XTI Aerospace Reports Accelerating Revenue Growth and Expected 2026 Cash Flow at Shareholder Town Hall

Rhea-AI Summary

XTI Aerospace (Nasdaq: XTIA) provided 2026 guidance and strategic updates at a Feb. 5, 2026 shareholder town hall following its November 2025 acquisition of Drone Nerds.

Key points: 2026 revenue expected to exceed $160 million (~30% growth), Drone Nerds generated $110M+ in 2024, and XTI expects positive monthly cash flow approaching $2 million by end of 2026. The company emphasized NDAA‑compliant offerings, federal market expansion, and a redesigned corporate website.

Positive

• 2026 revenue guidance of >$160 million, ~30% growth
• Drone Nerds reported >$110 million revenue in 2024
• Targeting positive monthly cash flow approaching $2 million by end of 2026
• Emphasis on NDAA‑compliant U.S. drone solutions for federal and defense markets

Negative

• None.

Key Figures

2026 revenue guidance: >$160 million Revenue growth: approximately 30% Drone Nerds revenue: >$110 million +1 more

4 metrics

2026 revenue guidance >$160 million Company’s first full-year revenue guidance for fiscal 2026

Revenue growth approximately 30% Expected 2026 revenue growth versus prior period

Drone Nerds revenue >$110 million Revenue generated by Drone Nerds in 2024

Target monthly cash flow approaching $2 million Expected positive monthly cash flow by end of 2026

Market Reality Check

Price: $1.62 Vol: Volume 1,710,940 is 0.69x...

low vol

$1.62 Last Close

Volume Volume 1,710,940 is 0.69x the 20-day average of 2,472,481, suggesting subdued trading ahead of the Town Hall update. low

Technical Shares closed at $1.62, trading below the $1.75 200-day moving average and still 78.2% under the 52-week high of $7.43.

Peers on Argus

Sector peers showed mixed action: in momentum scans, MNTS rose 17.33% and SIDU r...

2 Up

Sector peers showed mixed action: in momentum scans, MNTS rose 17.33% and SIDU rose 4.55%, while other tracked peers like SIF were down 1.54% and CVU, PRZO, KITT were up between 5–11%. With XTIA’s move modest and scanner data flagging only select names, this points to stock-specific rather than broad sector momentum.

Historical Context

5 past events · Latest: Feb 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 05	Business divestiture	Positive	+1.3%	Sale of Inpixon RTLS unit to sharpen focus and support 2026 profitability.
Feb 05	Product expansion	Positive	+1.3%	Drone Nerds adds Freefly Alta X Gen2, including NDAA-compliant variant, to portfolio.
Feb 04	Board appointment	Positive	-6.5%	Aviation veteran Jonathan Ornstein joins board to support capital and M&A strategy.
Jan 30	Product expansion	Positive	-5.1%	Drone Nerds adds Freefly FLUX LiDAR series targeting mapping and regulated workflows.
Jan 29	Product expansion	Positive	-5.4%	Addition of DJI RS 5 gimbal stabilizer to Drone Nerds’ online store lineup.

Pattern Detected

Recent news has been predominantly positive, but price reactions are mixed: product and portfolio expansion updates often saw negative next-day moves, while the recent strategic divestiture and product addition on Feb 5 coincided with modest gains.

Recent Company History

Over the past weeks, XTI Aerospace has focused on sharpening its drone and UAS strategy. On Jan 29 and Jan 30, Drone Nerds expanded its portfolio with the DJI RS 5 gimbal and Freefly FLUX LiDAR series, yet shares fell more than 5% after each update. A board appointment on Feb 1 tied to M&A-driven growth also saw a -6.51% reaction. However, the Feb 5 divestiture of the Inpixon RTLS business and addition of the Freefly Alta X Gen2 correlated with a 1.27% gain, suggesting investors may favor balance-sheet and focus-enhancing moves over incremental product news.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-01-15

An effective S-3 shelf dated Jan 15, 2026 covers the resale of up to 18,031,466 common shares by existing stockholders tied to a prior $25 million PIPE, warrants, advisory stock, and merger consideration. XTI Aerospace is not selling shares or receiving proceeds from these resales, but filings note potential stock price pressure from such selling and ongoing Nasdaq listing compliance challenges.

Market Pulse Summary

This announcement provides XTI Aerospace’s first full-year revenue guidance, targeting 2026 revenue ...

Analysis

This announcement provides XTI Aerospace’s first full-year revenue guidance, targeting 2026 revenue above $160 million and positive monthly cash flow approaching $2 million, supported by Drone Nerds’ 2024 revenue above $110 million. Recent filings highlight a registered resale of up to 18,031,466 shares that may create stock overhang. Investors may watch execution against growth targets, progress in federal and NDAA-aligned markets, and further strategic moves following recent divestitures and acquisitions.

