Unusual Machines Q2: The Valuation Still Requires A Lot

Unusual Machines delivered Q2 revenue of $16.7M, doubling sequentially and up 687% YoY, with gross margin rising to 34.7%. UMAC's valuation remains stretched at $27, requiring belief in rapid scaling to several hundred million in revenue and eventual profitability. Q3 revenue is expected to decline sequentially to $12–14M due to supply chain and production issues, but Q4 is guided to recover to $25M.