U.S.-based developer and manufacturer of NDAA-compliant drone components and FPV technology. Operates through two brands: Fat Shark (FPV goggles) and Rotor Riot (direct-to-consumer drone parts marketplace). Vertically integrated across manufacturing and retail, UMAC captures margins at multiple stages of the value chain and maintains direct feedback loops with its core user base.
Strategically positioned in the $5B U.S.-manufactured drone components market following FCC restrictions on foreign drones and components in December 2025. Q1 2026 revenue up 296% year-over-year, with over $220M in cash and no debt. Workforce has grown to more than 200 employees as of May 2026. In active discussions with Powerus on a merger to create a new American drone and defense company.
Key products: FPV goggles, U.S.-made FPV motors, Blue UAS Framework-approved components.
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