Loading…
Loading…
ONDS and KTOS take different routes into drone defense, with growth, valuation and execution shaping a closer contest than it may seem.
Both Kratos Defense and L3Harris operate in the U.S. aerospace and defense sector and are positioned to benefit from rising global defense spending.
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in the defense, national security and global markets, today announced it has been awarded a sole-source, single award Indefinite Delivery/Indefinite Quantity (IDIQ) contract for approximately $156 million, by the U.S. Department of Energy's National Nuclear Security Administration (NNSA) Office of Secure Transportation (OST), in support of Project Solar Shield. Under this new contract award, Kratos will provide mobile Counter-Unmanned Aircraft System (C-UAS) platforms designed to support OST's critical National Security mission.
Bank of New York Mellon Corp grew its stake in shares of Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) by 12.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,515,997 shares of the aerospace company's stock after buying an
Amova Asset Management Americas Inc. decreased its position in Kratos Defense and Security Solutions, Inc. (NASDAQ: KTOS) by 10.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,144,337 shares of the aerospace company's stock after selling 137,350 shares
Elroy Air Recently Announced a Demand Pipeline Exceeding 1,400 Aircraft Kratos to Increase Current Sacramento Workforce of 450+ High-Tech Employees as Production of Elroy Air's Autonomous Cargo Aircraft Accelerates SAN DIEGO, July 20, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Global Markets, today announced that it will manufacture Elroy Air's Chaparral autonomous cargo aircraft in its expanding Sacramento, California production facility, supporting increasing demand across commercial logistics and defense markets while expecting to further grow its regional workforce of 450 high-tech employees by more than 50 as Chaparral production ramps. The Chaparral is a hybrid-electric, vertical takeoff and landing (VTOL) autonomous cargo aircraft designed to transport more than 500 pounds of payload with a maximum range of up to 450 miles without requiring traditional airport infrastructure.
Drone warfare has moved from niche capability to central pillar of U.S. defense strategy, and July's setup for military drone stocks looks unusually attractive.
Kratos' Pennsylvania Operations Engineer, Manufacture and Test Mission-Critical, Military-Grade Hardware Supporting Certain of the Nation's Highest-Priority Hypersonic, Air Defense, Missile, Radar and Counter-Unmanned Aircraft System (C-UAS) Programs Kratos' Expanded Pennsylvania Operations Accelerate Development and Large-Scale Mass Production of Mil-Spec Hardware to Strengthen National Security SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company specializing in defense, national security and global markets, today announced the opening of a 167,000-square-foot advanced manufacturing facility in York, Pennsylvania. The plant expands Kratos' existing Pennsylvania operations, which now span three facilities and employ more than 440 people, supporting a growing portfolio of critical national security programs.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
Click below to see what's inside, then upgrade to read every transcript for KTOS and 80,000+ other tickers.
Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.