Unusual Machines (UMAC) Investor presentation summary

Market opportunity and demand

• $600M market opportunity for U.S.-made drone components, driven by defense and enterprise programs targeting over 1 million small drones under $2,000 per unit.

• High demand for NDAA-compliant, U.S.-made drone parts, with products approved for the Blue UAS Framework.

• Serving retail, enterprise, and defense customers across high-volume drone platforms.

• Flexible interoperability allows customers to use single components or build entire drones from the product line.

• Aggressive inventory and automation strategies to meet evolving procurement cycles.

Regulatory and legislative environment

• Recent U.S. legislation and executive orders favor domestic and NDAA-compliant drone supply chains.

• FCC ban on foreign-made drones and parts is expanding the market for U.S. suppliers.

• National Defense Authorization Act for 2026 continues restrictions on foreign components and supports domestic production.

• Pentagon's $1B initiative to procure 90,000 U.S.-produced drones in 2026, with ongoing program growth.

Financial performance and growth

• Quarter-over-quarter revenue growth from $8M to $20M annualized.

• $20M in enterprise purchase orders, with most expected to fulfill in the first half of 2026.

• $100M cash on hand, $10M in inventory, and no debt.

• Expansion from 31 to 82 employees and facilities from 24k to 62k sq ft between Q3 and Q4 2025.