*Sponsored by EagleNXT (NYSE: UAVS)
A Drone Company With $300K in Revenue Just Hit $520M. Here Is the One With $13.4M in Revenue, Real Military Customers, and the Pentagon’s Seal of Approval
EagleNXT (NYSE: UAVS) Holds the #1 Selling Fixed-Wing Drone in the United States, Deployed by the US Air Force, Marines, French Army, UAE, and NATO Forces
35 High-Probability DoD Proposals in the Pipeline, Texas Manufacturing Center Operational May 2026, and a Market Cap Still Sitting Near $53 Million
VIEW THE EAGLENXT INVESTOR RESOURCES HERE
Hello Everyone,
This next company sits in the middle of the single most important defense transformation of our generation.
Drones have become the defining weapon of modern warfare, and the world’s militaries are scrambling to catch up.
Ukraine made that reality impossible to ignore. Every NATO command structure on earth watched what happened on those battlefields and drew the same conclusion. We do not have enough drones. We need more, we need them now, and we need them built by companies the Pentagon can actually approve.
The numbers are staggering. The military Unmanned Aerial Systems market is projected to grow from $14 billion in 2024 to $23.1 billion by 2033, with cumulative procurement of $186.8 billion over the next decade.7 The commercial drone market is expanding even faster, from $83.97 billion in 2025 to a projected $1.75 trillion by 2035, a 35.5% compound annual growth rate.8
Poland is spending 4.5% of GDP on defense, the highest in NATO. The European Commission unlocked the equivalent of $50.4 billion in low-interest defense loans. Germany crossed its constitutional debt brake for defense spending for the first time in history. The UK committed to 2.5% of GDP. France accelerated its military spending law by two full years.3
And in Washington, the procurement apparatus is moving faster than it has in decades.4 5 6
That last point matters more than most investors realize.
Congress banned Chinese-made drones from US government use. DJI, the dominant global player, is now effectively blocked from US military and federal procurement. The entire government drone market is actively searching for NDAA-compliant alternatives that can pass Department of Defense cybersecurity review.
The Pentagon’s Blue UAS Cleared List is the vetted roster of secure, NDAA-compliant drones approved for government and military use. Getting on that list requires passing a stringent cybersecurity evaluation, a policy compliance check, and full administrative documentation.
Very few companies have it. EagleNXT has it for multiple platforms.
On March 17, 2026, a company called Swarmer (NASDAQ: SWMR) went public at $5 per share. Within 48 hours it was trading at $55, an 1,100% gain in two days. Volatility halts triggered multiple times. By the time the dust settled, Swarmer’s market cap had surged past $520 million.1
For a company that reported $309,920 in total revenue for all of 2025. Not $309 million. Not $30 million. Three hundred and nine thousand dollars. Down 6% year over year. With a net loss of $8.5 million. And substantially all of that revenue coming from a single customer in Ukraine.2
Read that again.
$520 million market cap. $309,920 in revenue. One customer. No hardware. No deployed drones. No Blue UAS approval. No FAA certifications. Just software. Just narrative. Just the word drone.
That tells you everything you need to know about how the market is pricing this sector in 2026.32
Now look at EagleNXT, Inc. (NYSE: UAVS), operating under its new brand after the September 2025 rebrand from AgEagle Aerial Systems.9 This is a full-stack drone intelligence company building the drones, the sensors, and the software that militaries, governments, and commercial operators actually deploy in the field.
Not a concept. Not a narrative. Not software-only. Physical drones. In active military use. Right now.
The eBee series of fixed-wing drones has logged more than one million flights globally.10 According to FAA registration data, the eBee is the #1 selling fixed-wing drone in the United States. EagleNXT was the first drone company to receive FAA approval for Operations Over People and Beyond Visual Line of Sight flight in the US. It holds EASA’s C2 Certificate for BVLOS in Europe. Both the eBee TAC and eBee VISION are on the DoD Blue UAS Cleared List.
