Unusual Machines Inc. (NYSE:UMAC), a drone manufacturer linked to Donald Trump Jr., has won its largest contract with the Pentagon to date. The U.S. Army has commissioned the company to produce 3,500 drone motors along with other components. This contract marks a significant milestone for the Florida-based company, which is set to receive an additional order for 20,000 parts in 2025.
While Allen Evans, CEO of Unusual Machines, confirmed the contract, he emphasized that Trump Jr. “did not advise or do anything else on this deal.” A spokesperson for Trump Jr. reiterated that he had never communicated with the administration regarding the contract.
Contract Details and Financial Implications
The financial terms of the contract have not been disclosed; however, Evans noted that it likely represents the company’s largest order from the U.S. government to date. Trump Jr. joined Unusual Machines as an adviser in November 2024 and owns approximately 331,580 shares, valued at around $4 million. He has continued to invest in the company through recent fundraising efforts.
The technology firm, which has a market capitalization of $425.02 million, has seen its stock fluctuate throughout 2025. Shares have declined by 23.66% year-to-date but have surged by 110.49% over the past six months. Following the announcement of Trump Jr.’s advisory role, the company’s stock skyrocketed by over 375% within a month.
Strategic Context and Future Plans
The drone contract, revealed last week, is part of a broader strategy initiated by President Donald Trump in June 2024 to bolster the U.S. drone industry for both military and commercial uses. Pete Hegseth, the Secretary of Defense, is actively promoting the rapid production and deployment of military drones.
According to John Brown, Chief Warrant Officer 4 of the 101st Airborne Division, the ability to train with reliable drones instills confidence in soldiers preparing for real-world scenarios. Daniel Driscoll, Army Secretary, has indicated that the Army is at the forefront of the Pentagon’s counter-drone initiatives, focusing on equipping soldiers with effective and cost-efficient drones.
In addition to its Pentagon deal, Unusual Machines has established partnerships with other defense suppliers. The company finalized a $12.8 million agreement with Strategic Logix in September and a $1.6 million contract with an unnamed domestic drone manufacturer in August. Despite these successes, the company recorded a $3.3 million operating loss in the first quarter, partly attributed to tariffs.
To strengthen its production capabilities, Unusual Machines acquired Rotor Lab, an Australia-based firm, for $7 million in June. This acquisition aims to enhance motor production and bolster U.S. manufacturing capabilities. Austin Bohlig, an analyst at Needham, rated the company as a “Buy,” highlighting its role as a crucial supplier in the reshoring movement for drone components amid increasing defense demands.
The company also received an $800,000 order from Red Cat Holdings Inc. in October for components that comply with the National Defense Authorization Act (NDAA) for defense applications.
As Unusual Machines continues to expand its footprint in the defense sector, the implications of its links to Donald Trump Jr. will likely remain a point of interest in both business and political circles.
