Recent 8-K filings for UMAC

• May 14, 2026, 4:02 PM ET earnings materiality 0.90 positive item 2.02item 9.01

  Unusual Machines Reports Q1 2026 Revenue of $8.1M, Net Income of $10.3M

  Revenue reached $8.1 million, a 296% increase year-over-year, with net income of $10.3 million including $9.5M unrealized gain.

• May 11, 2026, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Unusual Machines signs $52M merger to acquire Upgrade Energy (battery/power systems)

  Consideration: 1,792,012 UMAC shares at $13.9508/share + $1M cash; earn-out up to $26M if $10M revenue target met in 2 years.

• May 5, 2026, 7:59 PM ET other material materiality 0.70 positive item 1.01item 7.01item 9.01

  Unusual Machines places $75M in strategic inventory orders to meet NDAA-compliant drone demand

  Placed ~$75 million in purchase orders with US suppliers for drone component materials.

• April 21, 2026, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Unusual Machines secures $5M+ Powerus order for counter-UAS drone components

  Order valued over $5 million for NDAA-compliant components used in counter-UAS interceptor and 10-inch drone platforms.

• April 10, 2026, 7:59 PM ET other material materiality 0.60 positive item 7.01item 9.01

  Unusual Machines scales motor production in Orlando; 15,000 motors/month, adding shifts

  Currently producing ~15,000 motors per month; second and third shifts added.

• March 31, 2026, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Unusual Machines presentation shows $20M annualized revenue, $275M+ liquidity, regulatory catalysts

  Revenue run-rate grew from $8M (Q3 2025) to $20M annualized (Q4 2025).

• March 23, 2026, 7:59 PM ET other material materiality 0.80 positive item 1.01item 7.01item 9.01 ◈ Material Agreements

  Unusual Machines prices $150M common stock offering; strategic investment from Ondas Inc.

  Priced public offering of 8,823,529 shares at $17.00/share for ~$150M gross proceeds.

• March 19, 2026, 7:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  Unusual Machines announces proposed public offering of common stock

  Offering of common stock commenced; no size or terms disclosed yet.

• March 9, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Unusual Machines Q4 revenue $4.9M (+144% YoY); FY2025 revenue $11.2M (+101%); net loss $19.2M

  Q4 revenue $4.9M (+144% YoY); FY2025 revenue $11.2M (+101% YoY).

• January 15, 2026, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Unusual Machines receives $2.1M purchase order for drone components for defense applications

  $2.1 million purchase order for NDAA-compliant drone components, fulfillment in Q1-Q2 2026.

• December 22, 2025, 6:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Unusual Machines receives $3.75M purchase order from Performance Drone Works

  Order supports scaling of PDW's AM-FPV program and investment in U.S. sUAS supply base.

• December 8, 2025, 6:59 PM ET other material materiality 0.60 positive item 7.01item 9.01

  Unusual Machines signs supplier deal with Dynamic Aerospace for NDAA-compliant drone components

  Agreement covers flight controllers, ESCs, motors for DAS’s Breacher counter-UAS and Sentinel ISR platforms.

• November 14, 2025, 6:59 PM ET other material materiality 0.75 neutral item 8.01

  Unusual Machines invests $25M in XTI Aerospace via convertible preferred stock

  $25M investment for 25,000 shares of XTI's Series 10 Convertible Preferred Stock.

• November 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 8.01item 9.01

  Unusual Machines reports first profitable quarter, Q3 revenue up 39% YoY to $2.13M

  Q3 revenue $2.13M (+39% YoY); first profitable quarter with net income $0.05/share ($1.6M).

• November 5, 2025, 6:59 PM ET other materiality 0.65 positive item 7.01item 8.01item 9.01

  Unusual Machines leases 25,000 sq ft Orlando warehouse for drone headset manufacturing

  Lease signed Oct 30, 2025; facility adds 25,000 rentable sq ft for materials and fulfillment.

• October 15, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Unusual Machines wins U.S. Army order for 3,500 NDAA-compliant motors; 20,000-unit follow-on targeted

  Order from 101st Airborne Division for motors produced at new U.S. facility for A.B.E. V1.01 drones.

• October 3, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Unusual Machines secures $800K order from Red Cat for drone components

  Unusual Machines (UMAC) receives $800,000 order from Red Cat Holdings (RCAT) for drone components.

• September 30, 2025, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Unusual Machines secures $12.8M defense order for drone components

  $12.8M order from Strategic Logix for RRSL drone system components supplies over 160,000 parts.

