Unusual Machines Inc /US (UMAC)
AMEXInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
AMEXInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · UMAC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Scale Manufacturing We are scaling as quickly as possible.
Stated in 2 of 2 supplied quarters. Management reported: “In the second quarter, we generated $16.7 million in revenue, reflecting 687% year-over-year growth compared to the second quarter of 2025 and 106% quarter-over-quarter growth compared to the first quarter of 2026.” “We plan to dramatically increase our motor production capacity in the fourth quarter.” Revenue was $16.722 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Scale Manufacturing We are scaling as quickly as possible.”
“Scale Manufacturing We are continuing to scale as quickly as possible.”
We will work to achieve our 40% margin target, which may not happen until late 2026 or early 2027.
Stated in 2 of 2 supplied quarters. Management reported: “I expect production margins to decline from the 34.7% reported in Q2 as we incur introduction costs in Q3, then rebound in Q4 as revenue ramps up quickly again.” “We will work to achieve our 40% margin target, which may not happen until late 2026 or early 2027.”
“We will work to achieve our 40% margin target, which may not happen until late 2026 or early 2027.”
“Once we get past these initial inefficiencies, we will work to return margins to our 40% target, which may not happen until late 2026 or early 2027.”
Our next financial goal is to achieve positive cash flow, as adjusted and related to our normal operations.
Stated in 2 of 2 supplied quarters. Management reported: “Our next financial goal is to achieve positive cash flow, as adjusted and related to our normal operations.” “We are still targeting to achieve this by the end of 2026 as revenues increase and margins recover from the anticipated pressure created by the introduction of new operating centers and processes.” Operating cash flow was $-17.413 million in 2026-Q1.
“Our next financial goal is to achieve positive cash flow, as adjusted and related to our normal operations.”
“Our next financial goal is for our operations to be cash flow positive.”
Exhibit 99.1 October 19, 2026 Unusual Machines Completes Acquisition of Upgrade Energy, Expanding U.S. Drone Battery Manufacturing Adds high-performance battery and power systems to Unusual Machines’…
Stated in 1 of 2 supplied quarters. Management reported: “Exhibit 99.1 October 19, 2026 Unusual Machines Completes Acquisition of Upgrade Energy, Expanding U.S. Drone Battery Manufacturing Adds high-performance battery and power systems to Unusual Machines’ portfolio of critical drone components ORLANDO, FL / ACCESS Newswire / October 19, 2026 / Unusual Machines, Inc. (NYSE American:UMAC), a leading manufacturer of NDAA-compliant drone components, today announced the completion of its acquisition of DroneNX LLC, operating as Upgrade Energy, a U.S. manufacturer of high-performance drone batteries and power systems.”
“With the pending acquisition of Upgrade Energy, we anticipate adding battery pack manufacturing capacity in both Orlando and California as the acquisition nears closing.”
Expand U.S. production and infrastructure to support customer demand for domestically manufactured drone components.
Over the trailing year it converted -3.68x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity, long-term interest rates (low R² over the window).
29 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated volatile grew net income 52% of the time over the next year (vs 57% for the rest of the cohort, n=6008).
Not investment advice. As of 2026-11-05.