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The Defense Robots — Drones, Loitering Munitions & Defense AI · The Embodied Stack — Robotics

UMAC

Unusual Machines
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US drone motors, parts, and FPV components — Berry-compliant supply chain for the Replicator era.

What they do

Q1 2026 revenue +296% YoY; raised drone-revenue guide to $10-14M. Needham PT $22. Sub-$200M market cap means single contracts move the stock 30%+. Pure microcap risk profile — but a unique exposure to the "no-Chinese-parts" Pentagon procurement mandate. Note: also covered as private/quasi-private peer to Anduril (private) and Shield AI (private) , which are not investable directly.