Kratos is a leading developer of unmanned tactical aircraft (Valkyrie XQ-58), hypersonic test vehicles, target drones, and space communications systems. The Collaborative Combat Aircraft (CCA) program selection positions Kratos in the next-generation airpower architecture. Hypersonic test infrastructure is benefiting from accelerated DoD investment. The pivot from low-margin services to high-margin product platforms is improving operating leverage.
Thesis reviewed May 29, 2026
Kratos Defense & Security Solutions is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HEI | HEICO Corporation | 90 | +12% | ↓26% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓26% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓26% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓26% | NEUTRAL |
| LMT | Lockheed Martin | 90 | +9% | ↓26% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓26% | ENTRY |
| GD | General Dynamics Corporation | 90 | +15% | ↓26% | ENTRY |
Investors who hold KTOS may also have indirect exposure through these country funds.
Kratos Valkyrie advances to CCA Increment 2 down-select
Hypersonic test vehicle contracts grow on DoD program acceleration
Estimates · Yahoo Finance · Not audited figures