EagleNXT Advances Defense Initiatives in Poland Amid Market Expansion
Rhea-AI Summary
EagleNXT (NYSE: UAVS) highlighted expanding defense opportunities in Poland after completing a recent sale. Poland is spending ~4.5% of GDP on defense in 2026 and the European Commission approved a SAFE plan unlocking €43.7 billion in low-interest loans for national defense investment.
EagleNXT sold six eBee TAC tactical mapping drones in December 2025 via partner Dilectro and will exhibit at three major Polish trade shows in 2026 to pursue further government and security contracts.
Positive
- European Commission approval unlocked €43.7B for Poland defense investment
- Completed sale of six eBee TAC tactical mapping drones to Polish customers
- Confirmed joint participation in three major Polish trade shows in 2026
Negative
- Current Poland sales limited to six units, indicating early-stage market traction
- Operational reliance on in-country partner Dilectro for delivery, training, and support
Key Figures
Market Reality Check
Peers on Argus
UAVS showed a 2.12% gain while peers were mixed: ALOT (-1.18%), YIBO (-0.12% and also in momentum at -7.33%), QMCO (+4.05%), OSS (+2.11%), DDD (-1.46%). With only one peer in the momentum list moving down and another (EBON) up, the pattern points to stock-specific drivers rather than a coordinated sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 19 | UAS sale (US) | Positive | -0.5% | Sale of one eBee VISION UAS to LJA Engineering with advanced capabilities. |
| Feb 17 | Sensor sale (Japan) | Positive | -1.6% | MicaSense RedEdge-P Green sensor sale completing 15-band research package. |
| Feb 12 | Defense sale (Malaysia) | Positive | -4.8% | Malaysian agency procurement of eBee TAC and eBee X sustainment package. |
| Feb 05 | 15‑drone EU order | Positive | -4.0% | Order for 15 eBee X drones from a Europe-based defense integrator. |
| Feb 03 | Canada expansion | Positive | +3.8% | First eBee VISION and eBee TAC deployment with a Canadian government operator. |
Recent product and contract announcements have often seen muted or negative next-day reactions despite generally positive operational news.
Over the past month, EagleNXT has reported multiple international wins, including a 15‑unit eBee X defense order in Europe (Feb 5) and initial deployments in Canada and Malaysia. Most of these sales updates were followed by negative or modest price moves, with only the Canadian deployment on Feb 3 coinciding with a +3.81% gain. Today’s Poland-focused defense expansion continues that theme of incremental global footprint growth against a still-depressed share price versus the 52‑week high.
Regulatory & Risk Context
An effective shelf registration dated Sep 10, 2025 allows EagleNXT to issue up to $100,000,000 of securities, including common and preferred stock, debt, warrants and units via future prospectus supplements. The shelf has been used at least once through a 424B5 offering of Series G Convertible Preferred Stock, indicating established capacity for additional capital raises.
Market Pulse Summary
This announcement underscores EagleNXT’s push into Poland’s rapidly expanding defense market, where spending reaches 4.5% of GDP and €43.7 billion in SAFE loans support modernization, including UAS. It follows a series of recent international drone and sensor wins. Investors may watch for larger or repeat orders beyond the initial six eBee TAC units, progress converting Poland engagements into broader programs, and how any future use of the $100,000,000 shelf or preferred financings interacts with operational momentum.
Key Terms
unmanned aerial systems (uas) technical
blue uas cleared list regulatory
AI-generated analysis. Not financial advice.
Poland Leading Europe in Defense Investment and Modernization
ALLEN, Texas, Feb. 25, 2026 (GLOBE NEWSWIRE) -- AgEagle Aerial Systems Inc. (dba, EagleNXT) (the “Company” or “EagleNXT”) (NYSE: UAVS), a leading provider of full stack drone, sensors and software solutions for customers worldwide in the commercial and government verticals, today highlighted significant momentum and expanding opportunities in Poland, after completion of a recent sale.
