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Northrop Grumman CEO Kathy Warden says she is confident in her company’s ability to deliver next-generation carrier-based fighters to the U.S. Navy if it is picked as the winner of the F/A-XX competition. The U.S. Navy’s top officer said yesterday that the goal was to award the F/A-XX contract by August of this year, but also that one unnamed contractor in the running “really can’t deliver in the timeframe we need it.”

Chief of Naval Operations (CNO) Adm. Daryl Caudle offered his latest comments on F/A-XX yesterday in response to a direct question from TWZ at a roundtable on the sidelines of the Navy League’s Sea-Air-Space 2026 exposition. The Pentagon had tried to put the Navy’s future fighter ambitions on hold last year, arguing that the U.S. industrial base did not have sufficient capacity to support work on two sixth-generation combat jets simultaneously. Boeing won the contract to build what is now called the F-47 for the U.S. Air Force in March 2025. Boeing is the only other company known to be in the running now for F/A-XX. Last year, it was reported that Lockheed Martin had been eliminated from the competition.

Late yesterday, Northrop Grumman also released a new computer-generated F/A-XX promotional video, seen below. You can read our analysis of what is seen therein here.

“We do expect the Department [of the Navy] to make an award selection in the third quarter,” Northrop Grumman’s Warden said during a routine earning call today in response to a direct question about Adm. Caudle’s remarks. “We are confident in our ability to deliver our solution to the Navy.”

She did not explicitly confirm or deny that the CNO had been referring to Northrop Grumman when he mentioned a contractor’s inability to meet the Navy’s schedule needs on F/A-XX.

“We and our suppliers are prepared to bring the workforce and infrastructure that’s needed to execute the program, and our track record on B-21 demonstrates that ability to deliver a complex aircraft on schedule,” Warden added. “Regarding the financials, we’d expect upside to the sales and earnings from our current guidance, if we are entrusted to build the F/A-XX, and it would be a top priority for our company to do so.”

Air Force officials, as well as members of Congress, regularly describe the B-21 Raider bomber as a model acquisition program that has been able to keep on schedule and budget despite at least some hurdles along the way. Earlier this year, Northrop Grumman reached an agreement with the Air Force to accelerate B-21 production.

It’s also worth remembering that Northrop Grumman withdrew in 2023 from the Air Force competition that would lead to the F-47. The company framed the decision at the time as a voluntary one.

“I’ll just say that, when I noted we have other opportunities we are pursuing, I won’t disclose at this point exactly what those are until a little more information comes out,” Warden, who was also CEO at that time, said when announcing the withdrawal, which was widely seen as a reference to F/A-XX. “You could assume that if we feel we’re well-positioned, and the government is appropriately balancing risk and reward, as I said that that would be a program we would pursue.”

Former top Air Force officials subsequently said that Northrop Grumman’s bid had been on the verge of getting cut.

As mentioned, industrial base capacity questions have swirled around F/A-XX. The Pentagon had tried to effectively shelve the Navy’s next-generation fighter program in its proposed budget for the 2026 Fiscal Year. At the time, a senior U.S. defense official explicitly said that the decision was “due to our belief that the industrial base can only handle going fast on one program at this time, and the presidential priority to go all in on F-47, and get that program right.”

Congress later intervened to appropriate some $1.69 billion in funding to keep F/A-XX moving ahead in the 2026 Fiscal Year.

“I will tell you, we, Northrop Grumman, are ready to execute F/A-XX,” Tom Jones, President of Northrop Grumman’s Aeronautics Systems sector, had also told TWZ and other outlets in response to a question about industrial base capacity in relation to the program back in December. “We’re looking to try and make sure that the customer community knows that we believe that we’re ready to go and we can execute it.”

Boeing Defense and Space CEO Steve Parker had also pushed back on the assertion that the U.S. industrial base could not support F-47 and F/A-XX at the same time last year. The company’s pitch for the Navy’s program appears to be a navalized adaptation of the F-47.

“The Air Force has got a lot of demand on the system. The Navy’s got a lot of demand,” Adm. Caudle had also said yesterday. “So there was, you know, a check twice, cut once, kind of mentality here on this decision. And now there, I think we’re all on the same page on the reason why the hard look needed to be done. I’m good with it.”

