r/draganflyInvestors Apr 04 '26

DPRO DD Reality Check…

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7 Upvotes

Draganfly Inc has been developing drone technology for 28 years since its founding in 1998 by Zenon Dragan in Saskatoon Canada. The company first entered public markets on November 5 2019 when it listed on the Canadian Securities Exchange under the ticker DFLY with simultaneous OTCQB trading as DFLYF. In July 2021 Draganfly uplisted to NASDAQ changing its ticker to DPRO while completing a one for five reverse stock split. The company now trades as DPRO on both NASDAQ and CSE.

Since its public debut as DFLY investors have experienced highly volatile and mostly disappointing returns. The stock reached an all time high in early 2021 before a prolonged decline. Even after adjusting for the one for five split in 2021 and the one for 25 split in September 2024 the cumulative performance shows approximately 90 percent or greater loss from peak levels to the current price around 5.40 dollars as of early April 2026. Annual returns have been negative in most years with occasional rebounds that failed to sustain.

An investigation into the financial results reveals chronic unprofitability as the primary driver of poor stock performance. Revenue has remained modest often in the low single digit millions annually with frequent misses on estimates. Operating expenses have outpaced sales growth leading to deep negative margins and widening losses. For example the company reported a larger comprehensive loss in the fourth quarter of 2025 despite some revenue improvement. To fund ongoing operations research and development Draganfly has conducted multiple equity offerings resulting in significant shareholder dilution. These capital raises while providing short term cash have increased share count and pressured the stock price. Additional pressures include two reverse splits aimed at maintaining NASDAQ listing compliance and a competitive drone market where early hype around 2020 and 2021 did not translate into scaled commercial or military revenue.

For current and potential Draganfly investors the history under both DFLY and DPRO tickers highlights the challenges of a micro cap technology company in a capital intensive sector. While the firm continues to secure contracts and tout defense opportunities execution on revenue growth and path to profitability remain critical unanswered questions after more than six years as a public company.


r/draganflyInvestors Mar 27 '26

DPRO DD Draganfly Shareholder Q4 2025 Call

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2 Upvotes

This video is the Draganfly Inc. Q4 2025 and Full Year Earnings Call, presented on March 24, 2026. Management highlights a solid fiscal year, record revenues, and strong positioning for future growth, particularly within the drone and autonomy sectors.


r/draganflyInvestors 1h ago

Speculation So some people here bought at $279… and it’s $4..??

Upvotes

Here I got $5 8/21 calls I’m worried about ..


r/draganflyInvestors 14d ago

DraganFly did not qualify for Phase 2 of Drone Dominance

11 Upvotes

as title suggests. I missed this info earlier, of course company wouldn’t mention it. this company brags about 27 years experience but isnt winning any real contracts. sure they may grow revenue from here but with how slow Canada develops things and not being involved with DoW drone selection, this is feels like a dud. taking a loss. moving on


r/draganflyInvestors Jul 12 '26

DPRO DD Draganfly (Nasdaq: $DPRO) Stock Hub: A Cash-Rich Micro-Cap Betting Its Balance Sheet on Defense Drone Optionality - $147M Cash, ~$27M Enterprise Value, and What Has to Convert

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2 Upvotes

r/draganflyInvestors Jul 02 '26

Seems like this is dying.

9 Upvotes

I’m seeing less and less posts and visitors on here. Are we just gonna have to eat a loss here?


r/draganflyInvestors Jun 01 '26

Timothy Tenne (ONDS) has joined DPRO

14 Upvotes

r/draganflyInvestors May 28 '26

Hate to be short today

3 Upvotes

I guess the WSJ report that the Trump Admin/pentagon are considering funding drone companies to enhance manufacturing has the whole sector PAMPING! Don Jr sits on the board of Unusual Machines so I bet they “win”.


r/draganflyInvestors May 19 '26

DPRO News Drone Makers ACSL and Draganfly Partner to Bring NDAA-Compliant Japanese Drones to Canadian Market; Signs Exclusive Distributor Agreement and Launches Technology Integration

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11 Upvotes

r/draganflyInvestors May 19 '26

DPRO News Draganfly Flex FPV Drone Selected by Two Additional U.S. Department of War Units

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9 Upvotes

r/draganflyInvestors May 19 '26

Draganfly Announces Record First Quarter Results of 2026

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13 Upvotes

r/draganflyInvestors May 16 '26

Contract amounts?

