Draganfly Is Becoming a Key Defense Drone Partner—Faster Than Expected
Authored by Nathan Reiff. Date Posted: 2/10/2026.
Key Points
- Draganfly is a tiny drone company with a value of around $41 million, but it is achieving outsized business success thanks to key partnerships with the U.S. Air Force and other military clients.
- Outside of the United States, Draganfly's products are experiencing a growing profile in Asia and Europe.
- The company is dramatically boosting production capacity, aiming for $100 million in 2026 to meet rising demand.
2026 could be a breakout year for drone companies as industries move to execute long-anticipated plans to shift toward unmanned operations in construction, logistics, agriculture and beyond.
Shares of drone companies are off to a promising start this year, with the REX Drone ETF (NASDAQ: DRNZ) up roughly 7% year-to-date (YTD).
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Despite its size, Draganfly's drones have proven attractive for military applications both domestically and abroad. The company is pursuing strategic partnerships to extend its reach beyond what it could achieve alone.
Further, Draganfly's rapid revenue growth (more than 14% year-over-year in the last reported quarter), its solid cash position, and expansion plans position it to capitalize on opportunities.
Partnership With Air Force Is Light on Details, But Promising Nonetheless
The latest catalyst for DPRO shares was Draganfly's early-February announcement that it will provide drones and training services to U.S. Air Force Special Operations Command units in partnership with DelMar Aerospace. The company didn't disclose contract value or terms, but investors may view the deal as evidence that Draganfly's systems outperformed competitors for some Air Force missions.
The training will prepare operators to employ uncrewed systems across various environments, suggesting the federal government may continue partnering with Draganfly beyond training.
International Defense Applications Continue to Build
Beyond the U.S., Draganfly is gaining traction with other governments. It saw success in the Asia-Pacific region beginning with a November contract through an unnamed defense channel for its Commander 3XL systems. In December 2025, Draganfly announced a partnership with Babcock International Group and Critical Infrastructure Technologies to expand further into the region.
In Europe, Draganfly has partnered with Search and Rescue Sweden to provide tools and services for missing-person recoveries, wilderness rescues and police missions. The mid-January announcement followed joint flight testing and validation.
Like the Air Force deal, these releases are light on financial detail. Investors will likely need to wait for the company's March earnings report for a clearer picture. In the meantime, those optimistic about Draganfly's international trajectory may consider buying ahead of earnings.
Production Ramp-Up in Motion
Draganfly plans to ramp production capacity to $100 million in 2026 to meet anticipated military demand, with further growth planned. The company says it is building protections around tariffs, manufacturing and logistics to mitigate supply-chain and delivery risks.
Achieving a roughly 20-fold production increase is pivotal to scaling operations, and additional military contracts could drive that growth. That may explain why analysts are paying more attention to the small drone name.
Following a bullish January rating from Northland Securities, all four Wall Street analysts who covered DPRO in the past year have positive views.
The consensus price target of $16.75 implies upside of more than 120%. If Draganfly can capitalize on military demand and sustain sales growth while managing risks — including potential dilution and ongoing profitability challenges — early investors could be rewarded.
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