Welcome to our dedicated page for Kratos Defense & Sec Solutions news (Ticker: KTOS), a resource for investors and traders seeking the latest updates and insights on Kratos Defense & Sec Solutions stock.
Kratos Defense & Security Solutions, Inc. develops and fields technology, products, systems and software for defense, national security and global markets. News about KTOS commonly covers contract awards and program activity across Kratos Government Solutions and Unmanned Systems, including space ground systems, missile warning and tracking support, defense rocket systems, turbine technologies, microwave products and tactical unmanned aircraft.
Company updates also address financial results, bookings and guidance; production and test milestones for systems such as Firejet and Oriole; hypersonic materials-test infrastructure under Project Helios; completed acquisitions; and board or governance changes.
Kratos (NASDAQ: KTOS) said Northrop Grumman (NYSE: NOC) was competitively awarded the U.S. Marine Corps' MUX TACAIR Collaborative Combat Aircraft (CCA) effort, pairing Northrop Grumman mission systems with Kratos' Valkyrie uncrewed aerial system.
The program will combine Northrop Grumman's Advanced Mission Kit and Prism open-architecture autonomy software with Valkyrie's modular airframe, payload bays, and runway-flexible conventional takeoff and landing design. The partners cite more than 20 successful flight demonstrations and describe a low-risk, expedited path to fielding persistent joint crewed-and-uncrewed expeditionary operations for the Marine Corps.
Kratos (Nasdaq: KTOS) completed a factory acceptance test of its EPOCH Command and Control (C2) software with Airbus’ OneSat software-defined satellite platform on Dec. 30, 2025. The test verified EPOCH hardware and software interoperability with a simulated OneSat, met safety and redundancy requirements, and was accepted by Airbus as ready for delivery and operational use.
Kratos added capabilities to EPOCH to support OneSat’s dynamic in-orbit reconfiguration and autonomy and developed advanced ground features for traffic planning, resource orchestration, and performance monitoring.
Kratos (NASDAQ: KTOS) announced on Dec 29, 2025 that it has received approximately $30 million in national‑security‑related production contracts for Air Defense and C5ISR system military‑grade custom hardware.
Work will be performed in secure Kratos manufacturing facilities and supports missile, radar, counter‑UAS, hypersonic, directed energy, satellite communications, and other complex systems. Management said the awards reflect ongoing high‑volume production and program momentum across multiple mil‑spec hardware lines. Due to competitive and security considerations, no further contract details were disclosed.
Kratos (NASDAQ: KTOS) issued a letter of intent on Dec 23, 2025 to L3Harris for 60 Zeus hypersonic solid rocket motors — 40 Zeus 1 and 20 Zeus 2 — to support hypersonic test, targets, and special missions.
Kratos says the Zeus 32.5-inch SRMs are designed for full-rate production, compatibility with existing payloads and infrastructure, and rapid integration of advanced payloads, enabling more frequent, faster, and farther flights at lower cost. Kratos funded Zeus development internally and notes this order complements a recent purchase of 60 Oriole 22-inch SRMs, aiming to build inventory to accelerate U.S. hypersonic testing and delivery to warfighters.
Kratos (NASDAQ: KTOS) opened a new 10,000 square foot engine overhaul facility in Vancouver, British Columbia on December 5, 2025 to support PT6A and PT6T maintenance, repair and overhaul (MRO).
The facility is intended to boost operational efficiency, increase capacity for Canadian operators, and strengthen Kratos’ Consolidated Turbines capability alongside its Bristow, Oklahoma operations. This marks the business’s third expansion in under ten years and highlights plans to add PT6A fixed‑wing support in the near term.
Kratos (NASDAQ: KTOS) opened a new purpose-built 60,000 sq ft Jerusalem facility for its Microwave Electronics Division on Nov 17, 2025. The site includes 20,000 sq ft of clean-room space for precision assembly, testing, and production of qualified microwave assemblies and subsystems.
The facility, located in the Gav Yam high-tech complex near Hebrew University, is positioned to accelerate development of microwave and RF products for missiles, radars, satellites, electronic warfare and commercial space programs, and follows Kratos’ recent acquisition of Orbit Technologies to bolster local RF and satellite communications expertise.
Kratos (Nasdaq: KTOS) opened a new 22,500-square-foot Propulsion Manufacturing Facility in Auburn Hills, Michigan on Nov 13, 2025 to support high-rate production of its Spartan turbojet engine family. The facility supports concurrent production and testing of all four Spartan engines (30 to 200+ lbf) and is configured for inventory isolation, shared inspection, and multi-station test cells.
Kratos says the site is designed to enable quantities of 50,000+ engines per year through investments in infrastructure, personnel, equipment, and optimized production flow to accelerate affordable mass inventory for defense customers.
Kratos (Nasdaq: KTOS) announced its Indiana Payload Integration Facility (IPIF) in Crane, Indiana, is on track to be fully mission capable by end of 2026. The 68,000-square-foot facility is under roof, with equipment foundations and interiors progressing. The project is estimated to cost more than $50 million, is purpose-built to accelerate Mach 5+ hypersonic flight testing (including MACH-TB), and is expected to create 100+ high-tech jobs with an estimated average annual wage of $80,000+. The IPIF will support payload preparation, advanced manufacturing, and test capabilities for next-generation hypersonic systems.
Kratos (NASDAQ:KTOS) signed a definitive agreement to acquire 100% of Israel-based Orbit Technologies for $356.3 million, to be funded from Kratos’ cash on hand. Orbit supplies mission-critical satellite communications hardware for airborne, maritime, undersea, land and unmanned systems and will report into Kratos’ Microwave Electronics Division (KMED) in Jerusalem after closing.
The deal is expected to be immediately accretive across virtually every financial metric and to close by end of March 2026, subject to normal closing conditions, including approvals related to an Israel-based national security company. Kratos will not include Orbit forecasts in guidance until after closing. Stifel is Orbit’s exclusive financial advisor.
Kratos (Nasdaq: KTOS) reported Q3 2025 revenue of $347.6M, up 26.0% (23.7% organic) versus Q3 2024, with GAAP net income of $8.7M and adjusted EBITDA of $30.8M. Unmanned Systems (KUS) revenue was $87.2M (+35.8% organic); Government Solutions (KGS) revenue was $260.4M (+20.0% organic). Consolidated bookings were $414.1M (book-to-bill 1.2) and consolidated backlog was $1.480B. Cash flow used in operations was $13.3M; free cash flow used was $41.3M in Q3 after $28.0M capex.
The company raised FY2025 revenue guidance to $1.320–$1.330B, forecasts 2026 organic growth 15–20% with ~100bp EBITDA-margin expansion, and set a 2027 organic growth target 18–23% with another ~100bp margin improvement.