Defense stocks rally after AeroVironment delivers record quarterly performance (UMAC)
June 30, 2026 · 5 sources · High impact · Updated Jul 21, 2026
Defense stocks, particularly those in the drone sector, are experiencing a significant rally following AeroVironment's strong quarterly performance. Investor interest in drone companies is surging, with substantial capital inflows and increased short exposure indicating a volatile but potentially lucrative market.
Affected Companies
UMAC70 ▲3
Unusual Machines, Inc.$18.52$885.14M cap
KTOS98 ▲5
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$46.03$8.63B cap
VPG59 ▲1
Vishay Precision Group, Inc.$103.89$1.27B cap
AVAV87 ▲7
AeroVironment Inc$142.20$7.20B cap
RCAT59 ▲5
Red Cat Holdings, Inc.$8.24$1.01B cap
ONDS87 ▲5
Ondas Inc.$6.87$3.41B cap
RDW66 ▲4
Redwire Corp$8.45$1.68B cap
Affected Industries
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