Business Description

AgEagle Aerial Systems Inc. is a provider of unmanned aerial systems (UAS), sensors, and software solutions for commercial and government applications. Headquartered in Wichita, Kansas, the company designs and manufactures fixed-wing drones, such as the eBee series, and multispectral sensors used in defense, public safety, agriculture, and infrastructure. AgEagle is notable for its eBee TAC drone, which was the first fixed-wing UAV added to the U.S. Department of Defense's Blue UAS list.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues12,81113,39313,74119,094
Cost of Sales6,1717,1048,27810,876
Gross Profit6,6406,2895,4638,218
Selling, General & Administrative Expenses11,96512,01117,33422,693
Research & Development Expenses3,6123,9705,5248,114
Other Operating Expenses5,7932,94321,75541,688
Operating Profit(14,731)(12,635)(39,150)(64,277)
Interest Expense(10)(8,388)(949)(60)
Non-Operating Income9,461(14,019)(2,323)6,083
Total Non-Operating Income9,451(22,406)(3,272)6,023
Income Before Provision for Income Taxes(5,280)(35,042)(42,422)(58,254)
Consolidated Net Income(5,280)(35,042)(42,422)(58,254)
Net Income Attributable to Preferred Dividends7,77617,99111,9482,418
Net Income Attributable to Common Shareholders(13,055)(53,033)(54,369)(60,672)
Basic EPS-0.52-46.24-514.90-698.50
Diluted EPS-0.52-46.24-514.90-698.50
Basic Weighted Average Shares Outstanding25,0531,14710683
Diluted Weighted Average Shares Outstanding25,0531,14710683
Shares Outstanding43,6149,6627,02688
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents29,8593,6148194,350
Total Cash and Cash Equivalents29,8593,6148194,350
Accounts Receivable3,4491,4322,0582,213
Other Receivables185185
Total Trade Receivables3,4491,4322,2432,398
Inventories5,6625,4766,9376,686
Other Current Assets5574255491,030
Total Current Assets39,52710,94810,54714,463
Net Property, Plant & Equipment2,2012,9674,3254,743
Net Intangible Assets571,9562,61511,508
Goodwill4,4607,40323,179
Other Long-Term Assets444251266291
Total Assets42,22920,58225,15654,185
Accounts Payable1,6102,7863,0631,845
Accrued Expenses2,3012,3611,9441,681
Short-Term Debt1,4334,504287
Current Portion of Long-Term Debt105237392446
Current Portion of Leases850921902628
Unearned Revenue128148226496
Total Current Liabilities4,9937,88711,0315,384
Long-Term Debt2102744892,308
Leases1,0251,6472,7223,162
Other Long-Term Liabilities26516,515216106
Total Long-Term Liabilities1,49918,4373,4275,576
Total Liabilities6,49326,32414,45810,960
Preferred Stock0000
Common Stock4410088
Additional Paid-in Capital266,737212,716176,174154,679
Accumulated Other Comprehensive Income191(86)10610
Retained Earnings(231,235)(218,381)(165,583)(111,553)
Total Common Shareholders' Equity35,737(5,742)10,69843,224
Total Shareholders' Equity35,737(5,742)10,69843,224
Total Liabilities and Shareholders' Equity42,22920,58225,15654,185
FY 2025FY 2024FY 2023FY 2022
Net Income(5,280)(35,042)(42,422)(58,254)
Depreciation & Amortization8101,0763,8123,939
Share-Based Compensation Expense418811,3053,421
Other Adjustments(2,712)25,25824,39535,081
Changes in Trade Receivables(1,835)593223637
Changes in Inventories(161)1,24853(2,605)
Changes in Accounts Payable(1,327)(281)1,106(682)
Changes in Accrued Expenses(46)18544(717)
Changes in Unearned Revenue(112)(74)(281)(473)
Changes in Other Operating Activities287385807(110)
Cash from Operating Activities(9,959)(6,572)(10,956)(19,762)
Capital Expenditure(75)(49)(215)(314)
Proceeds from Sale of Property, Plant & Equipment28
Purchases of Intangible Assets(72)(562)(1,435)
Payments for Business Acquisitions(6,611)
Cash from Investing Activities(75)(94)(777)(8,360)
Issuance of Short-Term Debt3,285
Repayments of Short-Term Debt(393)(1,336)(92)(345)
Net Issuance / (Repayments) of Short-Term Debt(393)(1,336)(92)2,940
Repayments of Long-Term Debt(4,236)
Net Issuance / (Repayments) of Long-Term Debt(4,236)
Issuance of Common Shares12,54110,4563,9674,658
Net Issuance / (Repurchases) of Common Shares12,54110,4563,9674,658
Issuance of Preferred Shares24,3074,7754,6759,920
Net Issuance / (Repurchases) of Preferred Shares24,3074,7754,6759,920
Other Financing Activities(251)(615)
Cash from Financing Activities36,2059,5428,55117,517
Effect of Exchange Rate Changes on Cash and Cash Equivalents73(80)(348)364
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash26,2452,795(3,531)(10,241)

Key Metrics & Ratios

MetricValue
Market Cap$35M
P/E-1.56x
P/S2.77x
EV/EBITDA-0.56x
Return on Equity-35.2%
Return on Invested Capital-143.3%
Current Ratio7.92x
Free Cash Flow Margin-78.3%

Margins

Gross margin
51.8%
Operating margin
-115.0%
Net margin
-101.9%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $1M -61.6% -363.8% $-5M
Q4 2025 $3M +6.1% -90.6% $-3M
Q3 2025 $2M -40.0% -160.1% $-3M
Q2 2025 $4M +23.7% -49.3% $-2M
Q1 2025 $4M -27.5% $-1M
Q4 2024 $3M -102.7% $-3M
Q3 2024 $3M -56.7% $-2M
Q2 2024 $3M -74.9% $-3M

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Figures compiled from public company filings.

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