01
Drone Stocks
Public UAV makers, defense primes, and component enablers mapped by role in the unmanned-systems value chain.
The Sector Briefing
The unmanned economy, mapped for serious investors.
Independent analysis of public drone, robotics, and defense-tech companies: the pure-plays, the primes, the ETFs, and the disciplined way to research them.
Where to begin
Four routes into the sector
02
Defense Stocks
Defense contractors, robotics names, space adjacencies, and ETF exposure connected back to unmanned systems.
03
Unmanned Systems
Aerial, ground, counter-UAS, and maritime systems explained for investors who need to understand the hardware before the stock story.
04
How to Invest
Plain-language investing playbooks that route readers from curiosity into the right drone, defense, ETF, or company research page.
The stock map
Public drone and unmanned-systems companies
| Company | Role | Focus | |
|---|---|---|---|
| PRIVATE Aeronautics Group | pure play | Orbiter tactical UAS, the Aerostar tactical unmanned aircraft, and Skystar aerostat surveillance systems. | Profile → |
| AVAV AeroVironment | defense prime | Switchblade loitering munitions, tactical UAS, and small unmanned aircraft. | Profile → |
| RCAT Red Cat Holdings | pure play | Military ISR drones, Teal systems, and small-drone production. | Profile → |
| KTOS Kratos Defense | defense prime | Valkyrie jet drones, target drones, tactical unmanned systems, jet-engine development, and defense services. | Profile → |
| GE GE Aerospace | enabler | Commercial and military jet-engine design and manufacturing, including the F110, F404/F414, T700, and T901 defense engine lines, plus engine-development partnerships such as the GEK800 turbofan with Kratos Defense. | Profile → |
| ONDS Ondas Holdings | pure play | Autonomous drone platforms, industrial drone networks, counter-UAS adjacencies, and drone-enabled infrastructure inspection. | Profile → |
| UMAC Unusual Machines | enabler | FPV drone components, US-made drone motors, and drone supply-chain localization. | Profile → |
| PRIVATE Anduril | pure play | Autonomous defense systems, counter-UAS, loitering munitions, and software-defined defense. | Profile → |
| PRIVATE General Atomics Aeronautical Systems | pure play | Predator, Reaper, Gray Eagle, Avenger, Gambit, and Mojave remotely piloted aircraft. | Profile → |
| PRIVATE Shield AI | pure play | V-BAT, X-BAT, Hivemind autonomy, and teaming aircraft. | Profile → |
| PRIVATE Skydio | pure play | X10, X10D, R10, F10, autonomous flight, and drone operations software. | Profile → |
| PRIVATE DJI | pure play | Consumer camera drones, enterprise aircraft, agricultural drones, and delivery drones. | Profile → |
| PARRO Parrot | pure play | ANAFI Ai, ANAFI USA, and ANAFI UKR professional and defense micro-UAVs. | Profile → |
| PRIVATE Quantum Systems | pure play | Trinity, Twister, Vector, and Reliant eVTOL and fixed-wing ISR systems. | Profile → |
| PRIVATE Wingtra | pure play | WingtraRAY and WingtraOne GEN II VTOL mapping drones. | Profile → |
| DPRO Draganfly | pure play | Apex, Commander 3XL, Heavy Lift, Flex FPV, Starling X.2, and custom UAV systems. | Profile → |
| UAVS AgEagle Aerial Systems | pure play | eBee X, eBee TAC, eBee VISION, sensors, and aerial-mapping software. | Profile → |
| EH EHang | pure play | EH216 passenger, logistics, and firefighting autonomous eVTOL aircraft and VT-30. | Profile → |
| PRIVATE Wing | pure play | Autonomous residential delivery drones and Wing Delivery Network infrastructure. | Profile → |
| PRIVATE Zipline | pure play | Platform 1 and Platform 2 autonomous delivery aircraft and delivery Zips. | Profile → |
| NOC Northrop Grumman | defense prime | Global Hawk, Triton, Fire Scout, RQ-4D Phoenix, and autonomous aircraft programs. | Profile → |
| BA Boeing | defense prime | MQ-25, MQ-28 Ghost Bat, Insitu UAS, autonomous aircraft, and XLUUV programs. | Profile → |
| LMT Lockheed Martin | defense prime | Indago, Stalker, TIQUILA, autonomous mission systems, and Skunk Works uncrewed aircraft. | Profile → |
| RTX RTX | defense prime | Collins Aerospace mission-autonomy software for collaborative combat aircraft, and Standard Missile, Patriot, NASAMS, and Tomahawk air-defense, interceptor, and missile production. | Profile → |
| TXT Textron Systems | defense prime | Shadow, Aerosonde, Nightwarden, and unmanned systems support. | Profile → |
| TDY Teledyne FLIR | enabler | Black Hornet, SkyRaider, Rogue 1, SIRAS, and thermal-imaging payloads, plus marine cameras for crewed and unmanned surface vessels. | Profile → |
| PRIVATE Baykar | pure play | Bayraktar TB2, TB3, Akıncı, Kızılelma, and newer tactical UAVs. | Profile → |
