Gewinn- und Verlustrechnung von Kratos Defense & Security Solutions, Inc.

Thursday's

KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.

Four drone stocks with wildly different year-to-date performances are all dropping by the same amount Thursday morning, and the reason has nothing to do with any news hitting the wires.

Kratos is a leader in high-growth defense niches like unmanned aerial systems and hypersonic flight technology. Nokia offers a stable, global infrastructure business with significant positive free cash flow generation.

AppLovin demonstrates massive profitability and growth through its AI-powered advertising platform. Kratos Defense & Security Solutions maintains a critical role in unmanned systems and satellite communications for the military.

Kratos (KTOS) delivered a robust Q2 2026, with revenue up 30.5% YoY to $458.8M and EPS beating by $0.06. KTOS reported consolidated organic growth of 19.1%, led by 22% in KGS and 8.1% in Unmanned Systems segments. Key business lines—defense rocket support, turbine tech, microwave products—posted standout organic growth rates of 50.2%, 43.3%, and 29.5%, respectively.

Orders for both the GAIA 100 5.5-meter and the 6.1-meter systems underscore growing demand for Orbit's GAIA tri-band S/X/Ka capability with advanced Ka-band tracking systems Orders for both the GAIA 100 5.5-meter and the 6.1-meter systems underscore growing demand for Orbit's GAIA tri-band S/X/Ka capability with advanced Ka-band tracking systems

Kratos is rated a buy, driven by strong Q2 earnings beats and robust forward guidance, despite a recent stock pullback. KTOS's investment thesis centers on resilient near-term revenues, a $2.08B backlog, and expanding production capacity, but hinges on margin improvement. Valuation is stretched—current price implies growth far above guidance; the market is paying for a long-term terminal story, not near-term value.

SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets and an industry-leading provider of high-performance, jet-powered unmanned aerial systems, announced today that a missionized United States Marine Corps' (USMC) Valkyrie Collaborative Combat Aircraft (CCA) successfully demonstrated Electronic Warfare (EW) capabilities and beyond line-of-sight (BLOS) command and control (C2) datalink in southern California in April 2026.

Kratos Defense & Security Solutions reported strong Q2 results, raised 2026 guidance, and is positioned for continued high growth across key defense segments. KTOS's backlog reached $2.08 billion, with new facilities enabling turbojet engine production targeting $150 million revenue in 2027 and further expansion planned. With $1.43 billion cash and no debt, KTOS is well-capitalized to scale, though execution and dilution risks remain as it ramps production and relies on government contracts.