Kratos Defense rallies as new facilities, strong drone demand and a solid backlog boost its defense footprint and prospects.
Kratos Defense and Elbit Systems gain momentum as defense spending surges, with soaring unmanned system revenues.
Kratos Defense surges on booming unmanned systems demand, rising contracts and next-gen drone investments fueling momentum.
Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) was last seen down 0.8% to trade at $75.99 at last check, having pulled back from its Oct. 9 record high of $112.57.
In a standout year for aerospace and defense stocks, Kratos Defense and Security Solutions NASDAQ: KTOS has separated itself from the pack. The iShares U.S. Aerospace & Defense ETF BATS: ITA—a commonly used barometer of U.S. stocks in this industry—has delivered a total return of around 46% in 2025.
KTOS' 200% stock surge in 2025 reflects booming unmanned systems demand and strategic deals fueling its growth momentum.
KTOS posts strong Q3 results with revenues up 26% year over year and earnings surpassing estimates, lifting full-year guidance.
Kratos Defense & Security Solutions, Inc. ( KTOS ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Marie Mendoza - Senior VP, General Counsel & Secretary Eric DeMarco - CEO, President & Director Deanna Lund - Executive VP, CFO & Director Conference Call Participants Ellen Page - Jefferies LLC, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Jan-Frans Engelbrecht - Robert W.
The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kratos (KTOS) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.11 per share a year ago.
Kratos Defense and Northrop Grumman demonstrate different approaches in a rapidly growing sector as investor interest in space soars.
Kratos's flagship Valkyrie drone, hypersonic testbeds, and sole-source contracts position it at the forefront of next-gen warfare and defense innovation. Engagement with NATO and strong ties with the U.S. military would enable bigger contracts in the future. KTOS has strong near-term revenue visibility, as they expect to deliver up to 20 Valkyries in 2026 for a sum of $10 million each.