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Kratos Defense & Sec Solutions reported $1.3B in revenue and $22.0M in net income for fiscal 2025. See the full KTOS financial statements: income statement, balance sheet, cash flow and ratios, each column linked to its SEC filing.

Kratos Wins $20 Million Contract to Deliver Mobile SATCOM Gateways for Resilient Defense Network

Kratos Defense & Security Solutions (Nasdaq: KTOS) announced a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.

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Kratos Defense & Security Solutions (Nasdaq: KTOS) announced a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia. The turnkey system will include truck-mounted Trifold transportable antennas, a shelter with baseband platforms, and Kratos software such as Compass for network monitor-and-control and Monics for spectrum monitoring and interference detection. According to Kratos, the award enhances its position in transportable antennas and ground system technologies and expands its presence in the Asia-Pacific defense communications market.

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Positive

  • Contract award >$20 million for mobile SATCOM gateways with an Asia defense customer
  • Turnkey system sale including Trifold antennas plus Compass and Monics software platforms
  • Geographic expansion as Kratos increases its presence in the Asia-Pacific defense market
  • Reinforced positioning in transportable antennas and ground system technologies for defense communications

Negative

  • None.

News Explained

Kratos has been awarded a contract worth more than $20 million to deliver mobile SATCOM gateways, so the disclosure establishes an awarded delivery program rather than completed delivery; the release does not provide payment timing or other terms that size the near-term cash effect.

News Market Reaction – KTOS

-3.20%
2 alerts
-3.20% Session close to close
$9.32B Market Cap
1.3x Rel. Volume

In the Sep 1 session, KTOS declined 3.20%, reflecting a moderate negative market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

Recent Kratos filings recorded Net Selling, while the stock’s five selected recent news events all c...
Analysis

Recent Kratos filings recorded Net Selling, while the stock’s five selected recent news events all carried negative 24-hour reactions. Against that record, this contract award adds context for assessing contract delivery, insider activity, and the effective S-3ASR shelf.

Key Figures

Contract value: More than $20 million
1 metrics
Contract value More than $20 million Mobile SATCOM gateways for a defense customer in Asia

Historical Context

5 past events · Latest: Aug 31 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Aug 31 Contract award Positive -2.0% National security hardware production award; details were limited by customer and security considerations.
Aug 24 Contract support Positive -7.2% Kratos engines supported Boeing’s JDAM LR production contract and expanded propulsion manufacturing plans.
Aug 19 International orders Positive -2.3% Newly acquired Orbit received international orders for GAIA ground station systems.
Aug 18 Manufacturing partnership Positive -2.0% Elroy Air won a U.S. Army contract involving a Kratos manufacturing partnership.
Aug 18 Flight demonstration Positive -2.0% Valkyrie demonstrated BLOS command and control and electronic warfare capabilities.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent selected announcements were positive operational or contract news, yet all five recorded negative 24-hour reactions.

Key Terms

satcom, baseband platforms, monitor-and-control, spectrum monitoring
4 terms
satcom technical
"mobile satellite communication (SATCOM) gateways"
Satcom, short for satellite communications, uses orbiting satellites as relay stations to send and receive voice, data and video between distant or hard-to-reach locations, effectively acting like cell towers in space. It matters to investors because satcom services support broadband, broadcasting, defense links and connected devices, often producing steady customer revenue but requiring large upfront costs, regulatory approvals and sensitivity to launch technology and spectrum access — all factors that influence company value.
baseband platforms technical
"a shelter containing baseband platforms and advanced monitoring software"
Hardware and software systems that handle the core radio and modem functions in phones, tablets, IoT devices, and wireless network gear, converting data between the device’s processors and the cellular or Wi‑Fi radio. Think of a baseband platform as the device’s communications bridge and translator that manages signal processing, connection protocols, and carrier compatibility. Investors care because baseband technology affects device performance, certification with carriers, product differentiation, and revenue potential for chipset and device makers.
monitor-and-control technical
"complete monitor-and-control (M&C) of mission-critical networks"
A monitor-and-control system is the ongoing cycle of watching a business process, project, or system and making adjustments to keep it working as intended. Think of it like a thermostat for operations: sensors track performance or risk, managers compare that information to targets or rules, and they change settings or actions to correct problems. Investors care because effective monitoring and control help protect assets, ensure compliance, and keep performance on track, reducing surprises and operational risk.
spectrum monitoring technical
"Monics® product for spectrum monitoring and interference detection"
The active tracking and analysis of radio-frequency bands to find who is using which frequencies, detect interference or unauthorized signals, and verify compliance with rules set by regulators. Think of it like a neighborhood watch for wireless airwaves: it helps companies and regulators ensure networks perform reliably, protect licensed users, and manage scarce spectrum resources—factors that affect telecom operators, equipment makers, and investors in wireless infrastructure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.

