

    niche
    MOB · ILExposure
  21. SafeAir parachute systems add automatic emergency recovery to third-party commercial drone platforms

    niche
    PRZO · ILExposure
  22. SkyLine command-link management and detect-and-avoid avionics support beyond-visual-line-of-sight UAS integration

    niche
    Private · USExposure
  23. Pregius and other IMX image sensors feed visible-light perception and inspection payloads on third-party unmanned systems

    major
    SONY · JPExposure
  24. Acquired Tomahawk Robotics supplies Kinesis common-control software and hardware interfaces for mixed uncrewed platforms

    major
    AVAV · USExposure

Sources: oem.flir.com, amprius.com, unusualmachines.com, modalai.com, krakenrobotics.com, investor.honeywell.com

Public Safety & Security

Police, emergency services and facility operators buy connected cameras, threat screening, evidence analytics and response systems. Installed agency relationships and usable workflows matter; training simulators are adjacent tools rather than autonomous weapons.

Heat (est.)
  1. Draft One drafts reports from evidence audio; Evidence and Axon Air connect body cameras with Skydio drone response

    leader
    AXON · USExposure
  2. VESTA NXT and CommandCentral assist 911 dispatch; Avigilon adds video analytics to the public-safety workflow

    leader
    MSI · USExposure~60% of US 911 call centers, 2024 disclosure (est.)
  3. Falcon license-plate cameras, FlockOS and Aerodome drone response connect roadside evidence with agency security workflows

    major
    Private · USExposure
  4. Rapiscan X-ray and CT scanners use automated threat detection for airports, cargo checkpoints and secure facilities

    major
    OSIS · USExposure
  5. Pathfinder and Guardian Investigate use AI to connect digital evidence, build timelines and support criminal cases

    major
    CLBT · ILExposure
  6. NEXYTE fuses investigative data and AI-assisted analysis for law-enforcement agencies; it does not pilot weapons

    major
    CGNT · ILExposure
  7. Enterprise CAD links 911 call handling, mapping and multi-agency dispatch; records systems maintain the response workflow

    major
    TYL · USExposure
  8. Express combines sensor fusion and AI to flag possible concealed weapons for security staff at venue entrances

    major
    EVLV · USExposure
  9. ShotSpotter verifies acoustic gunfire alerts; SafePointe adds weapons screening and CrimeTracer links investigative records

    major
    SSTI · USExposure
  10. X10, R10 and DFR Command link docked or patrol-launched drones with remote public-safety response workflows

    major
    Private · USExposure
  11. Responder aircraft and docking systems support remote 911 response, with cellular teleoperation and dispatch integration

    challenger
    Private · USExposure
  12. Symphony combines video analytics with perimeter sensors to identify intrusions and filter nuisance security alarms

    niche
    SNT · CAExposure
  13. Protect EVAC coordinates evacuation zones and alerts; LRAD supplies long-range acoustic warnings for emergency response

    niche
    GNSS · USExposure
  14. Rekor Scout and roadway-intelligence platforms recognize vehicles and organize alerts for traffic and public-safety users

    niche
    REKR · USExposure
  15. Acropolis fuses surveillance data while Outpost AI processes video at the edge for law-enforcement and facility security

    niche
    AISP · USExposure
  16. iDEMS uses aiWARE to search, redact and organize digital evidence through Investigate, Redact and related applications

    niche
    VERI · USExposure
  17. K5 robots patrol campuses and parking areas with video, thermal sensing and license-plate recognition

    niche
    KSCP · USExposure
  18. EdgeVis compresses and streams live camera feeds over constrained cellular links for public-safety and remote surveillance

    niche
    Private · GBExposure
  19. V-300 and V-XR provide immersive scenario and judgment training for police; this is an adjacent simulation role

    niche
    VTSI · USExposure
  20. WRAP Reality provides scenario-based VR de-escalation training alongside BolaWrap restraint hardware

    niche
    WRAP · USExposure
  21. HEXWAVE uses millimeter-wave imaging and AI classification to flag metallic and nonmetallic concealed threats

    emerging
    DETX · USExposure

Sources: axon.com, motorolasolutions.com, cellebrite.com, cognyte.com, soundthinking.com, libertydefense.com

Glossary

CCA
Collaborative combat aircraft: an uncrewed military aircraft designed to work with crewed aircraft and other systems.
ISR
Intelligence, surveillance and reconnaissance: collecting information about locations, activity and potential threats.
Loitering munition
An expendable aircraft carrying a warhead that can wait or search before an authorized engagement.
C-UAS
Counter-uncrewed aircraft systems: sensors, command software and effectors used to detect and defeat drones.
USV / UUV
Uncrewed surface vehicle / unmanned underwater vehicle: maritime platforms with remote or autonomous control.
BVLOS
Beyond visual line of sight: drone operation beyond direct human visual observation, requiring an appropriate legal basis.

Heat, spend, exposure and shares are editorial estimates. How to read the map ↗