FY2024 revenue came in at $13.4 million. Drone revenue surged 98.4% year over year in Q1 2025.11 Net income in 2024 was $7.06 million, up 211%. Gross profit was $6.3 million, up 14.5%. Operating expenses in Q1 2025 decreased 27.9%. This is a company that is simultaneously growing revenue and tightening its cost structure.
EagleNXT (NYSE: UAVS) has 43 times the revenue of Swarmer, positive net income, and a roster of military customers that Swarmer does not have and cannot replicate.
The stock trades at roughly $53 million in market cap. Swarmer hit $520 million.
That gap is not a reflection of business quality. It is a reflection of market attention. And market attention always catches up.
EagleNXT has some major catalysts in play right now:
- The #1 Selling Fixed-Wing Drone in America, Backed by Certifications No Competitor Has Matched: Blue UAS Cleared List for both eBee TAC and eBee VISION. First FAA-approved drone for Operations Over People. First EASA C2 Certificate for BVLOS and OOP in Europe. NDAA-compliant. NATO STANAG 4609 compliant. These are the regulatory gates that determine which drones governments can legally buy. EagleNXT is through them. Its competitors are not.
- Real Military Customers Across Four Continents: The US Air Force, the US Marine Corps, the US Border Patrol, and the US Army are all confirmed customers. In January 2026, the US Army purchased six eBee TAC drones equipped with S.O.D.A. 3D and Duet M sensors. The French Army placed the largest single order in company history at $3.4 million. The UAE deployed 20 eBee VISION systems. NATO/KFOR forces are using the platform for peacekeeping operations in Kosovo. Canada took its first eBee VISION in February 2026. Malaysia and Poland both placed orders in the same month.
- Revenue Growing 98.4% Year Over Year in Drones: Q1 2025 drone revenue was up 98.4% from the same period a year earlier. FY2024 revenue hit $13.4 million with $7.06 million in net income, a 211% improvement. Gross profit expanded 14.5%. Operating expenses fell 27.9%. This is not a pre-revenue concept. The growth is real and the margins are expanding.
- 35 High-Probability-of-Win Proposals Already in the Pipeline: As of February 2026, EagleNXT has 35 high-probability-of-win UAS proposals actively in flight, three of which are US DoD orders.28 Defense Logistics Agency quotes have been submitted through four prime defense contractors and are valid through January 2027. The Simplified Acquisition Threshold structure compresses procurement timelines from months to days.
- Aerodrome Investment Opens the Precision Strike Market: On March 6, 2026, EagleNXT announced a strategic equity investment in Aerodrome Group Ltd., an Israel-based developer of precision loitering munitions. The investment includes a framework for a US-based joint venture. Loitering munitions are the fastest-growing segment in defense procurement. EagleNXT just added a second major product category in the highest-growth segment of the entire defense market.
- Texas Manufacturing Center Operational May 2026: In January 2026, EagleNXT relocated its global headquarters from Wichita, Kansas to Allen, Texas, in the Dallas-Fort Worth metroplex.31 Allen is becoming the company’s first US-based production facility for the eBee VISION drone and the MicaSense multispectral sensor line. Domestic manufacturing removes a structural barrier that has limited EagleNXT’s ability to compete for certain US defense programs where ‘Made in America’ is a legal requirement.
- $100 Million Capital Facility in Place: A Series G Preferred Stock financing structure provides the capacity to raise up to $100 million in gross proceeds, subject to conditions, giving EagleNXT the capital flexibility to execute on near-term strategic priorities without funding risk.33 NYSE American compliance was fully restored in January 2026.34 The corporate foundation is solid.