Questions about the overall future of F/A-XX do remain, despite clear support from top Navy leaders like Caudle and Congress. The Navy looks set to request just over $140 million for the program in Fiscal Year 2027. This is a very meager sum, especially for a program of this magnitude. In contrast, the Air Force is seeking $5 billion in additional funding for F-47. Billions of dollars have already been appropriated for the Air Force’s next-generation fighter effort.

The Pentagon and the individual services are rolling out more details about their annual budget proposals today, which could offer more insights into the plans now for F/A-XX in the coming years. Securing the contract to build the Navy’s next-generation fighter is still likely to be an important win for whichever company the service selects in the end.

UPDATE: 4/22/2026 –

The U.S. Navy has issued a statement regarding Adm. Caudle’s comments earlier this week, which is as follows:

“During a question-and-answer session at the Sea-Air-Space Exposition, Chief of Naval Operations Admiral Daryl Caudle was asked about the Navy’s sixth-generation strike fighter program (F/A-XX). Adm. Caudle emphasized that the Navy’s priority is ensuring through due diligence the selected vendor can deliver the required capability on the timeline needed by the fleet while also considering broader industrial base capacity. Any reference to ‘a specific offeror’ was intended as a general anecdotal comment and was not directed at any vendors currently under consideration.”

Contact the author: joe@twz.com

The U.S. Marine Corps says it is making good progress toward fielding Collaborative Combat Aircraft (CCA) type drones, starting with a landing gear-equipped version of Kratos’ XQ-58 Valkyrie. The service sees those aircraft, and potentially other CCAs, paired with its F-35s as a “bridge” to an entire family of next-generation air combat capabilities, which could include a sixth-generation crewed fighter.

Marine officials discussed the service’s CCA plans and broader future aviation vision during a panel discussion at the Navy League’s Sea Air Space 2026 exhibition, at which TWZ is in attendance. The Corps’ CCA efforts currently fall under a program called Marine Air-Ground Task Force (MAGTAF) Uncrewed Expeditionary Tactical Aircraft (MUX TACAIR). The MAGTAF is the primary organizing concept around which the service deploys air and ground forces.

“So, with the MUX TACAIR effort, I think we’re meeting our testing goals. I would say that it’s on track,” Marine Col. Dan Weber, the Unmanned Aerial Systems Branch Head in the office of the Deputy Commandant for Aviation, said. “From a funding and demand power perspective, I think we’ve got great support. We’ve got good partners. We’ve got good relationships right now to keep that program on track, and I expect that we’re going to meet all of our milestones and goals.”

“From the F-35 side, the vision ultimately is we want the F-35 to be a quarterback with CCAs as attritable mass, as enablers to ensure the MAGTAF can project power, the sensing, the lethality, [and] all of the intangibles that kind of go along with that,” Marine Col. Thomas Bolen, the Tactical Aviation (TACAIR) Branch Head, another one of the panelists, also said. “How we integrate with CCAs is going to be extremely important, and that will bridge us down the road to kind of the sixth-generation family of systems.”

One of the “main things in our portfolio that will be enduring and developing over the next couple years” is “man-unmanned teaming,” Marine Col. Richard Rusnok, head of the Cunningham Group, who was also on the panel, added. “We’re laying the foundation for that with our first foray into Collaborative Combat Aircraft, the MQ-58.”

The Cunningham Group, which also falls under the office of the Deputy Commandant for Aviation, is charged with plotting out the overarching future vision for Marine Corps aviation.

MQ-58 refers to Marine-specific variants of Kratos’ Valkyrie now in development. Last year, the Corps announced that it was transitioning what had originally been experimental work with a small fleet of XQ-58s into a full program of record to acquire an operational platform. Kratos has since partnered with Northrop Grumman to deliver these uncrewed aircraft.

Marine Valkyries will have built-in landing gear, unlike the original version of the drone, but will still be capable of making rocket-assisted takeoffs from static launchers. This means the uncrewed aircraft will retain a valuable degree of runway independence, but that there will also be tradeoffs, as TWZ has previously explored here.

