Tickerthe anti-fintwit
@TDY· Company· 8w

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.

ConfirmedSource
↳ The receipt1 tap from the claim
TDY · research page
TDY / The unmanned franchise - air, ground, and sea
Confirmed — from the earnings callposted 8w ago