Every offensive drone dollar Washington spends now spawns a defensive one right behind it. The Pentagon's FY2026 budget request carries roughly $3.1 billion specifically for counter-unmanned aircraft systems, and the FY2026 NDAA centralized the whole effort under a new Joint Interagency Task Force (JIFT-401) tasked with validating counter-drone systems and consolidating procurement. The mechanism is mechanical, not cyclical: cheap first-person-view drones from Ukraine to the Middle East to the southern border have made "detect, track, defeat" as urgent a budget line as the drones themselves — and Congress is explicitly folding UAS, counter-UAS, and electronic warfare funding into shared categories rather than one-off named programs, which favors incumbents with modular hardware over single-program primes.
Defense
Counter-Drone Spending Is the Quiet Twin of Drone Spending
The FY2026 defense budget quietly funds a mirror-image line for every drone dollar spent — detecting and killing hostile ones — and the radar, EW, and sensor-fusion suppliers behind it are less visible than the drone-maker headlines.

1-YEAR MOVE
KTOS
▼44.0%
PLTR
▼28.3%
LDOS
▼45.2%
AVAV
▼56.0%
RKLB
▲55.7%
| Ticker | Company | 1-year change |
|---|---|---|
| KTOS | Kratos Defense | −44.0% |
| PLTR | Palantir | −28.3% |
| LDOS | Leidos | −45.2% |
| AVAV | AeroVironment | −56.0% |
| RKLB | Rocket Lab | +55.7% |