Marble Institute of Technology
Case studies

Zipline’s fleet, day by day

Zipline is private and publishes no fleet count. The FAA registry does, if you keep every version of it.

2023202420252026$4.2B (reported)$7.6B$20B (reported talks)3,009Oct 7, 20262023202420252026$4.2B (reported)$7.6B$20B (reported talks)3,009Oct 7, 2026
Zipline’s visible fleet in the FAA registry
DateAircraftBasis
Jan 1, 20230Reconstructed
Jan 1, 202420Reconstructed
Jan 1, 2025174Reconstructed
Jan 1, 2026931Reconstructed
Mar 20, 20261,431Captured
Apr 29, 20261,528Captured
May 11, 20261,548Captured
Jun 30, 20262,213Captured
Jul 31, 20262,313Captured
Aug 31, 20262,751Captured
Sep 30, 20262,973Captured
Oct 7, 20263,009Captured
Zipline’s visible fleet, FAA registry. Dashed: reconstructed. Sources

Zipline’s visible fleet doubled in six months to 2,853, about 80% of visible U.S. delivery drones.

Before its Uber deal, Zipline registered aircraft faster than its usual pace. 406 of the 429 aircraft it added in those weeks were in the public FAA file before the announcement, so the build-out was visible before the news.

The registry does not lead every time. The full study tests every comparable Zipline event against a rule set before testing, and the Uber deal was the one clear hit. The registry shows capacity, not flights, and small drones register in a system that is not public.

Sources and method

Source: FAA Releasable Aircraft Database. History since March 20, 2026. Every FAA publication captured since August 28, 2026. Truncated captures are excluded. The solid line is the count in each capture; the dashed line before it is reconstructed from the certificate dates of aircraft still registered, a floor.

Valuation: Forbes, Apr 28, 2023 (reported); Zipline, Jan 21, 2026; Bloomberg, Sep 16, 2026 (reported talks, not closed). Analysis: Terminal provided by the Marble Institute of Technology.

After September 27, 2026, each point is the same count, made the study’s way, from that day’s capture. Every figure on this page is listed on Sources.