Hello my dears,
as I had said goodbye to the drone sector.
I am now looking around for a possible new company in the sector.
It would be nice to get a little help from you. By writing me your assessments of the companies in the comments.
Thank you very much for this 😘.
The first company would be-
- Unusual Machines, Inc $UMAC
As the company is not yet profitable, I have compared the key figures with ONDAS $ONDS (+0,88 %) in the key figures.
For me, both companies tend to fall into the somewhat riskier area.
Because I think a comparison is very good here.
I was impressed by the speed at which Unusual is progressing towards profitability.
And in the end, almost all 🚀 in my comparison went to Unusual Maschines.
Do you see an alternative here, or perhaps even the better ONDAS?
Unusual Machines, Inc. is engaged in the manufacture and sale of drone components and drones. The company's products are distributed through a diversified portfolio of brands, including Fat Shark and Hypetrain Motors. The company also sells small, acrobatic first-person-view (FPV) drones and equipment directly to consumers through its curated Rotor Riot e-commerce store. Fat Shark designs and manufactures ultra-low latency FPV video goggles for drone pilots and distributes them to retailers like Rotor Riot. Rotor Riot is an e-commerce marketplace supported by a community of FPV drone pilots that sells FPV drones and goggles, parts, tools, drone components and third-party accessories.
Number of employees: 16
Donald Trump Jr. is part of the Advisory Board
Several independent media report that Donald Trump Jr. joined the Advisory Board of Unusual Machines at the end of 2024.
- NBC News reports that the stock rose sharply after Trump Jr. joined the Advisory Board.
- MarketBeat confirms the same process.
- Other financial portals such as Timothy Sykes also report on this
Unusual Machines primarily serves the U.S. drone industry by building and selling drone components.
In February 2024, we acquired FPV market leader Fat Shark, which designs and manufactures ultra-low-latency video goggles for drone pilots, and Rotor Riot, a drone-focused e-commerce marketplace backed by one of the largest FPV drone pilot communities in the world. In short, Fat Shark makes the drone components and Rotor Riot sells them.
We expect the demand for drones to continue to grow across all industries, including public safety, corporate inspection, defense, and eventually drone delivery. As these industries grow, regulatory changes such as the American Securities Drone Act and conflicts such as the one in Ukraine are causing significant changes in the drone manufacturing and supply chain. Recently, supply chains have been dominated by Chinese companies (see reference). We believe that the shift towards American manufacturing will create significant demand for a non-China based supplier of drone components and provide an opportunity for us to grow rapidly.
FCC action requires use of U.S.-made critical drone components - Secure Networks Act
○ Covered list expanded to include all UAS and critical components manufactured in any foreign country
Drone Dominance: ~$1 billion Pentagon initiative to expand the use of U.S.-made drones in defense
○ 30,000 drones to be procured from 12 vendors in the first and second quarters
○ 60,000 to be procured from 10 suppliers in the third and fourth quarters
○ The program will continue to grow throughout the 2027 financial year
OUR COMPETITIVE ADVANTAGE
● Regulation: NDAA, tariffs, US drone dominance, FCC Secure Networks Act...
● Timing: US drone component thesis
● Working capital: over $100 million
● Expertise and history
Fat Shark headsets since 2007
OEM drone components since 2017
○ Rotor Riot drones built in the USA since 2019
Rotor Labs motors manufactured in Australia since 2022
Unusual Machines kündigt Bestellung über 2,1 Millionen Dollar für Drohnenkomponenten an
Target price Unusual Machines and analyst estimates
The Unusual Machines share price performance and an index comparison shows a very strong performance over the 1 year period with a performance of +259.79 %. The performance over the last 52 weeks is positive and Unusual Machines is currently trading -12.67 % below its 52-week high.
67% of all analysts support a Strongbuy rating. 34% of all analysts have a Buy rating. The overall rating of the analysts is 4.67 out of 5 points.
(Wallstreet Online)
4fc95173-5ec5-39f8-e5c1-76c56afd823f
Unusual Machines, Inc
USD in millions
Estimates
Year Turnover Change
2024 5,565
2025 11,2 101,23 %
2026 27,2 142,87 %
2027 47,82 75,81 %
Year EBITDA Change
2024 -4,526
2025 -9,391 -107,48 %
2026 -4,242 54,83 % 🚀
2027 6,502 253,27 %
Year EBIT change
2024 -16,99
2025 -25,15 -48,02 %
2026 -12,44 50,56 % 🚀
2027 -6,421 48,37 %
Year Net result Change
2025 -19,23
2026 -14,8 23,05 % 🚀
2027 -5,921 59,99 %
Net debt not available
Year Free cash flow Change
2025 -12,19
2026 -5,463 55,19 %
2027 4,099 175,02 % 🚀
Year CAPEX EBIT margin EBITDA margin
2024 -305,32 % -81,33 %
2025 1,975 -224,59 % -83,85 %
2026 1,9 -45,72 % -15,6 %
2027 2,35 -13,43 % 13,6 % 🚀
Year Earnings per share Change
2025 -0,74
2026 -0,4 24,53 %
2027 -0,1733 56,67 % 🚀
Year P/E ratio PEG FCF-Yield Enterprise Value
2024
247,2
2025 -17,2x -1,58% 770,3
2026 -51x 2.1x -0.71% 770.3
2027 -118x 2.1x 0.53%
🚀 770,3
Market value 770.3
Number of shares (in thousands) 37,760
Date of publication 09.03.2026
Sector comparison
ONDAS INC.
USD in millions
Estimates
Year Turnover Change
2024 7,193 -54,16 %
2025 48,37 572,48 %
2026 177,3 266,59 % 🚀
2027 291,2 64,23 %
Year EBITDA change
2024 -28,52 3,9 %
2025 -32,06 -12,42 %
2026 -24,14 24,71 %
2027 8,086 133,49 %
Year EBIT Change
2024 -34,61 12,89 %
2025 -52,66 -52,15 %
2026 -57,83 -9,82 %
2027 -50,35 12,93 %
Year Net result Change
2024 -42,42 5,41 %
2025 -52,51 -23,79 %
2026 -47,76 9,04 %
2027 -38,4 19,5 %
Year Net debt
2024 17,9
2025 -1.107
2026 -1.376
2027 -1.241
Year Free cash flow change
2024 -35,11 -2,56 %
2025 -29,26 16,67 %
2026 -37,63 -28,63 %
2027 -35,73 5,04 %
Year CAPEX EBIT margin EBITDA margin
2024 1,697 -481,17 % -396,53 %
2025 1,153 -108,87 % -66,29 %
2026 5,769 -32,61 % -13,62 %
2027 11,97 -17,29 % 2,78 %
Year Earnings per share Change
2024 -0,61 30,68 %
2025 -0,265 56,56 %
2026 -0,12 54,72 %
2027 -0,1 8,33 %
Year P/E ratio PEG FCF-Yield Enterprise Value
2024 -4.2x 0.1x -14% 251.5
2025 -38.3x 0.7x -0.85% 3,461
2026 -84.7x 1.5x -1.18% 3,191
2027 -92.4x 11.09x -1.07% 3,327
Market value 4,568
Number of shares (in thousands) 449,563
Date of publication 12.03.2025
Performance
1 week + 24.01 %
1 month +71.14 %
6 months + 94.29 %
1 year + 260.42 %
@Multibagger
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@Dividendenopi (perhaps for the project) @Get_Rich_or_Die_Tryin
@Toname
@schlimmschlimm
@Hotte1909
@Shiya
@HoldTheMike etc.
