XTI Aerospace, Inc. (NASDAQ: XTIA) outlined its operating leverage, expanding customer base, and near-term value creation initiatives during its Shareholder Town Hall held Feb. 5, 2026. Management provided full-year 2026 revenue guidance for the first time, projecting revenue to exceed $160 million, representing approximately 30% growth. The company emphasized disciplined execution following the November 2025 acquisition of Drone Nerds, which has positioned XTI as a scaled enterprise drone and unmanned aircraft systems platform serving enterprise, government, and defense-adjacent customers.
The revenue visibility stems from a combination of organic growth within Drone Nerds and cross-selling opportunities across XTI’s business units. Drone Nerds, a leading distributor of commercial drones and accessories, has been expanding its customer base in sectors such as agriculture, infrastructure inspection, and public safety. The subsidiary’s recurring revenue streams, including service contracts and software subscriptions, provide a stable foundation for the projected growth. XTI Aerospace CEO noted that the company is now benefiting from operational efficiencies and economies of scale, which are expected to improve gross margins over the coming quarters.
Beyond the financial guidance, XTI highlighted its commitment to innovation through its XTI Aircraft Company division, which is developing the TriFan 600, a fixed-wing business aircraft with vertical takeoff and landing (VTOL) capability. Designed to achieve cruising speeds over 300 mph and a range of up to 1,000 miles, the TriFan 600 aims to create a new category of aircraft known as xVTOL. The company’s Inpixon business unit also continues to provide real-time location systems (RTLS) technology for industrial facilities, helping clients optimize operations and enhance safety.
The shareholder town hall reinforced XTI’s strategy of leveraging its diverse technology portfolio to capture growth in both the commercial drone market and advanced aviation. With the Drone Nerds acquisition, the company has established a strong foothold in the rapidly expanding unmanned aircraft systems sector, which is projected to see double-digit annual growth globally. XTI’s ability to cross-sell RTLS solutions to Drone Nerds’ customers further strengthens its value proposition.
Investors responded positively to the guidance, as the company’s stock saw increased trading volume following the announcement. The full press release detailing the town hall can be accessed at https://ibn.fm/UB8P5. XTI Aerospace continues to position itself as a key player in the aerospace technology space, with a clear focus on revenue growth and operational discipline.
