Skydio, Inc.

Skydio, Inc., a San Mateo, California-based manufacturer of small unmanned aerial systems and autonomous flight technologies, sells commercial off-the-shelf drone platforms, autonomy software, spare parts, and engineering services to the federal government as a prime contractor (65% of recent awards) and subcontractor (35%). The company competes predominantly on full-and-open basis rather than set-asides, though a small subset of recent awards carry Total Small Business designations.

Skydio's federal capability portfolio centers on autonomous drone hardware across multiple platform generations—the X10, X10S, X10D, X2D, X2E, and related models—equipped with collision avoidance, advanced navigation, and multi-band sensor capabilities. Representative work includes a $74 million two-year indefinite delivery contract awarded by the Department of State's Bureau of International Narcotics and Law Enforcement Affairs in December 2024 for Skydio small unmanned aerial vehicles, autonomy software subscriptions, spare parts, and engineering services supporting INL and other government programs; a $3.5 million small business set-aside indefinite delivery contract with the U.S. Department of Agriculture's Animal and Plant Health Inspection Service Wildlife Services, awarded November 2024, for UAS, parts, and accessories over three years; and a $7.49 million single-award blanket purchase agreement with the Office of Policy Management and Budget (October 2023 through October 2026) generating 45 documented task orders for X2E and next-generation unmanned aircraft systems at values ranging from approximately $13,670 to $420,316. Skydio also holds a $151 billion multiple-award Indefinite Delivery Indefinite Quantity contract with the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, awarded December 2025, supporting defense-related research, development, and production across multi-domain defense systems.

Customer concentration skews toward civilian and law enforcement missions. The Office of Policy Management and Budget dominates by award count (58 awards, $12.8 million combined potential value), followed by the Drug Enforcement Administration (31 awards, $750 thousand). By dollar magnitude, the State Department's Bureau of International Narcotics and Law Enforcement Affairs anchors 51% of combined potential value across the top five customers at $75.1 million, with the Office of the Secretary of Defense contributing $20.9 million across three awards. Across 52 distinct customer agencies, awards span the Departments of Justice, Defense, Interior, Veterans Affairs, and Agriculture, plus civilian agencies including NASA, OSHA, and the National Park Service.

Skydio places the bulk of its work under established blanket purchase agreements rather than GWACs. The Office of Policy Management and Budget Blanket Purchase Agreement (140D0424A0008) generated 57 task orders worth $5.4 million; Special Operations Equipment Tailored Logistics Support saw 43 task orders; a GSA Multiple Award Schedule carries 31 task orders. Two USDA indefinite delivery contracts—12639524D0014 and 12639525D0008—together support 21 delivery orders valued at $2.7 million. The State Department's INL $74 million indefinite delivery contract represents the single largest vehicle and the dominant source of Skydio's recompete exposure.

Activity has accelerated sharply. Awards per year grew from 12 in 2022 to 133 in 2024, with 50 awards in 2025 and 18 through mid-2026. However, the recompete cliff is substantial: 27 awards with ultimate completion dates in the next twenty-four months carry combined potential value of $101.8 million, driven primarily by the State Department's $74 million contract and multiple Office of Policy Management and Budget task orders approaching their completion windows.

In its subcontractor role, Skydio supplies drones and autonomy systems to Atlantic Diving Supply, Inc. (numerous sub-awards for X2D, X10D, and other systems supporting Defense and DHS missions), AAR Government Services, Inc. (INL small UAS for Ukraine and Panama operations), Science Applications International Corporation (up to 250 short-range reconnaissance drone systems for the Army), Massachusetts Institute of Technology Lincoln Laboratory (UAV/UAS components and research support), and Alutiiq Information Management, LLC (engineering services including procurement of unmanned systems for Command & Control FutureG experiments at Joint Base Pearl Harbor-Hickam). Atlantic Diving Supply alone appears across 60 sub-awards spanning 2024–2025, reflecting Skydio's role as a supply-chain vendor to federal integrators managing law enforcement and special operations drone acquisitions.

Skydio's award portfolio is heavily concentrated in aircraft manufacturing (142 awards) and manufacturing generally (65 additional awards). The unmanned aircraft PSC code accounts for 112 awards; software and IT service delivery represent secondary categories. The company has received federal grant funding as a subawardee with Stanford University to research robust navigation systems for unmanned aerial vehicles under Department of Defense programs.