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Kratos Defense & Security Solutions
Tactical jet UAS providing strike, ISR and escort effects
Latest event found: 4 Aug 2026 · 3 months ago
Vitality Radar
Pillar Analysis
Strategic Assessment
Strategic Vector
Kratos is accelerating as a defense technology prime focused on unmanned systems, space, propulsion, and hypersonics, combining organic growth with targeted acquisitions. Recent results indicate strong demand and elevated forward guidance, although reported operating loss in the latest quarter warrants monitoring.
Efficiency Ratio
Resource-to-output efficiency appears strong, with rapid revenue growth, positive adjusted EBITDA, a healthy book-to-bill ratio, and increasing organic growth despite substantial technology and acquisition investment.
Evidence Signals
1 negative signalKratos reported recent contract awards supporting approximately 10 percent organic growth in its Unmanned Systems business, including Valkyrie.
Kratos reported second-quarter 2026 revenue of $458.8 million, 30.5 percent growth, and a consolidated book-to-bill ratio of 1.1 to 1.0, citing recent contract awards including Valkyrie.
Kratos reported a second-quarter 2026 operating loss of $1.6 million despite $458.8 million in revenue and $38.2 million in adjusted EBITDA.
CEI became a wholly owned subsidiary of Kratos following completion of the acquisition.
Kratos completed its merger with Digital Fusion, Inc., making Digital Fusion part of Kratos.
Kratos entered an agreement to acquire Orbit Technologies Ltd. through a wholly owned subsidiary.