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Home/Physical AI/Bottlenecks/Drones
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
Supply concentration3
Lead time3
Capex intensity3
Geopolitical exposure4
Pricing power4
Lead time
6–18 mo
Theme 1M
−6.3%
% 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.

Dependencies
↑ supplier  Rare Earths & Magnets86↑ supplier  Vision, LiDAR & Tactile Sensing58

Drones theme performance

Equal-weight · rebased 100 · 1Y
Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

StockRoleListingLast1D1M3MYTDOff 52w highTrendNext earnings
AVAV
AeroVironment
 Small drones and loitering munitions NASDAQ
US		 $120.8 −2.86% +0.2% −37.3% −50.0% −69.2% 2026-12-02
KTOS
Kratos Defense
 Unmanned combat aircraft and engines NASDAQ
US		 $34.75 −5.29% −11.7% −46.2% −54.2% −73.4% 2026-11-05
RCAT
Red Cat Holdings
 US-made small drones NASDAQ
US		 $3.94 −8.28% −16.8% −64.7% −50.4% −77.3% 2026-11-16
ESLT
Elbit Systems
 Defence autonomy and electronics NASDAQ
Israel		 $723.0 −0.34% +3.1% −7.6% +25.6% −28.4% 2026-11-17

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