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Maker of drone components — motors, cameras, parts — aiming to build a US drone supply chain independent of China.
Maker of drone components — motors, cameras, parts — aiming to build a US drone supply chain independent of China.
Sells components and kits direct to hobbyists through its Rotor Riot online store and Fat Shark goggles, while aiming to supply defence-related buyers that require parts made outside China. It was created around two acquired FPV drone brands.
Moat: none (regulatory licence). Small scale; advantage is mainly regulatory (NDAA-compliant, non-Chinese sourcing) rather than cost or technology.
Headquarters: Orlando, Florida, US · Founded: 2020 · Employees: 141
Size Unusual Machines (UMAC) is a United States Information Technology company (Electronic Equipment/Instruments) with a market value of $618M, the 2568th largest of 3,117 United States companies the cockpit tracks. Shares closed at $11.90 on 6 Nov 2026.
Performance Over six months the shares fell 11.3%, against -23.3% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 21 in its peer set.
Growth Revenue grew 313.6% over the last twelve months (peer median +3.3%); the operating margin is -93.5% (peer median 2.1%).
Valuation It trades at 9.6× enterprise value to sales against a peer median of 4.3× (3rd most expensive of 21).
Capital Return on invested capital runs 51.2 points below its cost of capital (19.8% WACC).
Short interest Short interest is 18.6% of the free float (15 Oct 2026).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $31.9M | $11.2M | $5.57M | $0 | $0 |
| Revenue growth | — | +101% | — | — | — |
| Gross profit | $10.8M | $3.77M | $1.47M | -$5,600 | -$885 |
| EBITDA | -$29.5M | -$25.0M | -$6.85M | -$2.38M | -$1.24M |
| Net income | -$6.46M | -$19.2M | -$32.0M | -$2.38M | -$1.24M |
| Free cash flow | -$61.4M | -$23.2M | -$4.00M | -$1.78M | -$1.24M |
| Capital expenditure | $5.17M | $2.06M | $0 | $3,164 | $4,575 |
| Total debt | $3.16M | $2.63M | $329,991 | $0 | $0 |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Unusual Machines UMAC | $618M | -11% | +314% | -94% | 9.6× | n/a |
| Red Cat RCAT | $617M | -61% | +693% | -150% | 4.3× | n/a |
| AeroVironment AVAV | $5.73B | -33% | +84% | 1% | 3.0× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | UMAC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -44.4% | -7.8% | lowest of 21 |
| 6-month return | -11.3% | -23.3% | 5th highest of 21 |
| Distance from 52-week high | -65.9% | -43.2% | lowest of 21 |
| Revenue growth (TTM) | +313.6% | +3.3% | highest of 21 |
| Operating margin | -93.5% | 2.1% | lowest of 21 |
| EV / Sales | 9.6× | 4.3× | 3rd most expensive of 21 |
| ROIC minus cost of capital | -51.2 pp | -5.4 pp | lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Unusual Machines UMAC | United States | $618M | -11% | +314% | -94% | 9.6× | n/a | n/a |
| Uroica Precision Information Engineering 300099.SZ | China | $618M | -39% | -16% | 15% | 7.8× | n/a | n/a |
| Shanghai Holystar Information Technology 688330.SS | China | $615M | -28% | -5% | 21% | 3.8× | -2.1% | -6.5% |
| Phenix Optics 600071.SS | China | $614M | -25% | +7% | 2% | 2.8× | 23.0% | +4.7% |
| Shenzhen Vapel Power Supply Technology 301516.SZ | China | $622M | -26% | +32% | -5% | 3.6× | n/a | n/a |
| Hangzhou Shenhao Technology 300853.SZ | China | $623M | -5% | +125% | -21% | 9.3× | 53.7% | -12.4% |
| Wecome Intelligent Manufacturing 603070.SS | China | $624M | -24% | -8% | 0% | 2.4× | 25.6% | +2.3% |
| Saimo Technology 300466.SZ | China | $631M | -14% | -6% | 0% | 8.5× | 57.8% | -2.8% |
| HIWIN Mikrosystem 4576.TW | Taiwan | $605M | -29% | +34% | 15% | 6.1× | 26.1% | +2.1% |
| OPTEX 6914.T | Japan | $632M | -6% | +14% | 14% | 1.1× | 1.9% | +13.6% |
| Ningbo Techmation 603015.SS | China | $601M | -16% | +5% | 0% | 4.8× | 50.6% | +2.0% |
| Shenzhen Liande Automatic Equipment 300545.SZ | China | $600M | -37% | -18% | 7% | 3.5× | n/a | n/a |
| Rongcheer Industrial Technology (Suzhou) 301360.SZ | China | $598M | -13% | +101% | 12% | 4.9× | 28.4% | +11.7% |
| Adlink Technology 6166.TW | Taiwan | $593M | +14% | +27% | 10% | 1.5× | 5.0% | +4.1% |
| COSCO SHIPPING Technology 002401.SZ | China | $646M | -16% | -4% | -2% | 2.1× | 12.2% | +3.5% |
| Guangzhou KingTeller Technology 002177.SZ | China | $590M | -31% | -9% | -17% | 71.7× | n/a | n/a |
| NanJing GOVA Technology 688539.SS | China | $589M | -43% | -9% | -18% | 9.9× | n/a | n/a |
| Shanghai W-Ibeda High Tech.Group 688071.SS | China | $586M | +39% | +10% | -6% | 8.9× | 25.1% | +11.0% |
| Nihon Dengi 1723.T | Japan | $653M | -35% | +2% | 26% | 1.8× | -0.4% | +6.4% |
| ZhongYeDa Electric 002441.SZ | China | $662M | -20% | +5% | 2% | 0.4× | 3.9% | +0.1% |
| Donghua Testing Technology 300354.SZ | China | $574M | -23% | -7% | 18% | 7.4× | 22.6% | +20.9% |