Added to YB: 2025-11-17
Pitch date: 2025-11-13
KTOS [neutral]
Kratos Defense & Security Solutions, Inc.
+9.83%
current return
Author Info
No bio for this author
Company Info
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, products, and system and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.
Market Cap
$12.2B
Pitch Price
$69.16
Price Target
85.00 (+12%)
Dividend
N/A
EV/EBITDA
139.66
P/E
573.17
EV/Sales
9.19
Sector
Aerospace and Defense
Category
growth
KTOS | Kratos Defense Q3 2025 Financial Highlights
KTOS (earnings): Revenue +26% YOY to $347.6M, unmanned systems +36% as Valkyrie drones finally shipping. $1.48B backlog, $13.5B bid pipeline. 2026-27 growth guidance 15-23%. FCF -$41M due to $28M CapEx for factory expansion. MTCR rule changes open global markets. Trading 6.4x FY26 P/S vs peers at 2x but high growth justified. Risk: cash burn, CCA competition vs Boeing/LM.
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