| PRIVATE Turkish Aerospace Industries | defense prime | ANKA, AKSUNGUR, ANKA III, and ŞİMŞEK unmanned aircraft systems. | Profile → |
| ESLT Elbit Systems | defense prime | Hermes and Skylark unmanned aircraft families and autonomous systems. | Profile → |
| AIR Airbus | defense prime | Eurodrone, Zephyr, SIRTAP, Flexrotor, VSR700, the U145 uncrewed helicopter, and uncrewed collaborative combat aircraft. | Profile → |
| LDO Leonardo | defense prime | Falco Evo, Falco Xplorer, and European unmanned-aircraft partnerships. | Profile → |
| BBD.B Bombardier | enabler | Special-mission ISR, maritime patrol, and multi-role derivatives of the Global 6500 and Global 8000 business jets, built by the Bombardier Defense unit. | Profile → |
| PRIVATE Israel Aerospace Industries | defense prime | Heron family, loitering munitions, unmanned systems, and autonomy. | Profile → |
| PRIVATE STM Defense | defense prime | KARGU, ALPAGU, TOGAN, BOYGA, and multi-domain unmanned systems. | Profile → |
| PRIVATE Autel Robotics | pure play | EVO Max, EVO Lite Enterprise, Dragonfish, and enterprise drone systems. | Profile → |
| PRIVATE XAG | pure play | P150 Max, P150, P100 Pro, and agricultural spraying and spreading drones. | Profile → |
| PRIVATE Insitu | pure play | ScanEagle, Integrator, Integrator Extended Range, Integrator VTOL, and RQ-21A Blackjack. | Profile → |
| PRIVATE Delair | pure play | UX11, DT26, DT46, DT61, and tactical loitering-munition systems. | Profile → |
| PRIVATE Flyability | pure play | Elios 3 collision-tolerant indoor inspection drone. | Profile → |
| DRO DroneShield | pure play | RF sensing, AI-based drone detection, and electronic-warfare counter-UAS hardware and software. | Profile → |
| ALDRV Drone Volt | pure play | Heavy-lift Hercules drones, LineDrone and KOBRA inspection systems, drone-as-a-service operations, and pilot training. | Profile → |
| PRIVATE Cambridge Aerospace | pure play | Low-cost drone interceptors (Skyhammer), the Starhammer missile interceptor, and the Looking Glass radar. | Profile → |
| PRIVATE Epirus | pure play | Leonidas high-power microwave counter-swarm systems, the Army IFPC-HPM program, ExDECS, and the USMC HAVOC system. | Profile → |
| WRAP Wrap Technologies | defense prime | BolaWrap non-lethal restraint devices, WrapReality training, and the WrapShield public-safety platform, including a laser directed-energy counter-drone capability developed with Frenel Imaging. | Profile → |
| PRIVATE FlybyOps | enabler | FlybyOps enterprise software — a system of record for BVLOS and autonomous drone operations, built by Flyby Guys. | Profile → |
| PRIVATE F-Drones | pure play | Manufactures and supplies combat drones for military applications. | Profile → |
| CACI CACI | defense prime | CACI offers electronics, intelligence, and counter-drone systems, including the SkyValor counter-UAS platform. | Profile → |
| PRIVATE Fortem Technologies | pure play | Specializes in counter-drone systems and technologies for defense and critical infrastructure protection. | Profile → |
| PRIVATE Helsing | pure play | HX-2 loitering munition, Altra AI sensor-fusion and targeting software, and Centaur AI-piloted fighter software. | Profile → |
| ZENA ZenaTech | pure play | ZenaDrone agricultural and surveying drones, and ZenaWORX drone-in-a-box construction and infrastructure monitoring. | Profile → |
| SPAI Safe Pro Group | enabler | AI-powered landmine and explosive-remnants-of-war detection software built on drone-collected imagery, sold to humanitarian demining and government customers. | Profile → |
| OUST Ouster | enabler | Digital lidar sensors sold across robotics, industrial, smart-infrastructure, automotive, and defense/drone customers. | Profile → |
| MVIS MicroVision | enabler | IRIS and HALO long-range lidar sensors sold as a component into autonomous vehicle, robotics, industrial, and security-and-defense systems. | Profile → |
| PRIVATE Elroy Air | pure play | Elroy Air develops autonomous hybrid-electric VTOL cargo drones for military and commercial supply operations. | Profile → |
| PRIVATE Terma | enabler | Provides integrated counter-drone and defense electronics solutions, including AI-enabled sensor and command systems. | Profile → |
| PRIVATE DoorDash | enabler | DoorDash develops logistics platforms and now offers aerial drone delivery through the DoorDash Air program. | Profile → |
| AMZN Amazon | enabler | Operates a drone delivery service as part of a larger automated logistics and e-commerce ecosystem. | Profile → |
| MSI Motorola Solutions | enabler | Provides mission-critical communications solutions and, through the acquired D-Fend Solutions, RF cyber-based counter-drone technology for public safety and security. | Profile → |
