Kratos Defense & Security Solutions

KTOSsupplier

Kratos Defense develops autonomous unmanned aerial systems (drones) and microwave electronics for the U.S. military. Its low-cost attritable drone concepts like the XQ-58 Valkyrie are at the forefront of the DoD's push for collaborative combat aircraft.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($1.1B)

Datos estáticos (cargando finanzas en tiempo real…)

Unmanned Systems (38%)

Microwave Electronics (32%)

Defense & Rocket Support (30%)

Composición de segmentos y clientes principales

Detalles del producto

Tactical Drones (Valkyrie, XQ-58)35%

Autonomous attritable tactical unmanned aircraft for USAF and allies

Target Drones25%

Subscale aerial target drones for missile and air-defense testing

Satellite & Microwave Electronics25%

Space-grade electronics, C-band systems, and ground station equipment

Relaciones en la Cadena de Suministro

Socios

Lockheed Martin Corporation

Drone integration with manned fighters

Impacto: Medium — CCA program partner

Northrop Grumman Corporation

Autonomous systems collaboration

Impacto: Medium

Clientes Clave

RTX Corporation (Raytheon)

Target drones for missile testing

Impacto: Medium — drone targets for missile tests

Contexto macro y de mercado

방산Noticias del sector

NATO 지출 의무화 + 우크라이나 재건 → 다년간 수주 잔고 사상 최대

미 국방예산 (FY2026)

$921B

NATO 방위비 GDP 목표

2% → 2.5%

KTOS 수주 잔고

$1.1B (+34%)

드론 시장 규모 (2030E)

$58B

Próximos catalizadores

◆NOC/LMT/LHX/RTX Q1 실적 (2026.04)◆KTOS 국방부 드론 계약 발표◆NATO 정상회의 방위비 최종 합의 (2026.06)

Problemas de cadena de suministro

↑ 생산 확대국방부 Valkyrie UCAV 추가 계약 $380M

2026-04

미 공군 Loyal Wingman 프로그램 Valkyrie 40기 추가 발주. 계약 규모 YTD $680M으로 수주잔고 사상 최대.

🤝 파트너십L3Harris와 전자전 시스템 공동개발

2026-02

소형 드론 탑재 전자전(EW) 모듈 공동 개발 계약. KTOS 드론 플랫폼 + L3Harris EW 기술 결합.

Últimas noticias

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Información de la Empresa

Sede Central

Oklahoma City, Oklahoma, USA

Fundación

1994

Empleados

4,200+

Sitio Web

kratosdefense.com

Estado del sector — 방산

Noticias del sector