Drones stocks
Companies operating in, manufacturing, or materially benefiting from drones and unmanned aerial systems (UAS/UAV) across defense, commercial, and enabling subsectors. Each company is scored for exposure, with the reason and its sources.
Screened October 22, 2026. Market data as of the same day.
Screen your own themeCompanies operating in, manufacturing, or materially benefiting from drones and unmanned aerial systems (UAS/UAV) across defense, commercial, and enabling subsectors.
| AVEX | AEVEX Corp. | +0.95 | Military UAS Prime | $1.4B | 14.0 | +143.4% | 6.5% | -64.0% | -64.0% | United States | Electronic Technology |
AEVEX Corp.+0.95Military UAS Prime AEVEX engineers and manufactures autonomous uncrewed aerial vehicles and other platforms for defense and intelligence customers. Its autonomous-systems production is a core business activity. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. defense_unmanned_content_exposure · AVEX 2026-09-03 22:13:29 UTCOpen source AEVEX is directly expanding high-volume autonomous-system production and adding capacity for additive manufacturing and USV operations. Aevex Corp. 2026-10-08 20:10:10 UTCOpen source AEVEX Corp. functions as a holding entity, conducting its business through two distinct divisions: Tactical Systems and Global Solutions. The Tactical Systems segment is dedicated to the engineering, creation, and fabrication of autonomous platforms, including uncrewed aerial vehicles and unmanned surface vessels. Meanwhile, the Global Solutions division focuses on providing specialized services and critical mission support to clients within the defense and intelligence sectors. The company was founded in 2017 and its primary corporate offices are situated in Solana Beach, California. | |||||||||||
| AVAV | AeroVironment, Inc. | +0.95 | Military UAS Prime | $6.0B | — | +84.4% | -10.1% | -52.6% | -68.5% | United States | Electronic Technology |
AeroVironment, Inc.+0.95Military UAS Prime AeroVironment develops, manufactures, and supports UAS and tactical unmanned systems for U.S. and allied defense customers. Its business also includes integrated payloads, ground-control equipment, and autonomous systems. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. autonomous_systems_business_intensity · AVAV 2026-10-09 02:06:24 UTCOpen source AeroVironment is directly described as developing autonomous unmanned systems, counter-UAS architectures, and embedded autonomy software. AeroVironment, Inc. 2026-10-08 20:10:10 UTCOpen source AeroVironment Inc. develops, produces, delivers, and services a diverse array of robotic systems for governmental and commercial entities across the globe. The company's operations are segmented into Unmanned Aircraft Systems (UAS), Tactical Missile Systems (TMS), Medium Unmanned Aircraft Systems (MUAS), and High Altitude Pseudo-Satellite Systems (HAPS). Its core clientele, particularly for UAS, TMS, and unmanned ground vehicles along with their accompanying support, includes agencies within the U.S. Department of Defense and international allied governments. AeroVironment also specializes in the engineering and manufacturing of unmanned aerial vehicles, encompassing airborne platforms, integrated payloads, ground control units, and essential support equipment. Beyond these core systems, the firm provides comprehensive support for small UAS products, offering spare components, modular payloads, power supplies (batteries, chargers), repair services, and dedicated customer assistance, alongside various aircraft, handheld control systems, and accessories. A key innovation area for the company involves the development of high-altitude pseudo-satellite UAS. Founded in 1971, AeroVironment's headquarters are located in Arlington, Virginia. | |||||||||||
| PUSA | Powerus Corporation | +0.95 | Military UAS Prime | $331M | — | +6.1% | -154.2% | -38.2% | -70.3% | United States | Electronic Technology |
Powerus Corporation+0.95Military UAS Prime Powerus develops autonomous drones and unmanned systems for defense and commercial uses, including counter-drone systems and agricultural platforms. U.S.-based manufacturing is part of its stated focus. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. operating_model_overlap · PUSA 2026-10-09 02:08:35 UTCOpen source PUSA is the operating company itself and builds unified autonomous systems spanning autonomous air, maritime, mission, training, support, and U.S.-based manufacturing capabilities. Powerus Corp. 2026-10-08 20:10:10 UTCOpen source Powerus develops autonomous drones and other unmanned systems for defense and commercial applications. Its activities include counter-drone systems and drone platforms for agriculture, with a focus on U.S.-based manufacturing. | |||||||||||
| SWMR | Swarmer, Inc. | +0.90 | Drone Avionics & Payloads | $148M | — | — | — | -28.9% | -28.9% | United States | Technology Services |
