Volatus Aerospace Aligns Strategy with US Defense Priorities to Drive Growth

Volatus Aerospace CA92865G1054

Volatus Aerospace is intensifying its engagement with the institutional investment community this week, framing its operational strategy squarely within the context of evolving US defense procurement policies. Company leadership believes its business model is well-positioned to align with the Pentagon's current acquisition priorities, aiming to solidify its growth narrative within the defense and security sector.

The company's management has embarked on a series of presentations and meetings at North American financial and industry conferences.

CEO Glen Lynch and CFO Abhinav Singhvi are scheduled to present at the Needham Growth Conference in New York on January 14. This event serves as a significant venue for growth-oriented small and mid-cap companies, and the executives will be available for one-on-one discussions with institutional investors.

Immediately following, on January 15, Mr. Lynch will participate as a panelist at the RBC Canadian Aerospace and Defence Symposium in Toronto. This placement positions Volatus alongside established Canadian aerospace and defense firms.

Subsequently, from January 16 to 18, the team will attend the AlphaNorth Capital Event in the Bahamas. The agenda includes further meetings aimed at securing additional access to capital providers.

Capitalizing on a Shift in US Defense Procurement

Concurrent with this conference schedule, Volatus has highlighted recent changes in US defense contracting. The company points to a new Executive Order from the US administration that places greater emphasis on military readiness within defense contracts.

A central factor is the US Department of Defense's proposed budget of approximately $1.5 trillion for fiscal year 2027, which remains subject to congressional approval. Management views this proposal as reinforcing the relevance of suppliers capable of rapidly fielding operational solutions.

Lynch emphasized that principles like consistent execution, disciplined reinvestment, and delivering ready operational capabilities are already core to the company's approach. He stated that the business model is built on real-world deployments, scalable capacity, and measurable operational outcomes—precisely the criteria gaining weight in US procurement evaluations.

Operational Footprint and Recent Business Highlights

To leverage potential opportunities from US defense budgets, Volatus maintains a US operational presence. It currently has facilities in Syracuse, New York, and recently expanded its activities to Tulsa, Oklahoma. From these locations, it serves clients in the power utility, oil and gas, and public safety sectors across multiple states. This infrastructure is intended to position the company to benefit should US defense spending open further to non-traditional contractors with proven field experience.

This investor outreach follows a period of significant corporate activity:

• In November 2025, the company completed a capital raise via a bought deal and private placement, totaling $26.4 million.
• It reported record third-quarter 2025 revenue of $10.6 million, representing a 60% year-over-year increase.
• A defense contract from a NATO partner, valued at $9 million for ISR training systems, was secured in December 2025.
• The first tranche of $4.5 million from this contract is scheduled for delivery in the first quarter of 2026.

This combination of expanding defense business, a strengthened balance sheet, and a US operational base forms the backdrop for the current investor communication push.

Outlook and Immediate Catalysts

The upcoming conference appearances provide Volatus with visibility among institutional investors at a time when defense spending is increasingly focused on operational readiness and rapid implementation. Congressional approval of the proposed $1.5 trillion DoD budget would significantly expand procurement volumes for qualified suppliers.

The January 14 presentation at the Needham conference represents the first opportunity for investors to directly question management on its assessment of recent US defense policy shifts and the resulting opportunities. Interested institutional investors can schedule meetings through the company's investor relations team.