Key Terms

uas, national defense authorization act, ndaa-compliant, commercial-off-the-shelf, +1 more

5 terms

uas technical

"a scaled enterprise drone and unmanned aircraft systems ("UAS") platform"

UAS stands for Unmanned Aircraft System, the complete setup that lets a remotely piloted aircraft (commonly called a drone) fly safely — including the aircraft itself, the ground controller, communications links and supporting equipment. Investors watch UAS because rules, technology and demand for tasks like surveying, delivery or aerial inspection directly affect companies’ sales and regulatory costs; think of it as a vehicle plus its keys, radio and support crew that together determine whether it can operate profitably.

national defense authorization act regulatory

"aligned with National Defense Authorization Act ("NDAA")-compliant standards"

A national defense authorization act is an annual law that sets the government’s spending limits, policies and rules for military programs and related national security activities. Think of it as the yearly budget and rulebook for defense: it determines who gets contracts, what weapons and technologies are funded, and which activities are allowed or restricted. Investors care because it shapes revenue prospects, regulatory risks and market demand for defense suppliers, technology firms and companies tied to military spending.

ndaa-compliant regulatory

"NDAA-compliant offerings, serving as a trusted partner to enterprise, government"

NDAA-compliant means that a product, supplier, or company meets the rules in the U.S. National Defense Authorization Act that bar certain foreign technologies and require specific security practices. For investors, compliance matters because it determines whether a business can sell to the U.S. government, avoid fines or bans, and reduce supply‑chain or reputational risk—similar to passing a background check that lets you bid on a sensitive contract.

commercial-off-the-shelf technical

"Commercial-Off-The-Shelf ("COTS") drone platform and meaningful operating scale"

Commercial-off-the-shelf (COTS) describes ready-made products or software that companies can buy and use immediately rather than building custom solutions. For investors, COTS matters because it usually lowers upfront costs, speeds deployment, and reduces technical risk—like buying a prebuilt appliance instead of hiring someone to design a custom unit—so a business using COTS can often scale faster and conserve cash, which affects profitability and capital needs.

cots technical

"Commercial-Off-The-Shelf ("COTS") drone platform and meaningful operating scale"

COTS stands for “commercial off‑the‑shelf” and describes ready‑made products or software sold to many customers without custom modification. For investors, COTS adoption signals lower development cost, faster deployment and reduced technical risk compared with bespoke solutions — like buying a prebuilt appliance instead of commissioning a custom one — which can improve margins, speed time to market and affect procurement and revenue predictability.

AI-generated analysis. Not financial advice.

2026 revenue expected to exceed $160 million, representing approximately 30% growth

ENGLEWOOD, Colo., Feb. 9, 2026 /PRNewswire/ -- XTI Aerospace, Inc. (Nasdaq: XTIA) ("XTI Aerospace," "XTI," or the "Company") an aerospace technology company focused on building and scaling its Drone Nerds, LLC ("Drone Nerds") subsidiary, a drone platform serving enterprise and government customers, on Thurs., Feb. 5, 2026, described its operating leverage, expanding customer base and commitment to near-term value creation during its Shareholder Town Hall.

"For the first time, we are providing full-year revenue guidance, reflecting the increased visibility we now have into our pipeline and customer demand from long-term and emerging relationships," said Scott Pomeroy, Chief Executive Officer of XTI Aerospace. "We expect full-year 2026 revenue to exceed $160 million representing approximately 30% growth."

The Town Hall highlighted the Company's successful transformation into a scaled enterprise drone and unmanned aircraft systems ("UAS") platform, following the acquisition of Drone Nerds in November 2025, and reinforced management's focus on disciplined execution and profitability.

"Our message to shareholders was clear: XTI's transformation has established a strong foundation for disciplined execution," said Pomeroy. "We believe this is one of the most comprehensive enterprise drone platforms globally - certainly in the United States. We are seeing robust revenue momentum, cost discipline and benefits from strong regulatory tailwinds."

Key Strategic Highlights from the Town Hall Included:

• Scaled revenue base with visible growth:
  XTI outlined an executable path to a targeted $160 million+ in revenue in fiscal year 2026, driven by enterprise adoption, services expansion and regulatory-driven demand for compliant drone solutions. XTI's Drone Nerds subsidiary generated more than $110 million in revenue in 2024.
  
  
• Operating discipline and profitability focus:
  XTI expects to achieve positive monthly cash flow approaching $2 million by the end of 2026, reflecting improved cost structure, operating leverage and portfolio focus.
  
