Wednesday, February 09, 2022

Kratos Defense & Security (KTOS)
Business Continues To Come In

Kratos Defense & Security Solutions is a National Security technology provider with proprietary expertise in the area of unmanned aerial vehicles, electronics for missile defense systems, electronic warfare systems, satellite control and management systems and support services for emerging naval weapon systems. Commercial and state and local government revenues are about 25% of the total and comprise primarily of critical infrastructure monitoring and protection systems.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Joshua Zoepfel, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

$50 Million Award. Yesterday, Kratos announced the receipt of an approximately $50 million contract value increase from a National Security customer for an existing C5ISR program. Kratos supplies the customer with specialized products, hardware, engineering and other services and deliverables.


And $15 Million for Drone Support.  Kratos also received approximately $15 million in contract awards for logistics support, spares, consumables, and support needed for the growing demand for Kratos’ customer drone system operations. The awards are a reflection of the pent-up demand for increased operational missions, which should bode well for Kratos …

This research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*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.