Core Insights - Kratos Defense & Security Solutions, Inc. is transitioning from a niche contractor to a significant player in the U.S. defense sector, indicating growth potential in the mid-cap defense industry [1] Company Overview - Kratos is identified as an emerging mid-cap defense industry name, suggesting a strategic positioning for future contracts and projects within the defense arena [1] Market Position - The company is slowly but surely gaining recognition and expanding its role in the U.S. defense market, which may lead to increased revenue opportunities [1]