Swarmer, Inc.+0.90Drone Avionics & Payloads Swarmer develops software for autonomous drone missions, including collaborative autonomy and command-and-control of multiple UAVs. Its drone-specific autonomy software is central to its business. Drone Avionics & Payloads: Suppliers of drone-specific electro-optical/infrared (EO/IR) turrets, propulsion, flight management systems, autonomy software, and secure datalinks. ew_counter_uas_exposure · SWMR 2026-09-18 04:01:08 UTCOpen source Swarmer provides autonomy software and UGV capabilities, directly matching the drone and unmanned-ground-system operating model reported for the operation. Swarmer, Inc Common Stock 2026-10-08 20:10:10 UTCOpen source Swarmer, Inc. is dedicated to developing cutting-edge autonomous drone technology and comprehensive solutions. The company's primary focus areas encompass artificial intelligence, hardware simulation, and live video streaming, all specifically designed for Unmanned Aerial Vehicle (UAV) operations. Swarmer offers AI-powered solutions that facilitate fully autonomous drone missions, with a strong emphasis on collaborative autonomy to minimize human involvement in high-risk environments. Their proprietary operating system is engineered to secure data storage, provide real-time status updates, and enable reliable video streaming from UAVs, ensuring consistent mission performance. Additionally, Swarmer delivers a sophisticated multi-level command and control system for managing diverse UAV fleets, allowing a single operator to integrate and manage multiple drones. The company further enhances UAV capabilities through advanced hardware simulation and robust video streaming functionalities. Swarmer's approach to drone autonomy is guided by core principles of transparency, dependability, and ethical AI. The company was founded in 2023 and is based in Wilmington, Delaware. | |||||||||||
| KTOS | Kratos Defense & Security Solutions, Inc. | +0.85 | Military UAS Prime | $7.2B | 220.1 | +25.5% | 2.0% | -50.0% | -57.5% | United States | Electronic Technology |
Kratos Defense & Security Solutions, Inc.+0.85Military UAS Prime Kratos has a dedicated Unmanned Systems division that develops and supplies aerial, ground, and maritime unmanned platforms. Unmanned systems are a distinct operating division alongside its broader defense business. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. Kratos Defense & Security Solutions, Inc. 2026-10-08 20:10:10 UTCOpen source Kratos Defense & Security Solutions, Inc. primarily functions as a contractor for the United States Department of Defense. Its business operations are organized into two distinct divisions: Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment delivers a comprehensive suite of products and services, including advanced microwave electronics, solutions for space and satellite communications, specialized training and cybersecurity/warfare capabilities, C5ISR (Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance) and modular systems, cutting-edge turbine technologies, and essential defense and rocket support services. Meanwhile, the Unmanned Systems division is dedicated to developing and supplying autonomous platforms, specifically unmanned aerial, ground, and maritime systems. Kratos caters to an extensive client base, which includes various national security organizations, the DoD, intelligence and classified agencies, international government bodies, and both domestic and global commercial enterprises. The company was established in 1994 and its corporate headquarters are located in San Diego, California. | |||||||||||
| DRO.AX | DroneShield Limited | +0.85 | Counter-UAS & Defense Interceptors | $989M | — | +153.4% | -11.4% | -51.0% | -69.2% | Australia | Electronic Technology |
DroneShield Limited+0.85Counter-UAS & Defense Interceptors DroneShield develops and sells specialized counter-drone hardware and software, including detection, command-and-control, and disruption systems. Its products serve defense, government, and critical-infrastructure customers. Counter-UAS & Defense Interceptors: Companies providing radar, electronic warfare jamming, directed energy, or kinetic systems designed to detect and neutralize hostile drones. counter_uas_revenue_leverage · DRO.AX 2026-09-28 04:23:55 UTCOpen source DroneShield is identified as a major RF-jamming provider, making its revenue more directly leveraged to counter-UAS procurement than diversified defense contractors. DroneShield Limited 2026-10-08 20:10:10 UTCOpen source DroneShield Limited engages in the development, commercialization, and sale of counter-drone hardware and software technology in Australia, the United States, Europe, Asia, the United Kingdon, and internationally. It provides DroneSentry-C2, a command-and-control platform; DroneSentry-C2 Enterprise, a browser-based monitoring platform; DroneSentry-C2 Tactical, a rugged command-and-control solution; RfPatrol-Plugin, a mobile-first ATAK-CIV plugin; Access Portal that provides centralized access to mission-critical support and resources. The company also offers RfPatrol Mk2, a wearable solution providing true airspace awareness for military, law enforcement, and executive security personnel; DroneGun Mk4, an ultra-portable handheld countermeasure; Immediate