Kratos Defense & Security Solutions, Inc.·Industrials

The headlines belong to AI and semiconductors right now. Chips are soaring, data center buildout stocks are making new highs, and the momentum crowd is firmly in control.

Kratos Defense's $2.01 billion backlog, $1.46 billion funded, boosts revenue visibility, with 37% slated for fiscal 2026 and 25% for fiscal 2027.

The Department of Defense is aggressively reallocating capital away from legacy manned platforms in favor of autonomous artificial intelligence-driven tactical networks and high-altitude hypersonic tracking systems. Multi-hundred-million-dollar contract awards for next-generation uncrewed assets, combined with immediate software and hardware integration between legacy defense contractors and disruptive venture-backed defense technology firms, signal the onset of a structural procurement supercycle.

/PRNewswire/ -- Equity-Insider.com News Commentary - The Q1 2026 earnings cycle in defense and aerospace has been remarkably consistent on one point: demand

ONDS compresses OAS adjusted EBITDA profitability timeline to Q1 2027 as margins improve, but rising costs and near-term losses raise questions on execution.

On May 18, 2026, Kratos Defense and Security Solutions Inc (KTOS) shares rose 4.1% to a current price of $54.22. Despite today's gain, the stock has faced signifi
Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The company operates through two segments, Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment offers microwave electronic products, space and satellite communications, training and cybersecurity/ warfare, C5ISR/ modular systems, turbine technologies, and defense and rocket support services. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. It serves national security related agencies, the department of defense, intelligence agencies, and classified agencies, as well as international government agencies and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.
Industrials
Aerospace & Defense
4,000
1999-11-05
1.06