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UMUMAC

Unusual Machines, Inc.

$UMAC·$1.1B·Hardware, Equipment & Parts·Technology
$16.31-8.5%YTD+82.9%1Y+27.9%
Price updated 5h ago·X counts updated 5d ago
UMUMAC
$UMACUnusual Machines, Inc.
$16.31-8.52%194 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $UMAC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

194X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $UMAC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-15

Unusual Machines posters position it as the winner of the drone-rotation-into-hardest-hit-names trade, above ONDS, with tickers ($UMAC, LMT, AVAV, KTOS) benefiting from Russia peace-negotiation defense-lift chatter. Tone is punchy trader conviction.

Read what X is saying about $UMAC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UMAC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A small-cap drone play riding Russia-rhetoric and counter-drone demand — the P&L is small, the beta is big.

Unusual Machines is a small-cap drone-and-counter-drone component company — US parts manufacturer in a sector where the Pentagon's autonomous-warfare push and Russia-related defense spending are the top-level narrative drivers.

  • The P&L is still small-scale: last quarter revenue grew 296% YoY off a tiny base to $8M at a -90% operating margin, with the trailing-two EPS prints basically breakeven relative to tiny estimates — this is a growth company whose P&L is still a long way from a sustainable base.
  • The real variable is capital-markets positioning: drone-rotation flows across UMAC / RCAT / ONDS / AVAV / KTOS mean this is a basket trade more than an idiosyncratic bet, and the thread's 'winner of the hardest-hit names' framing matches the setup — leverage without unique risk.

At 55% of its 52-week range going into Nov 5 earnings, this is a hot-momentum coil on sector news flow. A clean revenue beat with named Pentagon contract disclosures plus any counter-drone product win is the trigger; another sub-$10M quarter with margin deterioration keeps the stock range-bound within the basket.

Agrees with X sentimentThe bullish drone-rotation framing is grounded on sector flows. The 'hardest-hit names' angle correctly captures that UMAC is a basket beta trade — size as a basket position, not a core holding.

What to watch: Nov 5 Q3 earnings — revenue growth rate, operating margin direction, Pentagon contract disclosures, and counter-drone product traction. Named contract wins is the trigger; sub-$10M revenue with margin deterioration is the invalidation.

On the calendar: 2026-11-05 — Q3 earnings

event ahead 30dsector rotation

Read the AI verdict on $UMAC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes FPV drone goggles and builds US-based drone component manufacturing for government and commercial builders.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $UMAC.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $UMAC

Neutral — Makes FPV drone goggles and builds US-based drone component manufacturing for government and commercial builders.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-221.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-8.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-169%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
52.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-3.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.16$-0.160.0%
Q1 2026May 14, 2026$0.21$-0.08+362.5%
Q4 2025Mar 9, 2026$-0.30$-0.10-215.8%
Q3 2025Nov 6, 2025$-0.03$0.13-123.1%
Next earningsThu, Nov 5·consensus EPS $-0.16

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$8.1M+296.4%32.0%-89.7%$0.22$-18.1M
Q4 FY25$4.9M+144.4%36.2%-199%$-0.35$-10.3M
Q3 FY25$2.1M+39.4%39.4%-232%$0.05$-8.8M
Q2 FY25$2.1M+50.5%37.4%-339%$-0.32$-2.9M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$56.0M$54.5M – $57.1M-$0.27-$0.35 – -$0.186
FY27$103.3M$68.7M – $146.3M-$0.49-$0.70 – -$0.246
FY28$170.8M$105.0M – $225.0M-$0.24-$0.29 – -$0.204
FY29$285.0M$199.0M – $382.8M$0.46$0.28 – $0.672
FY30$432.0M$301.6M – $580.3M$1.30$0.79 – $1.882

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.33%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-32.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-14.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 46.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.515-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 20Hoff Brian JosephCFO11.4K sh$297KSellAug 20Camden Andrew RossPresident9.6K sh$250KSellAug 20Wright Stacy RochelleChief Revenue Officer27.5K sh$715KSellJun 8Jeffrey M ThompsonDirector15.0K sh$411KSellJun 5Jeffrey M ThompsonDirector15.0K sh$404KSellJun 4Camden Andrew RossPresident100.0K sh$3.0MSellJun 1Sanford RichDirector25.0K sh$725KSellMay 27Hoff Brian JosephCFO150.0K sh$2.7MSellMay 21Sanford RichDirector1.4K sh$20KSellMay 21Hoff Brian JosephCFO11.4K sh$162K
1–10 of 11
+ 8 other (7 awards · 1 other) in window

