Draganfly Stock Jumps 28% Amid DoD Commander 3XL Win and Tampa Facility Launch

Introduction to Draganfly Inc.

Draganfly Inc. (NASDAQ: DPRO) is a publicly traded developer and manufacturer of unmanned aerial vehicle (UAV) systems, sensors, and AI-powered software. Founded in 1998 and headquartered in Saskatoon, Saskatchewan, the company has provided drone solutions for defense, public safety, agriculture, industrial inspections, and mapping and surveying for over 25 years. As of September 30, 2025, the stock closed at $8.898 per share, reflecting a price increase of 28.03 percent on a trading volume of 33 million shares, with an intraday market capitalization of approximately $166 million.

Corporate Structure and Experience

Draganfly employs between 51 and 200 employees in its North American facilities. The company’s leadership team includes members with experience in government, military, and the private sector. Notable among its board members is Andy Card, who served as White House Chief of Staff from 2001 to 2006 and as U.S. Secretary of Transportation from 1992 to 1993, highlighting Draganfly’s engagement with regulatory and policy stakeholders. The company’s manufacturing and compliance functions are located in North America to support defense-sector requirements and domestic supply-chain standards.

UAV technology by Sergey Koznov

Developments and News

• On August 28, September 3, and September 16, 2025, Draganfly filed SEC Form 6-K reports to confirm its status as a foreign private issuer. Each filing referenced an attached press release (Exhibit 99.1) for financial results and strategic updates.
• In September 2025, the U.S. Department of Defense selected Draganfly’s Commander 3XL platform for intelligence, surveillance, and reconnaissance (ISR) missions.
• In September 2025, Draganfly opened a new manufacturing and integration facility in Tampa, Florida, to enhance production capacity for defense and government contracts.
• Draganfly partnered with Autonome Labs to deploy the M.A.G.I.C. (Mine and Ground Integrated Clearance) demining system, integrating heavy-lift UAVs with ground-based sensor arrays.
• The Commander 3XL drone began supporting volunteer search and rescue teams in British Columbia, Canada, with a maximum payload capacity of 23 lbs, which includes medical supplies and communication equipment.
• Ongoing collaborations include providing vision-based navigation solutions for GPS-denied environments in partnership with Ukrainian emergency services, industrial inspections for Lufthansa Industrial Solutions, counter-drone integration with Bluvec, and STEM outreach initiatives with Women And Drones.

Financial and Strategic Overview

For the twelve months ending June 30, 2025, Draganfly reported revenue of $7.16 million and a net loss of $13.11 million, resulting in a profit margin of ‑183.05 percent. Key balance-sheet figures include $23.7 million in cash and a total debt-to-equity ratio of 1.54 percent. At quarter-end, the company reported a price-to-sales ratio of 6.79 and a price-to-book ratio of 7.57, with an enterprise value of approximately $104.8 million. Draganfly continues to invest in product development across its core platforms—Commander 3XL, Heavy Lift Drone, APEX, Vital Intelligence, Starling X.2, Flex FPV System, and Precision Delivery System—while pursuing contracts in government, emergency services, and industrial sectors.

Market Position and Industry Context

Draganfly is recognized as one of the earliest commercial UAV providers, having pioneered the first quadrotor and multirotor platforms with integrated cameras in the early 2000s. Its technology has received coverage in major publications including Time Magazine, The New York Times, and National Geographic, and the company has been awarded Canada’s Ernest C. Manning Award for innovation. The professional drone market remains competitive, with demand driven by applications in public safety, precision agriculture, infrastructure inspection, and the modernization of the defense sector. Draganfly’s emphasis on North American manufacturing, ATAK-integrated systems, and modular payload flexibility positions it to meet regulatory and security requirements that are essential for UAV deployments.

tl;dr

• DPRO shares increased by 28.03 percent to $8.898 on September 30, 2025, with 33 million shares traded.
• Multiple SEC Form 6-K filings in August and September 2025 confirmed compliance and included detailed press releases.
• The U.S. Department of Defense selected the Commander 3XL for ISR roles, and a new facility in Tampa was opened to increase defense production capacity.
• Partnerships include the M.A.G.I.C. demining system (Autonome Labs), support for Ukrainian emergency services, industrial inspections (Lufthansa Industrial Solutions), counter-drone systems (Bluvec), and STEM initiatives (Women And Drones).
• Investors will monitor upcoming quarterly updates, contract awards, and product deployment schedules across government and commercial sectors.