| PRIVATE uAvionix | enabler | uAvionix provides real-time aircraft surveillance technologies and services, most notably the FlightLine surveillance service, to support safe integration of drones in shared airspace. | Profile → |
| PUSA Powerus | enabler | Powerus develops and delivers Counter-UAS systems for the protection of critical energy infrastructure. | Profile → |
| PRIVATE Joby Aviation | pure play | Designs and plans to operate electric vertical takeoff and landing (eVTOL) air taxis, with a focus on urban air mobility and supporting vertiport infrastructure. | Profile → |
| PRIVATE Terra Industries | pure play | Autonomous long- and mid-range drones, interceptor drones, sentry towers, unmanned ground vehicles, and mission-management software for defense and critical infrastructure protection. | Profile → |
| PRIVATE Seitec | enabler | Seitec develops passive sensing technology for conflict zone detection, classification, and monitoring, targeting defense, security, and critical infrastructure customers. | Profile → |
| PRIVATE Hadrian | enabler | Hadrian builds advanced AI-powered factories and the Opus software platform for U.S. defense and aerospace production. | Profile → |
| PRIVATE MS International | enabler | MS International focuses on naval weapons systems, including counter-drone gun systems, primarily through its subsidiary MSI Defence Systems. | Profile → |
| PRIVATE ThinKom Solutions | enabler | Counter-drone high-power microwave and phased-array antenna technologies for defense and communications. | Profile → |
| NN NextNav | enabler | A licensed terrestrial 5G positioning, navigation, and timing (PNT) network built as a complement and backup to GPS, with a new 900 MHz counter-drone detection application developed with Tiami Networks. | Profile → |
| MRLN Merlin Labs | enabler | The Merlin Pilot autonomy system, retrofit onto existing military and commercial aircraft (KC-135, C-130J, King Air) to reduce or eliminate onboard crew rather than a new airframe of its own. | Profile → |
| PRIVATE SiFly Aviation | pure play | SiFly Aviation builds the Q12 electric long-endurance drone and develops supporting infrastructure such as the DronePort system. | Profile → |
| PRIVATE Flying Lion | enabler | Flying Lion provides remote drone pilot staffing, hardware/software-agnostic DFR operational support, training, FAA regulatory consulting, and related services for public safety and security agencies. | Profile → |
| PRIVATE Airbound | pure play | Airbound develops autonomous blended-wing-body drone aircraft and fleet management systems for large-scale commercial and healthcare delivery networks in India. | Profile → |
| PRIVATE High Great Innovation | pure play | High Great Innovation focuses on drone fleet systems for aerial light shows, including the EMO Mini and other show-specific aircraft. | Profile → |
| AEVA Aeva Technologies | enabler | Frequency-modulated continuous-wave (FMCW) 4D lidar sensors for automotive, industrial, and a single disclosed defense ground-vehicle customer. | Profile → |
| AXON Axon Enterprise | enabler | Public-safety technology (TASER conducted-energy weapons, body cameras, records software) whose counter-drone exposure runs through its 2024 Dedrone acquisition. | Profile → |
| GCTS GCT Semiconductor | enabler | Fabless 5G, 4G LTE, and satellite baseband chipsets, expanding into UAV connectivity and communications. | Profile → |
| PRIVATE Destinus | pure play | the Hornet counter-drone interceptor family, the Ruta and Kryla long-range strike lines, and the hypersonic aircraft research Destinus started with. | Profile → |
| PRIVATE Patria | defense prime | Patria AMV armoured wheeled vehicles, NEMO mortar systems, the Patria SKY and Patria ONE drone lines, and aviation sustainment for Nordic and European air forces. | Profile → |
| PRIVATE MBDA | defense prime | the Storm Shadow and SCALP cruise missile, the Aster and CAMM air-defence families, the Meteor air-to-air missile, and the Akeron loitering-munition and one-way-effector lines. | Profile → |
| PRIVATE Griffon Aerospace | pure play | Manufactures unmanned aerial target systems for military training and support equipment for U.S. Army air defense programs. | Profile → |
| PRIVATE AIR6 Systems | pure play | The AIR8 Medium Lifter octocopter, the AIR4 Rugged quadcopter, and the sub-250 g AIR4 Nano. | Profile → |
| PRIVATE Thales | defense prime | Thales develops air traffic management and integration solutions for uncrewed aerial systems, with current efforts focused on scalable beyond visual line of sight (BVLOS) drone networks for sectors like agriculture and public airspace. | Profile → |
