Friday, July 17, 2026
Joe Gomes, CFA, Managing Director, Equity Research Analyst, Generalist , Noble Capital Markets, Inc.
Refer to the full report for the price target, fundamental analysis, and rating.
Momentum. Recent awards, facilities expansion, world events, and increasing defense spending worldwide are combining to provide positive momentum to Kratos’ business, in our view. With proven, existing products focused on key areas of new Defense priorities, we continue to believe Kratos is well-positioned to capitalize on the current operating environment.
$400M Hypersonics. The Company recently received approximately $400 million in funding from the Department of War (DoW) related to certain hypersonic systems and other National Security related programs. Notably, beginning in June and both increasing and accelerating into July, Kratos is seeing significant funding from the DoW, which is expected to accelerate the Company’s organic growth rate, increase operating cash receipts, while reducing customer receivables, inventory, and assets where Kratos had previously “leaned forward” to ensure Kratos met or exceeded customers’ schedule-related and other expectations.
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*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.
