KTOS Kratos Defense & Security Solutions, Inc.

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

General Electric (GE) is back in focus after GE Aerospace and Kratos Defense successfully ignited the GEK800 turbofan cruise missile engine, providing a fresh data point for investors watching the defense story. Recent moves in General Electric’s share price tell a more mixed story than the headlines. Over the past month, the stock has retreated, with a 30 day share price return of 7.21% and a 90 day share price return of 15.22%. This hints that enthusiasm has cooled after a strong multi year...

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced a major program milestone on September 21, with the successful first ignition of the GEK800 Serial Number 1 turbofan engine. Conducted at Kratos’ X-58 test facility, the trial launched a new testing campaign while achieving a 100% success rate for this development phase. […]

As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the defense contractors industry, including Kratos (NASDAQ:KTOS) and its peers.

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”. The letter can be downloaded here. The Fund returned 11.34% in the quarter, underperforming its benchmark, the Russell Midcap Growth Index, which returned 14.55%. First-half gains were led by Industrials, Financials, […]

KTOS and DPRO are benefiting from rising demand for unmanned systems, with distinct growth strategies shaping their investment cases.

Kratos Defense and GE Aerospace ignited their jointly developed GEK800 turbofan engine on Sept. 21, 2026, a milestone for scalable, low-cost drone and cruise missile propulsion.

Drone strikes on Saudi Arabia’s key pipeline showed how cheap unmanned aircraft can rattle critical infrastructure and energy markets almost overnight. That kind of wake up call puts a premium on companies that help detect and neutralise hostile drones, especially those with strong balance sheets and sizeable cash reserves. This article breaks down three financially solid drone defense stocks from our screener that fit that profile. The three stocks below are just a starting sample from this...

The United States decision to reopen a Cold War era base in Greenland under a new long term security deal highlights how governments are rethinking Arctic defense and logistics. That kind of shift keeps attention on companies that build the aircraft, systems, and support services behind these military commitments. This article breaks down 3 stocks from the US aerospace and defense universe that align with that theme and explains what makes each one worth a closer look. The three stocks...

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

KTOS scales its manufacturing footprint across propulsion, hypersonics and unmanned systems to support affordable defense production.

AVAV's expanding autonomous and defense technology portfolio is driving growth, contracts and new opportunities across UAS and directed energy.

Kratos Defense & Security Solutions: Why A Missile Test Matters To Shareholders Kratos Defense & Security Solutions (KTOS) just logged another successful ARAV-B ballistic missile target mission during Pacific Dragon 2026 near Hawaii, taking the system to 43 completed target flights for missile defense testing. For Kratos Defense & Security Solutions, the fresh missile test success lands against a tougher tape, with the share price down 23.2% over the past month and the year to date share...

Monday evening, Guggenheim analyst Michael Ciarmoli launched coverage of the Aerospace & Defense sector with a bevy of Buy-rated stocks.

Ondas' $205M GATE deal expands its defense footprint, adding ESAD expertise and manufacturing capabilities as loitering munitions demand grows.

AeroVironment won a $465 million Army laser weapon contract and posted record revenue, while Kratos and Red Cat Holdings also stand to benefit from growing military demand for high-energy laser and counter-drone technology.

KTOS' $175 million Project Anaconda deal is likely to expand its U.S. Navy radar sustainment role and position it for additional work in later phases.

Rocket Lab's stock has been hammered over the past month even as its backlog swells and a transformative acquisition looms, and that tension between near-term pain and long-term potential is exactly where the most interesting price setups tend to emerge.

Ondas' shares are down 21.9% YTD despite surging revenues and backlog, as losses, cash burn and M&A execution risks keep investors cautious.

Kratos (KTOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The Trump administration is determined to bring manufacturing activity back to the U.S., and tariffs are one of its important tools. In mid-August, President Donald Trump announced a 100% tariff on certain drones and their components to take effect on Sept. 3, 21 days later. “We view the move as positive for domestic producers,” wrote Jefferies analyst Sheila Kahyaoglu at the time, noting that AeroVironment AEVEX Teledyne Technologies Redwire Kratos Defense & Security Solutions and Elbit Systems could benefit.

Kratos Defense and Security Solutions and Northrop Grumman are two great ways to play the trend toward increased military drone spending.

Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.

Oil price strength and higher energy costs are feeding through to inflation readings, which keeps pressure on interest rates and government budgets. Defense spending can become harder to plan in this setting, so financially solid contractors can have an edge. This article focuses on drone defense companies with robust balance sheets and strong cash positions and highlights three stocks from this group that merit a closer look. The three stocks profiled below are just a starting point, since...

