UAVS · AgEagle Aerial Systems, Inc.

EagleNXT's update highlights execution on strategic investments in U.S. manufacturing and partnerships, translating into immediate Q2 revenue from three U.S. Army awards totaling dozens of eBee VISION systems for training, operations, and counter-UAS. The Allen, Texas facility addresses NDAA compliance, enabling production of eBee VISION, MicaSense cameras, and counter-drone systems via the new ThirdEye USA JV, where EagleNXT holds 51% control following a $10M investment. This positions the company in the fast-growing counter-drone market. Additional expansion includes an investment in Aerodrome for loitering munitions, broadening defense offerings. Sensor R&D features new models and jam-resistant upgrades, while eBee platforms advance toward Blue UAS listing to streamline federal procurement. Q1 challenges from government delays and prior-year Flying Eye revenue created tough comps, but Q2 shows normalizing sales activity. Management anticipates stronger results through year-end, driven by Army procurement resumption, JV scaling, seasonal camera demand, and marketplace listing, signaling improved trajectory without specific financial guidance.