Wednesday, July 22, 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.
New Business. Kratos continues to receive new business, confirming the large growth opportunities available, in our view. The new business highlights the Company’s operating philosophy of having the right products, in the right space, at the right time. The recent awards add to the pile of new business Kratos has been awarded so far in 2026.
C-UAS Award. Kratos was awarded a sole-source, single-award Indefinite Delivery/Indefinite Quantity (IDIQ) contract for approximately $156 million by the U.S. Department of Energy’s National Nuclear Security Administration (NNSA) Office of Secure Transportation (OST) in support of Project Solar Shield. Under this new contract award, Kratos will provide mobile Counter-Unmanned Aircraft System (C-UAS) platforms designed to support OST’s critical National Security mission. The OST is responsible for the safe and secure ground and air transportation of nuclear weapons, weapon components, and special nuclear materials. Kratos was selected following a rigorous technical evaluation.
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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.
