Our coverage of America's Group 1 to Group 3 drone industry has centered on Unusual Machines and Ondas, two companies positioned to reap the benefits from what could become a historic procurement cycle next year. The catalyst is the Department of War's Defense Autonomous Warfare Group, which is preparing to direct $55 billion toward autonomous systems. If that spending materializes as planned, companies offering NDAA-compliant drones and drone components, scalable manufacturing capacity, and field-ready platforms should be best positioned to capture the coming flood of orders.
For more clarity on the drone space, Canaccord Genuity recently hosted the "Drone Dominion" panel, which included executives from AeroVironment, Leonardo DRS, Unusual Machines, Codan Tactical Communications, and Juno Industries.
"The panel opened with a consensus that drone warfare has shifted from individual aircraft for intelligence, surveillance, and reconnaissance applications to massed, expendable strike systems with growing remote autonomy," Austin Moeller, Canaccord Genuity's senior aerospace and defense technology equity-research analyst, wrote in a no