• September 9, 2025, 7:59 PM ET M&A materiality 0.65 positive item 2.01item 7.01item 9.01 ◈ M&A Transactions

  Unusual Machines closes all-stock acquisition of Rotor Lab for $7.0M, including $3M earnout

  Closed acquisition of Rotor Lab Pty Ltd on Sept 3, 2025; total consideration valued at $7.0M including $3.0M earnout.

• August 29, 2025, 7:59 PM ET other material materiality 0.60 neutral item 1.01item 9.01

  Unusual Machines enters ATM equity facility for up to $300M with JonesTrading

  Up to $300M in common stock may be sold at-the-market via JonesTrading.

• August 27, 2025, 7:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Unusual Machines launches drone treasury strategy; invests in Safe Pro Group PIPE

  Company will make strategic investments to accelerate U.S. drone ecosystem, up to 40% of assets (ex-cash and govt securities).

• August 19, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Unusual Machines: 65% revenue growth, $81M cash, motor production on track for Sep 2025

  Revenue grew 65% YoY for H1 2025; B2B revenue up 3.5x from H1 to H2 2024.

• August 19, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Unusual Machines wins $1.6M order for Aura cameras and HDO+ goggles from U.S. defense supplier

  Order placed by a domestic defense drone manufacturer for NDAA-compliant Fat Shark Aura cameras and HDO+ goggles.

• August 14, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Unusual Machines Q2 revenue $2.12M (+51% YoY); net loss $6.9M on stock comp; cash $38.9M

  Revenue $2.12M, up 51% YoY; enterprise sales 31% of Q2 revenue.

• July 15, 2025, 7:59 PM ET other material materiality 0.70 neutral item 1.01item 7.01item 9.01

  Unusual Machines closes $48.5M registered direct offering of 5M shares at $9.70

  Sold 5,000,000 shares at $9.70/share; gross proceeds of $48.5M before fees.

• July 14, 2025, 7:59 PM ET other material materiality 0.70 neutral item 7.01item 9.01

  Unusual Machines prices $48.5M registered direct offering of common stock at $9.70/share

  Offering consists of 5,000,000 shares of common stock or pre-funded warrants at $9.70/share.

• June 30, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Unusual Machines Joins Russell Microcap Index and Expands U.S. Drone Manufacturing

  Unusual Machines included in Russell Microcap Index effective June 30, 2025, reflecting accelerating growth and market visibility.

• June 13, 2025, 7:59 PM ET M&A materiality 0.75 positive item 1.01item 1.02item 7.01item 9.01

  Unusual Machines terminates Aloft deal, signs $7M stock acquisition of Rotor Lab

  Terminated Aloft acquisition effective June 9, 2025; no termination fees incurred.

• June 10, 2025, 7:59 PM ET other material materiality 0.70 positive item 1.01item 7.01item 9.01

  Unusual Machines signs 17K sq ft motor factory lease; Q1 revenue up 59% YoY to ~$1.8M

  Lease for 17,000 sq ft drone motor manufacturing facility in Orlando, FL; commences Aug 1, 2025, term through Aug 2030.

• June 5, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Unusual Machines signs lease for 17,000 sq ft drone motor factory in Orlando; production starts Sep 2025

  Signed lease for a 17,000 sq ft facility in Orlando, FL for large-volume U.S. motor production.

• May 8, 2025, 7:59 PM ET earnings materiality 0.80 neutral item 8.01item 9.01

  Unusual Machines Q1 revenue $2.05M (+59% YoY); net loss $3.3M; closed $40M financing

  Q1 revenue $2.05M, up 59% YoY; gross margin 24% impacted by tariffs.

• May 7, 2025, 7:59 PM ET other material materiality 0.65 neutral item 1.01item 7.01item 9.01

  Unusual Machines closes $40M public offering of 8M shares at $5.00

  Gross proceeds $40M from 8M shares at $5.00; offering closed May 7, 2025.

• March 27, 2025, 7:59 PM ET earnings materiality 0.70 positive item 8.01item 9.01

  Unusual Machines Q4 revenue $2.0M (+31% QoQ); FY2024 net loss $31.98M (mostly non-cash)

  Q4 revenue $2.0M (best quarter), gross margin 28%; FY2024 total revenue $5.65M, 13% above $5M target.

• March 17, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Unusual Machines reports Q4 2024 revenue over $2M; B2B revenue up 3.5x; cash over $5M

  Q4 2024 revenue exceeded $2M, 156% growth over Q1 on pro forma basis; gross margins improved to 27% from 14.5%.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.65 · Most common event other_material

27 positive 0 negative 23 neutral

source · UMAC on sec.gov