### @TDY — Confirmed — from the earnings call
Let me start with the Black Hornet franchise: 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. Unmanned subsea grew more than 20% in the first quarter with European orders. Counter-drone booked tens of millions in infrared cameras and subsystems early in the year. The larger defense orders are yet to come, and timing is lumpy.
- tier: Confirmed (✓)
- source: TDY / The unmanned franchise - air, ground, and sea
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-tdy-src-tdy-unmanned-franchise-conversation
- posted: 2026-07-13T03:03:56.158Z