Response Kit, a rapidly deployable counter-drone solution; and DroneGun Tactical, a portable threat long range and highly effective countermeasure. In addition, it provides DroneSentry-X Mk2, a software-defined detection and adaptive disruption system; and Expeditionary Fixed Site (EFS) Kit that transforms the DroneSentry-X Mk2 into a sensor and effector solution for wide area operations. Further, the company offers DroneSentry, an autonomous interoperable detection and countermeasure; and SentryCiv, a drone detection system that delivers 360-degree radio frequency (RF) situational awareness using its RFAI engine. It serves defence and intelligence agencies; airports, ports, prisons, data centres, and other critical infrastructure; utilities, such as power plants, electricity grids, and gas pipelines; intelligence and national security agencies; stadiums and other public event venues and organizers; and assets owners. The company sells its products through third party distributors, as well as direct relationships with various customers. DroneShield Limited was founded in 2014 and is based in Sydney, Australia. | |||||||||||
| SDCO | SDR Drone, Inc. | +0.85 | Military UAS Prime | $66.9M | — | — | — | -3.9% | -3.9% | United States | Producer Manufacturing |
SDR Drone, Inc.+0.85Military UAS Prime SDR Drone manufactures and sells combat-validated, NDAA-compliant drones, including tactical and long-endurance platforms. It also offers smart-farming drones and integrated UAS solutions. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. SDR Drone, Inc. 2026-10-08 20:10:10 UTCOpen source SDR Drone, Inc. manufactures and sells combat-validated, NDAA-compliant drones and unmanned aerial systems (UAS) in worldwide markets. The company offers products, such as tethered, multi-mission, and long-endurance tactical drones, smart farming Intelligence drones; and services, including end-to-end drone solutions covering flight control, electronics, communications, and software. The company was formerly known as Hallmark Venture Group, Inc. and changed its name to SDR Drone, Inc. in July 2026. SDR Drone, Inc. is headquartered in North Palm Beach, Florida. | |||||||||||
| RCAT | Red Cat Holdings, Inc. | +0.85 | Commercial & Industrial Drones | $667M | — | +693.3% | -136.3% | -47.0% | -58.9% | Puerto Rico | Technology Services |
Red Cat Holdings, Inc.+0.85Commercial & Industrial Drones Red Cat develops and supplies UAV technology for government and commercial uses, including reconnaissance, public safety, and inspection. Its portfolio also includes FPV drones and equipment for GPS-denied operations. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. Red Cat Holdings, Inc. 2026-10-08 20:10:10 UTCOpen source Red Cat Holdings, Inc. (RCAT) operates as a multifaceted provider within the drone industry, offering a comprehensive suite of products, services, and innovative solutions. The company develops and supplies unmanned aerial vehicle (UAV) technology tailored for both commercial and government sectors, addressing critical applications such as reconnaissance, public safety, and detailed inspection. Its product portfolio also includes immersive First Person View (FPV) video goggles, alongside specialized software and hardware designed to enable drones to perform inspection tasks even in environments where global positioning systems are inaccessible. Furthermore, Red Cat Holdings actively markets and sells FPV drones and related equipment, predominantly serving the consumer marketplace. The company's operations are headquartered in San Juan, Puerto Rico. | |||||||||||
| DPRO | Draganfly Inc. | +0.80 | Commercial & Industrial Drones | $141M | — | +21.1% | -358.8% | -49.4% | -59.0% | Canada | Consumer Durables |
Draganfly Inc.+0.80Commercial & Industrial Drones Draganfly designs, manufactures, and distributes commercial UAVs, including multirotor and fixed-wing platforms, and also develops drone software. It provides related engineering, training, and services for applications such as public safety, agriculture, inspection, and surveying. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. heavy_lift_uas_revenue_exposure · DPRO 2026-09-01 13:10:13 UTCOpen source Draganfly is the direct Heavy Lift platform operator and receives authorization for defense logistics and other heavy-payload missions. Draganfly Inc. 2026-10-08 20:10:10 UTCOpen source Draganfly Inc. is a global provider specializing in the design, production, and distribution of commercial unmanned aerial vehicle (UAV) systems. Their product portfolio encompasses various aerial platforms, such as multi-rotor drones and fixed-wing aircraft, alongside ground-based robotic solutions and intuitive handheld control units. The company also develops proprietary software for functionalities including asset tracking, real-time video streaming, pilot training, and comprehensive data acquisition. Beyond hardware and software, Draganfly delivers bespoke engineering solutions, a range of training programs (including flight instruction), expert consultation for simulations, and advanced wireless video transmission systems. These cutting-edge offerings cater to a diverse array of critical sectors, including emergency services, agricultural operations, industrial facility inspections, security applications, and geospatial mapping and surveying. Draganfly, established in 1998, is headquartered in Saskatoon, Canada. | |||||||||||
