Drones Manufacturing

Drones Manufacturing
  • Pininvest Analysis

Drones are for everyone

Secret extensions of military surveillance and aggression, marketing ploys for retail giants, indispensable tools for land, road and building positioning measurement, fresh and diverse applications in public security, for inspection of power utilities, in the film industry or in precision farming, and the latest addition to consumer electronics, from hobbyist to the most advanced

Drone production is not for everyone ….

While many US defense conglomerates are involved, it is difficult to identify specialized civilian manufacturers, besides the Shenzhen based DJI Innovations (private), dominating the market of consumer drones with a focus on aerial photography and an unmatched commitment to R&D

Research firm Gartner expects “personal” drone unit sales — mostly for photography, where DJI dominates in price ranges from 1 000 to 4 000$ — to grow roughly 40 % in 2017 to 2.8 million and “commercial” drone sales — with uses ranging from positioning to delivery, with prices reaching 100 000 $, where Aeryon Labs of Canada and Insitu, a subsidiary of Boeing, are competing— to grow about 60 percent to 174,000 units in 2017

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Drones Manufacturing • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
AeroVironment AVAV NASDAQ Industrial Goods Aerospace/Defense - Engineered Systems USD 77.76 1.9 B 38.1% 53%   9% -35%
Ambarella AMBA NASDAQ Technology Semiconductors - Signal Processing USD 46.79 1.6 B 5.1% 59%   9% -48%
Ball Corp. BLL NYSE Industrial Goods Precision, Measurement & Processing USD 72.44 24 B 1.8% 40%   5% -36%
Elbit Systems Ltd. ESLT NASDAQ Industrial Goods Aerospace/Defense - Engineered Systems USD 134.65 6.0 B -9.3% 32%   4% -31%
FLIR Systems FLIR NASDAQ Technology Imagining Systems USD 41.76 5.5 B -22.1% 53%   4% -57%
GoPro GPRO NASDAQ Technology Computer Peripheral Equipment USD 4.95 780 M -10.8% 80%   10% -64%
Intel INTC NASDAQ Technology Semiconductors - Broad Line USD 59.54 252 B 26.5% 49%   10% -35%
NVIDIA NVDA NASDAQ Technology Semiconductors - IC Design (fabless) USD 393.57 242 B 146.0% 55%   24% -38%
Parrot PAOTF OTC Technology Computer & Mobile Hardware USD 2.94 - -32.3% 85%   1% -63%
Qualcomm QCOM NASDAQ Technology Semiconductors - IC Design (fabless) USD 92.92 105 B 24.5% 48%   10% -36%
TDK Corporation TTDKY OTC Technology Electronic Systems, Parts & Analog Circuits USD 96.93 - 22.1% 43%   7% -45%
TransDigm Group TDG NYSE Industrial Goods Aerospace/Defense - Engineered Systems USD 435.48 24 B 0.2% 70%   8% -63%