智通财经APP获悉，BTIG分析师Andre Madrid表示，北约提出的新国防开支计划可能会在未来十年使美 国国防承包商的市场规模扩大近一倍。Madrid将通用动力(GD.US)和克瑞拓斯安全防卫(KTOS.US)列为 首选股。 在上周于荷兰举行的北约峰会上，除西班牙外的成员国同意到2035年将国防开支提高到国内生产总值 (GDP)的5%，高于此前设定的2%目标。其中，3.5%将用于装备、人员和作战等核心国防领域，其余 1.5%将用于支持基础设施和国防工业能力建设。 现有的2%国防开支承诺于2006年提出，在2014年俄乌冲突首次爆发后得到强化，并在2022年冲突升级 后获得了新的推动力。截至2024年，23个北约成员国已实现2%的目标，预计几乎所有成员国都将在 2025年之前实现这一目标。 目前，美国承担了北约国防开支的三分之二，远远超过德国和英国等其他成员国。北约盟国每年的国防 开支总额为1.5万亿美元，Madrid预计，在 5%的支出承诺下，这一数字将翻一番。 美国总统唐纳德·特朗普虽然支持增加盟国的军费开支，但他认为5%的目标不应适用于美国。 Madrid补充说，具有重大国际影响力的国防承包商最有能 ...

Within the space and defense industry, the world’s largest players often dominate the discussion. This includes companies like Lockheed Martin NYSE: LMT and RTX NYSE: RTX. These firms manufacture F-35 fighter jets and the Patriot missile defense system, respectively. Products like these have allowed them to attain huge market capitalizations. However, the space and defense industry is far from bereft of up-and-coming players that are making a name for themselves. Working with giants like Lockheed indicates ...

About Kratos Defense & Security Solutions Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers' mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading edg ...

Shares of Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) are down 2.6% at $41.25 at last glance, after the company announced the sale of $500 million in stock. It is unclear which projects will be funded through the capital raise, but Stifel reiterated its "buy" rating and said that Kratos "enjoys a rich opportunity set to make incremental investments behind growth."Today's dip has KTOS falling further from its recent June 23, 19-year high of $46.52. The stock's February and April pullbacks were bo ...

Core Viewpoint - Kratos Defense & Security Solutions, Inc. has announced an underwritten offering of 12,987,013 shares of common stock at a price of $38.50 per share, aiming to raise approximately $483.75 million in net proceeds for various strategic initiatives [1][2]. Group 1: Offering Details - The offering price is set at $38.50 per share, with expected net proceeds of approximately $483,750,000 after underwriting discounts and commissions [1]. - Kratos has granted underwriters a 30-day option to purchase an additional 1,948,052 shares [1]. - The offering is anticipated to close on June 27, 2025, subject to customary closing conditions [1]. Group 2: Use of Proceeds - The net proceeds will be utilized for investments and capital expenditures to support national security priorities, including existing programs and high-probability pipeline opportunities [2]. - Funds will also be allocated for targeted acquisitions and general corporate purposes, including debt repayment and offering-related expenses [2]. Group 3: Management and Regulatory Information - Baird, RBC Capital Markets, Truist Securities, and Raymond James are acting as joint book-running managers for the offering, with additional co-managers involved [3]. - The offering is conducted under an automatic shelf registration statement filed with the SEC, which became effective on February 21, 2024 [4].

SAN DIEGO, June 25, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (“Kratos”) (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Commercial Markets, today announced that it intends to offer for sale $500,000,000 of shares of its common stock in an underwritten offering pursuant to an effective shelf registration statement filed with the Securities and Exchange Commission (the “SEC”). The underwriters will have a 30-day option to purchase up to an additional $75,00 ...

Kratos Defense & Security Solutions (NASDAQ: KTOS ) is at the intersection of defense innovation and national security. It seems the world is going to see continued demand for defense and military spending. Prolonged wars throughout the world as well Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking ...

Core Viewpoint - Kratos Defense & Security Solutions, Inc. is set to establish a new advanced manufacturing facility in Bristow, Oklahoma, focusing on the production of its GEK family of turbojet engines, particularly the GEK800, with plans for significant expansion and job creation [1][5][6]. Company Overview - Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) specializes in technology, products, systems, and software for defense, national security, and commercial markets [7]. - The company emphasizes affordability and rapid development of solutions to meet mission-critical needs [8]. Facility Details - The new facility will cover 50,000 square feet on a 20-acre site, with plans to expand to 100,000 square feet and accommodate up to five production lines for GEK engines, aiming for an initial output of 500 engines annually [1][3]. - The facility will include three small engine test cells, operational by 2027, supported by grant funding from the State of Oklahoma [4]. Job Creation and Economic Impact - The initial engine line is projected to create 60 high-quality jobs, with recruitment starting in late 2025 and general hiring in Q1 2026; each additional production line is expected to add approximately 45 new jobs [4]. - Local and state officials highlight the facility's significance for American workers and national defense, reinforcing Oklahoma's role as a hub for innovative defense technology [6]. Strategic Importance - The facility aligns with Kratos' strategy to deliver high-performance, cost-effective propulsion systems to meet the growing demands of defense customers [5][6]. - The investment reflects a commitment to strengthening America's industrial base and supporting the Department of Defense and allied forces [6].

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced its participation in NATO’s At-Sea Demonstration (ASD)/Formidable Shield (FS) 25. This extensive live-fire exercise, the largest of its kind in the European theater, is hosted biennially by the U.S. 6th Fleet and executed by Naval Striking and Support Forces NATO. This year’s exercise comprised a series of live-fire even ...

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced its participation in NATO’s At-Sea Demonstration (ASD)/Formidable Shield (FS) 25. This extensive live-fire exercise, the largest of its kind in the European theater, is hosted biennially by the U.S. 6th Fleet and executed by Naval Striking and Support Forces NATO. This year’s exercise comprised a series of live-fire even ...