Unusual Machines (NYSE American: UMAC) outlines drone growth plan and $229M cash
Rhea-AI Filing Summary
Unusual Machines, Inc. furnished an updated investor presentation outlining its strategy as a U.S.-based manufacturer of small drone components and systems. The company highlights multiple U.S.-made, NDAA-compliant products approved for the Blue UAS Framework and an Orlando, Florida footprint of about 80,000 square feet serving enterprise, defense, and retail customers.
The presentation describes an accelerated growth strategy built on an aggressive inventory approach, specialized U.S. production lines, automation, and hiring that has expanded headcount to over 250 as of August 2026. A definitive agreement has been signed to acquire Upgrade Energy to strengthen domestic battery capabilities. Management emphasizes regulatory tailwinds from U.S. legislation, executive orders, and the Drone Dominance Program, including FCC actions that favor domestic and NDAA-compliant supply chains.
The company reports $229 million cash on hand, $42 million in inventory balances, $85 million in short-term investments, no debt, and more than $367 million in working capital, alongside consistent quarter-over-quarter revenue growth and gross margins in the mid-30% range.
Positive
- None.
Negative
- None.
Filing Explained
The filing adds a June 30 capital structure: 49.96 million common shares, 876,354 options outstanding, and 3.78 million shares available for issuance, not issued.
Unusual Machines furnished this Form 8-K under Item 7.01 to provide an updated investor presentation; the presentation is furnished, not filed under Section 18, and is not incorporated by reference. Its June 30 capitalization table adds a current structural view for common holders: 49,956,505 common shares, including 2,530,525 held by management and the board and 47,425,980 classified as free float.
The table also lists 876,354 employee-equity-plan options outstanding and 3,779,601 shares available for issuance. The available amount is capacity, not an issuance shown here; if additional shares are issued, existing holders' percentage ownership would decrease absent offsetting changes.
The presentation describes the Upgrade Energy acquisition's closing and integration as forward-looking matters, so this filing does not establish that the acquisition has closed.
8-K Event Classification
Key Figures
Key Terms
NDAA-compliant regulatory
Blue UAS Framework regulatory
Drone Dominance Program regulatory
attritable systems technical
working capital financial
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event
reported)
(Exact name of registrant as specified in its charter)
| (State or other jurisdiction | (Commission | (IRS Employer | ||
| of incorporation) | File Number) | Identification No.) |
| (Address of principal executive offices) | (Zip Code) |
Registrant’s telephone number, including
area code:
N/A
(Former name or former address, if changed since last report.)
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) |
Securities registered pursuant to Section 12(b) of the Act:
| Title of Each Class | Trading Symbol(s) | Name of Each Exchange on Which Registered |
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
If an emerging growth company, indicate by check
mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting
standards provided pursuant to Section 13(a) of the Exchange Act.
Item 7.01. Regulation FD Disclosure.
On August 10, 2026, Unusual Machines, Inc. (the “Company”) made available on its website its updated investor presentation. A copy of the presentation is being furnished as Exhibit 99.1 of this Current Report on Form 8-K.