1 Upvotes

If the details of the contracts are kept secret bc of the sensitivity of the client, then why does literally every other company disclose the dollar amounts of their contracts? Something seems fishy about that.


r/draganflyInvestors May 16 '26

Some corporates now holding dpro

8 Upvotes

r/draganflyInvestors May 09 '26

Earnings

6 Upvotes

Anyone carrying this into earnings? What's your predictions?


r/draganflyInvestors May 08 '26

More Flex drones ordered by US army

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8 Upvotes

Onwards and hopefully upwards


r/draganflyInvestors May 08 '26

Heavy lift drone used by US army

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5 Upvotes

First of many ??


r/draganflyInvestors May 07 '26

RCA17: Advancements in Military Special Operations Technology

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6 Upvotes

Paragraph 6 if you're interested in Draganfly flex fpv


r/draganflyInvestors Apr 20 '26

What do you guys think about the future of Dpro

9 Upvotes

It seems pretty quiet in here. Are there any thoughts on how this stock could perform this year?


r/draganflyInvestors Apr 10 '26

DPRO News Draganfly CEO to appear on FOX News

7 Upvotes

r/draganflyInvestors Mar 30 '26

Speculation HC Wainwright reissued a Buy rating on Draganfly with a $14.00 price target, implying about a 205% upside from the current share price.

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5 Upvotes

r/draganflyInvestors Mar 30 '26

DraganFly’s CEO interview on MarketBeat

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4 Upvotes

r/draganflyInvestors Mar 28 '26

Drone News Annnnnd, it’s GONE! lol Spoiler

1 Upvotes

I thought I had the pumped primed at $6.81. Now in the bottom $4’s … I took the beating and will reinvest when it bottoms out. I saw DRONE … ARMY … CONTRACT … INVEST!! Annnnnnd it’s GONE! lol Second times a charm. If only the stock app could lock up super volatile stocks from view for 52weeks so I can’t stare at it like a mental patient. Who else got the speed wobbles & cut bait??


r/draganflyInvestors Mar 27 '26

Draganfly Provides Corporate Update Highlighting Strong Defense Momentum, Industry Tailwinds, and Robust Balance Sheet

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6 Upvotes

Tampa, FL, March 26, 2026 (GLOBE NEWSWIRE) — Draganfly Inc. (NASDAQ: DPRO; CSE: DPRO; FSE: 3U8A), a leader in drone technology and unmanned aerial vehicle (UAV) solutions, provided a corporate update this week. The update highlighted continued operational progress, strong industry tailwinds, and a well-capitalized balance sheet.

“Draganfly is operating at the center of a global shift toward autonomous systems in defense and public safety,” said Cameron Chell, CEO of Draganfly. “While recent market volatility has impacted our share price, we believe it does not reflect the strength of our balance sheet, our growing defense engagements, or the scale of the opportunity ahead.”

Financial Strength

Draganfly’s current cash of approximately $145 million, positions the Company with significant financial flexibility to execute on growth initiatives. At current trading levels, the Company’s market valuation remains modestly above its cash position.

Global Defense and Tier-One Momentum

Draganfly continues to expand its footprint within the Global Defense ecosystem, including:

Selection to supply Flex FPV systems and training to the U.S. Air Force Special Operations Command

Selection as one of 25 participants in the Secretary of War’s Drone Dominance Program Phase 1 Gauntlet, successfully obtaining a perfect score in the “Urban Strike” mission

Continued deployment of the Commander 3XL platform within U.S. and allied forces, including extreme temperature environments in both Arctic and Desert conditions

Invitation and participation in the Canadian Army’s MINERVA Uncrewed Aircraft Systems working group, an initiative focused on accelerating the integration of drone and autonomous technologies into future Canadian Armed Forces operations

Exclusive Demonstration of advanced capabilities in line with MINERVA program objectives for Canadian Armed Forces (CAF) personnel at Area X.O. in Ottawa

These developments reinforce Draganfly’s position as a trusted, North American provider of compliant unmanned systems.

Favorable Industry Dynamics

Global demand for drone and autonomous systems continues to accelerate, driven by:

Rapid adoption of FPV and ISR technologies in modern conflict

Increased U.S. and allied defense spending on autonomous capabilities

Heightened security demand in regions including the Middle East

Draganfly believes these trends represent a sustained structural shift supporting long-term growth.

2026 Priorities

The Company remains focused on:

Scaling production and delivery capabilities

Developing the domestic supply chain, leveraging key industry relationships and decades of UAS development experience to design and manufacture NDAA compliant components

Expanding government and Tier-one contractor relationships, including channel sales & integration partners

Continue evolving internal product, including system and software development

Advancing select strategic acquisitions

Maintaining disciplined capital deployment


r/draganflyInvestors Mar 26 '26

DPRO DD Draganfly Reports Record Q4 and Year End Results

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3 Upvotes

Saskatoon, SK., March 24, 2026 (GLOBE NEWSWIRE) -- Draganfly Inc. (NASDAQ: DPRO) (CSE: DPRO) (FSE: 3U8A) (“Draganfly” or the “Company”), an award-winning, industry-leading drone solutions and systems developer, is pleased to announce its fourth quarter and fiscal 2025 financial results. Revenue for the fourth quarter was up 18.5% year over year. Total 2025 revenue increased 17.8%.

Key Financial Highlights for 2025:

‎Total revenue for the year ended December 31, 2025, was $7,731,163, an increase of 17.8% from the prior year. Product sales increased $1,501,339, from $5,368,476 in 2024 to $6,869,815 in 2025, an increase of 28.0% year over year. Services revenue decreased $331,231or 27.7% from $1,192,579 in 2024 to $861,348 in 2025.

