Drone cov khoom lag luam tau nce siab thaum cov tub rog tau nqis peev hauv cov phiaj xwm tshiab drone thiab FAA tsim cov cai rau kev lag luam drones, qhib qhov muaj peev xwm ntawm kev xa cov drone.
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Raws li Lub Ib Hlis 2022, ntawm no yog cov khoom lag luam saum toj kawg nkaus thoob plaws kev lag luam los ntawm kev tiv thaiv mus rau kev lag luam, raws li IBD Composite Ratings thiab kev lag luam cap.
Composite Rating - uas sib txuas cov nyiaj khwv tau los, txheeb ze lub zog thiab 52-lub lim tiam kev ua haujlwm ntawm cov khoom lag luam, ntawm lwm yam - tuaj yeem siv los ua cov cuab yeej tshuaj ntsuam raws li ib feem ntawm kev nqis peev ntau dua. Lwm yam tseem ceeb cov tub ua lag luam yuav tsum xav txog suav nrog daim ntawv txheeb xyuas uas qhia tau hais tias yog ib qho khoom lag luam nyob hauv thaj chaw yuav khoom, qhov twg cov khoom lag luam tau ua lag luam vs. nws qhov nruab nrab txav mus los, thiab seb nws nyob rau hauv lub hauv paus thaum ntxov lossis lig.
Live IBD: Ib qho Cuab Yeej Tshiab rau Kev Tshawb Xyuas Kev Lag Luam Txhua Hnub
Boeing nce li Drone Tshuag
Txawm tias zoo dua lub npe hu ua tus tsim ntawm dav hlau thiab dav hlau fighter, Boeing (BA) tau tshwm sim los ua tus neeg ua si loj ntawm cov khoom siv drone nrog ntau lub tsheb hauv nws lub arsenal. Lub dav hlau loj loj tab tom tsim MQ-25 Stingray aerial-refueling drone rau Navy. Nws yuav yog qhov kev pabcuam thawj tus neeg nqa khoom raws li drone.
Lub drone tau ua tiav cov kev sim ua haujlwm raws li USS George HW Bush thaum Lub Kaum Ob Hlis. Nyuam qhuav pib xyoo no lub drone tau ua tiav refueled US Navy Boeing F/A-18 Super Hornet, thawj zaug uas tsis muaj neeg tsav tsheb tau refueled lwm lub dav hlau. Qhov kev zov me nyuam yuav tsum ua kom muaj peev xwm ua haujlwm tau pib hauv 2025.
Boeing tseem tab tom ua haujlwm ntawm Airpower Teaming System lossis "Loyal Wingman" tub rog tsis muaj neeg tsav dav hlau (UAV). Nws yuav siv kev txawj ntse txawj ntse ya ib leeg lossis nrog lwm lub dav hlau.
Boeing cov koom haum Aurora Flight Sciences yog ib pab pawg sib tw hauv Darpa's AI dogfight kev sib tw.
Lwm lub tuam txhab Boeing, Insitu, tsim ScanEagle, me me, ntev-siab ntev, qis-siab drone rau kev soj ntsuam. Insitu kuj tsim RQ-21 Blackjack rau Navy thiab Marine Corps.
Boeing muaj kev lag luam peev ntawm $ 128 billion. Lub aerospace loj heev muaj qhov tsis muaj zog Composite Rating ntawm 44 tawm ntawm 99, raws li IBD Tshuag Tshawb xyuas raws li nws ntsib headwinds ntawm nws cov lag luam faib.
Cov Khoom Yuav Txav Yuav: Puas Yog Nws Tau Yuav Los Yog Muag Cov Thib Loj No?
Northrop Grumman: Tus Thawj Coj Thaum Ntxov
Northrop Grumman (NOC) yog cov thawj coj thaum ntxov hauv cov khoom lag luam drone raws li Pentagon tau txhawb nqa kev xa tawm ntawm cov dav hlau tsis muaj dav hlau.
Nws lub RQ-4A Ntiaj Teb Hawk soj ntsuam drone tau coj theem nruab nrab hauv 2019 tom qab nws raug tua los ntawm Iran thaum ua haujlwm hauv thoob ntiaj teb airspace hla Strait of Hormuz.
Northrop kuj tseem ua rau MQ-4C Triton, uas yog ua raws li nws lub ntiaj teb Hawk drone thiab yog siv rau hauv ib puag ncig maritime. Tsis tas li ntawd, lub tuam txhab ua rau Hluav Taws Kub Scout, uas yog lub tshuab hluav taws xob tis uas tuaj yeem ua haujlwm los ntawm Navy ships.
Tus kws lij choj tiv thaiv muaj $ 62 nphom kev lag luam. Nws Composite Rating yog 77 thiab nws EPS Rating yog 79.
IBD Tshuag Ntawm Hnub: Saib Yuav Tsum Nrhiav Li Cas, Teev Thiab Yuav Cov Khoom Zoo
Lockheed Martin Mus Me
Lockheed Martin (LMT) tsis yog qhov tseem ceeb tshaj plaws drone Tshuag tab sis F-35 tus tsim muaj ntau lub drones me hauv nws cov khoom lag luam. Cov no suav nrog Stalker XE rau cov tub rog tshwj xeeb, Desert Hawk III rau UK rog, thiab cov avionics rau me me quadcopter drones siv los ntawm tub ceev xwm.
Tab sis Lockheed tau nqis peev hauv AI thev naus laus zis. Lockheed tshaj tawm kev koom tes hauv lub Tsib Hlis 2020 ntawm Lub Tsev Kawm Ntawv Qib Siab Air Force Test Pilot thiab lub tuam txhab Skunk Works faib los ntxiv dag zog rau Air Force's drone technology nrog AI.
