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6h ago

Red Cat Places $800,000 Order With Unusual Machines for NDAA-Compliant FANG Drone Parts

The purchase signals supply-chain credibility for U.S.-made drones, not a material earnings shift.

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Overview

  • Red Cat ordered $800,000 of Unusual Machines’ BLUE UAS-listed components for integration into its FANG drones for defense and public-safety use.
  • Parts include the Aura analog camera and VTX, Brave flight controller and ESC, HDO+ goggles, and motors, all positioned as NDAA-compliant.
  • Unusual Machines highlighted manufacturing readiness and speed to deliver compliant hardware, while Red Cat emphasized secure and reliable systems.
  • UMAC shares jumped more than 15% early before retracing most gains, and RCAT stock showed strong intraday gains following the announcement.
  • The deal is small against recent results: Unusual Machines reported Q2 revenue of $2.12 million and a $0.32 loss per share, and Red Cat posted $3.22 million revenue with a $0.15 loss.