Unusual Machines, Inc. · AMEX:UMAC
Unusual Machines — Q4 2025 Earnings Presentation
16 slides from Unusual Machines's earnings presentation, Mar 9, 2026
Slide 1: Investor Presentation
INVESTOR PRESENTATION NYSE American: UMAC March 2026
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. The words “believe,” “may,” “estimate,” “continue,” “anticipate,” “intend,” “should,” “plan,” “could,” “target,” “potential,” “is likely,” “wil
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Component manufacturer for small drones with high market demand ● Multiple US-made and NDAA compliant products approved for Blue UAS Framework ● Orlando, FL-based - 62,500 sq ft ● Serving, Enterprise, Defense, and Retail customers across high-volume drone platforms Accelerated
Slide 4: Drone Component Manufacturer
DRONE COMPONENT MANUFACTURER NDAA Products Focus ○ Critical electronics ○ High production volumes of US-Made value - Flight Controllers segment parts - Electronic Speed Controllers - Analog Video Systems US Footprint – Orlando, FL ○ Drone Motors ○ 62,500 sq ft across dedicated facilities ○ FPV Heads
Slide 5: sUAS: Small Unmanned Aircraft Systems
sUAS: SMALL UNMANNED AIRCRAFT SYSTEMS ● Less than 55 lbs (typically 1 to 5 lbs) ● Dominant configuration: Multirotor ● 3 to 10 inch propellor size category ● FPV: First Person View ● Attritable Systems Economically Optimized – acceptable to lose
Slide 6: Our Parts in Action
OUR PARTS IN ACTION $3-$5BN Market Opportunity for U.S.-Made Drone Fat Shark Aura FPV Camera - $67 Components ● U.S. defense and enterprise programs are driving demand Fat Shark Aura Video Transmitter - $70 for 1M+ small drones, targeting sub $2000 for attritable systems Rotor Riot Brave F7 Flight C
Slide 7: Customer Segments
HOBBYIST CUSTOMER SEGMENTS DEFENSE ENTERPRISE CONSUMER
Slide 8: Growth Strategy Execution
GROWTH STRATEGY EXECUTION Revenue Costs $8M Annualized Revenue 31 Employees 24k sqft Facilities $20M Annualized Revenue 81 Employees 62k sqft Facilities Q3 ‘25 Q4 ‘25
Slide 9: Recent Regulatory Developments
RECENT REGULATORY DEVELOPMENTS ● National Defense Authorization Act renewed for 2026 ○ Continued restrictions for critical components produced in covered foreign countries ○ Establishes working group to identify strategic investments in the sUAS industrial base to support domestic production (sec 91
Slide 10: Our Competitive Advantage
OUR COMPETITIVE ADVANTAGE ● Regulatory Tailwinds: NDAA, Tariffs, US Drone Dominance, FCC Secure Networks Act… ● Timing: US drone component thesis ● Working Capital: $150M+ ● Expertise and history ○ Fat Shark headsets since 2007 ○ OEM drone components since 2017 ○ Rotor Riot drones built in US since
Slide 11: Drone Parts Landscape
DRONE PARTS LANDSCAPE USA (Blue) EU / ISRAEL ASIA Premium Value
Slide 12: Revenue & Gross Margin
REVENUE & GROSS MARGIN $6,000,000 39.4% 36.2% $5,000,000 37.4% $4,000,000 27.7% 24.3% $3,000,000 $2,000,000 $1,000,000 $0 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Enterprise Revenue Retail Revenue Gross Margin
Slide 13: Capitalization Table
CAPITALIZATION TABLE Common Stock Management + Board Common Shares (Free Float) Total Common Shares + = 3,251,363 Shares 35,703,773 Shares 38,955,136 Shares Employee Equity EIP Issuances EIP Availability for Issuance 784,684 Shares 2,615,325 Shares As of March 17, 2026
Slide 14: Meet the Team
MEET THE TEAM Dr. Allan Evans Brian Hoff Drew Camden Stacy Wright Chadd Cole Tim Manton Chief Executive Officer Chief Financial Officer President & Chief Chief Revenue Officer VP FP&A VP Corporate Controller Operating Officer Tom Mercier Jason Reels Al Ducharme Nate Kennedy Craig McIntyre Brad Mello
Slide 15: Investment Highlights
INVESTMENT HIGHLIGHTS Component manufacturer for small drones with high market demand ● Multiple US-made and NDAA compliant products approved for Blue UAS Framework ● Orlando, FL-based - 62,500 sq ft ● Serving, Enterprise, Defense, and Retail customers across high-volume drone platforms Accelerated
Slide 16: Investor Contact
INVESTOR CONTACT Email: investors@unusualmachines.com 5728 Major Blvd Suite 250 Orlando, FL 32819 United States