Question · Q3 2025
Sheila Kahyaolu asked about the improving IMS segment, specifically inquiring about recent wins like the South Korea award and classified ISR program ramps, and sought insight into the segment's future outlook and capacity runway.
Answer
Chairman and CEO Christopher Kubasik explained that significant leadership changes and a renewed focus on execution have led to the IMS segment's improved performance, with backlog doubling in 12 months. He highlighted continued classified growth, international interest in Armed Overwatch, the C-130 award in Morocco, F-35 depot support in Canada, and opportunities with Joby Aviation, emphasizing the team's strong execution.