| ACHR Archer Aviation | pure play | Archer Aviation develops electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility, including the Midnight air taxi program. | Profile → |
| PRIVATE Terra Drone | pure play | Terra B1 3D-printed, rocket-launched interceptor drone, alongside commercial inspection, survey, agriculture, and drone-traffic-management services. | Profile → |
| PRIVATE X-Bow Systems | enabler | Additively manufactured (3D-printed) solid rocket motors for small launch vehicles and low-cost interceptors. | Profile → |
| PRIVATE Envision Technology | enabler | Squad Aiming Laser (SAL) electro-optical weapon sights for U.S. Marine Corps infantry weapons, plus uncrewed-systems development. | Profile → |
| LASE Laser Photonics | enabler | Laser Shield Anti-Drone (LSAD) counter-UAS interceptor, built by subsidiary Fonon Technologies, alongside an established industrial laser-cleaning and laser-processing business. | Profile → |
| PRIVATE Mara | pure play | Mara develops Spike, a low-cost automated counter-unmanned aircraft system using autonomous interceptor drones for defense against small, low-altitude UAS threats. | Profile → |
| AVEX AEVEX | pure play | AEVEX specializes in unmanned aerial systems, including one-way attack drones and autonomous mission technologies for contested military environments. | Profile → |
| PRIVATE UVision | pure play | UVision specializes in design and manufacturing of loitering munitions, commonly referred to as suicide drones, with the HERO product series one of its best-known lines. | Profile → |
| LYNX Lyntris | enabler | Lyntris develops hardware and software solutions for "sense-to-act" connectivity in defense applications, enabling early threat detection and multi-domain operations. | Profile → |
| PRIVATE A2Z Drone Delivery | pure play | Specializes in multi-mission drone delivery platforms featuring redundancy and safety for urban and BVLOS (beyond visual line of sight) applications. | Profile → |
| QUCY Quantum Cyber | pure play | Multi-domain "System-of-Systems" autonomous-defense platform spanning drone manufacturing, counter-UAS interceptors, naval mine countermeasures, and EMP-hardened composite filament production. | Profile → |
| PRIVATE company with Stamford ties | pure play | Focuses on developing drones for U.S. Army applications. | Profile → |
| PRIVATE Hensoldt | enabler | Develops sensor solutions and mission systems for aerial platforms including electric air taxis and urban air mobility applications. | Profile → |
| KRMN Karman Space & Defense | enabler | Precision-engineered structures, propulsion components, and guidance hardware supplied into missile, hypersonic, and space programs run by other primes. | Profile → |
| LIDR AEye | enabler | Apollo software-defined long-range lidar sold as a sensor component into autonomous-vehicle, defense, and now space-mobility programs. | Profile → |
| DRS Leonardo DRS | enabler | Electro-optical and infrared sensor systems for ground, sea, air, and space defense platforms, separately listed from parent Leonardo. | Profile → |
| RHM Rheinmetall | defense prime | Lynx-family armored vehicles, including the XM30 competing to replace the Bradley Fighting Vehicle, and the Skyranger counter-drone gun system. | Profile → |
| PRIVATE Easy Aerial | pure play | Easy Aerial specializes in autonomous tethered drone systems for persistent surveillance and defense applications. | Profile → |
| FLY Firefly Aerospace | pure play | The Alpha small launch vehicle, the Blue Ghost lunar lander line, and the Elytra family of in-space orbital vehicles. | Profile → |
| XTND Xtend AI Robotics | pure play | The Griffon counter-UAS interceptor drone, the Wolverine tactical drone, and the Xtender indoor micro-ISR system. | Profile → |
| PSN Parsons Corporation | enabler | Missile defense systems engineering, air-base air-defense integration, and C5ISR technical services for US and allied defense customers. | Profile → |
| PRIVATE Ondas Networks | enabler | Ondas Networks focuses on counter-drone systems and related technologies for defense and security applications. | Profile → |
| PRIVATE Aitan | pure play | Aitan develops and exports edge-AI robotic weapon systems and command-and-control platforms for unmanned combat operations. | Profile → |
| PRIVATE Skyports | enabler | Develops vertiport ground infrastructure for electric air taxi networks and operates commercial drone logistics services. | Profile → |
| HONA Honeywell Aerospace | enabler | Avionics, mechanical flight systems, auxiliary power units, and turbofan and turboprop aircraft propulsion engines. | Profile → |
