UMAC capped a parabolic run with a +25.04% single-day print (+30.45% on the week, +83.91% on the month), and RCAT (+8.80% today, +20.85% on the week) and ONDS (+3.70% today) both ran well ahead of the two large-cap names in the book, AVAV (+1.78% today) and KTOS (+2.85% today) — small components names leading the primes on the session and week. The 30-day window tells a closer story: AVAV's +36.53% monthly gain actually outruns RCAT's and ONDS's, even as both AVAV and KTOS still carry a death-cross on their moving averages and a downtrend regime tag. Elsewhere in the book, KRKNF cleared out of collapse while LASR dropped into it, keeping the collapse pocket at five names with a membership swap.

Data as-of the 2026-08-14 close for the full 22-name book, with EOPSF one session behind at 2026-08-13. Prior scan: 2026-08-08-drone-defense (data as-of the 2026-08-07 close).

This is a book with a live split worth naming plainly: a small tier of drone-components names (UMAC, RCAT, ONDS) against the sector's two established primes (AVAV, KTOS), with a real question of whether the small tier is running ahead of real demand or the primes are simply slower to re-rate. Today's tape gives a mixed read on that question. On the session and the week, the small-cap tier ran hot: UMAC posted a +25.04% single-day gain — the single largest move in the book — pushing its 7-day return to +30.45% and its 30-day return to +83.91%. RCAT followed with a +8.80% single-day gain and a +20.85% 7-day return, and ONDS added +3.70% today. The two primes moved far less on both windows — AVAV +1.78% today and +3.26% on the week, KTOS +2.85% today and +6.27% on the week. But the 30-day window narrows the gap: AVAV's monthly gain of +36.53% actually exceeds both RCAT's (+35.07%) and ONDS's (+31.06%), trailing only UMAC's outsized print, and KTOS's +29.99% sits in the same range. Both AVAV and KTOS also still carry a death-cross (50-day moving average below the 200-day) and a downtrend regime tag despite RSI readings of 65.6 and 70.9 — a name can run hot on RSI while its longer-horizon trend structure hasn't confirmed. Elsewhere in the book, the five-name collapse pocket held its size but swapped a member: KRKNF's RSI climbed to 51.9 from 49.2 and its regime lifted to downtrend, clearing it out of collapse, while LASR's regime now reads collapse after its 30-day loss deepened to -22.44% (was -4.3%) and its distance from its 52-week high widened sharply to -39.51% (was -13.46%) — the continuation of the sharp single-day reversal flagged last cycle rather than a fresh shock. NOC's regime lifted back to pullback after last cycle's downgrade to downtrend, a round trip in a single cycle. LMT, MSI, and TDY all upgraded to uptrend from pullback or basing. ESLT moved the other direction structurally, its 7-day return flipping to -8.79% (was +6.24%) and its RSI falling to 46.3 from 63.1. EOPSF's print is one session behind the rest of the book, dated 2026-08-13.

