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Kratos wins $20 million deal to supply mobile SATCOM for Asian military
Kratos Defense & Security Solutions
— Aug 31, 2026
Kratos Defense & Security Solutions announced more than a $20 million contract to deliver mobile SATCOM gateways for an Asian defense customer and an approximate $35 million production award for military-grade hardware under a national security program, underscoring its expanded role in field-ready communications and weapon-system production. Industry coverage also highlights Kratos’ potential growth as a hardware supplier for autonomous combat aircraft and broader investor interest tied to its backlogged, high-security programs.
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Kratos Wins $156M Mobile C-UAS Contract
Business
— Jul 21, 2026
Kratos Defense & Security Solutions won a roughly $156 million sole-source IDIQ contract from the U.S. Department of Energy's National Nuclear Security Administration to deliver mobile Counter-Unmanned Aircraft System platforms for Project Solar Shield, with work starting immediately. Insider activity shows $8.8 million in shares sold over the last three months, and the stock trades at an extremely high P/E around 270x, signaling strong growth expectations but potential valuation concerns.
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