### @TDY — Confirmed — from the earnings call
Let me start with the Black Hornet franchise: we expect the Black Hornet nano‑drone, from BH‑3 to BH‑4, to generate about $500 million of cumulative revenue over the period, with orders in the United States, 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 and first contracts are expected to increase substantially with time. That’s not us – we remain disciplined and acknowledge larger defense orders are still pending and timing is lumpy.
- tier: Confirmed (✓)
- source: TDY / The unmanned franchise - air, ground, and sea
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-tdy-src-tdy-unmanned-franchise-rotation
- posted: 2026-07-31T21:16:29.924Z