| INN.AX | Innovaero Technologies Ltd. | +0.80 | Military UAS Prime | $71.2M | — | — | -58.8% | -37.7% | -37.7% | Australia | Electronic Technology |
Innovaero Technologies Ltd.+0.80Military UAS Prime Innovaero designs, manufactures, and commercializes UAS, including loitering munitions and one-way effectors. It serves defense and adjacent industrial markets. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. Innovaero Technologies Ltd. 2026-10-08 20:10:10 UTCOpen source Innovaero Technologies Limited designs, develops, manufactures, and commercializes aircraft products and drones in Australia. The company provides uncrewed aerial systems (UAS), including loitering munitions and one-way effectors. It also designs, engineers, manufactures, and maintains a crewed aircraft product. It serves the defense, aerospace, and adjacent industrial markets. The company was formerly known as Aerovation Technologies Pty Ltd and changed its name to Innovaero Technologies Limited in June 2026. The company was founded in 2006 and is based in Kardinya, Australia. | |||||||||||
| ONDS | Ondas Holdings Inc. | +0.80 | Commercial & Industrial Drones | $3.5B | 67.3 | +979.3% | 36.6% | -40.6% | -12.1% | United States | Electronic Technology |
Ondas Holdings Inc.+0.80Commercial & Industrial Drones Ondas operates an autonomous aerial-systems business and has a government-cleared drone platform. Its context also identifies demand exposure to its counter-UAS offerings. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. counter_uas_defense_exposure · ONDS 2026-09-19 13:27:03 UTCOpen source Ondas is directly identified as experiencing demand for counter-UAS offerings as customers address increasingly sophisticated drone threats. event_exposure_role · ONDS 2026-09-30 17:29:07 UTCOpen source Ondas operates a public autonomous aerial-systems business and has a government-cleared drone platform, making it a direct but differentiated public-market peer. | |||||||||||
| 278A | Terra Drone Corporation | +0.75 | Commercial & Industrial Drones | — | — | — | — | — | — | — | — |
Terra Drone Corporation+0.75Commercial & Industrial Drones Terra Drone has direct UAV supply exposure and is aligned with interceptor-drone and unmanned-systems activity. Its industrial-drone operations span aircraft solutions and aircraft management. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. priority_capability_exposure · 278A 2026-09-05 05:07:39 UTCOpen source Terra Drone has direct UAV supply exposure and is aligned with the request’s interceptor-drone and unmanned-systems focus. | |||||||||||
| DRNG | Drone Guarder, Inc. | +0.75 | Commercial & Industrial Drones | $2.6K | — | — | — | -99.0% | -99.7% | United States | Technology Services |
Drone Guarder, Inc.+0.75Commercial & Industrial Drones Drone Guarder is developing a drone-based home-security system that autonomously launches a drone to capture video and identify potential threats. The system is intended for residential and commercial customers. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. Drone Guarder, Inc. 2026-10-08 20:10:10 UTCOpen source Drone Guarder, Inc., a fledgling security and surveillance firm, is dedicated to bringing to market a comprehensive, drone-powered home security system. This all-in-one solution is intended for deployment across the United States, Canada, Europe, South Africa, and the Asia-Pacific region. At the core of the company's DroneGuarder app-driven system are a drone, an infrared camera, and an Android mobile application. When an alarm is activated, the drone automatically launches from its wireless charging pad, captures a brief video sequence, analyzes the footage, and dispatches an alert if a potential danger is detected. These alerts, delivered via the DroneGuarder app, can take the form of a text message, an image, or a short video clip, dependent on the capabilities of the GSM network. The company plans to market its offering directly to residential and commercial clients, as well as through security resellers. Established in 2012 and headquartered in London, United Kingdom, the company was previously known as Vopia, Inc. until its rebranding to Drone Guarder, Inc. in March 2017. Drone Guarder, Inc. operates as a subsidiary of Gimwork Project LP. | |||||||||||
| EXYN | Exyn Technologies, Inc. | +0.75 | Drone Avionics & Payloads | $23.0M | — | — | — | -41.5% | -41.5% | United States | Technology Services |