In January, Kratos told TWZ it was hoping to see the first flight of a landing gearing-equipped Valkyrie in early 2026, but there has been no official announcement yet of that milestone being reached. The Marine Corps’ unclassified 2026 Aviation Plan presents the MQ-58 as a capability arriving in the 2026 to 2030 timeframe.

The Marines have also said previously that they expect the MQ-58 to be just the first in a planned series of CCA “increments,” which might entail the future acquisition of completely different types of drones. The service has said in the past that MUX TACAIR, broadly speaking, “will enhance Marine Corps Aviation’s lethality and ability to support the Stand-in Force (SiF) by delivering air-to-ground, reconnaissance, and Electronic Warfare (EW) capabilities.”

The Corps has also already chosen to use General Atomics’ YFQ-42A Dark Merlin at least as a surrogate to test new autonomy technologies and other mission systems under the umbrella of the MUX TACAIR program. The YFQ-42A is also one of two drones under development as part of Increment 1 of the U.S. Air Force’s CCA program. Dark Merlins have been flying since August 2025, but General Atomics announced an indefinite pause in flight activities earlier this month after one of the drones suffered an accident on takeoff.

Speaking on the panel today, Col. Thomas Bolen did not elaborate on what the Marine Corps’ “sixth-generation family of systems” might consist of. However, Marine Lt. Gen. William Swan, the Deputy Commandant for Aviation, said his service was beginning to explore what it might want in a future sixth-generation crewed combat jet during a press roundtable last week, as first reported by Breaking Defense.

“Last year’s Av[iation] Plan didn’t have six-gen on there, and I made the team put it on, because we need to think about that,” Swan said at that time. “We’re not there yet. We’re fast following with the Air Force, right? They got the F-47. The Navy’s looking at F/A-XX, and they’re just starting on that. So we are going to watch.”

“We want to be an all Block 4 F-35 fleet, and that’s probably going to take another 10 years. So we’re probably five to 10 years away from ultimately making that decision. And we’ll see what they have, see what the threat looks like,” Swan continued. “I think right now, if you had to say, ‘hey, what is it going to look like?’, I think it’ll look a lot more like what the Navy’s doing, because we still fly off the carriers, we’re part of the Department of the Navy.”

“I don’t know that we’re going to get high-end, and that’s really not a Marine Corps mission; it’s the Air Force,” he added. “So I think if I had to – if you said, make a decision right now, it would be yes, some amount to augment the fifth-gen [F-35] force, and it would probably look something like the F/A-XX, or whatever the Navy ends up being [sic; acquiring].”

Lt. Gen. Swan, who served as the moderator for today’s panel at Sea Air Space, as well as Col. Bolen, again stressed the importance of the Block 4 upgrades for the F-35, including for future teaming with CCAs. The Block 4 effort has been mired in delays and cost growth, even after a revision in the fielding strategy last year to focus first on a truncated portion of the planned capability improvements. The full package for all three Joint Strike Fighter variants is eventually expected to include a new AN/APQ-85 radar and electronic warfare suite, replacements for the AN/AAQ-37 Distributed Aperture System (DAS) and Electro-Optical Targeting System (EOTS), and a host of other improvements. A particular point of concern now is that new production F-35s might soon start being delivered without any radars at all, as a result of issues tied to the development of the APG-85.

As the Marine’s top aviation officer noted last week, it could be 10 years before his service at least sees all of its F-35s fully upgraded to the Block 4 standard. That, in turn, could have serious impacts on the service’s broader plans to acquire and field new crewed and uncrewed aircraft.

Marine Corps interest in whatever the Navy chooses for F/A-XX could be an important factor for the future of that program, as well. In response to a question from TWZ at a roundtable on the sidelines of Sea Air Space this morning, Chief of Naval Operations Adm. Daryl Caudle said he is now hoping to see the selection of the winning design in the F/A-XX competition by August. The program has been in bureaucratic purgatory since the Pentagon moved to effectively shelve it indefinitely last year, with Congress subsequently intervening to keep it funded. How the Navy’s next-generation carrier-based fighter plans will proceed now still very much remains to be seen.

If nothing else, the vision the Marines have put forward today clearly frames Block 4 F-35s ‘quarterbacking’ fleets of CCAs as a key stepping stone to the service’s next-generation aviation capabilities.

Contact the author: joe@twz.com