Kratos Defense & Security Solutions saw its Future P/E decline from 156.58x to 143.21x, indicating improved earnings expectations, while the consensus analyst price target was unchanged at $57.46.
What's in the News
- Kratos Defense & Security Solutions demonstrated advanced dual-use autonomous trucking technology in collaboration with Champion Tire & Wheel at the Brickyard 400, marking the first use of automated truck platooning in motorsports logistics and further contributing to Midwest freight automation programs (Key Developments).
- The company successfully completed an end-to-end 5G Non-Terrestrial Network (5G-NTN) demo with Intelsat, validating Kratos' software-defined satellite ground system for extending 5G services globally and integrating satellite connectivity with terrestrial networks (Key Developments).
- Kratos announced a new advanced manufacturing facility in Bristow, Oklahoma for its GE Aerospace-Kratos (GEK) turbojet engine line, expected to begin operation in 2026, focusing on scalable engine production for UAS and related defense applications (Key Developments).
- Kratos and GE Aerospace formalized a teaming agreement targeting propulsion technologies for next-generation unmanned aerial systems, with the development of the GEK800 and GEK1500 engines to serve Department of Defense needs for affordable, scalable mass-propulsion solutions (Key Developments).
- Kratos was dropped from multiple Russell value and small-cap indexes following a $500 million follow-on equity offering, amidst continued financial guidance forecasting full-year 2025 revenue of $1,260–$1,285 million and operating income of $34–$39 million, while defense sector demand for drones and missiles remains strong due to flat but substantial U.S. budget allocations (Key Developments, Periodicals: Reuters).
Valuation Changes
Summary of Valuation Changes for Kratos Defense & Security Solutions
- The Consensus Analyst Price Target remained effectively unchanged, at $57.46.
- The Future P/E for Kratos Defense & Security Solutions has fallen from 156.58x to 143.21x.
- The Discount Rate for Kratos Defense & Security Solutions remained effectively unchanged, at 7.12%.
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