The DoD Has a New Drone Supplier

[Inside] A reshoring play with a regulatory tailwind

February 04, 2026

*together with Draganfly Inc.

In December, the FCC banned foreign-made drones. Every US government agency must now buy American.

That's a problem, because 90% of commercial drones are made in China.

The US military, border patrol, emergency services, and infrastructure inspectors all rely on drones. They now need domestic alternatives immediately.

They're already a trusted supplier to the US Army. Now, with foreign drones banned and defense budgets surging, Draganfly is positioned at the center of a forced reshoring wave.

Here's what makes DPRO compelling:

  • Currently supplies the US Army with drone technology for intelligence and reconnaissance operations.

  • Clients include Shell, Ford, Red Bull, and emergency services across North America already rely on Draganfly's systems.

  • Draganfly made the first drone to ever save a human life, which the Smithsonian called "the most significant aeronautical revolution in decades."

Here's the thesis: the US government agencies need drones. Chinese options are now illegal. Domestic capacity is severely limited. Draganfly is one of the few American companies with proven systems, military contracts, and manufacturing scale.

This is a reshoring play with a regulatory tailwind, existing government relationships, and immediate demand.

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