Supply-chain resilience
0 = robust multi-source domestic/allied. 100 = high China dependency, low disclosure, weak substitutes. Origin is never inferred from headquarters alone.
| Ticker | Fragility | China | Direct | Indirect | NDAA / Blue | Confidence |
|---|---|---|---|---|---|---|
| UMAC | 62 | 70 | Unknown | Yes | Not a platform OEM. | medium |
| DPRO | 55 | 45 | Unknown | Unknown | Not verified on the live DCMA list in this set. | low |
| ONDS | 52 | 35 | Unknown | Unknown | American Robotics Optimus has appeared on historical Blue compilations. Acquired… | low |
| RCAT | 48 | 40 | Unknown | Unknown | Teal 2 and Black Widow appear on Blue compilations (Black Widow dated 2026-04-07… | low |
| AVEX | 35 | 30 | Unknown | Unknown | Not verified for AEVEX platforms on the live DCMA list in this set. | low |
| AVAV | 28 | 25 | Unknown | Unknown | Red Dragon on Blue UAS compilations (2026). Re-verify live DCMA list per SKU. | medium |
| TDY | 25 | 20 | Unknown | Unknown | Black Hornet 4 listed on Blue UAS compilations (Teledyne FLIR). | medium |
| KTOS | 22 | 18 | Unknown | Unknown | Not applicable to Valkyrie class. | medium |
| LHX | 20 | 15 | Unknown | Unknown | Not an sUAS list name. VAMPIRE is a C-UAS weapon station. | medium |
| RTX | 15 | 12 | Unknown | Unknown | Not applicable (interceptor, not sUAS). | medium |
| PLTR | 8 | 5 | No | No | Not a platform. Software on a Blue platform does not put Palantir on the Blue li… | medium |