| HWM Howmet Aerospace | enabler | Engine Products aero engine components, Engineered Structures titanium airframe parts, aerospace Fastening Systems, and AlcoaWheels forged aluminum truck wheels. | Profile → |
| DFMTF Defense Metals | enabler | The 100%-owned Wicheeda Rare Earth Element Project near Prince George, British Columbia, targeting rare earth elements for defense permanent-magnet applications. | Profile → |
| PRIVATE Winston-Salem Industries for the Blind | enabler | Focuses on government contract fulfillment and supply, with procurement tracking linking the organization to military counter-drone vehicle programs like the Tempest. | Profile → |
| LHX L3Harris | defense prime | VAMPIRE is the named counter-drone program tied to the reported US Navy award. | Profile → |
| PRIVATE Skapion | pure play | Skapion is developing a mobile counter-swarm defense system intended to detect, engage, and neutralize large drone attacks in communications-limited and contested environments. | Profile → |
| PRIVATE EDGE Group | defense prime | Manufactures autonomous systems, rotary-wing uncrewed aerial systems (UAS), and naval defense platforms for international military customers. | Profile → |
| PRIVATE Volatus Aerospace | pure play | Supplies military drone platforms, uncrewed aerial vehicle (UAV) integration, and tactical flight training services to defense and enterprise customers. | Profile → |
| PRIVATE V2X | defense prime | V2X builds and integrates the Tempest mobile counter-unmanned aerial system (C-UAS) for ground defense operations. | Profile → |
| AVAV AeroVironment, Inc. | pure play | AeroVironment manufactures tactical unmanned aircraft, loitering munitions, and directed-energy counter-unmanned aircraft systems. | Profile → |
| TDY Teledyne Technologies | enabler | Teledyne Technologies manufactures specialized initiation devices, energetic components, and subsystem hardware for unmanned defense systems. | Profile → |
| PRIVATE HighCom Technology | enabler | Supplies, integrates, and supports counter-uncrewed aerial systems (C-UAS) including MyDefence detection hardware, spare parts, and operator training for defense forces. | Profile → |
| PRIVATE Echodyne | enabler | MESA radar hardware, the EchoShield drone-detection radar line, and sensor integration for remote weapon stations including Kongsberg's Protector RS4 and Protector RS6. | Profile → |
| 272210 Hanwha Systems | defense prime | The Tigon-mounted 50 kW Laser Armored Vehicle mobile counter-drone prototype and the Cheongwang stationary laser system. | Profile → |
| EVTL Vertical Aerospace | pure play | The Valo piloted electric vertical takeoff and landing aircraft and a planned hybrid-electric variant. | Profile → |
| MDA MDA Space | enabler | The Aurora software-defined satellite line, direct-to-device and broadband satellite products, and the Aurora Black defense communications platform. | Profile → |
| RDW Redwire | enabler | Space infrastructure systems across avionics, sensors, power solutions, critical structures, mechanisms, radio frequency systems, platforms, and microgravity payloads. | Profile → |
| 3690 Meituan | enabler | Operates automated urban drone delivery networks for food and retail orders across designated flight corridors in Chinese metropolitan centers. | Profile → |
| PRIVATE Swarm Aero | pure play | Development and manufacturing of the Gamera Group 5 unmanned aerial system for low-cost, long-range strike and bomber-class payload delivery under military mass-production initiatives. | Profile → |
| PRIVATE Covenant | pure play | Anthem long-range cruise missile hardware, ground-launch capabilities, and local manufacturing facilities across the United States, Israel, and Germany. | Profile → |
| PRIVATE Smack Technologies | enabler | Omega artificial intelligence strike planning software, the Alpha wrist-worn operator device, and Joint Fires operational workflow automation. | Profile → |
| ARBE Arbe Robotics Ltd | enabler | Automotive 4D imaging radar platforms and the Alerion counter-unmanned aircraft systems radar line for defense detection and tracking. | Profile → |
| PRIVATE Birdstop | pure play | Birdstop designs and builds autonomous drone-in-a-box installations and remote sensor perches for perimeter security and critical infrastructure monitoring, led by its flagship Fealty system. | Profile → |
| PRIVATE Hydrix | enabler | Product engineering, embedded electronics design, and counter-unmanned aircraft system (C-UAS) technology development. | Profile → |
| PRIVATE Regent Craft | pure play | Develops electric wing-in-ground effect craft known as seagliders for coastal transport, defense logistics, and maritime surveillance. | Profile → |