Exyn Technologies, Inc.+0.75Drone Avionics & Payloads Exyn develops autonomous aerial and ground robotic systems and modular autonomy software for mapping, localization, and inspection in complex environments. Its software can also be integrated into external platforms. Drone Avionics & Payloads: Suppliers of drone-specific electro-optical/infrared (EO/IR) turrets, propulsion, flight management systems, autonomy software, and secure datalinks. Exyn Technologies, Inc. 2026-10-08 20:10:10 UTCOpen source Exyn Technologies, Inc. operates as a developer and supplier of autonomous robotic systems for both aerial and ground applications, complemented by versatile modular software solutions. Their primary objective is to facilitate advanced mapping, precise localization, and comprehensive inspection within challenging and intricate environments. The company's product line features ExynAero and ExynPak, specifically engineered for the mining sector, alongside the Nexys ecosystem, which offers adaptable autonomy payloads compatible with various airborne and terrestrial platforms. The suite of capabilities they provide encompasses highly accurate, survey-grade 3D mapping, real-time data transmission, digital twin creation, sophisticated post-processing, and automated routine inspections for tasks such as monitoring warehouse operations, tracking structural convergence, and conducting post-blast safety assessments. Furthermore, Exyn supplies modular software and Application Programming Interfaces (APIs), enabling the seamless integration of their autonomous navigation, mapping, and positioning functionalities into external hardware. This capability supports the development of customized solutions and enhanced automation. Their diverse clientele spans critical industries including mining, oil and gas, infrastructure inspection, and data centers. They also cater to original equipment manufacturers (OEMs) and system integrators who require cutting-edge autonomous and mapping technologies. Exyn Technologies, established in 2014, maintains its headquarters in Philadelphia, Pennsylvania. | |||||||||||
| EH | EHang Holdings Limited | +0.75 | Commercial & Industrial Drones | $268M | — | -3.4% | -61.4% | -75.1% | -80.8% | China | Technology Services |
EHang Holdings Limited+0.75Commercial & Industrial Drones EHang designs, manufactures, sells, and operates autonomous aerial vehicles for passenger mobility, logistics, smart-city, and aerial-media applications. Its business includes the supporting systems and infrastructure for these aircraft. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. EHang Holdings Limited 2026-10-08 20:10:10 UTCOpen source EHang Holdings Limited is a technology company focused on autonomous aerial vehicles (AAVs). The company operates a comprehensive platform that encompasses the design, development, manufacturing, sale, and operation of these advanced aircraft, alongside their essential supporting systems and infrastructure. Established in 2014 and headquartered in Guangzhou, People's Republic of China, EHang extends its reach across various global markets, including East Asia, Europe, and other international regions. Its innovative AAV solutions cater to a diverse range of applications, such as urban air mobility for passengers, efficient logistics, smart city management, and aerial media production. | |||||||||||
| COMS | COMSovereign Holding Corp. | +0.70 | Commercial & Industrial Drones | $3.8K | — | — | — | -17.6% | +40.0% | United States | Electronic Technology |
COMSovereign Holding Corp.+0.70Commercial & Industrial Drones COMSovereign offers tethered drones and aerostats for intelligence, surveillance, reconnaissance, and communications, primarily for national-defense and security customers. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. COMSovereign Holding Corp. 2026-10-08 20:10:10 UTCOpen source COMSovereign Holding Corp. is dedicated to providing cutting-edge telecommunications solutions to a global clientele, including network operators, mobile carriers, government agencies, and diverse enterprises. Their product lineup features packet microwave solutions for transmitting broadband voice, video, and data, empowering service providers, public sector organizations, and other businesses. The company also develops in-band full-duplex technologies, specifically designed to overcome performance limitations inherent in primary transmission systems. Furthermore, COMSovereign offers tethered drones and aerostats for intelligence, surveillance, reconnaissance (ISR), and communication functions, primarily serving national defense and security customers. Their portfolio extends to small cell 4G LTE and 5G access radios equipped with edge computing capabilities. Beyond hardware, the company delivers comprehensive maintenance and support services, alongside professional expertise in engineering, designing, and developing various network systems and components. Incorporated in 2014, COMSovereign Holding Corp. is headquartered in Tucson, Arizona, having previously operated as Drone Aviation Holding Corp. until its name change in November 2019. | |||||||||||
| ESLT | Elbit Systems Ltd. | +0.70 | Military UAS Prime | $34.8B | 52.7 | +12.0% | 7.4% | +27.3% | +52.6% | Israel | Electronic Technology |