Around the world, fixed communications infrastructure is becoming increasingly vulnerable to emerging threats. Recent conflicts and contested environments have shown that stationary SATCOM facilities can be easily targeted or disrupted, and modern operations often face denied spectrum and damaged public networks. These conditions highlight a critical need for defense organizations to deploy mobile SATCOM gateways that can maintain secure, reliable connectivity when traditional systems fail. With this capability, warfighters gain access to real‑time situational awareness and mission‑critical data where and when it matters most.

As part of the system, Kratos will deliver its rapid‑deployable, truck‑mounted Trifold® transportable antennas that can be deployed without any special tools and ready to discretely transport at a moment’s notice. These Trifold® antennas are integrated into the mobile SATCOM hub that provides high‑throughput, dependable communications in dynamic field environments.

The turnkey system also incorporates a shelter containing baseband platforms and advanced monitoring software, including Kratos’ Compass® product for complete monitor‑and‑control (M&C) of mission‑critical networks, and Kratos’ Monics® product for spectrum monitoring and interference detection, forming a cohesive and resilient mobile gateway tailored for defense operations.

This award strengthens Kratos’ position as a leader in transportable antennas and ground system technologies. The program also expands Kratos’ presence in the Asia-Pacific region and reinforces the company’s role as a trusted provider of advanced, resilient communications systems for defense applications worldwide.

“This capability is ultimately about giving operators on the ground what they need most: dependable communications they can count on in the middle of fast-moving missions,” said John Chay, Vice President of Business Development in Asia, at Kratos. “When fixed infrastructure is compromised, this mobile gateway lets warfighters stay connected, aware, and supported wherever the mission takes them.”

About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing 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 and telemetry, tracking and control, jet powered unmanned aerial drone systems, hypersonic 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 unmanned aircraft systems, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.

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 because 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 28, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the Security and Exchange Commission by Kratos.

Press Contact: 
Claire Cantrell
claire.cantrell@kratosdefense.com

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


FAQ

What contract did Kratos (KTOS) win on September 1, 2026?

Kratos announced a contract valued at more than $20 million to deliver mobile SATCOM gateways to a defense customer in Asia. According to Kratos, the turnkey solution includes antennas, shelter-based baseband platforms, and mission-critical network and spectrum monitoring software.

What technologies will Kratos (KTOS) provide under the new $20 million SATCOM contract?

Kratos will provide truck-mounted Trifold transportable antennas, a shelter with baseband platforms, and its Compass and Monics software. According to Kratos, Compass supports monitor-and-control of mission-critical networks, while Monics enables spectrum monitoring and interference detection in contested environments.

How does the new mobile SATCOM gateway contract affect Kratos (KTOS) presence in Asia-Pacific?

The contract expands Kratos presence in the Asia-Pacific region by supplying mobile SATCOM gateways to an Asian defense customer. According to Kratos, this award reinforces its role as a provider of advanced, resilient communications systems for regional and global defense applications.

Why are mobile SATCOM gateways important for Kratos (KTOS) defense customers?

Mobile SATCOM gateways provide secure, reliable communications when fixed infrastructure is disrupted or targeted. According to Kratos, these systems help warfighters maintain real-time situational awareness and access mission-critical data in contested environments with denied spectrum and damaged public networks.

Which Kratos (KTOS) products are included in the mobile SATCOM gateway solution?

The solution includes Kratos Trifold rapid-deployable transportable antennas, a shelter containing baseband platforms, and Compass and Monics software. According to Kratos, these components form a cohesive, resilient mobile gateway tailored for demanding defense operations and dynamic field conditions.