- Sensor Business Compounds With Every Drone Sold: The MicaSense family, including the flagship RedEdge-P Triple with 15 spectral bands at 2 cm resolution, is the industry standard for multispectral drone imaging.14 Since launching the RedEdge-P Green in August 2025, EagleNXT has shipped to customers across 10 countries on six continents.15 MicaSense sensors power more than 150 drone platforms worldwide and have been featured in over 100 peer-reviewed research publications.16
The Hardware: Three Platforms Already in Military Hands
eBee TAC – The Tactical Mapping Drone in Active Military Use
The eBee TAC is the defense-grade fixed-wing drone used by armed forces across the globe. The first and only fixed-wing drone on the DoD Blue UAS Cleared List. One soldier can deploy it in three minutes. 90 minutes of flight time. Range of up to 34 miles. AES-256 encrypted radio link. Digital camouflage. Centimeter-level RTK/PPK accuracy with no ground control points. Acoustically undetectable at 300 meters AGL. It has logged over 173,600 cumulative flights and more than 90,490 flight hours. The fly-away probability is 1 in 1,750 hours.
eBee VISION – The ISR Platform Cleared for Real-Time Intelligence
The intelligence, surveillance, and reconnaissance flagship. 3.5 pounds. Three-minute deployment. 90 minutes of endurance. 12-mile wireless range. HD live video with 32x digital zoom and integrated thermal. NDAA-compliant. NATO STANAG 4609 compliant. AES-256 encrypted data link. Works in GNSS-denied environments. The UAE deployed 20 eBee VISION systems. Canada took delivery of its first in February 2026, the first eBee VISION in any Canadian operator’s hands.30
eBee X – The Commercial and Environmental Workhorse
The world’s most widely deployed commercial fixed-wing drone. Cleared for Operations Over People in Canada and BVLOS flight in Brazil. In January 2026, EagleNXT sold 15 eBee X drones to a European defense tier-1 integrator for ISR, mapping, and training missions.12 The Idaho Department of Fish and Game acquired an eBee X for wildlife monitoring.13
The Customer Roster Swarmer Cannot Match
Every name below is a confirmed purchase or active deployment tied to a public press release. This is not a pitch. It is a track record.
- US Army: Six eBee TAC tactical mapping drones sold in January 2026, each with S.O.D.A. 3D and Duet M sensors, with full RTK/PPK activation.17
- French Army: The largest single order in company history at $3.4 million. The eBee TAC is now a standard French Army tactical mapping platform.18
- UAE: 20 eBee VISION systems deployed for public safety and security operations, with a full sustainment package delivered in January 2026.
- US Air Force and US Marine Corps: Active customers for drones and related sensor systems.
- US Border Patrol: eBee drones deployed for border surveillance and monitoring operations.
- NATO / KFOR: eBee VISION systems deployed for Kosovo Force peacekeeping operations.19
- Canadian Government: First eBee VISION deployment to a Canadian operator in February 2026, alongside an eBee TAC.20
- Malaysia: Malaysian government agency procured an eBee TAC plus an eBee X sustainment package in February 2026.21
- Poland: Six eBee TAC drones sold through Dilectro in December 2025 amid Poland’s $43.7 billion SAFE-funded defense modernization. Trade show commitments planned at Drone World Expo, POLSECURE, and MSPO across 2026.22 23 29
- Defense Logistics Agency: Multiple quotes submitted through four prime defense contractors for eBee TAC and eBee VISION, valid through January 2027.24 25
- Oak Ridge National Laboratory and the US Naval Research Laboratory: Active sensor customers for precision research and environmental monitoring.26
A customer base spanning three branches of the US military, NATO, and allied governments on four continents.
Swarmer has one customer in one country.
EagleNXT (NYSE: UAVS) has customers across four continents and three branches of the US military.
The Market Opportunity Is Almost Too Big to Ignore
EagleNXT is positioned in two of the largest and fastest-growing markets in the world. The military UAS market is projected to grow from $14 billion in 2024 to $23.1 billion by 2033, totaling $186.8 billion in cumulative procurement over the next decade. The commercial drone market is expanding from $83.97 billion in 2025 to a projected $1.75 trillion by 2035.
Both curves are accelerating. EagleNXT competes in both, with certifications and customer relationships that take years to build and that Swarmer simply does not have.
