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 elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WWD | Woodward, Inc. | 90 | +13% | ↓85% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓85% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓85% | ENTRY |
| HII | Huntington Ingalls Industries | 90 | +14% | ↓85% | ENTRY |
| HEI | HEICO Corporation | 90 | +12% | ↓85% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓85% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓85% | 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