The information in this Item 7.01 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities under such section, and shall not be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933 or the Exchange Act.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. | Description | |
| 99.1 | Investor Presentation dated August 10, 2026 + | |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
+ Furnished herewith
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SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Unusual Machines, Inc. | ||
| Date: August 11, 2026 | By: | /s/ Brian Hoff |
| Name: | Brian Hoff | |
| Title: | Chief Financial Officer | |
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Exhibit 99.1
INVESTOR PRESENTATION NYSE American: UMAC August 2026
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FORWARD LOOKING STATEMENTS This presentation contains forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including, but are not limited to, statements regarding : our inventory strategy ; our expectations from the estimated $ 3 – $ 5 billion U . S . drone components market opportunity ; the impact of enacted and proposed regulatory developments, including the Drone Dominance Program and potential orders from drone OEM vendors ; the closing and integration of the Upgrade Energy acquisition ; our revenue growth and run rate ; the anticipated benefits of our strategic materials purchase plan ; our plans to expand production capacity ; regulatory implementation timing ; and anticipated procurement levels . Forward - looking statements may be identified by words such as “believe,” “may,” “estimate,” “anticipate,” “intend,” “plan,” “target,” “potential,” “will,” “expect” and similar expressions, though the absence of such words does not mean a statement is not forward - looking. Actual results may differ materially from those expressed or implied by forward - looking statements . Factors that could cause actual results to differ include : our ability to manage rapid growth ; whether our advance inventory and materials strategy will succeed ; risks related to government procurement programs, including appropriation requirements, program changes, and competitive selection processes ; regulatory risks, including potential revocation or modification of executive orders, judicial challenges, and market impact uncertainty ; risks related to the Upgrade Energy acquisition, including integration, and battery - specific risks ; customer concentration ; capital commitment and potential write - downs ; competitive risks ; technology obsolescence ; and other risk factors described in our SEC filings, including our Prospectus Supplement dated March 19 , 2026 and Form 10 - K for the year ended December 31 , 2025 . Any forward - looking statement made by us herein speaks only as of the date on which it is made . We undertake no obligation to update any forward - looking statement, whether as a result of new information, future developments or otherwise, except as may be required by law .
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INVESTMENT HIGHLIGHTS Component manufacturer for small drones with high market demand ● Multiple US - made and NDAA - compliant products approved for Blue UAS Framework ● Orlando, FL based: ~80,000 sq ft ● Serving Enterprise, Defense, and Retail customers across high - volume drone platforms Accelerated growth strategy ● Aggressive inventory strategy to stay ahead of customer demand and be a vendor of choice ● Building specialized U.S. - based production lines for demand driving components ● Investing in automation to expand production scale ● Accelerated hiring to increase our headcount to over 250 as of August 2026 ● Definitive agreement signed to acquire Upgrade Energy to accelerate and strengthen our domestic battery capabilities Legislation driving near and long - term opportunities ● Recent U.S. legislation increasingly favoring domestic & NDAA - compliant drone supply chains ● Executive Orders and DoW initiatives unlocking significant new federal funding streams ● FCC ban on foreign made drones and drone parts creating multi - year market expansion for U.S. suppliers Strong growth momentum & financial profile ● Consistent quarter - over - quarter growth ● $229M+ cash on hand + $42M in inventory balances + $85M in short - term investments + No debt
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DRONE COMPONENT MANUFACTURER Focus High production volumes of U.S. - Made value segment parts U.S. Footprint – Orlando, FL ~80,000 sq ft across dedicated facilities NDAA Products Critical electronics • Flight Controllers • Electronic Speed Controllers • Analog Video Systems Drone Motors FPV Headsets Batteries (subject to closing)
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sUAS: SMALL UNMANNED AIRCRAFT SYSTEMS ● Less than 55 lbs (typically 1 to 5 lbs) ● Dominant configuration: Multirotor ● 3" to 10" propeller size category ● FPV: First Person View ● Attritabl e Systems Low cost – acceptable to lose
