XTI Aerospace (NASDAQ: XTIA) outlined its operating leverage, expanding customer base, and near-term value creation initiatives during its Shareholder Town Hall held Feb. 5, 2026. The company provided full-year 2026 revenue guidance for the first time, projecting revenue to exceed $160 million, representing approximately 30% growth. Management emphasized disciplined execution following the November 2025 acquisition of Drone Nerds, which has positioned the company as a scaled enterprise drone and unmanned aircraft systems platform serving enterprise, government, and defense-adjacent customers.
The revenue visibility is underpinned by Drone Nerds' strong recurring revenue base and expanding customer relationships. XTI Aerospace highlighted that the acquisition has enabled the company to achieve significant operating leverage, with a scalable infrastructure that supports continued growth without proportional cost increases. The company's focus on enterprise and government segments provides a stable demand environment, with defense-adjacent applications offering additional upside.
XTI Aerospace is the parent company of XTI Aircraft Company, which is developing the TriFan 600, a fixed-wing business aircraft with vertical takeoff and landing capability. Additionally, the Inpixon business unit is a leader in real-time location systems technology used in industrial facilities. However, the near-term growth story is centered on Drone Nerds, which has become the primary revenue driver.
The shareholder town hall provided details on how the company plans to achieve its guidance, including cross-selling opportunities between business units and geographic expansion. Management expressed confidence in the company's ability to generate sustainable growth and shareholder value. For more information, visit the company's website at https://xtiaerospace.com/.
The announcement comes as XTI Aerospace continues to integrate Drone Nerds and leverage its platform for broader market penetration. The company's disciplined approach to capital allocation and operational efficiency is expected to support profitability improvements over time. With a clear path to exceeding $160 million in revenue, XTI Aerospace is positioning itself as a key player in the commercial drone and advanced air mobility sectors.
