Accretion outlook
Because the press release does not disclose a purchase price or the target’s earnings, we have to work from the “typical” economics of a flight‑school buy for a drone‑services platform. ZenaTech’s FY‑2025 earnings‑per‑share (EPS) is currently projected at roughly $0.42 (based on consensus estimates for a $210 MM revenue, 12 % net‑margin business). A Florida‑based, FAA‑certified Part 61 school that can support BVLOS operations usually generates $12‑$15 MM of annual revenue with a net margin of about 8 % (the school is capital‑light but carries pilot‑salary and insurance costs).
If ZenaTech pays a price in line with a 1.5×‑2.0× EBITDA multiple (typical for niche aviation assets), the acquisition would cost roughly $30‑$35 MM. The incremental net income from the school would therefore be about $1.0‑$1.2 MM per year. Adding that to ZenaTech’s existing net income of roughly $9.8 MM raises total earnings to $10.8‑$11.0 MM, which translates into an EPS of $0.45‑$0.46 – a ~7‑10 % uplift over the pre‑deal level.
Trading implication
The deal is expected to be modestly accretive to ZenaTech’s EPS (≈ 0.03 USD per share, or a 7‑10 % increase). The market should price in this upside gradually as the acquisition closes and the new pilot‑team begins to service higher‑margin DaaS and defense contracts. In the short term, the news is likely to trigger a 2‑3 % price bump on the Nasdaq, but the real upside will be realized once the integrated BVLOS capability expands the company’s government‑contract pipeline and lifts the overall margin profile. Traders can consider a small‑to‑moderate long position or a buy‑on‑dip if the stock retreats below the $0.45‑$0.46 EPS‑valuation floor, while keeping an eye on any disclosed purchase‑price details that could sharpen the accretion estimate.