Question · Q3 2025
Eleanor, speaking for Sheila Kahyaoglu, asked about the international opportunity for the Valkyrie program, its potential revenue contribution in the coming years, and the revenue synergy opportunities from the Orbit acquisition.
Answer
Eric DeMarco, President and CEO of Kratos, explained that Airbus procured Valkyries for the German Luftwaffe, opening broader European tactical drone opportunities, with current forecasts only including RDT&E, not production revenue. He highlighted significant revenue synergies from the Orbit acquisition, particularly in antenna technology, by combining Kratos's AESA expertise with Orbit's installed base.