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Defense

Kratos Defense & Security Solutions, Inc.

KTOSNASDAQdiversified
Market cap$12B
Conviction4/ 5
HQSan Diego, CA

For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 180d

$64.13

-12.4%

Thesis

Kratos is a diversified defense supplier with a credible position in attritable, lower-cost unmanned aircraft — the category the Pentagon increasingly favors over exquisite manned platforms.

Catalysts

  • Collaborative combat aircraft program momentum
  • Target-drone and propulsion demand
  • Funding tailwinds for American drone makers

Not financial advice — research and opinion only. Disclosures