Teledyne FLIR profile

Teledyne FLIR combines unmanned aircraft with the thermal and sensing technology that equips many other drones.

What Teledyne FLIR does

Teledyne FLIR builds small UAS and supplies thermal sensors and payloads across unmanned platforms. The enabler angle matters: the aircraft lineup is only part of the exposure, while sensor content can create indirect participation in systems built by other companies.

The product lines that define the company for research purposes:

• Black Hornet 4
• Black Hornet 3
• R80D SkyRaider
• Rogue 1
• SIRAS
• M364C marine camera for unmanned surface vessels

This profile is qualitative by design. It carries no share price, no price target, no valuation multiple, and no rating — those change faster than any page can honestly track, and the filings linked below are the authoritative source for them.

Teledyne FLIR drone lineup

Teledyne FLIR’s unmanned catalog includes aircraft and payloads. Payloads such as Hadron and Boson are excluded from the aircraft inventory.

Statuses are editorial classifications from the company’s current public catalog: active means currently presented for sale, delivery, or program work; development means publicly disclosed but not a mature production offering; legacy means retained for historical or installed-fleet coverage.

Recent contracts & awards

A dated log of the specific contracts, orders, funding, and deployments reported for Teledyne FLIR, each tied to its primary source. This is a record of what was announced — a "selection", "award", or "partnership" is not the same as obligated money, so read each source before treating a figure as revenue. No figure appears here unless a source reported it.

• LaunchAug 27, 2026
  Teledyne FLIR Introduces M364C Marine Camera for Unmanned Surface Vessels

  Teledyne FLIR Marine introduced the M364C, a marine-grade camera built for autonomous unmanned surface vessels (USVs) as well as crewed boats, extending the company's thermal- and multi-sensor payload line from the aerial and ground UAS above into the maritime domain. The company's own announcement did not disclose pricing or name a launch customer. This is Teledyne FLIR's first product introduction specifically framed around autonomous surface vessels rather than aerial or ground platforms, and it should be tracked as a design-in candidate rather than confirmed maritime revenue until a specific USV program names it.

  StockTitan: Teledyne FLIR Marine introduces FLIR M364C USV camera for autonomous vessels

Where Teledyne FLIR sits in the value chain

Teledyne FLIR is an enabler: it supplies inputs to the companies that build complete systems, so its demand is spread across many platforms instead of concentrated in any single program.

Its disclosed activity spans aerial drones, ground robotics, maritime autonomy. That placement is the single most useful thing to fix in your head before reading any coverage, because the same headline means different things at different layers: a large platform award is transformative for a pure-play, material but diluted for a diversified contractor, and only indirectly relevant to a component supplier whose exposure arrives later as build-rate demand. Retail coverage routinely applies one story to all three layers at once. For the layer-by-layer comparison across the sector, see the drone stocks research shortlist and the list of publicly traded drone companies.

Teledyne flir’s main competitors

Teledyne FLIR's core competition in the small military and professional drone space comes from companies offering similar reconnaissance UAS and sensor payloads. In nano and micro UAS, the Black Hornet series competes against other makers of personal-reconnaissance drones, often from both domestic and international firms targeting military and law enforcement markets. For tactical and group 2-3 UAS, the R80D SkyRaider and similar models face alternatives from larger defense primes and smaller specialty manufacturers. In thermal and multi-sensor payloads, Teledyne FLIR sensors are also compared with those from specialized sensor firms, some of which supply both complete aircraft and payload-only solutions. Competition can be direct, where customers evaluate aircraft side by side, or indirect, where FLIR content may be included in another firm’s platform.

How concentrated is teledyne flir’s customer base

Teledyne FLIR’s customer base for unmanned systems and payloads is notably diversified, spanning military, government, enterprise, and industrial users. While military and government contracts are highly visible and often involve larger order volumes, FLIR also sells into commercial inspection and public safety through platforms like SIRAS. This multi-sector approach reduces reliance on any single program or procurement cycle, though a few high-profile contracts can still swing annual results. The mix of direct sales and OEM payload integration means FLIR is exposed both as a prime and tiered supplier.

Where teledyne flir is often confused with others

Teledyne FLIR is sometimes confused with pure-play drone firms or with companies that focus solely on thermal imaging. However, FLIR uniquely blends drone manufacturing with supplying sensors and payloads to third parties, serving both as a platform builder and component provider. In sector coverage and news, FLIR content inside a competitor’s drone can lead to misattribution or overlooked market share, as its enabler role often appears only in technical breakdowns rather than headline awards. Researchers tracking true exposure should check product-level sourcing in official program disclosures and hardware teardowns.

What to watch

The signals worth tracking are structural, not price-based — they tell you whether the business is changing shape, which is what eventually shows up in the numbers.

• The split between finished UAS and sensors or payloads.
• Government adoption of Black Hornet and SkyRaider families.
• Whether new aircraft such as Rogue 1 create production scale or remain development programs.
• Whether the M364C marine camera, introduced for unmanned surface vessels in August 2026, wins design-ins beyond its launch customers, since a new maritime sensor line only matters commercially once it appears on a fielded USV rather than a product-announcement page.

How to research Teledyne FLIR

Every question below has one authoritative source, and using the wrong source is how most retail research goes wrong.

One failure mode is worth naming explicitly: a company announcement describing a "selection", "award", or "partnership" is not the same as obligated money, and the two are easy to conflate because they use the same vocabulary. Check the official record before treating either as revenue. Our full approach is documented on the methodology page.

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