UAVs, drones and aerial robotic landscape mapping across the value chain with performance highlights.
1. Drone/UAV/Aerial Robotics OEMs & System Integrators
| Ticker | Company Name | Key Products/Capabilities | Performance Highlights | Source |
|---|---|---|---|---|
| $AVAV | AeroVironment, Inc. | Full-stack UAS (Puma AE, JUMP 20, Switchblade, Titan counter-UAS, LOCUST laser, etc.) | $1.6B LTM revenue; UAS revenue up 54% YoY; $874M Army IDIQ; multiple large contracts; strong backlog | Mar 10, 2026 Earnings Call |
| $KTOS | Kratos Defense | Tactical jet drones (Valkyrie, AirWolf), small drones, counter-UAS, drone engines | Unmanned Systems Q4 revenue up 12.1%; Valkyrie production ramping; $230M MUX TACAIR award | Feb 23, 2026 Earnings Call |
| $TDY | Teledyne Tech. | Black Hornet nano drone, Rogue 1 loitering munition, FLIR IR cameras, counter-drone tech | Black Hornet 3/4: $500M revenue; FLIR Defense up 9%; defense-related revenue ~$2B (30-35% of company) | Apr 22, 2026 Earnings Call |
| $ONDS | Ondas Inc. | ISR/counter-UAS, loitering munitions, long-range UAVs, Optimus, Iron Drone, Defender, Stratos | Q4 revenue $30.1M (+629% YoY); organic growth 63% YoY; Bird and Microl? cited as growth drivers | Mar 25, 2026 Earnings Call |
