AgEagle Aerial Systems
Fixed-wing drones, aerial sensors, and mission software for mapping and tactical operations.
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Profile
Sells eBee fixed-wing drones, MicaSense aerial-imaging sensors, and eMotion mission software through direct and reseller channels. Revenue comes mainly from hardware and accessories, with U.S. and Swiss production and a new counter-UAS venture forming the operating structure.
Operates through Drones and Sensors, supplying lightweight fixed-wing eBee drones for mapping, tactical, public-safety, and real-time intelligence missions, alongside MicaSense and eBee aerial-imaging sensors for agriculture, surveying, forestry, and remote sensing. eMotion software plans, simulates, and controls eBee missions, while the former subscription business has been shut down.
Sells mainly fixed-price hardware and related accessories to end users, dealers, and distributors through a reseller network spanning more than 75 countries. Centers U.S. assembly, sensor production, research, administration, and marketing in Allen, Texas, while drone assembly also operates in Lausanne, Switzerland.
Expands into counter-UAS through ThirdEye USA, adding passive optical detection, classification, imaging, and optical-radar offerings for the United States and Canada. Depends on aviation rules, export controls, procurement qualifications, suppliers, and government purchasing processes.
Company facts
Key statistics
Year to date −12.6% · Average volume (30d) 2.1M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q2 FY26 | — | −$0.18 | — | — | $2.7M | — | +1.87% |
| Aug 13, 2026Q2 FY26 | — | — | — | — | $2.7M | — | +1.87% |
| May 15, 2026Q1 FY26 | — | −$0.11 | — | — | $1.4M | — | −6.67% |
| Mar 30, 2026Q4 FY25 | — | −$0.25 | — | — | $3.0M | — | +5.12% |
Financial highlights
| 11 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.6M | $4.2M | $2.0M | $3.0M | $1.4M | $2.7M | |
| Gross profit | $2.1M | $2.3M | $759.0K | $1.4M | $584.9K | $1.4M | |
| Operating income | −$1.0M | −$2.1M | −$3.2M | −$2.7M | −$5.1M | −$5.6M | |
| Net income | $7.1M | −$1.3M | −$2.9M | −$16.0M | $39.9K | −$15.5M | |
| Diluted EPS | $0.51 | −$0.32 | −$0.09 | −$0.02 | $0.00 | −$0.26 | |
| Gross margin | 58.5% | 55.7% | 38.5% | 47.0% | 41.7% | 50.6% | |
| Operating margin | -27.5% | -49.3% | -160.1% | -90.6% | -363.8% | -208.7% |
Fiscal years (4-quarter sums)FY24 $13.4M · FY25 $12.8M
Revenue by product · FY24
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $20.3M · Total debt $3.5M · Total assets $37.9M · Shareholders' equity $30.9M
Dividends
No dividends on record.
Ownership
Shares outstanding 57.25M · Float 55.94M · 97.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Vanguard Capital Management LLC | 2.48M | 4.33% | 13F | Aug 13, 2026 |
| UBS Group AG | 629.8K | 1.10% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 582.3K | 1.02% | 13F | Aug 7, 2026 |
| Geode Capital Management, LLC | 572.7K | 1.00% | 13F | Aug 12, 2026 |
| William Gordon Irby · director, officer: Chief Executive Officer | 430.4K | 0.75% | Form 4 | Aug 19, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- AeroVironment
Small tactical ISR and counter-UAS overlap.
- Deere & Company
Drone imaging sensors and precision-ag analytics overlap.
- Red Cat
Blue UAS tactical ISR rivalry.
- Draganfly
Public-safety, ISR, and optical-payload overlap.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AgEagle Aerial Systems | $1.09 | +1.26% | $61.8M | — | — | 6.8 | −36.0% |
| AeroVironment | $148.44 | +0.40% | $7.49B | — | 45.5 | 3.8 | +133.3% |
| Deere & Company | $630.06 | −0.02% | $170.15B | 35.0 | 30.2 | 3.6 | +7.0% |
| Red Cat | $8.51 | +0.18% | $1.29B | — | — | 20.3 | +1,138.9% |
| Draganfly | $4.56 | +2.24% | $163.0M | — | — | 24.3 | +20.8% |
| Median | 35.0 | 37.8 | 12.1 | +77.0% |