Kratos Defense & Security Solutions, Inc. (KTOS)

Kratos Defense & Security Solutions, Inc. is a "disruptive technology company" that engineers and deploys systems that "continuously move national security forward with the cost, speed, and reliability that make readiness certain," led by President and CEO Eric DeMarco. The company’s mission is to challenge established defense norms by delivering affordable, high-performance systems in areas like unmanned aerial vehicles (UAVs), hypersonics, and satellite communications. Kratos Defense & Security Solutions, Inc. stock is a pure-play "Next-Gen Defense" holding, representing a company that is at the forefront of the shift toward "Mass vs. Exquisite" systems in modern conflict. By late 2025, Kratos reached a trailing-twelve-month revenue of $1.285 billion with a record backlog of $1.48 billion.

The company’s business operations are focused on high-growth segments including Unmanned Systems and Space & Satellite Communications. Kratos is best known for its "Valkyrie" jet-powered drone, which serves as a low-cost, high-performance wingman for manned aircraft. In late 2025, the company successfully demonstrated its virtualized ground systems for satellite command and control, a critical component of the US Space Force’s modernization efforts. Future strategy involves "Democratic Defense," aiming to provide high-tech capabilities at a fraction of the cost of traditional prime contractors. For 2026, the firm is prioritizing its hypersonic testbed programs and the vertical integration of its propulsion systems. Its competitive moat is its "innovator-first" culture and its ability to manufacture complex military hardware at the speed and cost profile of a commercial technology company.

Kratos is publicly traded on the Nasdaq under the symbol KTOS stock. It remains a top pick for investors who believe the future of warfare will be defined by autonomous systems and rapid technological iteration. Defense analysts and national security experts track the KTOS stock price as a primary indicator of the US Department of Defense’s commitment to "re-plicator" programs and affordable mass. By December 2025, Kratos stands as a vital partner to the military, proving that its approach to " mission-relevant impact at mission-relevant speed" is the new standard for national security.