Kratos Defense & Security Solutions

KTOS

Market cap $12.8B

Kratos Defense and Elbit Systems gain momentum as defense spending surges, with soaring unmanned system revenues.

Kratos Defense surges on booming unmanned systems demand, rising contracts and next-gen drone investments fueling momentum.

SAN DIEGO, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a leading technology company in the defense, national security, and global markets, today announced the opening of a new Propulsion Manufacturing Facility in Auburn Hills, Michigan to fulfill upcoming demand for Kratos' Spartan engines, a family of high-quality, low-cost, military grade turbojet engines, a key enabler in the affordable mass problem set. This state-of-the-art 22,500-square-foot facility with office, manufacturing, assembly and test areas allows for concurrent production of all four engines in the Spartan family and quantities of 50,000 plus per year.

Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) was last seen down 0.8% to trade at $75.99 at last check, having pulled back from its Oct. 9 record high of $112.57.

SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in the defense, national security, and global markets, today announced that its Indiana Payload Integration Facility (IPIF) for Hypersonic Systems located in Crane, Indiana, is on schedule to be fully mission capable by the end of 2026. The state-of-the-art facility is now under roof, and work is progressing rapidly to finalize equipment-bearing foundations and erect interior structures.

In a standout year for aerospace and defense stocks, Kratos Defense and Security Solutions NASDAQ: KTOS has separated itself from the pack. The iShares U.S. Aerospace & Defense ETF BATS: ITA—a commonly used barometer of U.S. stocks in this industry—has delivered a total return of around 46% in 2025.

KTOS' 200% stock surge in 2025 reflects booming unmanned systems demand and strategic deals fueling its growth momentum.

Kratos' unmanned aircraft are in high demand. The defense contractor's growth investments are weighing on its profits.

KTOS posts strong Q3 results with revenues up 26% year over year and earnings surpassing estimates, lifting full-year guidance.

Kratos Defense & Security Solutions, Inc. ( KTOS ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Marie Mendoza - Senior VP, General Counsel & Secretary Eric DeMarco - CEO, President & Director Deanna Lund - Executive VP, CFO & Director Conference Call Participants Ellen Page - Jefferies LLC, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Jan-Frans Engelbrecht - Robert W.