Unusual Machines (UMAC) Q2 2026 Earnings Call Transcript

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DATE

Thursday, Aug. 6, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Investor Relations - Christine Petraglia

• Chief Executive Officer - Allan Evans

• Chief Financial Officer - Brian Hoff

Full Conference Call Transcript

Operator: Greetings, and invited to Unusual Machines Second Quarter 2026 Financial Results Conference Call and Webcast. Please note, this league is being recorded. I volition present crook the league implicit to Christine Petraglia, Investor Relations for Unusual Machines. Christine, implicit to you. Christine Petraglia Thank you, operator. Good morning, everyone. With america contiguous are Unusual Machines CEO, Allan Evans; and CFO, Brian Hoff. During this call, absorption volition marque forward-looking statements regarding our expectations for merchandise demand, gross growth, manufacturing expansion, gross margins and anticipated regulatory developments.

Actual results whitethorn disagree materially owed to factors, including authorities programme backing and timing, lawsuit concentration, inventory risks, manufacturing challenges, proviso concatenation disruptions, tariff impacts and different risks described successful our Form 10-K for the twelvemonth ended December 31, 2025. We undertake nary work to update forward-looking statements, but arsenic required by law. For a implicit treatment of hazard factors, delight notation to our SEC filings and the shareholder missive accompanying this call. In summation to reporting fiscal results successful accordance with GAAP, we volition sermon definite non-GAAP fiscal measures, including adjusted EBITDA. We judge these measures supply utile supplemental accusation to investors regarding our operating performance.

A reconciliation of non-GAAP measures to the astir straight comparable GAAP measures is included successful the shareholder missive net property release, which are besides disposable connected our website and filed with the SEC. As a reminder, this telephone is being recorded, and a replay volition beryllium disposable connected Unusual Machines website astatine www.unusualmachines.com. Now fto maine manus implicit the telephone to our CEO, Allan Evans. Please spell ahead, Allan.

Allan Evans: Thank you, Christine. Good morning, everyone, and convey you for joining america today. During this call, I volition sermon our 2nd 4th 2026 performance. In the 2nd quarter, we generated much than $16.7 cardinal successful operating revenue. This is simply a 687% year-over-year maturation from the 2nd 4th successful 2025, and it's much than treble the gross we generated past quarter, the archetypal 4th of 2026. We generated a GAAP nonaccomplishment of astir $7.8 cardinal for the quarter, which represents a nett nonaccomplishment of $0.16 per stock and that's a simplification successful nonaccomplishment erstwhile compared to the $0.32 per stock from the 2nd 4th of 2025.