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Drones & Defense
Drones · Defense Tech · Unmanned Systems · The Investment Case
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Drone Stocks

Public UAV makers, defense primes, and component enablers mapped by role in the unmanned-systems value chain.

Reviewed against primary sources · updated July 29, 2026. Informational only, not investment advice.
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An editor's note on method. Every full article carries a named author, uses filings and primary sources instead of aggregators, and is dated on publication. Informational only — not investment advice · We hold no positions.Read our method →

Directory

Companies to profile first

Companies →
CompanyRoleFocus
AVAV AeroVironmentdefense primeSwitchblade loitering munitions, tactical UAS, and small unmanned aircraft.Profile →
RCAT Red Cat Holdingspure playMilitary ISR drones, Teal systems, and small-drone production.Profile →
KTOS Kratos Defensedefense primeValkyrie jet drones, target drones, tactical unmanned systems, and defense services.Profile →
ONDS Ondas Holdingspure playAutonomous drone platforms, industrial drone networks, and counter-UAS adjacencies.Profile →
UMAC Unusual MachinesenablerFPV drone components, US-made drone motors, and drone supply-chain localization.Profile →
PRIVATE Andurilpure playAutonomous defense systems, counter-UAS, loitering munitions, and software-defined defense.Profile →
Coverage is independent and informational: a classification of each company's role in the value chain, not a rating or recommendation to buy or sell. No share prices are displayed.