Unusual Machines Inc
AMEX:UMAC
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Unusual Machines Inc
AMEX:UMAC
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Unusual Machines Inc
Unusual Machines Inc is a US-based company operating in Electronic Equipment, Instruments & Components industry. The company is headquartered in Orlando, Florida and currently employs 14 full-time employees. The company went IPO on 2024-02-14. Unusual Machines, Inc. is engaged in manufacturing and selling drone components and drones. The firm's products are sold across a diversified brand portfolio, including Fat Shark and Hypetrain Motors. The firm also retails small, acrobatic first-person-view (FPV) drones and equipment directly to consumers through the curated Rotor Riot e-commerce store. Fat Shark is engaged in designing and manufacturing ultra-low latency FPV video goggles for drone pilots, which it markets towards retail distributors including Rotor Riot. Rotor Riot is an e-commerce marketplace, backed by a community of FPV drone pilots and retails FPV drones and goggles, parts, tools, drone components, and accessories manufactured by third parties.
Unusual Machines Inc is a US-based company operating in Electronic Equipment, Instruments & Components industry. The company is headquartered in Orlando, Florida and currently employs 14 full-time employees. The company went IPO on 2024-02-14. Unusual Machines, Inc. is engaged in manufacturing and selling drone components and drones. The firm's products are sold across a diversified brand portfolio, including Fat Shark and Hypetrain Motors. The firm also retails small, acrobatic first-person-view (FPV) drones and equipment directly to consumers through the curated Rotor Riot e-commerce store. Fat Shark is engaged in designing and manufacturing ultra-low latency FPV video goggles for drone pilots, which it markets towards retail distributors including Rotor Riot. Rotor Riot is an e-commerce marketplace, backed by a community of FPV drone pilots and retails FPV drones and goggles, parts, tools, drone components, and accessories manufactured by third parties.
Revenue: FY2025 revenue was approximately $11.2 million (up 101% YoY) with Q4 revenue of approximately $4.9 million (Q/Q growth ~133%).
Margins: Gross margin improved to ~36% in Q4 and was 35% for the full year 2025, beating management's internal expectations for the quarter.
Balance sheet: Company raised $157.8 million in equity during 2025, finished the year with $103.3 million in cash (from $3.7 million at the start of 2025) and reported about $157.4 million in total working capital.
Demand & programs: Management pointed to legislative changes and DoD initiatives (including the Drone Dominance program) as driving a large domestic demand surge — Drone Dominance alone is described as ~90,000 drones in 2026 and 250,000 in 2027 (~$90 million and ~$250 million component opportunities, respectively).
Production ramp: Company is scaling manufacturing: producing ~15,000 motors/month today, aiming for >100,000 motors/month after a high-volume automated motor line in 2H2026; US-made headsets target ~100 headsets/shift/day by April; batteries and cameras targeted later in 2026.
Backlog & customers: Management reports about $12 million of outstanding purchase orders and said more than half of the initial Drone Dominance winners are already customers.
Costs & investment: Operating expenses rose to $29 million in 2025 (from $18.5 million in 2024) driven largely by growth investments; noncash stock-based comp was $15.6 million in 2025.