Poland has emerged as NATO's top relative defense spender, allocating approximately
“Poland’s leadership in defense spending, their vision for national defense and their access to major EU funding mechanisms create tremendous opportunities for innovative UAS providers like EagleNXT,” said Bill Irby, CEO of EagleNXT. “We are well-positioned to support Poland’s advanced defense and security environments.”
The momentum behind Poland’s defense spending intensified in January 2026, when the European Commission approved Poland’s national defense investment plan under the Security Action for Europe (SAFE) program. This unlocked approximately
EagleNXT’s in-country partner, Dilectro Enterprise, plays a pivotal role in delivering customer success, including training and support. As a proof point of this growing demand, EagleNXT successfully sold six eBee TAC tactical mapping drones to Polish customers through Dilectro in December 2025.
Building on this success and the broader market potential, EagleNXT and Dilectro will jointly participate in three major Polish trade shows in 2026 to showcase the eBee series of drones on the U.S. Department of Defense Blue UAS Cleared list:
- Drone World Expo, March 3-5, 2026, at PTAK Warsaw Expo in Nadarzyn (near Warsaw), a premier event for drone technologies and unmanned systems applications.
- POLSECURE, April 21-23, 2026, at Targi Kielce in Kielce, the leading international expo for public safety, critical infrastructure protection, and modern technologies for uniformed services.
- MSPO (International Defense Industry Exhibition), September 8-11, 2026, also at Targi Kielce in Kielce, Central and Eastern Europe’s largest defense trade fair, drawing global leaders in military modernization.
These events offer prime opportunities to engage defense, government, and security stakeholders amid Poland’s accelerated push for advanced UAS solutions.
For more information about EagleNXT UAS solutions, to schedule a demonstration, or to connect at upcoming events, visit EagleNXT.com or contact the EagleNXT Media Relations team.
About EagleNXT
EagleNXT is a leading developer of high-performance drones, advanced sensors, and intelligent software solutions that deliver critical aerial intelligence to customers around the world. With more than one million flights conducted globally, EagleNXT’s platforms are trusted across defense, public safety, agriculture, infrastructure, and environmental monitoring applications. The Company’s drone systems have achieved multiple industry firsts, including FAA approvals for Operations Over People (OOP) and Beyond Visual Line of Sight (BVLOS), as well as EASA C2 certification in Europe and inclusion on the U.S. Department of Defense’s Blue UAS list. EagleNXT’s sensors are integrated on more than 150 different drone models and are used in over 100 research publications worldwide, reinforcing its leadership in precision agriculture, surveying, and environmental sustainability initiatives.
Forward-Looking Statements
Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, contained in this press release are forward-looking statements. Forward-looking statements contained in this press release may be identified by the use of words such as “anticipate,” “believe,” “contemplate,” “could,” “estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “suggest,” “target,” “aim,” “should,” “will,” “would,” or the negative of these words or other similar expressions, although not all forward-looking statements contain these words. Forward-looking statements are based on AgEagle’s current expectations and are subject to inherent uncertainties, risks and assumptions that are difficult to predict, including risks related to the timing and fulfilment of current and future purchase orders relating to AgEagle’s products, the success of new programs and software updates, the ability to implement a new strategic plan and the success of a new strategic plan. Further, certain forward-looking statements are based on assumptions as to future events that may not prove to be accurate. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of AgEagle in general, see the risk disclosures in the Annual Report on Form 10-K of AgEagle for the year ended December 31, 2024, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by AgEagle. All such forward-looking statements speak only as of the date they are made, and AgEagle undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise.
Media Contact
Andy Woodward
+1 (469) 451-2344
Andy.woodward@EagleNXT.com
Investor Relations
Email: UAVS@EagleNXT.com
FAQ
What did EagleNXT announce about its Poland activities on February 25, 2026 (UAVS)?
How many eBee TAC drones did EagleNXT sell to Polish customers and when (UAVS)?
What is the significance of the €43.7 billion SAFE allocation for EagleNXT (UAVS)?
Which Polish events will EagleNXT and Dilectro attend in 2026 to showcase UAVS solutions (UAVS)?
How is EagleNXT supporting customers in Poland through its partner strategy (UAVS)?