• UMAC: 1-day +25.04%, 7-day +30.45%, 30-day +83.91% — the largest move in the book; regime uptrend.
• RCAT: regime upgraded downtrend → pullback, a second straight cycle of repair; RSI 54.9 → 66.1; 30-day climbed to +35.07% (was +0.44%).
• KRKNF: regime upgraded collapse → downtrend; RSI 49.2 → 51.9; 30-day held roughly flat at +2.49% (was +2.33%).
• LASR: regime now reads collapse; 30-day deepened to -22.44% (was -4.3%); distance from 52-week high widened to -39.51% (was -13.46%) — continuing last cycle's sharp reversal rather than a new one; thesis still intact.
• DRSHF: regime held collapse; RSI 50.9 → 41.5, the largest RSI drop in the book; 30-day widened to -13.04% (was -4.27%).
• NOC: regime upgraded downtrend → pullback, reversing last cycle's downgrade; RSI 66.6 → 70.2; 30-day climbed to +11.55% (was +4.86%).
• LMT: regime upgraded pullback → uptrend; RSI 66.3 → 67.8; 30-day climbed to +18.31% (was +11.36%).
• MSI: regime upgraded basing → uptrend; RSI 70.1 → 66.5; 30-day climbed to +14.57% (was +11.18%).
• TDY: regime upgraded basing → uptrend; RSI 68.6 → 59.1; 30-day held roughly flat at +8.9% (was +8.1%).
• ESLT: 7-day flipped to -8.79% (was +6.24%); RSI 63.1 → 46.3; 30-day cooled to +7.16% (was +10.14%).
• RTX: RSI 76.1 → 70.6, regime held breakout; 30-day cooled slightly to +13.82% (was +14.43%).
• AVAV: RSI 65.4 → 65.6, roughly flat; regime held downtrend; 30-day climbed to +36.53% (was +18.35%).
• KTOS: RSI 67.6 → 70.9; regime held downtrend; 30-day climbed to +29.99% (was +20.62%).
• ONDS: RSI 60.1 → 57.4; regime held downtrend; 30-day climbed to +31.06% (was +21.14%).
• AXON: RSI 55.5 → 58.7; 30-day flipped to +13.25% (was -4.8%).
• AMPX: RSI 52.7 → 57.5, regime held collapse; 30-day climbed to +10.32% (was +2.33%).
• DPRO: RSI 51.8 → 57.2, regime held collapse; 30-day flipped to +4.71% (was -2.92%).
• PL: RSI 48.7 → 52.4, regime held collapse, thesis still rated broken; 30-day narrowed to -0.84% (was -13.77%).
• EOPSF: regime upgraded too-young → pullback; RSI 50.7 → 56.1; 30-day narrowed to -0.17% (was -9.62%) — one session stale at 2026-08-13.
• ITA: RSI 63.0 → 64.4; 30-day climbed to +7.1% (was +4.64%).
• DFEN: RSI 62.0 → 63.8; 30-day climbed to +20.2% (was +12.03%).
• AVEX: RSI 65.4 → 59.8, regime still too-young; 30-day cooled to +21.08% (was +27.78%).

Regime labels describe chart structure, not a buy/sell call. The small-cap-vs-prime split is worth taking seriously precisely because it's testable in real time: this session's pattern (UMAC/RCAT/ONDS ahead of AVAV/KTOS on the 1-day and 7-day windows) is the shape that would read as speculative froth if it kept widening — but the 30-day comparison, where AVAV's monthly gain matches or beats two of the three small-caps, argues the primes aren't actually lagging on a longer horizon, just on the most recent burst. Neither reading settles it on its own; the cleaner test is whether UMAC's move holds past a pullback and retest versus fades outright, and whether order flow shows up broadly across the whole components chain rather than in one name. LASR moving into collapse and KRKNF moving out of it keeps the collapse pocket the same size with a different membership — worth tracking whether LASR's deterioration is a continuation of its already-flagged reversal or the start of something worse.

Tier A — Durable prime/ETF layer, RSI 60+ (10): UMAC (parabolic, uptrend), KTOS (downtrend, death-cross), RTX (breakout), NOC (fresh upgrade to pullback), LMT (fresh upgrade to uptrend), MSI (fresh upgrade to uptrend), RCAT (fresh upgrade to pullback), AVAV (downtrend, death-cross), ITA (uptrend), DFEN (uptrend).

Tier B — Mid-book, holding structure (6): AVEX (too-young), TDY (fresh upgrade to uptrend), AXON, AMPX (still collapse but improving), ONDS (still downtrend), DPRO (still collapse but improving).

Tier C — Fresh caution or reversal (3): EOPSF (stale, but fresh upgrade), PL (collapse, thesis broken), KRKNF (fresh exit from collapse).

Tier D — Structural avoid, regime collapse (3): DRSHF (worst RSI drop in the book), LASR (fresh collapse tag, thesis intact), plus PL counted above.

Tier E — Fresh caution (1): ESLT, reversed direction hard on the week after last cycle's strength.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close (EOPSF one session behind at 2026-08-13) — drone-defense.