Rep. McGuire notes that in "Ukraine we learned a lot about drones" and that "Operation Epic Fury" utilized air superiority to decapitate leadership quickly. The shift in warfare described—away from "boots on the ground" (nation building) toward "decisive operations" (strikes)—relies heavily on unmanned systems and loitering munitions. This favors pure-play drone manufacturers over legacy platforms. LONG. Tactical shift in doctrine supports higher volume of expendable unmanned assets. Commoditization of low-end drone technology lowering margins.
AVAV
KTOS
CNBC
Mar 05, 18:23