Key Takeaways:
A GE Aerospace subsidiary supplied critical hardware for the first flight of the U.S. Navy’s MQ-25A Stingray, an unmanned drone program expected to include 76 aircraft and revolutionize naval air operations.
"Unmanned refueling extends our reach against any adversary," Acting Secretary of the Navy Hung Cao said, calling the program's recent progress a decisive advantage that delivers warfighters what they need to fight and win.
The successful two-hour flight on April 25, which preceded a May 15 approval for low-rate initial production (LRIP), validated key systems provided by GE’s Unison Industries. For the Rolls-Royce AE 3007N engine that powers the drone, Unison provides the ignition system, permanent magnet alternator, and other control hardware. The Navy has awarded Boeing an initial $805 million contract for the first four production aircraft.
The milestone is a significant step for the Navy’s first carrier-based unmanned aircraft, designed to refuel F/A-18 Super Hornets and F-35C fighters, extending their operational range. For GE Aerospace, it de-risks a key growth program, solidifying its role as a critical supplier on a platform the Navy considers the “backbone of the future carrier air wing.”
The MQ-25A program is now transitioning from development to production. The Navy plans to acquire 67 operational drones, with the total program reaching 76 aircraft including test articles. The move into LRIP authorizes Boeing to begin building the first lot of three Stingrays, with options for more in subsequent lots.
The program's success is vital for the Navy's strategic shift towards integrating unmanned systems. By taking over the refueling role, the MQ-25A frees up manned fighter jets for their primary strike and air combat missions, effectively increasing the lethality and capacity of the entire carrier strike group.
Unison's components, manufactured in Florida, New York, and Mexico, are crucial for the reliability of the Stingray's propulsion system. The successful test flight and production approval underscore the value of GE's portfolio of intelligent control and power systems for advanced defense applications. The company's involvement positions it to benefit from the multi-decade service life of the MQ-25A fleet.
The successful test flight is a key validation for GE Aerospace's technology on a high-profile defense platform. Investors will watch for the Navy's full-rate production decision, expected in fiscal year 2029, which would secure a long-term revenue stream for the company's defense unit.
This article is for informational purposes only and does not constitute investment advice.
