SAN DIEGO, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets, and the Aerospace Industries Association (AIA), on August 28 hosted a high-level roundtable at Kratos’ Oklahoma City aircraft production facility, bringing leaders from across the aerospace and defense supply chain and Congress together to discuss policy priorities shaping the future of the industry. The event featured Chairman Tom ...

Core Insights - Kratos Defense & Security Solutions, Inc. (KTOS) is making significant advancements in the defense sector through investments and partnerships in advanced propulsion systems as global defense spending increases due to rising geopolitical tensions [1][9] Company Developments - In June 2025, Kratos partnered with GE Aerospace to enhance propulsion technologies for next-generation affordable unmanned aerial systems and Collaborative Combat Aircraft-type (CCA-type) aircraft [2] - The partnership will lead to the establishment of a new 50,000-square-foot manufacturing facility in Bristow, OK, which is expected to expand to 100,000 square feet and will focus on producing the GEK family of turbojet engines, starting with the GEK800 product line [3][4] Industry Context - Other defense companies like RTX Corporation (RTX) and Rolls-Royce Holdings plc (RYCEY) are also advancing in propulsion systems, with RTX securing a contract for its TJ150 engines and Rolls-Royce powering the U.S. Navy's MQ-25 unmanned refueling aircraft [5][6][7] Financial Performance - KTOS shares have increased by 186.8% over the past year, significantly outperforming the defense industry's average growth of 34.2% [8][9] - The company's shares are currently trading at a forward 12-month Price/Sales ratio of 7.60X, which is lower than the industry's average of 10.29X [10] - The Zacks Consensus Estimate for KTOS' 2026 earnings has improved recently, while the estimate for 2025 earnings has remained stable [11]

Key Takeaways Kratos posted 17.1% revenue growth, raised 2025 guidance and strengthened cash reserves.L3Harris' EPS grew 15.8%, satellite facilities expanded and NTS-3 navigation satellite launched.KTOS stock soared 195.4% in a year, far outpacing LHX's 20.4% growth, though LHX trades at lower valuation.As global defense spending rises amid geopolitical tensions, companies like Kratos Defense & Security Solutions, Inc. (KTOS) and L3Harris Technologies, Inc. (LHX) are gaining increased attention from investo ...

Group 1 - The war in Ukraine highlights the increasing significance of drone technologies in modern warfare, with both nations engaging in extensive drone attacks [1] - The conflict serves as a demonstration of the evolving nature of military strategies and technologies [1] Group 2 - The Financial Prophet's All-Weather Portfolio has achieved a 37% year-to-date return in 2024, indicating strong performance in various market conditions [3] - The Daily Prophet Report offers essential market information prior to market openings, which can aid investors in making informed decisions [3] - The Covered Call Dividend Plan proposed by the Financial Prophet aims to generate a 50% return on certain investments, showcasing a strategy for maximizing investment returns [3]

Kratos Defense & Security Solutions TodayKTOSKratos Defense & Security Solutions$68.19 -0.31 (-0.45%) 52-Week Range$20.58▼$72.70P/E Ratio685.56Price Target$57.64Add to WatchlistSince reporting Q2 2025 earnings, Kratos Defense & Security Solutions NASDAQ: KTOS has continued to be one of the most impressive defense stocks of the year. Kratos shares are up approximately 17% after the firm released financials on Aug. 7, pushing the stock’s cumulative return to nearly 161% in 2025.Get KTOS alerts:However, a key ...

Industry Overview - Global military expenditure increased by nearly 10% from 2023 to 2024, reaching $2.7 trillion, marking the fastest growth since the Cold War [1] - Ongoing conflicts in Eastern Europe and the Middle East are expected to drive continued defense spending growth [1] Company Insights: L3Harris Technologies - L3Harris Technologies has a market cap exceeding $50 billion and is rapidly expanding its technological capabilities, including a partnership with Joby Aviation in the eVTOL sector [2] - The stock forecast for L3Harris is $279.47, indicating a 3.23% upside, with a current price of $270.72 and a high forecast of $323.00 [3] - The company successfully launched its Navigation Technology Satellite-3, the first defense-focused experimental satellite in nearly 50 years [3] - L3Harris reported strong earnings in Q2 2025, surpassing analyst expectations due to initiatives like the "Golden Dome" project [4] - The integration with Aerojet Rocketdyne has led to doubled production and deliveries, resulting in record quarterly revenue [5] - Analysts remain optimistic, with 13 out of 18 rating L3Harris a Buy, and earnings expected to rise by over 12% in the coming year [5] Company Insights: Kratos Defense & Security Solutions - Kratos Defense reported a 17% year-over-year revenue growth, exceeding analyst expectations in its mid-year earnings report [6] - The stock forecast for Kratos is $57.64, indicating a 15.85% downside, with a current price of $68.50 [8] - Kratos has a significant contract pipeline of approximately $13 billion, including a $750 million contract for the Poseidon program [9] - The success of the Valkyrie tactical drone has prompted Kratos to increase production, contributing to its strong performance [8] Company Insights: TransDigm Group - TransDigm Group, with a market cap around $80 billion, specializes in aircraft components for aerospace and defense [12] - The company missed earnings and revenue expectations in its fiscal third quarter due to challenges with Airbus and Boeing, but defense revenue improved by 13% year-over-year [13] - TransDigm generated $630 million in cash flow despite the earnings miss, indicating strong fundamentals in its defense segment [13]

