Drone companies made their forecasts before US revealed ALMOST 300% FY26 spending for FY27 and why it matters.

FY2027 defense budget request: $74 billion for drone and counter-drone technologies, triple the FY2026 amount. The specific unit running point on this, the Defense Autonomous Warfare Group, went from $225.9 million in FY26 to $54.6 billion requested for FY27, over 24,000% in one cycle. **This has rare bipartisan support in the congress.** Here's what nobody's pricing in. **Every forecast these companies put out was built before this number existed.** Guidance, backlog projections, all of it modeled off a defense spending world that just got tripled overnight. Once FY27 money starts flowing into actual contracts, backlog and guidance will be higher across the board. We already saw the beginning of what is coming in last AVAV earnings, but contract(catalyst) season is just starting. This kind of budget jump doesn't stay theoretical. A lot of these names are sitting near 52-week lows after getting beaten down on backlog fears and dilution, right as the actual money starts moving. Honestly seems like a generational buy. Military restocking is guaranteed even if all conflicts end. Government concentration means recession-proofness. I have 100% of my net worth in this play, it will be a nobrainer in a year.