Unusual Machines is up 30% this week on Trump's 100% tariffs on imported drones. Its revenue could grow more than 10x.

$UMAC makes drone components (motors, flight controllers, cameras, FPV goggles) with no Chinese parts.

2025 revenue was just $11M, but Q2 2026 alone already hit $16.7M (+687% YoY).

The main growth driver is the Drone Dominance defense program worth $1.1B, where more than half the participants are UMAC customers.

The company itself estimates ~$1,000 of revenue per drone. At 200,000 drones under the program in 2027 that could mean ~$200M in potential revenue.

It's unprofitable and very expensive at 44x EV/Sales, but on growth estimates 2028 EV/Sales drops to just 8x.