Defiance ETFs is betting on drones and AI-driven autonomy as the backbone of next-generation defense and infrastructure.CIO Sylvia Jablonski says the new Defiance Drone & Modern Warfare ETF (NYSE:JEDI), which launched today, is designed to capture this transformation, targeting companies that are reshaping both military and commercial applications of drone technology.JEDI is biding its time at current levels. Watch the momentum here.Unlike traditional defense funds, JEDI deliberately excludes legacy primes, ...

BREAKING: Inflation Data Cements Rate Cut Expectations Kratos Defense & Security Solutions (KTOS) has taken "If you build it, they will come" to new heights. Going beyond a conceptual design or even a prototype, the San Diego-based defense contractor set up a factory to build 24 ready-for-action XQ-58A Valkyrie combat drones on the way to winning over both the U.S. Marine Corps and Airbus (EADSY). Those wins… Related news Cathie Wood, ARK Shift Defense Holdings As U.S. Reclassifies Drones 9/18/2025Cathie Wo ...

高精度对接与操作控制技术。操作无人机上搭载着相机，工具箱无人机的顶部贴着10多个带有不同 信息的二维码，当上方的无人机"看"到一定数量的二维码，就能判断这一刻两机的相对距离，从而移 动。下方无人机根据上方气流的情况，实时调整本机6个旋翼的旋转速度，从而抵消下洗气流的影响， 实现精准的位置及姿态控制。 其中，最大的挑战是克服竖叠式飞行时的下洗气流，在强风中实现高精度空中对接。据测算，要确 保无人机对接成功，机械臂底部与工具箱顶部之间的水平位移必须小于1.5厘米，也就是上方操作无人 机的底端与下方工具箱无人机的顶端之间偏移不能超过"一指半"。 为了破解难题，研究团队研发了三个"黑科技"核心模块： 柔性电磁对接机构。这是一个在接触时会自动"吸附"的电磁智能接口，大大提升了对接精准度。当 工具箱无人机收到操作无人机发出的对接信号，其顶部的电磁芯片就会通电、产生磁力，与后者的锥形 凹槽借由磁力吸附。团队还创新使用数条橡胶材质的弹性系绳作为柔性电磁对接装置的连接，让对接更 具"弹性"，哪怕有稍许姿态偏移，也能保证对接成功。 气流扰动估计与补偿方法。在工具箱无人机的电脑中，预先植入一个模型可实时预测操作无人机下 方任意位置 ...

DroneShield shares have nearly quintupled this year, outperforming Asian defense stocks as the Australian drone technology manufacturer rides a global wave of increased military budgets. https://t.co/SpCOZl2kVS ...

Core Insights - EagleNXT has received an order for 12 eBee TAC™ tactical mapping drones from Tough Stump Technologies, enhancing its presence in defense and public safety markets [1][4] - The eBee TAC drones are designed for rapid aerial reconnaissance and intelligence gathering, with capabilities such as 90 minutes of flight time and a range of 34 miles (54 km) [2] - The partnership with Tough Stump Technologies is long-standing, with eBee systems being utilized in ARTEMIS deployments since 2018, indicating a strong collaborative relationship [4] Company Overview - EagleNXT is a leading provider of advanced drone and aerial imaging solutions, with over one million flights conducted globally across various sectors including defense, public safety, and agriculture [6] - The company has achieved multiple industry firsts, including FAA approvals for Operations Over People (OOP) and Beyond Visual Line of Sight (BVLOS), as well as EASA C2 certification in Europe [6] - EagleNXT's drone systems are included on the U.S. Department of Defense's Blue UAS Cleared List, positioning the company as a trusted provider of secure UAS solutions [4][6] Product Features - The eBee TAC drone offers absolute accuracy down to 0.6 inches (1.5 cm) using RTK/PPK technology, making it suitable for generating high-resolution 2D maps and 3D models [2] - The integration of eBee TAC drones into Tough Stump's ARTEMIS™ kits enhances operational precision and agility for defense and public safety teams [3][4] - The ARTEMIS system combines EagleNXT's eBee platforms with Hexagon US Federal's geospatial technologies for improved visualization and integration with tools like ATAK [3]

Business Focus - Irish drone startup aims for 1 million deliveries per year [1]

Core Insights - EagleNXT has renewed reseller agreements with top partners in the Asia Pacific region, indicating strong momentum in a rapidly growing market for drone technology [1][2][4] - The company has sold RedEdge-P Green units and eBee TAC drones, enhancing its distribution network and market penetration in sectors like sustainable farming and resource management [2][3][4] - The Asia Pacific unmanned systems market for UAVs is projected to grow from USD 30.68 billion in 2025 to USD 57.63 billion by 2030, positioning it as the fastest-growing regional segment globally [5] Company Developments - The renewal of reseller agreements is a strategic move to expand EagleNXT's presence in high-potential markets, including India, China, South Korea, and Australia [2][4] - The sales of new drone units and sensors are aimed at driving adoption among end-users and showcasing the technology's capabilities in real-world applications [2][4] - EagleNXT's CEO emphasized the importance of these agreements in navigating dynamic market demands and geopolitical challenges while reinforcing the company's commitment to innovation [4] Industry Trends - The Asia Pacific unmanned systems market is experiencing significant growth due to increased defense investments, geopolitical tensions, and commercial adoption in agriculture and logistics [5] - The demand for innovative drone-based sensor technology is surging, reflecting a broader trend towards automation and efficiency in various sectors [1][5] - EagleNXT's focus on agritech and environmental sectors aligns with global trends towards sustainable practices and resilient supply chains [4]

