Kratos Defense & Security Solutions

• XQ-58A Valkyrie

  XQ

Orders & commitments

• Order / commitment

  2026-01-08 - Kratos and Northrop Grumman received a $231.5 million deal to deliver the Marine Corps first loyal-wingman drone under the MAGTF UxS Expeditionary Tactical Aircraft program. - uncrewed tactical aircraft / loyal wingman drone - Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft program

  Source
• Order / commitment

  2025-01-21 - Kratos received a $34.8 million contract for Valkyrie mission-systems integration work supporting the XQ-58A Valkyrie tactical uncrewed aircraft program. - contract value

  Source

Supply chain relationships

• Elroy Air

  Outbound - Manufacturing - Kratos is contracted as Elroy Air’s exclusive U.S. Chaparral manufacturer, with first production aircraft planned for late 2026

  Source

• KTOS - NASDAQ - USD

• Eric DeMarco - President, CEO and Director
• Deanna Lund - Executive Vice President, Chief Financial Officer and Director
• Steve Fendley - President, Unmanned Systems Division

Events

• 2026-08-17 - Contract Award - Kratos and GE win USAF JASSM EMD contract for F143 engine

  The GEK800 received the U.S. military designation F143-ZZ-100 and was selected as a second-source propulsion system for JASSM. The 800-pound-thrust turbofan is also intended for cruise missiles, collaborative combat aircraft and other uncrewed aerial vehicles. The joint team reported more than 50 ground-test starts and successful altitude testing completed in 2025.

  Source
• 2026-08-04 - Market Signal - Kratos reports $79.1 million Q2 Unmanned Systems revenue

  Unmanned Systems bookings reached $78.4 million during the quarter. The segment's organic revenue growth was primarily attributed to increased Valkyrie activity. Kratos reported total company revenue of $458.8 million for the quarter.

  Source
• 2026-07-20 - Production Milestone - Kratos expands Sacramento line for late-2026 Chaparral production

  Kratos is expanding Sacramento capacity and expects to add more than 50 employees as Chaparral production ramps. The autonomous hybrid-electric VTOL is designed to carry more than 500 lb over distances of up to 450 miles. Kratos will fulfil U.S. customer orders; Elroy Air reports a demand pipeline exceeding 1,400 aircraft.

  Source
• 2026-07-06 - Production Milestone - Kratos expands Oklahoma City jet-drone manufacturing campus

  The expansion adds manufacturing, assembly, integration and test capacity. Kratos says the campus currently produces about 165 high-performance jet drones annually. The added capacity supports U.S. and allied demand for tactical jet drones.

  Source
• 2026-01-08 - Contract Award - Kratos and Northrop Grumman selected for Marine Corps loyal wingman drone program

  Northrop Grumman and Kratos received a $231.5 million deal to deliver the Marine Corps' first loyal wingman drone. The award supports the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft program. The program builds on Kratos' XQ-58A Valkyrie uncrewed combat aircraft work.

  Source
• 2025-09-23 - Partnership - Elroy Air names Kratos exclusive U.S. manufacturer for Chaparral

  Initial aircraft were planned for Sacramento, followed by high-rate production in Oklahoma City. The first production Chaparral aircraft were targeted for 2026. Kratos would contribute existing composite-drone manufacturing facilities and a qualified UAS supply chain.

  Source
• 2025-07-16 - Partnership - Airbus partners with Kratos to supply Valkyrie-based combat drones to Germany

  Airbus partnered with Kratos to supply uncrewed combat drones to the German Air Force by 2029. The plan uses Kratos' XQ-58A Valkyrie platform with an Airbus mission system. The partnership creates a transatlantic path for collaborative combat aircraft deployment in Europe.

  Source
• 2025-04-14 - Deployment - EASE begins Kratos truck-platooning freight service on I-70

  Two trucks carry actual customer freight between Columbus and Indianapolis using Kratos leader-follower platooning technology. Both cabs retain drivers who completed 260 training hours; either driver can disengage automation and take control. The programme tests Midwestern weather and operating conditions, with a purple cab light signalling platooning to law enforcement.

  Source
• 2025-01-21 - Contract Award - Kratos receives $34.8M Valkyrie mission systems integration contract

  Kratos received a $34.8 million contract for Valkyrie mission systems integration work. The award supports the XQ-58A Valkyrie tactical uncrewed aircraft program.

  Source

Relationships

• EASE Logistics

  Technology Partner - EASE and Kratos run automated truck platooning with drivers in both cabs on the I-70 corridor.

• United States Air Force

  F143 Emd Programme Customer - The U.S. Air Force awarded the Kratos–GE team an EMD contract for F143-ZZ-100 second-source propulsion for JASSM.

• U.S. Marine Corps

  Customer - Kratos and Northrop Grumman $231.5 million Marine Corps loyal-wingman drone deal.

• U.S. defense customer

  Valkyrie Integration Customer - Kratos received a Valkyrie mission-systems integration contract from a U.S. defense customer.

Comparable profiles

• Elroy Air

  stack adjacency

• Strategic Logix

  stack adjacency - Defence UAV Builder · Defence UAV Oem

• Overwatch Aerospace

  stack adjacency - Defence UAV Builder · Defence UAV Oem

• Tenet Industries

  stack adjacency - Defence UAV Builder · Defence UAV Oem

• Thunder Tiger

  stack adjacency - Defence UAV Oem

• Anduril Industries

  stack adjacency - Defence UAV Builder

• Ondas

  stack adjacency - Defence UAV Builder

• Apeiro Motion

  stack adjacency - Defence UAV Builder

• Shield AI

  stack adjacency - Defence UAV Builder

• Twentyfour Industries

  stack adjacency - Defence UAV Builder

• PDW

  stack adjacency - Defence UAV Builder

• AeroVironment

  stack adjacency - Defence UAV Builder

Context tags

• Defence UAV builder - Stack Layer - Consolidated from a retired duplicate defence-aircraft context tag.
• Defence UAV OEM - Stack Layer

• Kratos and GE win USAF JASSM EMD contract for F143 engine

  2026-08-17 · Order / contract · The U.S. Air Force awarded Kratos and GE Aerospace an engineering, manufacturing and development contract for the F143-ZZ-100 as a second-source JASSM engine.

  Source
• Kratos and Northrop Grumman selected for Marine Corps loyal wingman drone program

  2026-01-08 · Order / contract · Northrop Grumman and Kratos received a $231.5M deal for Marine Corps uncrewed tactical aircraft program.

  Source
• Kratos receives $34.8M Valkyrie mission systems integration contract

  2025-01-21 · Order / contract

  Source