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The Drone Arms Race: From Battlefield to Balance Sheet

Investing.com Logo Investing.com By Jeffrey Neal Johnson
The Drone Arms Race: From Battlefield to Balance Sheet

The drone sector is experiencing significant growth driven by geopolitical needs and U.S. defense policy, with companies positioning themselves to capitalize on increasing demand for unmanned systems in military applications.

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AVAV   positive

Strong financial performance with record Q1 2026 revenue up 140% YoY, massive backlog of $1.1B funded and $3.1B unfunded, successful BlueHalo integration, and securing significant defense contracts