See when $UMAC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteOct 78-K — Item 5.07: Shareholder vote
8-KCharter amendmentAug 128-K — Item 4.01 · Item 5.03: Charter amendment
AI summary

Unusual Machines, Inc. dismissed its long-standing auditor Salberg & Company, P.A. and engaged Ernst & Young LLP as its new independent auditor for fiscal year 2026, both effective August 12, 2026. The Audit Committee confirmed there were no disagreements with Salberg over accounting principles or audit scope during fiscal 2024, 2025, or the subsequent interim period. The upgrade to a Big Four firm is a common governance milestone as companies scale. A bylaws update (Item 5.03) was also included in this filing.

8-KPress release / Reg FDAug 118-K — Item 7.01: Press release / Reg FD
AI summary

Unusual Machines, Inc. published an updated investor presentation on August 10, 2026 and filed an 8-K to disclose it under Regulation FD. The Orlando-based company makes US-manufactured drones and drone components, positioned as a beneficiary of regulatory restrictions on Chinese-made drones. The presentation was made available on the company's website and furnished as Exhibit 99.1 to the filing. CFO Brian Hoff signed the report; this is a separate filing from Unusual Machines' same-day auditor change announcement.

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Unusual Machines, Inc. (UMAC), a Nevada-incorporated drone hardware and components manufacturer listed on NYSE American, released its second quarter 2026 financial results via a shareholder letter format on August 6, 2026, rather than a traditional press release. The company simultaneously disclosed an earnings conference call scheduled for August 6, 2026 at 8:00 a.m. ET, accessible by phone (888-506-0062, access code 826085) or webcast at unusualmachines.com. Unusual Machines is positioned as a domestic drone manufacturer benefiting from U.S. policy efforts to reduce reliance on Chinese-made drones. No specific revenue, gross margin, or cash balance figures were included in the filing excerpt; investors in this high-interest defense/drone sector name should review Exhibit 99.1 for Q2 2026 performance metrics.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Unusual Machines, Inc.'s Compensation Committee approved a grant of warrants to purchase 5,000,000 shares of common stock to Dr. Allan Evans, the company's Chief Executive Officer, effective July 24, 2026, subject to shareholder approval. In exchange for the warrant grant, Dr. Evans agreed to waive all cash compensation from the company following December 31, 2026, structuring his economic interest entirely in long-term equity performance. The warrants have an exercise price of $25.00 per share, implying a significant premium above the prevailing market price and aligning Evans' compensation only with substantial appreciation in shareholder value. Unusual Machines is a drone and drone-components company; the warrant structure signals management confidence in long-term stock price appreciation.

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Unusual Machines, Inc. (UMAC) entered into a long-term lease on June 25, 2026 with FGHP Triplex, LLC for approximately 14,000 square feet of manufacturing and operational space in Orlando, Florida to support the company's growing battery business. The press release confirms this is a dedicated battery manufacturing and operations facility. This is a material operational expansion — leasing dedicated manufacturing space signals UMAC is scaling its battery production capability beyond its prior footprint, though no dollar lease terms were disclosed in the excerpt.

8-KPress release / Reg FDMay 268-K — Item 7.01: Press release / Reg FD
AI summary

Unusual Machines, Inc. (UMAC) furnished a new investor presentation to its IR website on May 26, 2026 as Exhibit 99.1. No specific content, business updates, or financial metrics are described in the 8-K body text. This is a routine Reg FD disclosure; the substantive content is only available in the attached exhibit.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

UMAC entered into a merger agreement (8-K Item 1.01, dated 2026-05-11). Counterparty: Upgrade Energy LLC. Term: two-year. Size: approximately $52 million. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

+ 11 other (3 13Gs · 2 10-Qs · 2 8-Ks · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

XTI Aerospace Appoints Unusual Machines CEO Dr. Allan Evans to Serve as Chairman of its Board of Directorsprnewswire.com·3d ago11 Stocks Most Likely to See a Short Squeeze Rallyschaeffersresearch.com·4d agoWhich Drone Stock Is Dominating in 2026: Red Cat, Ondas, or AeroVironment?247wallst.com·15d agoUnusual Machines Tumbles 8% Despite Pentagon’s Autonomous Warfare Push; AeroVironment Eases, Red Cat Pulls Back247wallst.com·16d agoCan Counter-Drone Demand Become Unusual Machines' Next Catalyst?zacks.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $UMAC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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