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Kratos Awarded Multi-Million Dollar Ground System Contract by Airbus to Support OmanSat-1

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(High)
Rhea-AI Sentiment
(Positive)
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Kratos (Nasdaq: KTOS) was awarded a multi-million dollar contract by Airbus to deliver an end-to-end ground segment for Space Communication Technologies' OmanSat-1 software-defined OneSat satellite.

Kratos will supply Ka-band TT&C antennas, carrier monitoring, command-and-control, flight dynamics, orchestration software and onsite installation, commissioning, training and support from its Oman office.

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Positive

  • Multi-million dollar ground system contract awarded by Airbus for OmanSat-1
  • Ground system integrates Ka-band TT&C, carrier monitoring, C2, flight dynamics
  • Onsite delivery and support via Kratos' Oman office, enabling local commissioning

Negative

  • Contract value and revenue timing not disclosed in the announcement
  • No specific delivery schedule or revenue recognition timeline provided

News Market Reaction

+3.27%
63 alerts
+3.27% News Effect
+4.8% Peak in 3 hr 45 min
+$542M Valuation Impact
$17.11B Market Cap
0.5x Rel. Volume

On the day this news was published, KTOS gained 3.27%, reflecting a moderate positive market reaction. Argus tracked a peak move of +4.8% during that session. Our momentum scanner triggered 63 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $542M to the company's valuation, bringing the market cap to $17.11B at that time.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $105.67 Vol: Volume 1,694,599 vs 20-da...
low vol
$105.67 Last Close
Volume Volume 1,694,599 vs 20-day average 3,701,545 suggests no outsized trading reaction pre-news. low
Technical Price $89.06 is trading above the 200-day MA ($70.42), reflecting an established upward trend before this award.

Peers on Argus

KTOS was up 2.31% with select peers like AVAV and ESLT also up in momentum scans...
2 Up

KTOS was up 2.31% with select peers like AVAV and ESLT also up in momentum scans, but mixed moves across DRS, ERJ, HII, and TXT point to stock-specific factors rather than a unified sector move.

Historical Context

5 past events · Latest: Feb 13 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 13 Autonomy logistics deal Positive +2.3% Expanded automated truck platooning for NASCAR logistics and defense-use autonomy.
Feb 13 Earnings call scheduling Neutral +2.3% Announcement of Q4 and FY 2025 earnings release and conference call timing.
Feb 10 Drone program selection Positive -5.4% Selection for Phase 1 Gauntlet in a major Drone Dominance Program competition.
Feb 05 UAV system test Positive -6.7% Successful test of integrated Mighty Hornet IV attack UAV with Taiwan’s NCSIST.
Feb 03 Training contracts win Positive +7.5% New awards with total potential value of about $65M for simulators and training.
Pattern Detected

Positive defense and contract news often saw mixed reactions, with some sizeable selloffs on otherwise favorable updates, but strong contract wins have also coincided with notable gains.

Recent Company History

Recent KTOS news over February shows multiple defense and autonomy wins, including a $65 million contract set, a successful Mighty Hornet IV test, and participation in a Phase 1 drone gauntlet. Price reactions have been varied: two positive items on Feb 5 and Feb 10 drew declines, while the contract awards on Feb 3 and the NASCAR logistics announcement on Feb 13 aligned with gains. Today’s Airbus ground-system award extends this contract-driven growth narrative.

Market Pulse Summary

This announcement adds another notable contract to KTOS’s growing space and defense portfolio, exten...
Analysis

This announcement adds another notable contract to KTOS’s growing space and defense portfolio, extending recent wins like the $65 million training awards and drone-related milestones in early February. The Airbus OmanSat-1 ground-system role underscores Kratos’s position in software-defined satellite infrastructure. Investors may track how this contributes to upcoming earnings, contract backlog visibility, and execution across both unmanned systems and satellite ground solutions.

Key Terms

software-defined satellite, ground segment, ka-band, command and control (c2), +1 more
5 terms
software-defined satellite technical
"in order to optimize the resource allocation on the Software-Defined Satellite (SDS)"
A software-defined satellite is a spacecraft whose functions — such as communications, data routing, and mission settings — can be changed or upgraded by writing new software instead of swapping hardware. Like a smartphone that gets new apps and features over time instead of a fixed-function device, this flexibility can extend a satellite’s useful life, enable new revenue streams, reduce replacement costs, and allow operators to respond faster to market demand or technical issues, which matters to investors evaluating growth, risk and capital efficiency.
ground segment technical
"awarded Kratos a contract to deliver a ground segment for its customer"
The ground segment is the collection of Earth-based equipment and teams that operate, monitor and receive data from satellites and spacecraft — things like antennas, control centers, mission planners and data-processing systems. It matters to investors because these systems determine whether a space service can reliably deliver data, maintain customers, meet regulations and control costs; think of the ground segment as the backstage crew and control room that keep a live performance running smoothly and on schedule.
ka-band technical
"The implementation will include Ka-Band telemetry, tracking and command (TT&C) antennas"
Ka-band is a slice of the microwave radio spectrum (roughly 26.5–40 GHz) commonly used for satellite links and high-capacity wireless backhaul. Because it carries more data per second and lets antennas be smaller, it can enable faster internet and more channels, but its higher frequency is also more prone to signal loss in heavy rain or obstacles. Investors track Ka-band deployment and equipment costs because it affects a company’s ability to deliver high-speed services, coverage economics, and revenue potential.
command and control (c2) technical
"first factory acceptance test of Kratos’ Epoch command and control (C2) system"
Command and control (C2) is the remote system or network that attackers use to issue instructions to compromised computers and collect stolen data, like a puppet master controlling infected machines. For investors, evidence of C2 activity signals an active breach that can lead to business disruption, lost customer data, regulatory fines and remediation costs, any of which can hurt revenue, reputation and share value.
telemetry technical
"Ka-Band telemetry, tracking and command (TT&C) antennas, monitor and control"
Telemetry is the automatic collection and transmission of measurements from remote devices, systems, or patients to a central system for monitoring and analysis—like a car sending engine, speed and location data back to a dashboard. For investors it matters because telemetry provides real-time evidence of product performance, safety and user behavior, helping assess revenue potential, operational risk, regulatory compliance and whether a product is meeting market demand.