Elbit Systems Ltd.+0.70Military UAS Prime Elbit designs and supplies unmanned aerial systems, alongside electro-optics, electronic warfare, and counter-UAS technologies. Its portfolio spans both unmanned platforms and systems used to detect or counter drones. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. counter_uas_procurement_leverage · ESLT 2026-09-20 02:22:55 UTCOpen source Elbit is directly exposed across counter-UAS, radar, signals intelligence, electronic warfare, and electro-optical systems demanded by high-volume drone attacks. Elbit Systems Ltd. 2026-10-08 20:10:10 UTCOpen source Headquartered in Haifa, Israel, and established in 1966, Elbit Systems Ltd. is a leading provider of advanced solutions for the defense, homeland security, and commercial aerospace sectors. The company's extensive portfolio spans airborne, land, and naval applications. In the aerial domain, offerings include systems for military aircraft and helicopters, commercial aviation components, and unmanned aerial systems. For ground operations, Elbit supplies vehicle systems, a range of munitions, sophisticated command, control, communications, computer, intelligence, surveillance, and reconnaissance (C4ISR) capabilities, and cyber technologies, alongside armored vehicle protection systems. Maritime solutions encompass naval systems and specialized munitions. Across these platforms, their expertise extends to electro-optic and night vision systems, electronic warfare, signal intelligence, countermeasure systems, data links, radio communication, cyber intelligence, autonomous systems, and laser and guided rocket technologies. Additionally, the company delivers various training and support services. Elbit Systems functions as both a prime and subcontractor, serving governments and commercial entities globally, with significant operations extending beyond its primary Israeli market to include the United States, Europe, Latin America, and the Asia-Pacific region. | |||||||||||
| AIRO | AIRO Group Holdings, Inc. Common Stock | +0.70 | Commercial & Industrial Drones | $151M | — | — | -23.9% | -42.3% | -73.1% | United States | Electronic Technology |
AIRO Group Holdings, Inc. Common Stock+0.70Commercial & Industrial Drones AIRO has a dedicated unmanned-aircraft-systems business and offers AI-powered surveillance drones, including its Sky Watch series. Drones are one of four principal areas in its aerospace and defense portfolio. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. AIRO Group Holdings, Inc. Common Stock 2026-10-08 20:10:10 UTCOpen source AIRO Group, an American aerospace and defense enterprise, maintains its primary operations from Albuquerque, New Mexico. The company's diversified portfolio encompasses four key areas: unmanned aircraft systems (drones), aviation electronics (avionics), flight crew training, and electric vertical takeoff and landing (eVTOL) mobility solutions. Noteworthy among its product line are advanced AI-powered surveillance drones, including the Sky Watch series. | |||||||||||
| RDRSF | RDARS Inc. | +0.70 | Commercial & Industrial Drones | — | — | — | — | — | — | — | — |
RDARS Inc.+0.70Commercial & Industrial Drones RDARS develops autonomous security systems that combine drone aircraft, drone stations, and unmanned ground vehicles. Its platforms support real-time alarm response and security operations. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. RDARS Inc. 2026-10-08 20:10:10 UTCOpen source RDARS Inc. is a burgeoning drone technology firm specializing in autonomous security systems. This early-stage company develops and markets solutions for residential, commercial, and industrial sectors. Its offerings include a proprietary suite of self-operating robotic platforms, specifically drone aircraft, dedicated drone stations, and unmanned autonomous ground vehicles. These advanced systems are engineered to provide real-time alarm response, situation verification, proactive intervention, detailed reporting, and secure evidence recording. Established in 2019, RDARS Inc. maintains its headquarters in North York, Canada. | |||||||||||
| BST.AX | Boresight Ltd | +0.70 | Military UAS Prime | $30.1M | — | +46.4% | -104.5% | -47.2% | -47.2% | Australia | Electronic Technology |
Boresight Ltd+0.70Military UAS Prime Boresight manufactures UAS, including aerial target drones used in counter-UAS testing and training and ISR drones. It also provides mission-planning software, training kits, and piloting services. Military UAS Prime: Manufacturers and prime contractors of tactical, reconnaissance, or combat unmanned aerial systems and loitering munitions. Boresight Ltd 2026-10-08 20:10:10 UTCOpen source Boresight Ltd manufactures and sells uncrewed aerial systems (UAS) in global markets. It designs and manufactures two types of drones, such as aerial target drones, used by both military and industry customers for CUAS purposes. It also used for the development, testing, demonstration, and training for CUAS technologies; and ISR drones, used for various activities and operations where a live video feed from the drone is desirable. In addition, it provides products, such as the BQ400 Quadcopter, BQ-750, BS-350 camera quadcopter, many radio node, ground control station, training flyaway Kit, swarming aerial target systems, and mission planning software. Further, it offers piloting services. Additionally, The company engages in sale of pre-packaged fly away training kits. The company serves government, industry, military, and security forces. The company sells its products through reseller networks. The company was formerly known as Boresight Pty Ltd. The company was incorporated in 2020 and is based in Fyshwick, Australia. | |||||||||||