| PRIVATE Agilis Air | pure play | Develops low-cost Group 1 first-person-view (FPV) reconnaissance drones and autonomy hardware for military and government operators. | Profile → |
| PRIVATE AEgis Technologies Group | pure play | AEgis Technologies Group develops directed-energy counter-unmanned aircraft systems (c-UAS), including the LOCUST laser platform for the U.S. Army Enduring-High Energy Laser (E-HEL) program. | Profile → |
| PRIVATE Castelion | pure play | Development and series production of the Blackbeard air-launched hypersonic strike missile for carrier air wings under the U.S. Navy Multimission Affordable Capacity Effector initiative. | Profile → |
| PRIVATE PGZ (Polska Grupa Zbrojeniowa) | defense prime | Manufacture and systems integration of armored fighting vehicles including the Borsuk infantry fighting vehicle, tactical reconnaissance drones, and air-defense batteries for the Polish Armed Forces. | Profile → |
| KAMN Kaman Corporation | defense prime | Develops the KARGO uncrewed cargo aircraft alongside engineered aerospace components and structures for defense customers. | Profile → |
| DFNS T3 Defense | enabler | Federated defense holding company operating Tier 2 and Tier 3 suppliers that provide launcher generators, navigation systems, motion controls, and drone payloads into allied security programs. | Profile → |
| OSK Oshkosh Defense | defense prime | Tactical wheeled vehicles and specialized mobility platforms built for the United States military, allied forces, and federal agencies as the defense segment of Oshkosh Corporation. | Profile → |
| PRIVATE EagleNXT | pure play | EagleNXT manufactures fixed-wing reconnaissance drones, multispectral imaging payloads, and counter-unmanned aircraft systems for defense and commercial customers. | Profile → |
| PRIVATE Windracers | pure play | Manufactures the ULTRA uncrewed aircraft system for long-range cargo delivery and cold-chain logistics. | Profile → |
| MTTN Matternet | pure play | Matternet develops the Matternet M2 delivery aircraft, automated docking stations, and cloud management software for healthcare, retail, and enterprise logistics networks. | Profile → |
| PRIVATE Drone Solutions International | pure play | Operates commercial uncrewed aviation services, flight instruction, and beyond visual line of sight medical delivery networks. | Profile → |
| PRIVATE Kite Aero | pure play | Kite Aero manufactures the KITE uncrewed aircraft system and provides the AXIOM drone operations management platform for commercial cargo logistics. | Profile → |
| GD General Dynamics | defense prime | Development of the MEDUSA submarine-launched mine-warfare unmanned underwater vehicle and integration of the autonomous Leonidas counter-drone ground vehicle. | Profile → |
| PRIVATE Vulcan Elements | enabler | Vulcan Elements produces sintered neodymium iron boron permanent magnets used in brushless electric motors for unmanned aerial systems and defense hardware. | Profile → |
| PRIVATE Skyeton, Inc. | pure play | Tactical long-endurance reconnaissance unmanned aircraft systems, centered on the Raybird fixed-wing platform. | Profile → |
| PRIVATE Skyeton | pure play | Skyeton develops and manufactures the Raybird small unmanned aircraft system (UAS) for long-endurance aerial reconnaissance. | Profile → |
| PRIVATE Tycho.AI | pure play | Develops mission-critical autonomy software and small-form-factor autonomous counter-drone interceptors for dismounted military forces. | Profile → |
| PRIVATE Fire Foresight | enabler | Develops wildfire intelligence software that links fixed sensor networks, artificial intelligence, and uncrewed aerial systems for automated fire detection and response coordination. | Profile → |
| PRIVATE Rincell | enabler | Silicon-graphite 21700 cylindrical battery cells, including the RC50 and high-discharge tabless RC50T, built for uncrewed aerial systems. | Profile → |
| PRIVATE SkyeBrowse | enabler | SkyeBrowse develops aerial photogrammetry, automated accident reconstruction, and computer-vision applications for public safety and enterprise unmanned aircraft systems (UAS) operators. | Profile → |
| CW Curtiss-Wright | enabler | Electro-mechanical actuation, defense electronics, and specialized subsystems for naval, aerospace, and unmanned military platforms. | Profile → |
| PRIVATE Saildrone | pure play | Manufacture of uncrewed surface vehicles for ocean data collection, maritime surveillance, and defense missions. | Profile → |
| PRIVATE KITE Drone Delivery | pure play | KITE Drone Delivery develops and operates commercial unmanned aerial delivery services for cargo, medical supplies, and logistics routes. | Profile → |
