US / Israel · Physical AI
Drones & Defence Autonomy
Autonomous systems are now central to defence budgets. Motors, batteries and sensors with non-China supply chains are scarce.
Motors / cells→Airframe→Autonomy→Fleet
60
Tightness score ⓘ
#35 of 56
▲ Tightening
Lead time
6–18 mo
Theme 1M
−7.2%% in uptrend
25%Metric to watch
Defence autonomy contract awards and non-China drone component capacity.
What would prove us wrong
Weakens if procurement budgets shift back toward legacy platforms.
Drones theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| AVAV AeroVironment |
Small drones and loitering munitions | NASDAQ US |
$126.1 | −6.50% | −10.1% | −20.8% | −47.9% | −67.9% | 2026-12-02 | |
| KTOS Kratos Defense |
Unmanned combat aircraft and engines | NASDAQ US |
$41.09 | −5.74% | −4.0% | −16.5% | −45.9% | −68.6% | 2026-11-05 | |
| RCAT Red Cat Holdings |
US-made small drones | NASDAQ US |
$4.63 | −8.32% | −26.9% | −44.0% | −41.6% | −73.3% | 2026-11-16 | |
| ESLT Elbit Systems |
Defence autonomy and electronics | NASDAQ Israel |
$779.7 | −3.43% | +12.2% | −5.9% | +35.5% | −22.8% | 2026-11-17 |