$3.06
+2.17%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 Radio Communications Shifts To Jamming-Driven Specifications
Codan, Peraso and Mobilicom say battlefield jamming now sets drone radio specs; Codan's DTC won US blue-list status and first program-of-record orders.
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.