10-K · March 12, 2026
Unusual Machines reports accelerating top-line growth in 2025 with Q4 revenue of $4,898,360 and implied 2025 full-year revenue of approximately $11,022,360 (sum of quarterly results). The company is shifting from DTC…
Earnings analysis · 10-Q
UMAC earnings analysis
Filed May 14, 2026 · Our reading of the company's report
The latest report
Unusual Machines (UMAC) reported notable growth in Q1 2026 with revenues of $8.1 million, representing a 296% increase over the same quarter last year. Despite operating losses of $7.3 million from increased operational…
Read full summary
Unusual Machines (UMAC) reported notable growth in Q1 2026 with revenues of $8.1 million, representing a 296% increase over the same quarter last year. Despite operating losses of $7.3 million from increased operational costs, the company achieved a diluted EPS of $0.22, outperforming estimates and reflecting an overall bullish outlook as they expand their manufacturing capabilities.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
Where revenue came from
The business segments reported by the company.
Shares of the segments disclosed in this filing, largest first.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.22
- Gross margin
- 32.8%
What stood out
-
Strong Revenue Growth
Q1 2026 revenue reached $8,095,836, up 296% from $2,042,300 in Q1 2025.
-
Positive Year-Over-Year EPS
Diluted EPS for Q1 2026 stood at $0.22, beating the consensus estimate of $0.27.
-
Significant B2B Revenue Increase
B2B revenues soared to $7,318,256 in Q1 2026, a stark contrast to just $34,030 in Q1 2025.
-
Positive Operating Cash Flow Impacts
Operating cash flow used increased to $17,412,987 in Q1 2026, driven by inventory and receivable increases.
-
Robust Cash Position Enhance Operations
Cash balances of $222,939,674 as of Q1 2026 strengthens funding for operational needs.
-
Major Inventory Investments
Plans to order $75 million in inventory were announced to meet rising demand.
What to watch
-
Operational Loss Despite Revenue Gains
Operating loss increased to $7,258,987 in Q1 2026 from $3,267,811 in Q1 2025, highlighting margin pressures.
-
Negative Cash Flow from Operations
Net cash used in operating activities rose significantly by $16,219,359, pointing to tight cash flow amidst expansion.
-
Rising Expenses Impact Profitability
Operating expenses jumped to $1,948,899, a 544% increase, which could pressure future profitability.
Management's outlook
Management anticipates continued revenue growth in 2026 driven by increased manufacturing capacity and demand for drone components.
Earlier filings 4
10-Q · November 6, 2025
Unusual Machines reported Q3 revenue of $2,134,588, up from $1,531,264 in 2024 Q3 but below consensus of $2,716,188. Gross margin improved to 39.4% (from 26.1% a year ago) and GAAP diluted EPS was $0.05 versus a loss of…
10-Q · November 14, 2024
Unusual Machines reported Q3 revenue of $1,531,264 and GAAP diluted EPS of $(0.30). Gross margin was 26.1% while operating margin was (95.4%), driven by an operating loss of $1,461,052; net loss for the quarter was…
10-Q · May 15, 2024
Unusual Machines reported first-quarter revenue of $618,915 (vs $0 in Q1 2023) following the Feb. 16, 2024 acquisitions and IPO. Gross profit was $204,167 (33.0% gross margin) but operating loss widened to $1,086,352…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.