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What smart money is saying about Kratos Defense & Security SolutionsUnited States flag

KTOS · Industrials · Aerospace & Defense · Market cap $13.39B

2 funds in our archive have pitched Kratos Defense & Security Solutions — most recently Baron Discovery Fund in June 2025.

Company profile

Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The company operates through two segments, Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment offers microwave electronic products, space and satellite communications, training and cybersecurity/ warfare, C5ISR/ modular systems, turbine technologies, and defense and rocket support services. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. It serves national security related agencies, the department of defense, intelligence agencies, and classified agencies, as well as international government agencies and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.

Fund coverage · 2 theses

  • Baron Discovery Fund
    June 2025

    Kratos is poised for accelerated growth due to its successful investments in high-demand defense technologies and increased funding from global militaries.

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  • Merion Road
    June 2025

    Kratos is a leading pure-play defense company specializing in hypersonic technologies and unmanned aircraft, known for its cost-effective and rapid product development, which positions it favorably in the growing defense market.

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