Red Cat Holdings, Inc. (RCAT) Stock Analysis

Research · Aug 25, 2026

Drone Manufacturing Sees Orders Outrun Electronics Supply

Codan (CODAF), Unusual Machines (UMAC), Mobilicom (MOB) and Twin Disc (TWIN) say drone orders outrun electronics supply: parts need 6-18 months' notice, orders only 4-6.

Research · Aug 25, 2026

Drone Manufacturers See Demand Outrun Electronics Supply

Codan, Unusual Machines and Mobilicom told August 2026 earnings calls that drone demand is outrunning electronics supply, making Codan's 20% FY27 target conditional.