Drones and uncrewed aircraft
Uncrewed aircraft, loitering munitions and interceptor drones.
Notes
Why each is here
- Anduril IndustriesBuilds autonomous air systems, including the Fury autonomous combat aircraft and the Barracuda munition family.The Register, Jun 19, 2025
- Firestorm LabsMakes modular small drones that can be produced near the point of use.
- HelsingBuilds the HX-2 loitering munition, 6,000 of them ordered by Ukraine in February 2025, and the CA-1 Europa uncrewed combat aircraft.Breaking Defense, Feb 14, 2025
- HermeusDevelops uncrewed high-Mach jet aircraft and their propulsion.Hermeus (company release), May 28, 2026
- Mach IndustriesBuilds the Viper vertical-takeoff one-way attack aircraft, the Glide strike glider and the Stratos high-altitude platform.Mach Industries (company release), Jun 2, 2026
- Neros TechnologiesBuilds the Archer first-person-view strike drone family and is developing Archer AI, with terminal guidance, and the Bandit interceptor drone.Neros Technologies (company release), Aug 11, 2026
- Performance Drone WorksBuilds the C100 Group 2 quadcopter, fielded under the Army’s company-level small UAS requirement, and the AM attritable strike drone.Performance Drone Works (company release), Sep 15, 2025
- Quantum SystemsBuilds the Vector AI, Twister and Reliant eVTOL reconnaissance aircraft and showed Pulse P19, its first weapons-capable platform, in June 2026.Militarnyi, Jun 3, 2026
- Shield AIBuilds the V-BAT drone and the Hivemind autonomy that pilots uncrewed aircraft.
- SkydioManufactures autonomous drones, including the X10D ordered under the Army’s Short Range Reconnaissance program.Army Technology, Mar 24, 2026
- TekeverBuilds the AR3 and AR5 autonomous surveillance aircraft, flown in Ukraine since 2022 and selected for the British Army’s CORVUS programme.Tekever (company release), Aug 3, 2026
Companies in this sector
Sorted by last valuation. Rows with none sort last.
| Company | Tier | Sectors | HQ | Founded | Last round or tender | Last valuation | Venues | Acquisition | Researched |
|---|---|---|---|---|---|---|---|---|---|
| Anduril Industries | Covered | AI defense, Drones and uncrewed aircraft, Sensors, EW and counter-UAS, Defense software | Costa Mesa, CA | 2017 | Series H, May 13, 2026 | $61.00B, May 13, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment Power 20, Augment, Rainmaker Securities, Jarsy | Quiet | Oct 11, 2026 |
| Helsing | Covered | AI defense, Drones and uncrewed aircraft, Defense software, Sensors, EW and counter-UAS, Maritime autonomy | Munich, Germany | 2021 | Series E, Jul 13, 2026 | $18.00B, reported Jul 13, 2026 | Clarity (formerly Hiive), Caplight, Augment, Jarsy | Watch | Oct 11, 2026 |
| Shield AI | Covered | AI defense, Drones and uncrewed aircraft, Defense software | San Diego, CA | 2015 | Series G, Mar 26, 2026 | $12.70B, Mar 26, 2026 | Clarity (formerly Hiive), Caplight, Augment Power 20, Augment, Linqto, Destiny Tech100 | Watch | Oct 11, 2026 |
| Quantum Systems | Covered | AI defense, Drones and uncrewed aircraft, Ground autonomy | Gilching, Germany | 2015 | Series D, Jul 2, 2026 | $8.00B, Jul 2, 2026 | Clarity (formerly Hiive), Caplight, Jarsy | Watch | Oct 11, 2026 |
| Tekever | Covered | AI defense, Drones and uncrewed aircraft | Lisbon, Portugal | 2001 | Series D, Sep 23, 2026 | $6.40B, Sep 23, 2026 | Clarity (formerly Hiive), Caplight | Quiet | Oct 11, 2026 |
| Skydio | Covered | AI defense, Drones and uncrewed aircraft | San Mateo, CA | 2014 | Series F, Apr 23, 2026 | $4.40B, Apr 23, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment | Watch | Oct 11, 2026 |
| Mach Industries | Covered | AI defense, Drones and uncrewed aircraft, Munitions and propulsion, Sensors, EW and counter-UAS, Defense manufacturing | Huntington Beach, CA | 2023 | Series C extension, Sep 10, 2026 | $3.70B, Sep 10, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment, Jarsy | Quiet | Oct 11, 2026 |
| Neros Technologies | Covered | AI defense, Drones and uncrewed aircraft, Sensors, EW and counter-UAS | Los Angeles, CA | 2023 | Series C, Aug 11, 2026 | $2.50B, Aug 11, 2026 | Clarity (formerly Hiive), Caplight, Jarsy | Quiet | Oct 11, 2026 |
| Performance Drone Works | Covered | AI defense, Drones and uncrewed aircraft, Defense manufacturing | Huntsville, AL | — | Form D offering, Sep 21, 2026 | $1.20B, reported Apr 21, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight | Watch | Oct 11, 2026 |
| Hermeus | Covered | AI defense, Drones and uncrewed aircraft, Munitions and propulsion | Hawthorne, CA | 2018 | Series C, Apr 7, 2026 | $1.00B, Apr 7, 2026 | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Destiny Tech100 | Watch | Oct 11, 2026 |
| Firestorm Labs | Covered | AI defense, Drones and uncrewed aircraft, Defense manufacturing | San Diego, CA | 2022 | Series B, Apr 29, 2026 | No citable valuation | Clarity (formerly Hiive), Nasdaq Private Market, Caplight, Augment | Watch | Oct 11, 2026 |