  
• Leadership in drone solutions aligned with National Defense Authorization Act ("NDAA")-compliant standards:
  Proactively capitalizing on favorable regulatory trends to strengthen our leadership position in drone solutions, including U.S.-based and NDAA-compliant offerings, serving as a trusted partner to enterprise, government and defense-adjacent customers.
  
  
• Multi-pronged growth strategy:
  Growth diversification across enterprise drone verticals, complemented by high-value solutions, services, training and lifecycle support is increasing customer stickiness and strengthening margins.
  
  
• Expansion into federal and military markets:
  Commercial-Off-The-Shelf ("COTS") drone platform and meaningful operating scale create a natural bridge into federal and military applications, amid accelerating demand for trusted drone capabilities accelerating.

A replay of the Shareholder Town Hall is available on the "Investors" section of the Company's website under the "IR News & Events" tab.

XTI also announced the launch of its redesigned corporate website, xtiaerospace.com, which reflects the Company's sharpened strategic focus and expanding enterprise drone platform. The updated site highlights XTI's drone and UAS capabilities, market leadership and growth initiatives.

About XTI Aerospace, Inc.
XTI Aerospace, Inc. (Nasdaq: XTIA) is an aerospace technology company focused on the advancement of vertical flight. Through its Drone Nerds business, acquired in November 2025, XTI is a premier provider of unmanned aircraft systems ("UAS"), solutions, services and hardware. Through its XTI Aircraft business, the Company is engaged in the development of advanced vertical takeoff and landing ("VTOL") aircraft with the range and speed of planes and the take-off and landing capability of helicopters.

For more information about XTI, please visit xtiaerospace.com and follow XTI on LinkedIn, Instagram, X, and YouTube.

Cautionary Statement Regarding Forward-Looking Statements
This press release contains certain "forward-looking statements" within the meaning of the United States Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act, and Section 21E of the Exchange Act. All statements other than statements of historical fact contained in this press release, including, without limitation, XTI's future revenue, financial performance and growth prospects, XTI's market opportunities and XTI's future plans, objectives, and strategies, are forward-looking statements.

Forward-looking statements may be identified by words such as "believe," "continue," "could," "would," "will," "expect," "intend," "plan," "target," "estimate," "project," or similar expressions. These statements are subject to risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Such risks include, but are not limited to, XTI's ability to integrate Drone Nerds, customer demand, market adoption, regulatory requirements, supply chain conditions, technological development, and changes in applicable laws or regulations. XTI undertakes no obligation to update any forward-looking statements to reflect subsequent events or circumstances. Readers are encouraged to review the risk factors described in XTI's filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and subsequent filings.

Contacts

General inquiries:
Email: contact@xtiaerospace.com
Web: https://xtiaerospace.com/contact

Investor Relations:
Dave Gentry, CEO
RedChip Companies, Inc.
Phone: 1-407-644-4256
Email: XTIA@redchip.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/xti-aerospace-reports-accelerating-revenue-growth-and-expected-2026-cash-flow-at-shareholder-town-hall-302682561.html

SOURCE XTI Aerospace, Inc.

FAQ

What revenue guidance did XTI Aerospace (XTIA) give for fiscal 2026?

XTI Aerospace expects full‑year 2026 revenue to exceed $160 million, about 30% growth. According to the company, this guidance reflects increased visibility from pipeline demand, long‑term relationships and Drone Nerds integration following the Nov. 2025 acquisition.

How much revenue did Drone Nerds contribute to XTI Aerospace prior to acquisition (2024)?

Drone Nerds generated more than $110 million in revenue in 2024. According to the company, that historical revenue provides a scaled base and helped drive the consolidated 2026 revenue outlook exceeding $160 million.

When does XTI expect to achieve positive monthly cash flow and how much?

XTI expects to approach $2 million in positive monthly cash flow by the end of 2026. According to the company, improved cost structure, operating leverage and portfolio focus drive this near‑term cash flow target.

How is XTI Aerospace positioning for federal and defense drone markets (XTIA)?

XTI is prioritizing NDAA‑compliant and U.S.‑based drone solutions to enter federal and defense markets. According to the company, COTS scale and compliance create a bridge into government, enterprise and defense‑adjacent customer opportunities.

What strategic benefits did XTI cite from the Drone Nerds acquisition (Nov. 2025)?

XTI said the Drone Nerds acquisition established a scaled enterprise drone platform and accelerated revenue momentum. According to the company, the deal improved operating leverage, customer diversification and visibility into multi‑year enterprise engagements.

Where can investors watch the XTI Aerospace Feb. 5, 2026 shareholder town hall replay?

The company made a replay available on its investor website under the IR News & Events section. According to the company, the replay and redesigned corporate site highlight strategy, product capabilities and growth initiatives.