The Team: A Top Gun Pilot Chairs the Board. A Marine Runs the Company.
Defense contracts do not go to companies with good stories. They go to companies with people who have already lived the mission.
Capt. Grant Begley (Ret.) – Chairman of the Board. US Naval Academy Class of ’75. Twenty-six years in the US Navy. Top Gun designated pilot. Decades of aerospace board and leadership experience. When the Chairman of a drone company is a Navy Top Gun pilot, every conversation with every military procurement officer carries a different weight.
Bill Irby – CEO. US Naval Academy Class of ’89. Johns Hopkins M.S. in Technology Management. Five years as a Marine Corps officer. Thirty years in the defense industry. He has spent his entire career inside the ecosystem EagleNXT is selling into.
Steve Mathias – EVP Sales. Over 30 years in aerospace executive leadership. Former Deputy Chief of Staff G-8 for the US Army Special Operations Command. He is selling to the same command structure he served in.
Alison Burgett – CFO. Over twenty years of financial, operational, and regulatory experience with exchange-listed companies. Promoted from within, she already knew where every number came from before she took the title.
Combined, the CEO, Chairman, and EVP Sales bring over 80 years of aerial intelligence experience. The resumes on this page do not read like a technology startup. They read like the executive corps of a defense prime.
The Setup in Plain Terms
- #1 selling fixed-wing drone in the United States according to FAA registration data
- Blue UAS Cleared List approval for both eBee TAC and eBee VISION
- First FAA-approved drone for Operations Over People and BVLOS in the US
- First EASA C2 Certificate for BVLOS and OOP in Europe
- Over one million flights globally across defense, agriculture, public safety, and environmental applications
- FY2024 revenue of $13.4 million; drone revenue up 98.4% YoY in Q1 2025; net income $7.06 million, up 211%
- Customers across the US Air Force, Marine Corps, Border Patrol, Army, French Army, UAE, Canada, Malaysia, NATO/KFOR, Poland, Oak Ridge National Lab, and US Naval Research Lab
- 35 high-probability-of-win UAS proposals in the pipeline as of February 2026
- DLA quotes valid through January 2027 via four prime defense contractors
- Aerodrome strategic investment extends the company into precision loitering munitions (March 6, 2026)
- Texas manufacturing center operational May 2026 for US production of eBee VISION and MicaSense sensors
- MicaSense sensors integrated across 150+ drone models and featured in 100+ peer-reviewed research publications
- Series G capacity of up to $100 million in gross proceeds; NYSE American compliance restored January 2026
- Market cap approximately $53 million versus Swarmer at $520 million on $309,920 in revenue
Swarmer showed how fast the market reprices this story. EagleNXT (NYSE: UAVS) has the hardware, the customers, and the certifications that Swarmer does not.
Notes
1 https://finance.yahoo.com/markets/stocks/articles/swarmer-520-debut-day-gain-110056827.html
2 https://finance.yahoo.com/markets/stocks/articles/swarmer-520-debut-day-gain-110056827.html
4 https://thediplomat.com/2026/01/chinas-taiwan-drills-are-crossing-a-new-line/
5 https://defensescoop.com/2026/03/05/dod-drone-dominance-program-orders-deliveries-military-units/
6 https://www.dla.mil/Troop-Support/Construction-and-Equipment/Drone-and-Counter-Drone-Program/
8 https://www.precedenceresearch.com/commercial-drone-market
11 https://finance.yahoo.com/news/ageagle-aerial-systems-provides-corporate-201600399.html
17 https://eaglenxt.com/press-release/eaglenxt-announces-successful-drone-and-sensor-sale-to-u-s-army/
19 https://eaglenxt.com/press-release/eaglenxt-supplies-drones-to-nato-forces-in-europe/
22 https://www.stocktitan.net/news/UAVS/
27 https://eaglenxt.com/press-release/eaglenxt-announces-successful-drone-and-sensor-sale-to-u-s-army/
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