| 688070.SS | Chengdu JOUAV Automation Tech Co.,Ltd. | +0.70 | Commercial & Industrial Drones | $445M | 127.7 | +26.3% | 3.3% | -44.0% | -36.8% | China | Electronic Technology |
Chengdu JOUAV Automation Tech Co.,Ltd.+0.70Commercial & Industrial Drones Chengdu JOUAV specializes in the lifecycle of industrial UAV systems, including research and development, manufacturing, distribution, and customer support. Commercial & Industrial Drones: Producers of civil, agricultural, mapping, surveying, and logistics drone hardware and operating platforms. Chengdu JOUAV Automation Tech Co.,Ltd. 2026-10-08 20:10:10 UTCOpen source Chengdu JOUAV Automation Tech Co., Ltd. specializes in the comprehensive lifecycle of industrial unmanned aerial vehicle (UAV) systems, from initial research and development through to manufacturing, commercial distribution, and ongoing customer support. The company's primary focus lies in the sales of a wide array of aviation-related items, including electronic components, various drone platforms, general aircraft, specialized aviation equipment, and their corresponding spare parts. This enterprise was established on April 8, 2010, by co-founders Bin Ren, Chen Wang, and Peng Chen, and its corporate headquarters are located in Chengdu, China. | |||||||||||
| 300397.SZ | Xi'an Tianhe Defense Technology Co., Ltd. | +0.65 | Counter-UAS & Defense Interceptors | $781M | — | +74.1% | -8.8% | -37.0% | -19.9% | China | Electronic Technology |
Xi'an Tianhe Defense Technology Co., Ltd.+0.65Counter-UAS & Defense Interceptors Xi’an Tianhe develops anti-UAV systems and low-altitude defense equipment, alongside related detection and surveillance technologies. These offerings directly address defense against unmanned aerial threats. Counter-UAS & Defense Interceptors: Companies providing radar, electronic warfare jamming, directed energy, or kinetic systems designed to detect and neutralize hostile drones. Xi'an Tianhe Defense Technology Co., Ltd. 2026-10-08 20:10:10 UTCOpen source Xi'an Tianhe Defense Technology Co., Ltd., established in Xi'an, China in 2001, operates globally and domestically across several high-technology fields. The company focuses on military apparatus, intelligent security systems, integrated electronics, communication technologies, and advanced smart coastal defense solutions. Its product range encompasses sophisticated defense technologies, including short-range, low-altitude three-dimensional defense equipment and their accompanying digital system solutions. The company also provides systems for battlefield environmental awareness, big data applications, and specialized training and storage gear. For marine security, Tianhe delivers digital naval defense systems, unmanned underwater detection units, and complete digital ocean three-dimensional defense frameworks. A significant part of the company's activities involves research and development. This R&D effort spans reconnaissance and surveillance radars, photoelectric linkage detection apparatus, terahertz security inspection devices, intelligent sentinels designed for border and coastal protection, and anti-unmanned aerial vehicle (UAV) systems. Beyond hardware, Xi'an Tianhe Defense offers digital and information solutions tailored for three-dimensional security, especially in border and coastal regions. Its communication electronics division is responsible for developing essential components for 5G applications, such as switches, low-noise amplifiers (LNAs), small signal amplifiers, and passive circulators, in addition to integrating various sensor technologies. Lastly, within smart coastal defense, their contributions include a series of unmanned autonomous vehicles, multi-parameter detection systems, and both active and passive sonar technologies. | |||||||||||
| THES.TA | Thirdeye Systems Ltd | +0.65 | Drone Avionics & Payloads | $68.9M | — | +50.3% | -60.0% | -3.4% | +23.9% | Israel | Commercial Services |
