Friday, August 07, 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.
From Opportunity to Reality. Less than 48 hours after speaking of these potential opportunities (among a bunch of other opportunities), Kratos has been awarded a U.S. Army contract related to the Javelin Missile System, and Kratos partner Boeing announced it has been awarded a funding contract to begin supplying long-range JDAMs that incorporate Kratos turbojet engines.
JDAM. The Air Force awarded Boeing a $75 million production contract to begin supplying long-range JDAMs. The long-range variant adds a Kratos TDI-J85 turbojet providing 200 pounds of thrust to enable jets to attack from a much safer distance. The 2027 National Defense Authorization Act includes about $277 million for 1,150 upgraded JDAM guidance tail kits with M-Code GPS for the legacy munitions. Industry experts note the new version will cost far less than more exquisite stand-off munitions, so they should be considered as an affordable mass capability, playing right into Kratos’ key strengths, in our opinion.
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