BTIG is now big on the company The person upping his recommendation on Kratos was BTIG's Andre Madrid, who has set a price target of $80 per share for the defense stock. According to reports, Madrid feels that several developments have swung in the defense company's favor recently. A major one he cited is the Marine Corps's MUX TACAIR unmanned aerial systems (UAS) program, for which the company was downselected. This portends quite well for Kratos's general UAS business. The analyst also waxed bullish about ...

Group 1 - Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) shares increased by 2.7% to $70.79, reaching 20-year highs after an upgrade from BTIG to "buy" from "neutral" [1] - BTIG raised its price target for KTOS to $72 from $55, highlighting potential growth in the Unmanned Aerial Systems unit [1] - The company raised its full-year forecast following strong second-quarter revenue, with Canaccord Genuity initiating coverage with a "buy" rating [2] Group 2 - Currently, 12 out of 15 analysts covering KTOS have a "buy" or better rating, with a 12-month consensus price target of $70.85, aligning closely with current stock levels [2] - Year-to-date, KTOS has outperformed with a 167% increase, and a 105% rise in the last three months [3] - There remains short covering potential, as short interest accounts for 6% of the stock's available float [3]

Core Insights - Kratos Defense & Security Solutions, Inc. (KTOS) shares have increased by 27.5% in the past month, significantly outperforming the Zacks Aerospace-Defense Equipment industry, which declined by 0.4% [1] - The company's strong quarterly results, improved guidance, and notable collaborations have contributed to this robust performance [4][5] Financial Performance - In Q2 2025, Kratos Defense reported revenues of $351.5 million, exceeding estimates by 14.6% [4] - The company raised its full-year 2025 revenue outlook, indicating stronger-than-expected business momentum [5] - The Zacks Consensus Estimate for KTOS' 2025 revenues shows a solid improvement of 15.2% from the prior year [14] Partnerships and Innovations - Recent collaborations include a partnership with hiSky to integrate its OpenSpace platform with hiSky's satellite IoT solutions, expanding KTOS' reach in next-gen satcom [6] - The company also partnered with Champion Tire to debut driverless truck platooning at NASCAR, showcasing its autonomous technology for logistics [7] Product Development and Future Prospects - Kratos Defense is positioned for long-term growth with a diverse range of products in unmanned systems, hypersonics, and propulsion [8] - The company expects to secure a sole-source contract for the Air Wolf tactical jet drone by the end of 2025, with production anticipated to start in late 2026 [11] - Kratos is developing hypersonic systems and has opened a $50 million facility to increase production capacity for important programs [11][12] Valuation and Market Position - KTOS shares are trading at a premium, with a forward 12-month Price/Sales (P/S F12M) ratio of 7.53X compared to the peer group's average of 3.40X [17] - Industry peers AAR Corporation (AIR) and Curtiss-Wright Corporation (CW) are trading at lower P/S ratios of 0.96X and 5.36X, respectively [18]

Core Insights - Kratos Defense & Security Solutions, Inc. (KTOS) is expanding its presence in the defense technologies sector through its Kratos Government Solutions (KGS) segment, which offers advanced systems supporting U.S. and allied military missions [1][4] - KGS provides secure communication networks and advanced satellite ground systems, essential for intelligence, surveillance, and reconnaissance operations, and is involved in hypersonic technology development [2][3] - The recent acquisition of assets from Norden Millimeter, Inc. has enhanced KGS's microwave and Radio Frequency capabilities, strengthening its defense solutions [3][8] Financial Performance - In Q2 2025, KGS revenues increased by 29.9% year-over-year to $278.3 million, driven by growth across all business areas and the benefits from the Norden acquisition [4][8] - KTOS shares have appreciated by 229.7% over the past year, significantly outperforming the industry average growth of 45.8% [7] Market Position and Valuation - KTOS shares are currently trading at a relative discount, with a forward 12-month Price/Sales ratio of 7.12X compared to the industry average of 10.13X [9] - The Zacks Consensus Estimate for KTOS's third-quarter 2025 earnings has declined in the past 60 days, while the fourth-quarter estimate remains unchanged [10]