New trends in aerospace are driving growth: Volatus Aerospace, Lockheed Martin, Boeing

Lockheed Martin: High tech for the military

Lockheed Martin is a pioneer in aerospace and is best known as a supplier to the US military. The high-tech company's best-known product is probably the F35 stealth fighter jet, which is also flown by the German Armed Forces and many other NATO partners. Lockheed Martin's revenue model is based primarily on extensive contracts with government agencies. These contracts are structured to ensure a balanced and steady flow of revenue. In addition, there is income from long-term service agreements and maintenance programs for the sometimes complex military technology. In addition to aircraft, Lockheed Martin's product range includes missiles and missile systems, helicopters, and spacecraft such as satellites and space probes.

Boeing wants to make flying climate-neutral

Despite Lockheed's strong market position, the stock is not a high flyer – it has risen by just 1.95% over the past three years. This performance looks somewhat better for US competitor Boeing. The group, which is particularly strong in private aviation, has gained 36.7% on the stock market over the past three years. In addition to civil aviation, which accounts for around 44% of Boeing's total revenue, the Seattle-based company is also strong in military aircraft and drones, where Boeing generates 32% of its revenue. The service division accounts for the rest of the business. While Boeing intends to focus on low-emission fuels and have its aircraft certified for this purpose by 2030 in civil aviation, the Company is also benefiting from increased demand for military goods.

Volatus Aerospace: Drones are conquering more and more fields of application

The Canadian company Volatus Aerospace is also feeling this demand. While Lockheed Martin and Boeing are huge corporations, Volatus pursues a more specialized business model. Starting out as a specialist in infrastructure inspection using manned and unmanned aircraft, Volatus now also offers pure drone solutions for border protection, military reconnaissance, and the delivery of urgent goods in the military and civilian sectors.

The market for commercial drones is experiencing robust growth, driven by modern regulations, increased investment, and the proven benefits of cost savings and increased efficiency. Forecasts such as those from Research and Markets show annual growth of 15% from USD 41.894 billion in 2025 to USD 84.26 billion by 2030. To benefit from this growth, Volatus Aerospace has established several partnerships. Together with US delivery service DroneUp, the aim is to secure market share in North America and push for standard regulations for drone flights. It was also recently announced that spring planting in New Brunswick will be supported with heavy-duty drones that can transport seedlings and accessories to remote locations.

Groundwork laid – Is Volatus now ready to take off operationally?

Volatus Aerospace repeatedly emphasizes that it has a large pipeline of potential orders. The Company aims to generate further revenue in the coming months. "In the first quarter of 2025, Volatus focused on overcoming ongoing geopolitical challenges by diversifying our business and obtaining key regulatory approvals – strategic steps that position us to convert a growing sales pipeline into realized revenue," said Glen Lynch, CEO of Volatus Aerospace, summarizing the plans.

The aerospace industry is full of innovation. While Boeing has declared war on CO2 emissions in commercial aviation and aims to present results by 2030, Lockheed Martin is benefiting from increased security needs among its customers, most of whom are government agencies. Drone specialist Volatus Aerospace is pursuing an interesting hybrid business model. Like the big players, Volatus is also focusing on recurring revenues and services. However, the Company aims to generate these revenues in both the civil and military sectors. The regulatory requirements for this have been established in recent months. Now, it is essential to convert the extensive order pipeline into concrete sales. The conditions for this appear to be good – both in civilian use, for example, in infrastructure maintenance, and in military applications, where drones score points with their low costs. The share price is already anticipating these expectations and has been highly dynamic for several weeks.