Kratos Defense & Security Solutions, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
Inputs8Q avg ±7.4%·×1.21·rich
straddle ±10.0%
spot 41.09exp Nov 6ATM strike 41ATM straddle 4.83IV 105%
+6.69%
vs ±9.8% implied · ×0.68
shaded = implied · ▲▼ = realized
Linked news
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceA representative list of non-government customers during 2024 included tier one, large U.S. Government contractors and system integrators such as Northrop Grumman, Lockheed Martin, General Dynamics, Raytheon Technologies, BAE Systems, and L3Harris, as well as Intelsat, Blue Halo, Microsoft, Amazon, Siemens, Rolls Royce, Boom, GE Aerospace and others.
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceRelated to certain of these investments, in 2022, we received an approximate $160 million potential contract award from Blue Halo and a significant contract award from Intelsat as a result of Kratos OpenSpace™ products and technology.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceRelated to certain of these investments, in 2022, we received an approximate $160 million potential contract award from Blue Halo and a significant contract award from Intelsat as a result of Kratos OpenSpace™ products and technology.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceRepresentative recent major contract awards for Kratos include the $1.45 billion MACH-TB 2.0 contract award, if all options are exercised over a five-year period, to support the Office of the Under Secretary of Defense for Research and Engineering (OUSD (R&E)) Test Resource Management Center (TRMC) to support OUSD's National Hypersonic Initiative 2.0 by creating an affordable flight test bed to rapidly increase hypersonic flight test capacity, a $34.8 million contract from the USMC for Valkyrie mission system integration, a $116.7 million prime contract to create and operate an Advanced Fire Control Ground Infrastructure (AFCGI) from the U.S. Space Development Agency, an approximate $100 million total potential value hypersonic system program award, a $48 million contract for geolocation global support services, a $45 million award related to a new satellite system, a $79.8 million contract (Lot 20) for 60 BQM-167A Target aircraft systems for the U.S. Air Force, a $57.6 million contract for 70 BQM-177A Aerial Targets for the U.S. Navy, a $499 million multiple award, indefinite-delivery/indefinite-quantity (IDIQ) contract for the design, build, test, and delivery of functioning anti-tamper solutions, a $579 million single award IDIQ, if all options are exercised, for Space Force SATCOM C2 System for the Command and Control (C2) System Consolidated (CCS-C) Sustainment and Resiliency (C-SAR), and an $877 million IDIQ, multiple award sounding rocket award to provide suborbital launch services and launch support.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceKratos is the primary provider of jet target drone systems to the USN, with the BQM-177, the USAF with the BQM-167, and the U.S. Army with the MQM-178.
KTOS 10-Kaccession 0001069258-25-000008
SentenceKratos is the primary provider of jet target drone systems to the USN, with the BQM-177, the USAF with the BQM-167, and the U.S. Army with the MQM-178.
KTOS 10-Kaccession 0001069258-25-000008
SentenceIn fiscal 2024, 2023 and 2022, we generated 67%, 69% and 69%, respectively, of our total revenues from contracts with the U.S. Government (including all branches of the U.S. military and including FMS), either as a prime contractor or a subcontractor.
KTOS 10-Kaccession 0001069258-25-000008
SentenceAdditionally, Kratos customers also include the Defense Innovation Unit ("DIU") (formerly the Defense Innovation Unit Experimental ("DIUx")), Defense Advanced Research Projects Agency ("DARPA"), Air Force Research Laboratory ("AFRL"), the Strategic Capabilities Office ("SCO"), the Office of the Secretary of Defense ("OSD"), the Strategic Command ("STRATCOM"), the National Aeronautics and Space Administration ("NASA"), the Space Development Agency (SDA), the Space Force, the U.S. intelligence community, and other confidential customers.
KTOS 10-Kaccession 0001069258-25-000008
SentenceKratos' Fifth Generation Stealth Valkyrie tactical drone systems have flown with the USAF and USMC, is under contract with the USMC and is currently involved with the USMC project Eagle.
KTOS 10-Kaccession 0001069258-25-000008
Kratos Defense & Security Solutions, Inc.
41.16
Kratos Defense & Security Solutions has 1 disclosed supplier and 33 disclosed customers in SEC filings.