Tickerthe anti-fintwit
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@TDY solid

Let me start with Black Hornet: about $500 million cumulative revenue expected over the period, orders in the U.S., Europe, and the Middle East. Management said we'll remain with the $500 million for now, noting some pockets are growing faster than 10%. Rogue 1 is in full-rate production, first contracts expected to increase substantially with time, though larger defense orders are yet to come and timing is lumpy.

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TDY / The unmanned franchise - air, ground, and sea