Unusual Machines (UMAC) Investor presentation summary

Market opportunity and demand

• U.S. defense and enterprise programs are driving demand for over 1 million small drones, targeting a $3–$5 billion market for U.S.-made components.

• Recent U.S. legislation and executive orders are expanding opportunities for domestic and NDAA-compliant drone supply chains.

• FCC bans on foreign-made drones and parts are fueling multi-year market expansion for U.S. suppliers.

• Pentagon's $1B initiative is projected to order 250,000 drones through 2027, requiring domestic supply chains.

Product portfolio and operations

• Manufactures critical drone electronics, motors, FPV headsets, and batteries (pending acquisition closure), all made in the U.S.

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

• Operates 62,500 sq ft of facilities in Orlando, FL, with high production volumes and specialized U.S.-based lines.

• Aggressive inventory and automation strategies are in place to meet rising demand.

Financial performance and growth

• Achieved consistent quarter-over-quarter revenue growth, reaching $32M annualized revenue by Q1 2026.

• Maintains strong liquidity with over $220M cash, $26M inventory, $60M short-term investments, and no debt.

• Gross margin improved from 24.3% in Q1 2025 to 45% by Q1 2026.

• Headcount increased to over 200 employees as of May 2026.