Unusual Machines Inc. (UMAC)
XASE:UMAC
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Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.1Last Year’s EPS
-0.21Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized dramatic top-line growth, improving gross margins, a strong cash position from large equity raises, rapid onshoring and scaling of manufacturing (motors, headsets, planned batteries/cameras), and a large near-term market opportunity driven by regulatory changes and the Drone Dominance program. Key risks discussed include elevated operating expenses (notably noncash stock compensation), inventory buildup, supply-chain constraints and short-term margin volatility as new production and staffing scale. Management portrayed confidence in execution and sufficient capital to pursue growth and acquisitions, but acknowledged timing and operational risks and that reported numbers are unaudited.Company Guidance
Strong Top-Line Growth
Fiscal 2025 revenue of $11.2M, representing 101% year-over-year growth; fourth quarter revenue of ~$4.9M, the seventh consecutive quarter of record revenues and a sequential increase of ~133%.
Improving Gross Margins
Gross margin improved from 24% in Q1 to approximately 36% in Q4 (an increase of 12 percentage points) and was ~35% for the full fiscal year 2025.
Significant Capital Raise and Strong Cash Position
Raised approximately $157.8M through equity financings during 2025 and ended the year with about $103.3M in cash and ~$157.4M in total working capital, representing a substantial improvement in liquidity from the start of the year.
Operational Scale-Up and Manufacturing Progress
Expanded facilities (motor factory, fulfillment center, headset factory) and headcount growth from 15 employees at the start of 2025 to 81 at year-end (≈+440%), and to over 140 employees currently; began scaled motor production in November and currently producing about 15,000 motors/month with second and third shifts active.
Product Diversification and Onshoring Progress
Produced first U.S.-made Fat Shark headsets and targeting ~100 headsets per shift per day run rate by April; plans to bring battery pack production online in H2 2026 and cameras manufactured in the U.S. by year-end 2026.
Backlog and Near-Term Demand Visibility
Approximately $12M of outstanding purchase orders (about $9M for non-Drone Dominance programs) and early design-in with more than half of announced Drone Dominance tranche 1 winners already customers.
Large Addressable Market Opportunity (Drone Dominance & Legislation)
Management cites Drone Dominance program as representing roughly a $90M component opportunity in 2026 and ~$250M in 2027; FCC and other legislation have constrained foreign competition, creating an estimated domestic components TAM of several billion dollars (company estimates $3B–$5B).
Investment Returns and No Debt
Reported combined realized/unrealized gains on short-term investments of approximately $4.1M and interest income of ~$0.8M for 2025; balance sheet with no debt enables strategic investments and potential acquisitions.
UMAC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UMAC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $14.86 | $13.44 | -9.56% |
Nov 06, 2025 | $10.75 | $10.59 | -1.49% |
Aug 14, 2025 | $9.86 | $9.88 | +0.20% |
May 08, 2025 | $5.42 | $5.38 | -0.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Unusual Machines Inc. (UMAC) report earnings?
Unusual Machines Inc. (UMAC) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Unusual Machines Inc. (UMAC) earnings time?
Unusual Machines Inc. (UMAC) earnings time is at May 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UMAC EPS forecast?
UMAC EPS forecast for the fiscal quarter 2026 (Q1) is -0.1.