In August 2026, Kratos Defense & Security Solutions announced that Kratos and Northrop Grumman Mission Systems had been awarded the U.S. Marine Corps’ MUX TACAIR CCA contract to rapidly develop Missionized Valkyrie Air Vehicle platforms using Northrop Grumman’s mission kit and Open Architecture Autonomy Software, with the first prototype targeted for completion in summer 2026. This contract underscores Northrop Grumman’s growing role in autonomous, open-architecture combat aircraft systems,...

In the defense and aerospace sector, commercial scale and rapid tactical innovation represent two distinct pathways to growth. On August 17, Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) announced that their jointly developed GEK800 engine received the U.S. Military Engine Type Designation F143-ZZ-100 and secured a U.S. Air Force Engineering, Manufacturing, […]

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.

Dividend declaration and new contract draw attention to Northrop Grumman stock Northrop Grumman (NOC) has attracted fresh investor interest after its board declared a quarterly dividend of US$2.47 per share and its Mission Systems segment announced a new Marine Corps contract with Kratos Defense. Despite the fresh contract win and dividend announcement, Northrop Grumman’s share price has eased in the short term, with a 1-day share price return of 1.23% lower and a 7-day share price return of...

TradeSmith's Jeff Clark favors call options over shares on TLT, UNG and SMH to limit risk, citing Treasury bonds, natural gas and semiconductors as contrarian plays as major indexes trade near record highs.

A number of stocks fell in the afternoon session after trade negotiations between the United States and Canada broke down, sparking concerns over new 50% tariffs and retaliatory trade measures.

General Electric (GE) is back in focus after GE Aerospace and Kratos Defense & Security Solutions secured a U.S. Air Force contract tied to the GEK800 F143 engine, along with updated capital return plans. See our latest analysis for General Electric. General Electric’s share price has moved up 15.03% over the past 90 days and the 1-year total shareholder return of 31.37% points to momentum that has built over both shorter and longer periods as investors weigh defense contracts, capital...

President Trump signed a proclamation on August 13, imposing sweeping new tariffs on foreign drone imports. American drone manufacturers, including AeroVironment Inc. (NASDAQ:AVAV), Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), and Red Cat Holdings Inc. (NASDAQ:RCAT), are among the clear winners of a policy specifically designed to redirect business their way. The Tariff Structure The […]

Drone stocks are bouncing Friday after Thursday's brutal selloff, but the recovery tells a more complicated story than the headlines suggest. Not every name is clawing back at the same pace, and the reason why reveals exactly how fragile this group's momentum really is.

KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.

A number of stocks fell in the afternoon session after the White House pivoted its Iran strategy toward financial sanctions, signaling a de-escalation of military options. President Donald Trump announced the U.S. will launch "Economic Warfare and Isolation on an unprecedented scale" against Iran, CNBC reported.

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

China urged the U.S. to remove new tariffs on drones and related parts.

Kratos trades at 95x forward earnings while Nokia sits at 27x, but one generates $1.7 billion in free cash flow annually and the other burned $137 million last year.

AppLovin boasts a 60% net margin and 70% revenue growth, while Kratos trades at a fraction of the valuation despite heavy government dependence.

Kratos Defense & Security Solutions and GE Aerospace recently announced that their jointly developed GEK800 turbofan engine, now designated F143-ZZ-100, secured a U.S. Air Force Engineering, Manufacturing and Development contract as a second-source propulsion system for the Joint Air-to-Surface Standoff Missile program. This win highlights GE Aerospace’s expanding role in supplying compact, lower-cost propulsion for long-range missiles and uncrewed aerial systems, reinforcing its presence...

Axon's Software & Services momentum continues as premium software adoption and new users lift revenues, though margins remain under pressure.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Kratos Defense & Security Solutions (NASDAQ:KTOS) and GE Aerospace (NYSE:GE) have secured a U. S.

Unusual Machines (NYSE:UMAC) stock is soaring 22% to $33.24 midday Friday, leading a scattered rally in domestic drone names. The catalyst was President Trump signing a proclamation Thursday imposing tariffs on imported drones and unmanned aircraft parts, citing national security. Red Cat Holdings (NASDAQ:RCAT) shares are climbing 8% to $11.02, while Ondas Holdings (NASDAQ:ONDS) stock ... Unusual Machines Soars 22%, Red Cat Climbs 8%, Ondas Gains 4% on Trump’s 100% Drone Tariff

In early August 2026, Kratos Defense & Security Solutions reported second-quarter revenue of US$458.8 million and higher net income year-on-year, raised its 2026 revenue outlook to US$1.75–US$1.81 billion, and highlighted new defense work including Javelin seeker development and support for Japan’s SPY-7 missile defense tests. These developments, alongside new U.S. tariffs aimed at boosting domestic drone production, highlight Kratos’ growing role in priority defense programs spanning...

American drone companies got a sudden lift in the stock market Friday after President Trump announced plans to impose tariffs on imported drones.

KTOS' $15B pipeline and rising defense demand could fuel growth as new awards expand backlog and revenues.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.