Lockheed muaj peev txheej lag luam ntawm $ 100 nphom. Tus tsim drone muaj 70 Composite Rating thiab 86 EPS Rating.
Txais Lub Cim Loj Tom Qab No Loj Tshaj Plaws Nrog MarketSmith
Kratos Emerges Raws li Drone Tshuag
Kev Tiv Thaiv Kratos & Cov Ntsiab Lus Kev Nyab Xeeb (KTOS) tau ua nws lub cim rau ntawm cov khoom siv drone nrog rau qhov kev cog lus loj hauv Air Force hauv 2019.
XQ-58A Valkyrie demonstrator drone ua tiav nws lub davhlau pib thaum Lub Peb Hlis 5 2019 ntawm Yuma Proving Grounds hauv Arizona rau Air Force Research Lab.
Kratos, Boeing, thiab ntiag tug tuav General Atomics tseem tab tom tsim cov qauv rau Air Force's Skyborg autonomous drone program.
Kratos muaj lub khw muag khoom ntawm $ 2.1 nphom. Nws Composite Rating yog 39 thiab nws EPS Rating yog 77.
Cov Khoom Cuam Tshuam Yuav Yooj Yim Thiab Saib Xyuas: IPOs Sab saum toj, Lub Kaus Loj Loj Thiab Cov Me Me, Cov Lus Qhia Loj Hlob
AeroVironment Sab saum toj Pentagon Tus Muab Kev Pab
Txawm hais tias tsis loj npaum li qee qhov ntawm lwm cov khoom siv drone, AeroVironment (AVAV) yog Pentagon tus kws tshaj lij ntawm drones. Lub tuam txhab hais tias nws Raven drone "yog qhov dav siv dav siv dav hlau tsis muaj neeg siv nyob hauv ntiaj teb niaj hnub no." Tam sim no nws tab tom tsim me me-pib drones rau tub rog.
AeroVironment tau tsim lub Mars nyoob hoom qav taub Ingenuity rau NASA uas tau ua thawj zaug tswj lub davhlau ntawm lwm lub ntiaj teb nyob rau lub Plaub Hlis. Lub nyoob hoom qav taub tau pib ua haujlwm tsuas yog qee qhov kev ya davhlau tab sis tau ua tiav 18 lub davhlau ua tiav txij lub Kaum Ob Hlis. Qhov kev ua tiav tau ntes cov neeg nyiam ntawm lub ntiaj teb thiab twb tau teeb tsa ntau tus neeg siv khoom rau AeroVironment.
Ntawm kev lag luam thiab tsoomfwv sab, roj loj heev BP (BP), National Park Service thiab tub ceev xwm cov koom haum tau siv AeroVironment's drones.
AeroVironment muaj kev lag luam peev ntawm $ 1.5 nphom nrog 44 Composite Rating thiab 60 EPS Rating.
Mloog IBD's Investing Podcast Rau Kev Tshawb Fawb Kev Lag Luam Tseem Ceeb, Kev Tshawb Fawb Tshuag
Amazon, Niam Ntawv Poised Ua Lag Luam
Cov lag luam e-lag luam loj thiab Google niam txiv tuaj yeem cuam tshuam cov neeg ua si ntawm cov khoom lag luam drone.
Lub yim hli ntuj kawg, Tsoom Fwv Teb Chaws Kev Lag Luam Kev Lag Luam tau tso cai Amazon (AMZN) pom zoo kom xa cov pob khoom nrog nws cov MK27 tag nrho cov hluav taws xob drones. Tab sis kev txhim kho tau nres thiab lub tuam txhab txij li tau txiav txoj haujlwm ntawm nws Amazon Prime Air faib.
Amazon muaj lub khw muag khoom ntawm $ 1.7 trillion nrog lub zoo meej 78 EPS Rating thiab 63 Composite Rating.
Thaum Amazon tawm tsam kom tawm hauv av, lwm cov kev pabcuam tau loj hlob. Lub Plaub Hlis 2019, Cov tsiaj ntawv's (GOOGL) Google Wing tau txais ntawv pov thawj los ntawm FAA tom qab ntawv pov thawj tiav los ntawm tsoomfwv Australian.
Wing pib muab kev pabcuam hauv Christiansburg, Va. thiab pom qhov kev thov rau kev xa khoom drone nce thaum Covid-19 kev kaw haujlwm. Cov kev pabcuam ntaus 100,000 xa khoom thaum lub Yim Hli thiab tau nthuav dav mus rau Finland. Tam sim no nws tab tom ua haujlwm demo davhlau hauv Dallas, Texas.
Cov tsiaj ntawv muaj lub khw muag khoom ntawm $ 1.9 trillion. Cov thev naus laus zis loj muaj qhov ntsuas 92 Composite thiab 98 EPS Kev Ntsuas.
Ua raws li Gillian Rich ntawm Twitter @IBD_GRich rau kev tiv thaiv xov xwm thiab ntau dua.
KOJ YUAV TAU LI CAS:
Puas yog Boeing Tshuag Kev Yuav Tam Sim No? Nov yog Yam Koj Yuav Tsum Paub
Txais Lub Cim Loj Tom Qab No Loj Tshaj Plaws Nrog MarketSmith
Tau Txais Sijhawm Yuav & Muag Alerts Nrog IBD Thawj Coj
Cov Tshuaj Tiv Thaiv Zoo Tshaj Rau Niaj Hnub No - Thiab Yav Tom Ntej
Tau qhov twg los: https://www.investors.com/research/drone-stocks-to-buy/?src=A00220&yptr=yahoo