| SWMR Swarmer | enabler | Autonomous swarm coordination software, artificial intelligence drone control, and integrated counter-unmanned aircraft systems. | Profile → |
| AMPX Amprius Technologies | enabler | Manufactures silicon-anode lithium-ion battery cells, including the SiCore cell family, for defense and commercial unmanned aerial systems (UAS). | Profile → |
| PRIVATE Kongsberg | defense prime | Kongsberg manufactures remote weapon stations and mobile counter-unmanned aerial system (C-UAS) hardware for tactical ground vehicles and naval platforms. | Profile → |
| PRIVATE Smart Shooter | pure play | Smart Shooter manufactures the SMASH family of computerized fire control optics, including the SMASH 2000LE, designed for kinetic counter-drone defense on small arms. | Profile → |
| PRIVATE Rafael Advanced Defense Systems | defense prime | Develops counter-unmanned aircraft systems (C-UAS), air defense batteries, guided weapons, and tactical sensor networks for military customers. | Profile → |
| PRIVATE D-Fend Solutions | pure play | Production and integration of the EnforceAir non-jamming, non-kinetic radio-frequency cyber-takeover counter-drone system for government, public-safety, and enterprise deployments. | Profile → |
| PRIVATE Neros Technologies | pure play | Series production of the Archer and Archer Strike first-person-view attack drones and the Flatbow soldier-borne ground control system for military attritable strike initiatives. | Profile → |
| PRIVATE Milrem Robotics | pure play | Manufacture of the THeMIS modular unmanned ground vehicle and development of the Type-X robotic combat vehicle for mechanized military units. | Profile → |
| PRIVATE Auterion | enabler | Development of AuterionOS, Skynode mission computers, Nemyx swarm strike engines, and Artemis one-way attack systems for GPS-denied combat environments. | Profile → |
| PRIVATE Digital Force Technologies | pure play | Develops edge-based mission systems and software architectures for counter-unmanned aerial systems and tactical force protection. | Profile → |
| PRIVATE blueflite | pure play | blueflite develops cargo drone delivery platforms for healthcare logistics and regional supply networks. | Profile → |
| PRIVATE Dronus S.p.A. | pure play | Dronus S.p.A. manufactures the K500L uncrewed aircraft system and the companion Nest V2 autonomous docking station. | Profile → |
| PRIVATE Kaizen | enabler | Kaizen develops application-layer software systems, enterprise procurement tools, and counter-unmanned aircraft system digital marketplaces for defense and municipal customers. | Profile → |
| XRG xReality Group | enabler | Virtual reality simulation and tactical training systems for defense personnel, featuring the OP-2 Interceptor counter-small unmanned aircraft systems training platform. | Profile → |
| AIRO AIRO Group Holdings | pure play | Production of the Blue UAS-cleared RQ-35 Heidrun reconnaissance drone, Aspen Avionics systems, and hybrid-electric VTOL aircraft under the Drone Dominance Program evaluation framework. | Profile → |
| PRIVATE Beam Global | enabler | Produces off-grid charging infrastructure, specialized drone battery packs, and acquired indoor inspection drone systems alongside asset-inspection cloud software. | Profile → |
| RTX Raytheon | defense prime | Raytheon produces kinetic interceptors, radar suites, and missile defense architectures including the Standard Missile-3 (SM-3) family for ballistic missile and aerial defense. | Profile → |
| EOS Electro Optic Systems | defense prime | Integrated counter-drone systems, command-and-control software, remote weapon systems, and maritime perimeter security. | Profile → |
| BAER Bridger Aerospace Group Holdings | enabler | Provision of aerial firefighting, multi-mission sensor aircraft, and wildfire operations data platforms to government agencies under standby and task-order contracts. | Profile → |
| PRIVATE KrattWorks | pure play | Production of aerial target systems, reconnaissance drones with band-hopping radios and GNSS-free flight, and development of a jet-powered Shahed-type aerial target drone for air-defense training. | Profile → |
| PRIVATE Systematic | enabler | Systematic builds the SitaWare Suite of command-and-control (C2) software, including SitaWare Headquarters and the artificial intelligence (AI) analysis module SitaWare Insight. Denmark is now deploying that software as a nationwide counter-drone C2 layer. | Profile → |
| PL Planet Labs PBC | enabler | Planet Labs PBC operates Earth-imaging satellites and sells imagery products such as Planet Mosaics, plus Professional Services support, to defense and intelligence customers. | Profile → |