AI-generated analysis. Not financial advice.

End-to-End Ground System Will Maximize the Full Capabilities of Advanced Software-Defined Satellite

SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in Defense, National Security and Global Markets, today announced that Airbus Defence and Space has awarded Kratos a contract to deliver a ground segment for its customer Space Communication Technologies (SCT) SPC to support the OmanSat-1 software-defined satellite.

With the growing need for mission flexibility to deliver high throughput services, Oman’s national satellite operator, SCT selected Airbus Defence and Space to deliver OmanSat-1, a fully reconfigurable high-throughput OneSat satellite and the associated ground system. Airbus selected Kratos to deliver the integrated ground system to operate the OmanSat-1 software-defined satellite.

Elodie Viau, Senior Vice President of Telecommunication and Navigation for Airbus Defence and Space, said, “The OmanSat-1 satellite uses a flexible OneSat payload architecture that needs a ground system that is just as dynamic to support the reconfiguration of the satellite and the monitoring of the signals to enable troubleshooting and performance reporting. Building on our successful collaboration across multiple OneSat programs, Kratos will deliver the ground system that works in tandem with the OmanSat-1 satellite, enabling SCT to provide high-throughput services while providing extensive flexibility, serving Oman and the region and expanding to access East African and East Asian markets.”

Reinforcing the need for satellites and ground systems to escape legacy silos and work together in tandem, Luke Wyles, an analyst with Analysys Mason explained in a recent white paper that “in order to optimize the resource allocation on the Software-Defined Satellite (SDS), the network must be orchestrated, reconfiguring the space and ground segment in unison to meet changing demands.”

Bruno Dupas, Vice President of Kratos Space, said, “Kratos is integrating the ground system with Airbus’ mission and control platform to manage and monitor the satellite payload while intelligently orchestrating ground resources. This will enable SCT to dynamically plan spectrum, seamlessly coordinate payload configurations with ground assets, and do so far faster and in a more automated fashion than ever before.”

Kratos will deliver the ground segment that will include the capability to configure and monitor the satellite, optimize and setup the payload using integrated Airbus components, monitor the performance of the entire system from the satellite to the ground and orchestrate part of the operations. The implementation will include Ka-Band telemetry, tracking and command (TT&C) antennas, monitor and control and carrier monitoring software, command, control and flight dynamics capabilities and the orchestration system. Leveraging its office in Oman, Kratos will also perform site surveys, install and commission equipment, deliver training and provide support for the delivery.

Kratos has a proven track record of delivering state-of-the-art ground solutions and is at the forefront of developing new capabilities to support today’s software-defined satellites. This includes the recent successful completion of the first factory acceptance test of Kratos’ Epoch command and control (C2) system with Airbus’ OneSat software-defined satellite. Kratos also brings a breadth of experience across the ground segment in areas such as satellite C2; TT&C; payload operations; network management and spectrum monitoring to deliver integrated satellite and ground system solutions.

About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control (C2) and telemetry, tracking and control (TT&C), jet powered unmanned aerial drone systems, advanced vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter UAS, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com.

Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 29, 2024, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by Kratos.

Press Contact:
Claire Burghoff
claire.burghoff@kratosdefense.com

Investor Information:
877-934-4687
investor@kratosdefense.com


FAQ

What did Kratos announce about the OmanSat-1 contract (KTOS) on February 17, 2026?

Kratos announced it was awarded a multi-million dollar contract to deliver the OmanSat-1 ground segment. According to the company, Kratos will supply integrated ground capabilities including Ka-band TT&C, carrier monitoring, C2 and orchestration for the OneSat satellite.

How will the Kratos ground system support OmanSat-1 and SCT (KTOS)?

The ground system will configure, monitor and optimize the OmanSat-1 payload and ground assets. According to the company, it enables dynamic spectrum planning, payload reconfiguration coordination and end-to-end performance monitoring from satellite to ground.

What specific technologies will Kratos deliver for OmanSat-1 (KTOS)?

Kratos will deliver Ka-band TT&C antennas, carrier monitoring software, command-and-control, flight dynamics and an orchestration system. According to the company, integrated Airbus components will be used to set up and optimize the payload.

Will Kratos provide local installation and training for the OmanSat-1 contract (KTOS)?

Yes. Kratos will perform site surveys, install and commission equipment, deliver training and provide ongoing support from its Oman office. According to the company, onsite teams will handle commissioning and customer training.

Does the announcement disclose the contract value and timing for KTOS revenue recognition?

No, the release states a multi-million dollar contract but does not disclose the exact value or revenue recognition timeline. According to the company, specific financial terms and schedules were not provided in the announcement.

What strategic benefit does the Kratos ground system bring to SCT and OmanSat-1 (KTOS)?

It provides a dynamic, orchestrated link between space and ground to support reconfigurable OneSat payloads. According to the company, this enables faster automated payload reconfiguration and improved spectrum and resource optimisation.
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