Unusual Machines (UMAC) Investor presentation summary

Market opportunity and regulatory environment

• Addressing a $3–$5 billion market for U.S.-made drone components, driven by defense and enterprise demand for over 1 million small drones, especially attritable systems under $2,000.

• Recent U.S. legislation and executive orders favor domestic and NDAA-compliant drone supply chains, with the FCC banning foreign-made drones and parts, expanding the market for U.S. suppliers.

• Pentagon's $1 billion Drone Dominance initiative projects procurement of 250,000 drones through 2027, requiring fully domestic or NDAA-compliant supply chains.

Product portfolio and customer segments

• Manufactures critical electronics and components for small drones, including flight controllers, motors, and FPV headsets, all made in the U.S.

• Products are approved for the Blue UAS Framework and serve enterprise, defense, retail, and consumer markets.

• Components are used by a wide range of OEMs, with flexible interoperability from single parts to full drone systems.

Growth strategy and financial performance

• Pursuing accelerated growth with aggressive inventory and automation investments, expanding production lines, and increasing headcount to over 140 by March 2026.

• Achieved 133% quarter-over-quarter revenue growth, with $20M in enterprise purchase orders expected to be fulfilled in 1H 2026.

• Reported $8M annualized revenue and 31 employees in Q3 2025, scaling to $20M annualized revenue and 81 employees by Q4 2025.

• Maintains a strong financial profile with $103M cash, $15M inventory, $39M in short-term investments, and no debt.