| INFQ Infleqtion | enabler | Infleqtion builds quantum computers, quantum optical clocks, radio frequency (RF) receivers, inertial sensors and Superstaq software, and it develops the atomic physics package for the National Aeronautics and Space Administration (NASA) Quantum Gravity Gradiometer Pathfinder (QGGPf). | Profile → |
| MPTI M-tron Industries | enabler | M-tron Industries makes frequency and spectrum control components, including the rugged lumped element radio frequency (RF) filters it supplies through a defense prime contractor for a U.S. air defense program. | Profile → |
| PRIVATE Forterra | enabler | Forterra develops autonomy software and unmanned ground vehicles, including the OASIS-Fabric data network, the OASIS-OneLink control interface, the AutoDrive autonomy platform, and the MESA modular autonomous vehicle. | Profile → |
| PRIVATE Vector | pure play | Vector builds small unmanned aircraft for U.S. military use and supplies the High Voltage Electronic Safe Arm Device (HV-ESAD), which it is pairing with Nammo Defense Systems munitions under an expanded integration partnership. | Profile → |
| PRIVATE MARSS | pure play | MARSS develops the NiDAR counter-drone system, which is at the center of a reported counter-drone contract with Kuwait. | Profile → |
| PRIVATE Robinson Unmanned | pure play | Robinson Unmanned builds the SPIRIT small unmanned aircraft system (sUAS), a Blue UAS-cleared Group 1 drone, and sells it to U.S. and partner-nation forces through Ascent AeroSystems, including through the U.S. Foreign Military Sales (FMS) program. | Profile → |
| PRIVATE SkyFall | pure play | SkyFall makes the Vampire bomber drone, Shrike first-person-view (FPV) strike drones, P1-SUN interceptors and the Thor Hammer fixed-wing strike drone. | Profile → |
| PRIVATE Rownd | pure play | Rownd is a Raleigh, North Carolina defense-autonomy startup building low-cost, attritable autonomous drones whose AI runs onboard, so a group of drones can keep coordinating when it loses connection to outside networks. | Profile → |
| PRIVATE Sikorsky | defense prime | Military and commercial helicopters, uncrewed vertical takeoff aircraft, and autonomy systems. | Profile → |
| PRIVATE Orqa | pure play | First-person view (FPV) drones, flight controllers and ground control stations, including the MRM2 indoor drone ordered under the Drone Dominance Program. | Profile → |
| PRIVATE Stellios Technologies | enabler | Stellios Technologies builds megawatt (MW)-class high-power microwave (HPM) systems for counter-drone and counter-electronics defense, plus the vacuum-electronic and high-voltage power hardware behind them, and is developing Stellios Genesis, an AI-native engineering and digital-twin platform. | Profile → |
| PRIVATE Team UAV | pure play | Team UAV runs drone inspection and data-capture programs for infrastructure owners, most recently a 500-transformer imagery program for National Grid Electricity Distribution (NGED). | Profile → |
| PRIVATE Skyfly Technologies | pure play | Skyfly Technologies develops the Axe, a two-seat electric vertical takeoff and landing (eVTOL) aircraft for private owners, and the Longbow, a hybrid-electric unmanned aircraft for defense and government customers. | Profile → |
| PRIVATE Evolver DFR | enabler | Evolver DFR sells an integrated Drone as First Responder (DFR) program that bundles the Parrot ANAFI UKR GOV drone, the DBOX PRT autonomous docking station, SkyfireAI's FlyAura software, and Drone Nerds' Always Flying support service. | Profile → |
| PRIVATE The Good Drone Company | pure play | The Good Drone Company builds hybrid vertical takeoff and landing (VTOL) cargo drones for middle-mile delivery and is supplying two U.S.-built prototypes to the U.S. Army Blood Link (ABL) aerial blood delivery program. | Profile → |
| PRIVATE KNDS | defense prime | KNDS France supplies the MX-10 Damocles quadcopter loitering munition, the latest variant in KNDS's proprietary Mataris unmanned aerial systems family, to the French Army and Navy. | Profile → |
| PRIVATE Gallatin AI | enabler | Gallatin AI builds artificial intelligence (AI) software for contested military logistics and field maintenance, led by its Navigator platform, which plans supply distribution and generates maintenance insights for U.S. Army units. | Profile → |
| PRIVATE Warhound | enabler | Breeds genetically selected military working dogs integrated with field awareness equipment for defense and law enforcement missions. | Profile → |
Coverage is independent and informational: a classification of each company's role in the value chain, not a rating or recommendation to buy or sell. No share prices are displayed.
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