Key Takeaways Kratos Defense expands drone footprint with new contracts and $1.57B backlog supporting revenue visibility.Elbit Systems sees strong growth in unmanned systems and 19% to 39% segment revenue gains in Q4 2025.KTOS and ESLT benefit from rising demand for drones, EW tools, and battlefield connectivity solutions.Kratos Defense & Security Solutions, Inc. (KTOS) and Elbit Systems (ESLT) share a strong strategic commonality as modern defense technology providers. Both companies focus on developing ad ...

President Donald Trump touted the strength of U.S. munitions stockpiles on Tuesday, declaring them “unlimited” at medium and upper-medium grades, while emphasizing readiness to “WIN BIG!!!” This comes amid escalating conflict involving U.S.-Israeli strikes on Iran, driving investor interest in defense and drone-related stocks. Trump’s Statement On Military Readiness In a Truth Social post, Trump highlighted the robust supply of munitions, stating the U.S. has “virtually unlimited supply” of medium and up ...