Canadian drone and aviation specialist Volatus Aerospace is deepening its strategic collaboration with Dufour Aerospace. The partnership, now moving from planning into active development, is focused on creating runway-independent cargo solutions tailored for defense and commercial sectors. This initiative places the company at the intersection of modern military logistics and cutting-edge aerospace technology.
A significant step was confirmed on January 27, 2026, with the installation of a flight simulator at Volatus’s Toronto facility. This simulator serves a dual purpose: training company pilots and providing an evaluation platform for prospective clients. The core objective is to adapt Dufour’s hybrid eVTOL (electric Vertical Take-Off and Landing) aircraft for cargo missions in areas lacking traditional airstrip infrastructure.
Strategic Focus Areas and Defense Momentum
The joint effort with Dufour is targeting three primary operational domains:
* Arctic and Remote Regions: Leveraging Volatus’s expertise in cold-weather operations to customize the platform and mission design.
* Military and Government Logistics: Assessing the aircraft’s viability for supply missions where runway access is unavailable or compromised.
* Commercial Applications: Evaluating use cases for critical infrastructure support and emergency response operations.
This development is part of a broader pattern of growth in Volatus’s defense-related business. In December 2025, the company secured a CAD 9 million ISR (Intelligence, Surveillance, Reconnaissance) training contract with a NATO partner. This followed an expansion in September 2025 of a tactical ISR drone contract, now valued at approximately CAD 1.7 million.
Financial Performance and Capital Strategy
The company’s growing defense segment contributed to strong third-quarter results, released on December 1, 2025. Key financial highlights are shown below:
| Metric | Q3 2025 | Q3 2024 |
|---|---|---|
| Revenue | 10.6 million CAD | 6.6 million CAD |
| Gross Profit | 3.5 million CAD | 2.3 million CAD |
| Gross Margin | 33% | 34% |
Revenue surged roughly 60% year-over-year, a increase management attributed to defense equipment sales and the expansion of commercial programs.
To support its ambitious plans, Volatus filed a shelf registration for up to CAD 250 million in January 2026. This provides the flexibility to raise future capital through various instruments, including equity, debt, warrants, or combined structures. The filing came shortly after a financing round concluded in late November 2025.
Operational Expansion and Forward Outlook
Concurrently, Volatus is advancing its production capacity. The expansion of its Mirabel manufacturing facility is underway, with management targeting operational readiness by the end of February or March 2026.
Investors can expect the company’s fourth-quarter and full-year 2025 financial report on May 6, 2026. In the immediate term, operational priorities include the commissioning of the new Mirabel site and the execution of further defense and commercial contracts.
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