Universe
Screened from DRNZ holdings plus names that independently clear U.S.-listed + material drone/C-UAS relevance. Toggle compare (max 4) then open Scoring.
| Name / class | Last Q rev | UAS | C-UAS | USV | Parts | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RTX | RTX (Raytheon) Core counter-UAS | 201.29 | +0.5% | $268.7B | n.d. | n.d. | Partial | Yes | Partial | Yes | 8 | 90 | 73 | |
| TDY | Teledyne Components / supply chain | 651.12 | +0.8% | $30.2B | +10% | $1.7B | Partial | Partial | Partial | Yes | 18 | 40 | 72 | |
| AVAV | AeroVironment Core U.S. drone / UAS | 124.40 | +0.7% | $6.3B | +133% | $641.6M | Yes | Partial | No | Partial | 78 | 92 | 70 | |
| LHX | L3Harris Core counter-UAS | 276.59 | +0.2% | $51.8B | n.d. | n.d. | Partial | Yes | Partial | Yes | 12 | 88 | 68 | |
| KTOS | Kratos Defense Core U.S. drone / UAS | 36.69 | -0.1% | $6.9B | +31% | $458.8M | Yes | Partial | Partial | Yes | 38 | 95 | 67 | |
| PLTR | Palantir Autonomy / software | 172.40 | +2.1% | $412.7B | n.d. | n.d. | No | Partial | No | No | 6 | 40 | 62 | |
| AVEX | AEVEX Core U.S. drone / UAS | 12.13 | +4.6% | $1.4B | +100% | $201.8M | Yes | Partial | Partial | No | 70 | 90 | 51 | |
| ONDS | Ondas Core U.S. drone / UAS | 5.73 | +2.9% | $3.3B | +1235% | $83.8M | Yes | Yes | No | Partial | 80 | 70 | 46 | |
| RCAT | Red Cat Holdings Core U.S. drone / UAS | 4.29 | +1.9% | $655.1M | +527% | $20.2M | Yes | No | Partial | No | 88 | 85 | 44 | |
| UMAC | Unusual Machines Components / supply chain | 12.65 | +0.5% | $631.9M | +687% | $16.7M | Partial | No | No | Yes | 74 | 45 | 39 | |
| DPRO | Draganfly International / watchlist | 3.00 | -6.5% | $111.6M | +49% | n.d. | Yes | No | No | Partial | 70 | 25 | 20 |
Excluded from the scored book
DRNZ constituents and suggested names that failed the U.S. + materiality screen.
- EHEHang HoldingsNasdaq ADR (China operations)DRNZ 3.02%
Passenger eVTOL / urban air mobility, China-based. Fails the U.S. defense / federal / allied-drone screen. Present in DRNZ (≈3.0% as of 20 Aug 2026) as a global drone-index constituent, not a U.S. C-UAS or tactical UAS name.
- GEGE AerospaceNYSEDRNZ ~2.5–2.8%
Diversified aerospace engines and systems. No disclosed drone / UAS reportable segment. Spec listed GE for investigation; materiality screen not met. DRNZ diversified sleeve only.
- RKLBRocket LabNasdaq
Space launch and spacecraft. Not a drone / UAS / C-UAS manufacturer. Adjacent autonomy does not meet the material-relevance filter.
- UAVSAgEagle Aerial SystemsNYSE American
Commercial / agricultural small UAS (eBee). Limited verified U.S. defense procurement beyond historical Blue UAS listings for eBee TAC/VISION. Scale, liquidity, and going-concern history do not support a core research slot. Watch only.
- NXSNNext Vision Stabilized SystemsTASE (Israel)DRNZ 10.85%
EO/IR payloads — relevant component supplier, but not U.S.-listed as a primary listing. International watchlist, not scored universe. DRNZ ~10.9%.
- DRODroneShieldASXDRNZ 4.40%
Australia-listed C-UAS. Meaningful product relevance, not a U.S. primary listing. International comparable. DRNZ ~4.4%.
- ELS.AXElsightASXDRNZ 3.78%
Beyond-line-of-sight connectivity for drones. Australia-listed; not scored. DRNZ ~3.8%.
- 278ATerra DroneTokyoDRNZ 2.94%
Japan-listed industrial drone services. Outside the U.S.-listed filter. DRNZ ~2.9%.
- JOBY / ACHReVTOL developersNYSE / NYSE
Passenger eVTOL, not tactical UAS, C-UAS, or defense drone components.
Prime comparables (not scored)
- LMT Lockheed Martin — Prime with UAS / C-UAS programs historically (Indago divested; M-SHORAD / sensor work). Drone not a disclosed material segment. Not scored.
- NOC Northrop Grumman — Global Hawk / Triton HALE UAS. Strategic comparable, not a tactical-drone pure play. Not scored.
- BA Boeing (Insitu) — ScanEagle / Integrator via Insitu. Material program history, not a disclosed drone segment of BA. Not scored.