General
US-Based Drone Companies
1. AeroVironment Inc. (AVAV)
AeroVironment is a leading supplier of small drones to the U.S. military, including models like the Raven, Puma, Wasp, and the Switchblade loitering munition. The company has also expanded into commercial applications and counter-drone technologies.
2. RTX Corporation (RTX)
Formerly known as Raytheon Technologies, RTX is a major aerospace and defense conglomerate. It manufactures a range of military technologies, including drones, guided missiles, and air defense systems.
3. Lockheed Martin Corp. (LMT)
Lockheed Martin is a prominent defense contractor with significant involvement in drone technology. The company develops various unmanned systems and has been a key player in integrating drones into military operations.
4. Boeing Co. (BA)
Boeing is a major aerospace company that manufactures both manned and unmanned aircraft. Its drone portfolio includes the MQ-25 Stingray, an unmanned aerial refueling aircraft developed for the U.S. Navy.
5. Northrop Grumman Corp. (NOC)
Northrop Grumman is a leading defense contractor specializing in advanced unmanned systems. Notable drones include the RQ-4 Global Hawk and MQ-4C Triton, both high-altitude, long-endurance surveillance aircraft.
6. Kratos Defense & Security Solutions Inc. (KTOS)
Kratos focuses on affordable, high-performance unmanned systems for military applications. Its portfolio includes tactical drones designed for intelligence, surveillance, reconnaissance (ISR), and combat missions.
7. Red Cat Holdings Inc. (RCAT)
Red Cat Holdings develops drone technology for defense and public safety sectors. The company has been expanding its portfolio through acquisitions and partnerships, aiming to enhance its presence in the drone industry.
8. Unusual Machines Inc.
Unusual Machines is a smaller drone manufacturer that gained attention after Donald Trump Jr. joined its advisory board in late 2024. The company's stock experienced significant volatility following this announcement.
9. Anduril Industries
Founded by Palmer Luckey, Anduril is a private defense technology company specializing in autonomous systems, including drones. While not publicly traded, Anduril has secured substantial defense contracts and is considered a significant player in the drone industry.
These companies represent a mix of pure-play drone manufacturers and diversified defense contractors with significant investments in unmanned aerial systems. Investors interested in the drone sector may consider these firms based on their specific focus areas and market positions.