COUNTER-UAS REPORT
The Counter-Drone Market
Q2 2026 intelligence report. The capital, the contracts, the eight companies that matter, and a scored investment view across global counter-UAS.
THE FIVE QUESTIONS THIS REPORT ANSWERS
- 01Who is actually winning in counter-UAS, and where is the capital concentrating by defeat mode?
- 02How is the up-to-$20B Anduril Lattice enterprise vehicle reshaping the procurement structure for every specialist?
- 03Which players are best positioned, and which are the natural absorption candidates as consolidation continues?
- 04How does the swarm-economics cost-inversion change which defeat modes the budget will fund?
- 05Where is demand forming regionally across the US, Europe, the Middle East and Asia-Pacific?
ONE FLAT PRICE
- →Full-sector report, eight sections, PDF download on payment.
- →Updates included for the first twelve months.
- →VAT-invoiceable. Pay by Stripe.
EXECUTIVE SUMMARY
Free to read. The analytical layer is in the report.
Reading the exec summary gives you the four headline findings. The report works through the analytical layer behind each finding with the sub-category numbers, named operator detail, and underwriter-grade implications.
Counter-UAS has become the fastest-consolidating segment in autonomous defence, and the contest is no longer the technology. It is structure: who owns the command layer, who owns the defeat modes the budget is expanding, and who gets absorbed.
This report maps the whole board. It tracks the capital and contract flow across the sector, profiles the eight companies that matter in full, breaks down where capital actually sits by defeat mode, reads the regional picture across the US, Europe, the Middle East and Asia-Pacific, and scores all eight players against the five factors that determine durability in a consolidating market.
Five findings frame the period. Procurement is consolidating around the up-to-$20B Lattice enterprise vehicle, now the de facto command standard. Swarm economics, proven by Ukraine's cost-inversion rather than raw capability, is settling the defeat-method debate. The independent-specialist window is closing as Motorola acquires D-Fend and Axon acquires Dedrone. Capital is flooding in and concentrating at the command layer and the swarm-economics answers. And the investable edge is structural: the winners are inside the command layer or own an expanding defeat mode, while standalone single-mode specialists are the absorption candidates.
The report gives the named detail, the numbers, and a scored investment view behind each of those findings.
TABLE OF CONTENTS
The full report structure.
Full-sector report, eight sections. Delivered as a PDF on payment, formatted for board and underwriter circulation. Free updates included for the first twelve months.
- 1. Executive summary, the five structural findings
- 2. The market in numbers, capital and contract flow, capital by defeat mode
- 3. The defeat-mode map, six modes and where each wins
- 4. The players, eight company profiles in full
- 5. The regional picture, US, Europe, Middle East, Asia-Pacific
- 6. The dynamics, consolidation, swarm economics, the absorption wave
- 7. The investment lens, eight players scored on five factors
- 8. Outlook into 2027, and sources
WHO READS THIS REPORT
Built for the people whose pricing and capacity decisions depend on knowing the sub-category numbers.
EDITORIAL POSTURE
Sourced. Named. Footnoted.
Researched and written by the Drone Intelligence editorial unit, from company filings and primary reporting, triangulated with the proprietary company and contract tracking already running inside Drone Intelligence. The investment scores are a Drone Intelligence editorial assessment, not financial advice. Every named figure is sourced and point-in-time as of the edition date. A bespoke diligence pack on any company profiled is available on request.
PURCHASE
One flat price. Download on payment.
VAT-invoiceable. Stripe checkout. Free updates included for the first twelve months. If something in the report scope is unclear before you buy, the editor will answer directly.