Unusual Machines (UMAC)
Supplies U.S.-focused FPV drone components, video hardware, and complete systems.
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Sells U.S.-focused motors, flight electronics, FPV video hardware, and drones through enterprise component customers and Rotor Riot's retail channel. A mixed production model combines Orlando operations and Australian propulsion engineering with outside sourcing for critical electronics and other inputs.
Manufactures small-drone motors, flight electronics, FPV video hardware, and complete FPV systems for enterprise customers and individual enthusiasts. The Unusual Machines product line includes U.S.-built motors and compliant camera, transmitter, flight-controller, and speed-controller products; Fat Shark supplies video headsets, while Rotor Riot sells owned and third-party gear through a curated e-commerce channel.
Earns product-sale revenue from U.S. drone manufacturers, system integrators, distributors, and direct retail sales, with enterprise components now the primary channel. Orlando production complements an Australian motor operation, though electronics, optics, chips, and certain compliant products still come from third-party suppliers. Addressable demand depends partly on domestic-procurement rules, compliance frameworks, and customers' program execution.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Piper Sandler | Initiate | Rating: —Target: — | Target: $38 |
| Jul 15, 2026 | National Bank | Target | Target: — | Target: $42 |
| Jul 15, 2026 | H.C. Wainwright | Initiate | Rating: — | |
| Jun 11, 2026 | Needham | Target | Target: $22 | Target: $30 |
| Jun 2, 2026 | Roth Capital | Target | Target: $25 | Target: $40 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $316.4M · Total debt $3.2M · Total assets $397.5M · Shareholders' equity $388.0M
- Revenue
- $16.7M
- Operating income
- −$7.8M
- Net income
- −$7.8M
No dividends on record.
| Institutions | ≈ 58.82% | 29.38M shares | |
|---|---|---|---|
| 203 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.30% | 647.1K shares | |
| 3 holders · as of Aug 21, 2026 | |||
| Other | ≈ 39.88% | 19.93M shares | |
| remainder | |||
49.96M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.30% | 3.65M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 3.82% | 1.91M | as of Jun 30, 2026 |
State Street CorpInstitution | 3.24% | 1.62M | as of Jun 30, 2026 |
Halter Ferguson Financial Inc.Institution | 3.07% | 1.53M | as of Jun 30, 2026 |
Hood River Capital Management LLCInstitution | 3.00% | 1.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 20, 2026 | Stacy Rochelle Wright | officer: Chief Revenue Officer | −27,500 | $26.00 |
| Aug 20, 2026 | Andrew Ross Camden | officer: President | −9,625 | $26.01 |
| Aug 20, 2026 | Brian Joseph Hoff | officer: Chief Financial Officer | −11,413 | $26.01 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Unusual Machines | $23.69 | −1.41% | $1.15B | — | — | 36.1 | +687.3% |
| Draganfly | $5.46 | −1.53% | $202.2M | — | — | 31.5 | +20.8% |
| Red Cat | $6.80 | −2.09% | $1.06B | — | — | 14.8 | +527.3% |
| AeroVironment | $160.28 | +2.64% | $7.90B | — | 47.5 | 3.9 | +5.7% |
| AgEagle Aerial Systems | $0.9823 | −1.77% | $57.2M | — | — | 6.3 | −36.0% |
| Ondas | $7.78 | +0.71% | $4.40B | 116.6 | — | 25.3 | +1,235.4% |
| Median | 116.6 | 47.5 | 14.8 | +20.8% |