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OUR PARTS IN ACTION $3 - $5BN Market Opportunity for U.S. - Made Drone Components * • U.S. defense and enterprise programs are driving demand for 1M+ small drones, targeting sub $2,000 for attritable systems Our Components Power Drone Manufacturers • Unusual Machines parts are used by a wide range of drone OEMs which have m*ultiple pathways into programs and subsegments Flexible Interoperability: From Single Parts to Full Systems • Some customers use a single component (e.g., flight controller or camera) • Others build drones entirely from our parts leveraging high compatibility across our product lines *Source: Fact.MR Upgrade Energy RED V3 6S1P 5000mAh Molicel P50B Long (XT60): $160 Fat Shark Aura FPV Camera: $67 Fat Shark Video Transmitter: $70 Rotor Riot Brave F7 Flight Controller: $58 Rotor Riot Brave 55A ESC: $115 Rotor Riot 7" Airframe: $75 Unusual Machines 2807 Motor: $43 Unusual Machines parts on sub - $2,000 drone assembly
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HOBBYIST DEFENSE ENTERPRISE CONSUMER CUSTOMER SEGMENTS
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Operations: • New Corp HQ • US Headset production begins Defense Catalyst: • DDP Gauntlet I places $150M initial orders of 30k drones Market Cap: $593M Operations: • Scaling production • Initiate $75M strategic materials purchase plan Defense Catalyst: • DDP Gauntlet II Begins M&A : • Upgrade Energy acquisition agreement announced Market Cap: $1.1B Operations: • Begin hiring production staff • Launch Motor Factory Macro Catalysts: • Drone Dominance Program launches • FCC Policy Change to prohibit foreign drones and drone parts Market Cap : $482M Operations: • Structuring for growth & building leadership team M&A: • Rotor Lab Acquisition Complete Market Cap: $477M Operations: • Design and order factory equipment Market Cap: $261M
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RECENT REGULATORY DEVELOPMENTS ● National Defense Authorization Act renewed for 2026 ○ Continued restrictions for critical components produced in covered foreign countries ○ Establishes working group to identify strategic investments in the sUAS industrial base to support domestic production (sec 914) ● FCC action mandates use of U.S. made critical drone components - Secure Networks Act ○ Covered List expanded to include all UAS and critical components produced in any foreign country ● Drone Dominance : ~$1B Pentagon initiative to expand use of U.S. produced drones in defense ○ Gauntlet 1: 30,000 drones ordered from 11 vendors ○ Gauntlet 2: 60,000 to be procured in Q3 & Q4 from 10 vendors; requires drone manufacturers to use fully domestic supply chains (or fully NDAA compliant supply chains) ○ Program continues to grow throughout FY2027 – projecting 250k drones ordered across Gauntlets 3 & 4
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OUR COMPETITIVE ADVANTAGE ● Regulatory: NDAA, Tariffs, U.S. Drone Dominance, FCC Secure Networks Act… ● Timing: U.S. drone component thesis ● Working Capital: $367M+ ● Expertise and history ○ Fat Shark headsets since 2007 ○ OEM drone components since 2017 ○ Rotor Riot drones built in U.S. since 2019 ○ Rotor Labs Motors made in Australia since 2022
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DRONE PARTS LANDSCAPE Premium Value USA (Blue) EU / ISRAEL ASIA
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REVENUE & GROSS MARGIN Enterprise Revenue Retail Revenue Gross Margin 37.4% 39.4% 36.2% 32.8% 34.7% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% $ - $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026
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CAPITALIZATION TABLE Common Stock Management + Board 2,530,525 Shares + Common Shares (Free Float) 47,425,980 Shares = Total Common Shares 49,956,505 Shares Employee Equity As of June 30, 2026 EIP Options Outstanding 876,354 Shares EIP Availability for Issuance 3,779,601 Shares
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MEET THE TEAM
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INVESTMENT HIGHLIGHTS Component manufacturer for small drones with high market demand ● Multiple US - made and NDAA - compliant products approved for Blue UAS Framework ● Orlando, FL based: ~80,000 sq ft ● Serving Enterprise, Defense, and Retail customers across high - volume drone platforms Accelerated growth strategy ● Aggressive inventory strategy to stay ahead of customer demand and be a vendor of choice ● Building specialized U.S. - based production lines for demand driving components ● Investing in automation to expand production scale ● Accelerated hiring to increase our headcount to over 250 as of August 2026 ● Definitive agreement signed to acquire Upgrade Energy to accelerate and strengthen our domestic battery capabilities Legislation driving near and long - term opportunities ● Recent U.S. legislation increasingly favoring domestic & NDAA - compliant drone supply chains ● Executive Orders and DoW initiatives unlocking significant new federal funding streams ● FCC ban on foreign made drones and drone parts creating multi - year market expansion for U.S. suppliers Strong growth momentum & financial profile ● Consistent quarter - over - quarter growth ● $229M+ cash on hand + $42M in inventory balances + $85M in short - term investments + No debt
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INVESTOR CONTACT Email: investors@unusualmachines.com 5728 Major Blvd Suite 250 Orlando, FL 32819 United States
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