### @TDY — Confirmed — from the earnings call
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.
- tier: Confirmed (✓)
- source: TDY / The unmanned franchise - air, ground, and sea
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-tdy-src-tdy-unmanned-franchise-rotation
- posted: 2026-07-21T01:15:51.958Z