Thirdeye Systems Ltd+0.65Drone Avionics & Payloads Thirdeye Systems offers electro-optical systems for drone recognition and detection, as well as AI-enabled drone-detection and tracking solutions. It also develops an autonomous drone-patrolling capability. Drone Avionics & Payloads: Suppliers of drone-specific electro-optical/infrared (EO/IR) turrets, propulsion, flight management systems, autonomy software, and secure datalinks. Thirdeye Systems Ltd 2026-10-08 20:10:10 UTCOpen source Thirdeye Systems Ltd. specializes in the advanced research and development of sophisticated object recognition algorithms, with a particular focus on the thermal spectrum. The company provides its state-of-the-art solutions to the Israel Defense Forces and other defense contractors. Its product portfolio includes Chimera, a compact and lightweight day-and-night system that combines an uncooled Long-Wave Infrared (LWIR) thermal imager with an HD electro-optical (EO) camera. For aerial threat detection, Meduza offers an electro-optical scanning system designed for drone recognition, while Meduza-S acts as an optical radar to significantly enhance the accuracy of anti-drone defenses. Tesseract provides an upgrade solution, transforming passive observation devices into sophisticated payloads capable of detecting, recognizing, and tracking drones. Further offerings include GoIR, a adaptable thermal imaging solution engineered for extreme outdoor conditions, delivering superior thermal image quality. aEYE C2 features cutting-edge AI algorithms for detection and classification. Additionally, aEYE enables drones to conduct fully autonomous patrolling operations, from launch to precise landing, utilizing cloud-based AI for human detection with the integrated Chimera payload. Thirdeye Systems' innovations are deployed across various critical sectors, including autonomous vehicles, maritime security, protection of vital assets, counter-terrorism efforts, border control, search and rescue missions, and airport security, serving clients both domestically in Israel and globally. Incorporated in 1979, the company was previously known as New Horizon Group Ltd. before rebranding to Thirdeye Systems Ltd. in May 2021, and its operations are based in Netanya, Israel. | |||||||||||
| AXON | Axon Enterprise, Inc. | +0.60 | Counter-UAS & Defense Interceptors | $33.7B | 171.7 | +34.6% | 6.2% | -27.7% | -41.6% | United States | Electronic Technology |
Axon Enterprise, Inc.+0.60Counter-UAS & Defense Interceptors Axon owns Dedrone, a provider of counter-drone airspace security and monitoring systems used to protect critical infrastructure. This gives Axon a distinct counter-UAS business exposure within its broader portfolio. Counter-UAS & Defense Interceptors: Companies providing radar, electronic warfare jamming, directed energy, or kinetic systems designed to detect and neutralize hostile drones. critical_infrastructure_drone_defense_demand · AXON 2026-07-27 09:20:37 UTCOpen source Axon owns Dedrone, a top provider of counter-drone airspace security solutions chosen by major utilities to protect critical infrastructure. | |||||||||||
| MOB | Mobilicom Limited | +0.60 | Drone Avionics & Payloads | $38.2M | — | +28.7% | -834.1% | -52.5% | -60.4% | Israel | Electronic Technology |
Mobilicom Limited+0.60Drone Avionics & Payloads Mobilicom supplies secure communications products for drones and ground robotics. These specialized communications systems enable unmanned platforms to operate in contested environments. Drone Avionics & Payloads: Suppliers of drone-specific electro-optical/infrared (EO/IR) turrets, propulsion, flight management systems, autonomy software, and secure datalinks. security_escalation_demand_sensitivity · MOB 2026-08-22 17:10:13 UTCOpen source Mobilicom’s secure drone and ground-robotics communications products are relevant to contested environments and therefore can benefit from sustained security procurement. | |||||||||||
| MSAI | MultiSensor AI Holdings, Inc. | +0.60 | Drone Avionics & Payloads | $8.6M | — | +12.2% | -141.7% | -66.3% | -84.7% | United States | Electronic Technology |
MultiSensor AI Holdings, Inc.+0.60Drone Avionics & Payloads MultiSensor AI supplies mobile multisensor payloads and gimbal systems specifically designed for UAVs and UGVs. It also provides related software and support services. Drone Avionics & Payloads: Suppliers of drone-specific electro-optical/infrared (EO/IR) turrets, propulsion, flight management systems, autonomy software, and secure datalinks. MultiSensor AI Holdings, Inc. 2026-10-08 20:10:10 UTCOpen source MultiSensor AI Holdings, Inc. develops and supplies sophisticated multi-sensor systems, primarily for thermal imaging (thermography) and various other industrial uses, both domestically within the United States and across international markets. Their extensive product range includes portable sensor devices, available in sizes from small to large, featuring integrated displays and controls. They also offer stationary pan-tilt-zoom (PTZ) camera systems that can operate as standalone single- or multi-sensor units. Furthermore, the company provides mobile multi-sensor payloads and gimbal systems specifically designed for deployment on unmanned aerial vehicles (UAVs) and unmanned ground vehicles (UGVs). Beyond hardware, MultiSensor AI offers both on-premise and cloud-hosted software solutions, complemented by a suite of services such as training, calibration, and necessary repairs. Their solutions cater to a diverse client base in sectors like distribution and logistics, manufacturing, utility, and the oil and gas industry. The company was established in 1995 and is headquartered in Beaumont, Texas. | |||||||||||