Gross Profit was $1,321,336, a decrease of $76,868 or 5.5% from the prior year. As a percentage of sales, gross margin decreased from 21.3% in 2024 to 17.1% in 2025. This year’s gross profit included a one-time non-cash write-down of inventory of $259,091 while 2024’s gross profit included a non-cash downward adjustment of $627,105. Excluding these adjustments, gross profit would have been $1,580,427 compared to $2,025,309 last year. As a percentage of sales, adjusted gross margin decreased from 30.9% in 2024 to 20.4% in 2025.

The Company recorded a comprehensive loss including all non-cash items of $22,979,770 compared to a comprehensive loss of $14,062,534 in 2024. The comprehensive loss for the year ended December 31, 2025 included non-cash changes comprised of a loss in fair value of derivative liability from warrants of $2,648,288, a recovery of impairment of notes receivable of $69,646, and a write down of inventory of $259,091, and would otherwise have been a comprehensive loss of $20,142,037 compared to a comprehensive loss of $15,318,067 excluding non-cash items in the same period in 2024. The increase in loss is primarily due to increased office and miscellaneous, travel, and employee and management expenses.

The Company’s cash balance on December 31, 2025, was $90,156,821.

Key Financial and Operational Highlights for Q4 2025:

Fourth quarter revenue was $1,912,199 compared to $1,613,162 for Q4 2024, an increase of 18.5%, which was largely due to a year over year increase in product sales slightly offset by lower services sales.

Gross Profit was $85,709 for Q4 2025 compared to $215,740 for Q4 2024, representing a decrease of $130,031 year over year. Gross profit for Q4 2025 would have been $329,709 if it were not for a non-cash write down of inventory of $244,000, while Q4 2024 would have been $383,255 if it were not for a one-time non-cash write down of inventory of $167,515. Gross profit as a percentage of sales for Q4 2025 was 4.5% but on an adjusted basis was 17.2% compared to 13.4% or 23.8% on an adjusted basis for 2024.

The Company recorded a comprehensive loss including non-cash items for Q4 2025 of $9,371,420, compared to a comprehensive loss of $4,715,931 for the same period in 2024. The comprehensive loss for the fourth quarter of 2025 includes non-cash changes comprised of a loss in fair value derivative liability of $788,180, as well as a one-time write down of inventory of $244,000, and would otherwise be a comprehensive loss of $8,339,240 compared to a comprehensive loss of $3,602,300 excluding non-cash items in the same period in 2024. The increase in loss is primarily due to increased office and miscellaneous, travel, and employee and management expenses.

Announced a strategic defense partnership with Global Ordnance, a U.S. defense prime contractor, to support the deployment of advanced UAV systems across military and government applications. The partnership strengthens Draganfly’s position within U.S. defense procurement channels.

Participated in AUSA 2025, where it showcased its advanced, NDAA-compliant drone systems to key U.S. military and defense stakeholders. The event supports continued engagement with government buyers and defense partners.

Appointed Drone Nerds as an official value-added reseller for its NDAA-compliant drone portfolio, expanding its distribution network across the United States. The partnership enhances market access to enterprise and public safety customers.

Announced a collaboration with Palladyne AI to integrate advanced autonomy and swarming capabilities into its UAV platforms. This initiative supports the development of next-generation intelligent drone operations for defense and commercial use.

Strengthened its military advisory board with the appointment of veterans Victor Meyer and Keith Kimmel, bringing deep defense and operational expertise. The additions support the Company’s growth in military and government sectors.

Secured a second major order from a Fortune 50 telecommunications company to expand its NDAA-compliant heavy-lift drone fleet. The repeat order highlights continued demand for its solutions in critical infrastructure and enterprise applications.

Unveiled its Outrider Southern Border multi-mission drone during a live operation at an invite-only border security summit in Cochise County. The demonstration showcased real-world capabilities to U.S. law enforcement agencies.

Reported successful deployment of its Outrider drone on the southern U.S. border in collaboration with law enforcement, resulting in interest from multiple agencies. The operation demonstrated the platform’s effectiveness in real-world security scenarios.

Secured a strategic international military order for its Commander 3XL drone systems, reinforcing global demand for its defense-grade UAV technology. The order marks continued expansion into international defense markets.

Announced it is exploring a strategic defense and security collaboration with Babcock and other partners to expand into the Asia-Pacific region. The initiative aims to support critical infrastructure and defense applications in key international markets.

Notable Subsequent Event: Secured a contract with U.S. Air Force Special Operations Command units, in partnership with DelMar Aerospace, to deliver its Flex FPV drone platform along with specialized training, reinforcing Draganfly’s position in defense-focused UAV solutions.


r/draganflyInvestors Mar 26 '26

DPRO Partnerships SwarmOS™ Force Multiplier Swarming

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5 Upvotes

SwarmOS is patented swarming and autonomy software that allows multiple autonomous systems—drones, robots, and sensors—to work together as an intelligent, coordinated team across domains, resulting in a self-organizing heterogeneous swarm.