Earnings
Earnings
Quarterly earnings, revenue, and financial results.
Latest Coverage
Ondas Q1 Revenue Jumps 1,065% on Counter-Drone Demand
Ondas reported Q1 revenue of $50.1 million, up 1,065% year-over-year, and raised full-year guidance to $390 million on a $457 million backlog that grew 569% since end of 2025.
Red Cat Q1 2026: Revenue Up 849% to $15.5M, NATO and Asia-Pacific Orders
Red Cat Holdings posted $15.5M in Q1 2026 revenue, up 849% year-over-year, with new Black Widow orders from a NATO ally and a second Asia-Pacific customer.
ZenaTech Revenue Jumps 558% to $12.9M on Drone-as-a-Service Push
ZenaTech posted $12.9M in 2025 revenue, up 558%, driven by 20 acquisitions and a new Drone as a Service segment that generated $10.1M in its first year.
XTI Aerospace Posts $121.6M Revenue, Targets $160M in 2026
XTI Aerospace reports $121.6M pro forma 2025 revenue after Drone Nerds acquisition and targets $160M for 2026.
Companies
AeroVironment
US manufacturer of small tactical UAS, loitering munitions and counter-UAS systems, transformed in scale by its 2025 acquisition of BlueHalo.
US
Palantir Technologies
Palantir Technologies is a U.S. software company that builds data integration, analytics, and operational platforms for government and commercial customers. Its products are used in defense, intelligence, industrial, and enterprise decision-making workflows.
United States
Red Cat Holdings
US defense drone company supplying NDAA-compliant small unmanned systems for military reconnaissance through its Teal Drones subsidiary.
United States
Teal Drones
US defense drone manufacturer focused on small NDAA-compliant unmanned aircraft systems for military and government reconnaissance missions.
US
Unusual Machines
US drone manufacturer and components distributor building NDAA-compliant drones and supplying parts to reduce American dependence on Chinese drone supply chains.
United States
XTI Aerospace
U.S. aerospace company developing vertical flight aircraft and unmanned aircraft systems through its VTOL and drone businesses.
United States
ZenaTech
Vancouver-based AI drone and enterprise software company operating a Drone as a Service network across North America, Europe, and the Middle East.
CA
Recent Contracts
defense
U.S. Army, AeroVironment
Prototype agreement for the Low-Altitude Stalking and Strike Ordnance (LASSO) program covering...
defense
Acquisition Technology & Logistics Agency, Red Cat Holdings
Delivery of 173 Black Widow sUAS systems to the Japan Ground Self-Defense Force for tactical ISR...
defense
U.S. Army, AeroVironment
Production contract for VAPOR CLE electric VTOL drones under the Company-Level Directed...
defense
Powerus (Autonomous Power Corporation), Unusual Machines
Supply contract for US-manufactured components for counter-UAS interceptor systems and 10-inch...
defense
US Army, AeroVironment
Procurement and delivery contract for P550 long-range reconnaissance drones under the Army's...