Unlocks the Agility of Airbus’ OneSat® Platform Enabling Operators to Instantly Reshape Coverage and Reconfigure Missions In-OrbitSAN DIEGO, Dec. 30, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced the successful completion of factory acceptance testing between its EPOCH Command and Control (C2) software and Airbus’ OneSat next generation software-defined satellite platform. Unlike tradi ...

Since launching in 2019, the Procure Space ETF (NASDAQ:UFO) has positioned itself as the only pure‑play space ETF in the United States, holding a basket of companies with direct exposure to the space industry — a sector that could draw increased attention in 2026 if a potential SpaceX IPO materializes.Procure Holdings CEO Andrew Chanin told Benzinga that maintaining a pure‑play focus is central to the firm's identity and a key differentiator from other space‑themed ETFs.UFO Vs. ARKXThe Ark Space & Defense I ...

SAN DIEGO, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, announced today that it has recently received approximately $30 million in Air Defense and C5ISR system national-security-related, military-grade custom hardware production contracts. Kratos is an industry leader in the development, engineering, design, and large-scale production of military-grade hardware and integrated systems for missile, radar, ...

Group 1 - The core viewpoint is that defense contracts have significantly increased due to escalating global security challenges [1] Group 2 - The rise in defense contracts indicates a growing demand for military and security solutions [1] - This trend reflects the broader geopolitical landscape and the need for enhanced national security measures [1]

For investors, this shift alters the sector's fundamental business model. The market is effectively moving from a Maintenance Model to a Consumption Model.In the past, defense spending focused on legacy platforms, such as aircraft carriers and fighter jets designed to last for decades. These programs generate revenue through long-term maintenance contracts. However, modern conflict requires assets that are sophisticated enough to complete a mission but affordable enough to be lost in combat without breaking ...

Industry Overview - The global drone industry is transitioning from niche applications to mainstream adoption, impacting border defense, surveillance, logistics, and infrastructure monitoring [1] - Increased geopolitical tensions and defense upgrades are driving global drone adoption, with governments allocating more budget to unmanned aerial systems (UAS) [2] - Drones are becoming essential in various sectors, including mining, infrastructure monitoring, real estate, oil and gas exploration, logistics, and filmmaking [3] Technological Advancements - The integration of artificial intelligence (AI), cloud computing, and edge processing is enhancing drone capabilities, making them faster and more versatile [4] - AI is enabling autonomous navigation, allowing drones to plan flight paths based on real-time environmental data [4] - The incorporation of 5G and advanced Wi-Fi technology is improving real-time data transmission, broadening commercial applications [4] Market Growth - The global drone tech market is projected to grow at a CAGR of 14.3% from 2025 to 2030, indicating significant growth potential [5] - Companies with strong R&D pipelines, diversified market exposure, and strategic collaborations are well-positioned for success in the evolving drone landscape [5] Company Highlights AeroVironment, Inc. (AVAV) - AVAV is a key beneficiary of rising global demand for UAS, developing uncrewed aircraft and related technologies for defense and allied governments [7] - In Q2 fiscal 2026, AVAV's contract awards reached $3.5 billion, with bookings at $1.4 billion, driven by R&D and manufacturing investments [8] - The company expects revenues between $1.95 billion and $2 billion for fiscal 2026 [11] Kratos Defense & Security Solutions, Inc. (KTOS) - KTOS is positioned to benefit from increased defense budgets, with NATO and Pacific allies expected to spend 5% of GDP on defense [13] - The company reported Q3 revenues of $347.6 million, a 26% year-over-year increase, and projects Q4 revenues of $320-$330 million [15] - KTOS is expanding its capabilities through acquisitions and collaborations, including the acquisition of Orbit Technologies [14] Draganfly Inc. (DPRO) - DPRO develops various drone systems, including the Commander 3XL and medical response drones, with a focus on military and public safety applications [16] - The company secured a significant U.S. Army FPV drone order, which includes supply chain support and training [17] - DPRO achieved 14.4% year-over-year revenue growth, supported by rising product sales [18]

Key Takeaways Kratos Defense is benefiting from rising Pentagon demand for cost-effective drones and hypersonic systems.KTOS shows stronger earnings growth expectations and zero debt, while Lockheed Martin carries heavy leverage.LMT continues landing multibillion-dollar contracts, but recent stock gains lag far behind Kratos Defense.Geopolitical instability around the world, especially conflicts in regions like Europe and the Middle East, has increased security concerns for many countries. In response, the ...

Kratos Zeus SRMs Are Specifically Designed for Affordable, Rapid, Full-Rate Production, to Enable National Security Customers to Fly More Often, Faster and Farther, Using Fewer Stages, at a Substantially Reduced CostSAN DIEGO, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, announced today that it has issued a letter of intent to L3Harris Technologies (LHX: NYSE) for an order of 40 Zeus 1 and 20 Zeus 2 hyp ...

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the best aerospace and defense stocks to buy according to Wall Street analysts. On December 11, analysts at Truist Securities reiterated a Buy rating and a $125 price target. Kratos Defense & Security Solutions, Inc. (KTOS) Expands in Canada in Pursuit of PT6A and PT6T Engine Overhaul Opportunities Everett Historical / shutterstock.com The positive stance follows the company’s opening of a new 10,000-square-foot facility in Vancouver, Bri ...

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the best aerospace and defense stocks to buy according to Wall Street analysts. On December 11, analysts at Truist Securities reiterated a Buy rating and a $125 price target. Kratos Defense & Security Solutions, Inc. (KTOS) Expands in Canada in Pursuit of PT6A and PT6T Engine Overhaul Opportunities Everett Historical / shutterstock.com The positive stance follows the company’s opening of a new 10,000-square-foot facility in Vancouver, Bri ...