Core Insights - ZenaTech, Inc. has completed the acquisition of A&J Land Surveyor, marking its tenth acquisition aimed at expanding its Drone-as-a-Service (DaaS) business [1][3] - The acquisition enhances ZenaTech's presence in Florida's aviation, utility, and infrastructure markets, leveraging A&J's established customer relationships and expertise [1][2] - ZenaTech aims to establish 25 DaaS locations by mid-2026, providing flexible drone-based services to businesses and government customers [3] Company Overview - ZenaTech specializes in AI drones, DaaS, enterprise SaaS, and Quantum Computing, focusing on mission-critical applications for businesses and government [4] - The company has developed its drone design and manufacturing capabilities through its subsidiary, ZenaDrone, since 2017 [4][5] - ZenaTech's solutions are utilized across various sectors, including agriculture, defense, and logistics, driving operational efficiencies and cost savings [4] Market Strategy - Florida is identified as a strategic growth market due to its favorable flying conditions and diverse terrain, which supports strong demand for aerial services [2] - The acquisition of A&J allows ZenaTech to expand into coastal and marine markets, enhancing its capabilities in hydrographic and bathymetric surveys [2] - The DaaS model eliminates the need for customers to invest in capital costs, making drone services more accessible [3]

Core Viewpoint - AIRO Group's stock has declined over 16% from recent highs, contrasting with strong operational results and a consensus Buy rating from analysts, indicating a potential upside of over 60% based on an average price target of $30.67 [1][12]. Group 1: Business Structure and Strategy - AIRO Group operates as a multifaceted aerospace and defense platform, providing multiple revenue streams and mitigating sector-specific risks through four distinct segments: Drones, Avionics, Training, and Electric Air Mobility (eVTOL) [2][4]. - The Drones segment is the primary revenue driver, supplying NATO allies with technology capable of operating in GPS-denied environments [4]. - The Avionics division specializes in upgrading aging aircraft fleets, while the Training segment has shown strong momentum with a 91% year-over-year revenue growth [4]. - The eVTOL segment, under the Jaunt brand, focuses on developing electric vertical take-off and landing technology for the middle-mile cargo and logistics market [4]. Group 2: Financial Performance - AIRO Group's second-quarter 2025 financial results showed a 151% year-over-year revenue increase to $24.6 million, alongside a shift from a $5.6 million net loss to a $5.9 million net income [5]. - Gross margin improved to 61.2% from 59.0% in the prior year, driven by enhancements in the Training and Avionics segments [6]. - Adjusted EBITDA surged 710% to $4.7 million for the quarter, indicating strong core operational profitability [6]. Group 3: Capital and Growth Initiatives - The company ended the second quarter with $40.3 million in cash and raised an additional $89.4 million through a public offering, earmarked for growth initiatives, potential acquisitions, and a share repurchase program [7]. - The share repurchase plan aligns with recent insider selling activity, indicating a structured corporate action rather than a lack of executive confidence [8]. Group 4: Future Catalysts - AIRO's inclusion in the Russell 2000 and 3000 Indexes effective September 22, 2025, is expected to increase stock visibility and attract institutional investors [10]. - A non-binding letter of intent to form a joint venture with Ukraine's Nord Drone Group provides access to scalable production and battlefield-tested technology, positioning AIRO to meet urgent defense demands [11]. Group 5: Analyst Sentiment - Analysts maintain a unanimous Buy rating for AIRO Group, highlighting significant operational momentum and a compelling long-term outlook despite recent stock price declines [13].

Group 1 - AeroVironment, Inc. (NASDAQ:AVAV) is recognized as one of the best fast growth stocks to buy, with Stifel maintaining a Buy rating and a price target of $295 following the company's first-quarter results that showed better-than-expected sales growth [1][2] - The company reported a 16% organic sales growth in the quarter, surpassing market expectations, and reiterated its fiscal year projections for both sales and EBITDA [2] - AeroVironment is currently pursuing over 20 separate programs with potential worth exceeding $20 billion over the next five years, indicating strong future growth prospects [3] Group 2 - Stifel does not view AeroVironment's ongoing delay in converting its $3.1 billion unpaid backlog into funded contracts as a significant concern, suggesting confidence in future funding aligned with government priorities [2][3]