Mobix Labs, Inc. (Nasdaq: MOBX) has offered a detailed look at the growth plans of Vision Aerial, Inc., the American drone manufacturer it has agreed to acquire. The Bozeman, Montana-based company projects a 46 percent revenue increase in 2026 and a further 93 percent increase in 2027. Those estimates would bring Vision Aerial’s 2027 revenue close to three times its 2025 level and reflect rising demand for secure, American-built unmanned aircraft systems.
Projected Revenue Acceleration
Vision Aerial management attributes the expected momentum to the commercial rollout of its new Vulcan drone family and expanding interest from government, infrastructure, energy, public safety and national security markets. The current estimates project approximately 46 percent revenue growth in 2026 followed by roughly 93 percent additional growth in 2027. On that trajectory, projected 2027 revenue would approach three times the company's 2025 revenue.
Defense and Critical Infrastructure Customers
The company designs, manufactures and supports American built unmanned aircraft systems from its headquarters in Bozeman, Montana. Its customers include the U.S. Navy, the USDA Forest Service, L3Harris and major energy and utility operators. Mobix Labs views these established government and industrial relationships as a strong foundation for Vision Aerial's next phase of growth.
Policy Tailwinds for American Drones
Federal policy is increasingly favoring secure, domestically manufactured unmanned aircraft systems. A June 2025 White House Executive Order directed agencies to prioritize U.S. manufactured drones over foreign systems and instructed the Department of Defense to prioritize compliant drones made by American companies. Vision Aerial has designed, manufactured and supported its aircraft in the United States since 2013, which Mobix Labs believes positions the company to capture growing demand.
New Vulcan Aircraft Family
Vision Aerial is advancing the commercial launch of Vulcan, a new family of American built industrial unmanned aircraft systems. The medium lift Vulcan SX can carry payloads up to three kilograms with flight times up to 65 minutes and is progressing through production. The heavy lift Vulcan YX can carry payloads up to ten kilograms with flight times up to 60 minutes and is available for preorder.
Built for Mission Critical Operations
The Vulcan platform combines professional payload capacity and extended endurance with onboard edge computing, radar based terrain following, collision avoidance, integrated RTK GNSS and hot swappable smart batteries. The Vulcan SX folds into a shoulder portable case and can move from case open to airborne in minutes. Over the air software updates allow new capabilities to be deployed to aircraft already operating in the field, while every aircraft includes Vision Aerial's Flight Deck v4 mission planning software without subscription fees.
Acquisition Strategy and Closing Timeline
Mobix Labs announced on July 24, 2026 that it had signed a definitive agreement to acquire Vision Aerial. The proposed acquisition is intended to expand Mobix Labs' national security technology platform into American built drones and autonomous systems. The deal is expected to close in the fourth calendar quarter of 2026, subject to customary conditions including approval by Mobix Labs stockholders of the share issuance.
Mobix Labs and Vision Aerial position the proposed combination as a growth driven expansion into American built autonomous systems. With a new aircraft family entering the market, established defense and industrial customers, and policy support for domestic drone manufacturing, Vision Aerial sees a clear path toward its projected revenue acceleration. Completion of the transaction remains subject to shareholder approval and other closing conditions.