President Trump is now investing billions into drones.
He is replacing Chinese technology in military.
Here's 7 companies with 10x-20x probabilty:
1. $ONDS — Iron Drone Raider
→ Autonomously intercepts hostile drones mid-air using a net (no jamming)
→ Customers: Middle East military, UAE, NATO Europe, U.S. public safety
→ Revenue up 555% YoY. $14.4M in defense orders in 2024 alone.
2. $AVAV — Switchblade 600 + Puma
→ Tube-launched kamikaze drone that destroys armored targets on impact
→ Customers: U.S. Army, Marine Corps, Italy MoD, NATO allies, Ukraine (via FMS)
→ $874M Army contract + $990M Switchblade IDIQ. Scaling to 1,200 units/month.
3. $KTOS — XQ-58A Valkyrie
→ High-subsonic combat drone that flies alongside F-35s as a loyal wingman
→ Customers: U.S. Air Force, U.S. Marine Corps, Space Force, international militaries
→ $231.5M Marine Corps contract + $1.45B Pentagon prime. Revenue $1.3B (+19% YoY).
4. $AVEX — Group 3 OWA UAS
→ 3D-printed one-way attack drone built for GPS-denied environments at scale
→ Customers: U.S. Air Force
→ $18.5M Air Force contract (May 2026). Just raised $320M in April 2026 IPO.
5. $UMAC — NDAA-compliant drone components
→ Not a drone maker — they're the supply chain. Motors, FPV systems, flight controllers that replace banned Chinese parts.
→ Customers: U.S. Army, Red Cat Holdings, DoD Blue UAS approved vendors
→ $12.8M Army component deal. Florida motor factory coming online.
6. $RCAT — Black Widow + FANG FPV
→ Soldier-portable recon drone + FPV strike drone for platoon-level ops
→ Customers: U.S. Army (Program of Record), NATO, Air Force Special Ops
→ Army acquisition target: 5,880 Black Widow units over 5 years.
7. $DPRO — Flex FPV + Commander 3XL
→ Tactical FPV drones deployed with active U.S. Army units — they also teach soldiers to build them in the field
→ Customers: U.S. Army, Dept of War units, Asia-Pacific military, Babcock International
→ Production scaling from $5M to $100M capacity in 2026.
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