Unusual Machines, Inc. engages in the commercial drone industry. The company offers small drones and essential components. It distributes their products through ...
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Est. EPS $-0.20 · Revenue $12.18M · 2 analysts
Est. EPS $-0.18 · Revenue $19.02M · 2 analysts
Est. EPS $-0.27 · Revenue $56.02M · 3 analysts
Est. EPS $-0.10 · Revenue $20.98M · 1 analysts
EPS $0.05 · Revenue $2.13M
EPS $-0.32 · Revenue $2.12M
EPS $-0.21 · Revenue $2.04M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $11.2M | +101.2% | +106.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-19.2M | +40.0% | -175.7% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +33.6% | +21.0% | +8.5% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -224.6% | +26.4% | +47.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -171.4% | +70.2% | -136.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-23.2M | -481.5% | -17.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -207.5% | -189.0% | +43.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1.5% | -32.5% | -18.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 61.32x | +839.2% | -58.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $182.7M | +1034.3% | +17.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.74 vs -0.48 | -55.1% | -0.16 vs -0.20 | +19.2% |
| Revenue Surprise | $11.2M vs $9.9M | +13.4% | $16.7M vs $12.2M | +37.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 20, 2026 | Hoff Brian Joseph | officer: Chief Financial Officer | Common Stock | D | 11,413 | $26.01 |
| Aug 20, 2026 | Camden Andrew Ross | officer: President | Common Stock | D | 9,625 | $26.01 |
| Aug 20, 2026 | Wright Stacy Rochelle | officer: Chief Revenue Officer | Common Stock | D | 27,500 | $26.00 |
| Jul 24, 2026 | Wright Stacy Rochelle | officer: Chief Revenue Officer | Stock Options (Right to Buy) | A | 375,000 | $19.36 |
| Jul 24, 2026 | Hoff Brian Joseph | officer: Chief Financial Officer | Stock Options (Right to Buy) | A | 375,000 | $19.36 |
Operator: Greetings, and welcome to Unusual Machines Second Quarter 2026 Financial Results Conference Call and Webcast. Please note, this conference is being recorded. I will now turn the conference over to Christine Petraglia, Investor Relations for Unusual Machines. Christine, over to you. Christine Petraglia Thank you, operator. Good morning, everyone. With us today are Unusual Machines CEO, Allan Evans; and CFO, Brian Hoff. During this call, management will make forward-looking statements regarding our expectations for product demand, revenue growth, manufacturing expansion, gross margins and anticipated regulatory developments. Actual results may differ materially due to factors, including government program funding and timing, customer concentration, inventory risks, manufacturing challenges, supply chain disruptions, tariff impacts and other risks described in our Form 10-K for the year ended December 31, 2025. We undertake no obligation to update forward-looking statements, except as required by law. For a complete discussion of risk factors, please refer to our SEC filings and the shareholder letter accompanying this call. In addition to reporting financial results in accordance with GAAP, we will discuss certain non-GAAP financial measures, including adjusted EBITDA. We believe these measures provide useful supplemental information to investors regarding our operating performance. A reconciliation of non-GAAP measures to the most directly comparable GAAP measures is included in the shareholder letter earnings press release, which are also available on our website and filed with the SEC. As a reminder, this call is being recorded, and a replay will be available on Unusual Machines website at www.unusualmachines.com. Now let me hand over the call to our CEO, Allan Evans. Please go ahead, Allan. Allan Evans: Thank you, Christine. Good morning, everyone, and thank you for joining us today. During this call, I will discuss our second quarter 2026 performance. In the second quarter, we generated more than $16.7 million in operating revenue. This is a 687% year-over-year growth from the second quarter in 2025, and it's more than double the revenue we generated last quarter, the first quarter of 2026. We generated a GAAP loss of approximately $7.8 million for the quarter, which represents a net loss of $0.16 per share and that's a reduction in loss when compared to the $0.32 per share from the second quarter of 2025. The key takeaway from this quarter for me is that we are continuing to dramatically increase revenue while getting closer to consistent profitability. The Q2 results begin to reflect the underlying financial structure Unusual Machines is working to achieve. There is rapid continued growth, doubling to almost $17 million in revenue with the growth driven entirely from our Enterprise segment. At the same time, we've managed to reduce our non-GAAP adjusted EBITDA from a loss of $1.6 million last quarter to a loss of only $400,000 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Allan Thomas Evans | Chief Executive Officer & Chairman | USD 283,042 | — | 1984 | Active |
Brian Hoff | Chief Financial Officer | USD 257,440 | Male | 1987 | Active |
Andrew Camden | President & COO | USD 235,419 | Male | 1992 | Active |
Stacy Wright | Chief Revenue Officer | — | Female | — | Active |
Tim Manton | Corporate Controller | — | — | — | Active |
The REX Drone ETF (NASDAQ:DRNZ) is down 4% to $21.58 in Monday trading, while the Invesco QQQ Trust (NASDAQ:QQQ) is off just 0.7% to $708.26.
Unusual Machines NYSEAMERICAN: UMAC is expanding U.S.-based production of drone components as defense-related demand and regulatory changes reshape the supply chain for small drones, Chief Financial Officer Brian Hoff said during the Sidoti Conference.
Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.
Unusual Machines is scaling U.S. drone manufacturing as enterprise demand, reshoring and NDAA-compliant supply chains fuel rapid revenue growth.
The mean of analysts' price targets for Unusual Machines, Inc. (UMAC) points to a 37.8% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
