Go Pro

Kratos Defense & Security Solutions (KTOS) Competitors

Kratos Defense & Security Solutions logo
$57.17 0.00 (0.00%)
As of 08/21/2026 04:00 PM Eastern

KTOS vs. RKLB, HEI.A, ESLT, ATI, and CRS

Should you buy Kratos Defense & Security Solutions stock or one of its competitors? Kratos Defense & Security Solutions's main competitors and comparable companies include Rocket Lab (RKLB), Heico (HEI.A), Elbit Systems (ESLT), ATI (ATI), and Carpenter Technology (CRS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "aerospace & defense" industry.

How does Kratos Defense & Security Solutions compare to Rocket Lab?

Rocket Lab (NASDAQ:RKLB) and Kratos Defense & Security Solutions (NASDAQ:KTOS) are both large-cap industrials companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, media sentiment, earnings, profitability, valuation, analyst recommendations, institutional ownership and risk.

Rocket Lab presently has a consensus target price of $110.65, indicating a potential upside of 52.47%. Kratos Defense & Security Solutions has a consensus target price of $99.47, indicating a potential upside of 73.99%. Given Kratos Defense & Security Solutions' stronger consensus rating and higher probable upside, analysts plainly believe Kratos Defense & Security Solutions is more favorable than Rocket Lab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rocket Lab
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
3 Strong Buy rating(s)
2.82
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.86

71.8% of Rocket Lab shares are owned by institutional investors. Comparatively, 75.9% of Kratos Defense & Security Solutions shares are owned by institutional investors. 8.4% of Rocket Lab shares are owned by company insiders. Comparatively, 1.5% of Kratos Defense & Security Solutions shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Rocket Lab has a beta of 2.6, suggesting that its stock price is 160% more volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.08, suggesting that its stock price is 8% more volatile than the broader market.

In the previous week, Rocket Lab had 70 more articles in the media than Kratos Defense & Security Solutions. MarketBeat recorded 100 mentions for Rocket Lab and 30 mentions for Kratos Defense & Security Solutions. Rocket Lab's average media sentiment score of 0.94 beat Kratos Defense & Security Solutions' score of 0.85 indicating that Rocket Lab is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rocket Lab
61 Very Positive mention(s)
14 Positive mention(s)
18 Neutral mention(s)
6 Negative mention(s)
1 Very Negative mention(s)
Positive
Kratos Defense & Security Solutions
18 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Kratos Defense & Security Solutions has a net margin of 2.03% compared to Rocket Lab's net margin of -21.51%. Kratos Defense & Security Solutions' return on equity of 3.07% beat Rocket Lab's return on equity.

Company Net Margins Return on Equity Return on Assets
Rocket Lab-21.51% -6.48% -4.92%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

Kratos Defense & Security Solutions has higher revenue and earnings than Rocket Lab. Rocket Lab is trading at a lower price-to-earnings ratio than Kratos Defense & Security Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Rocket Lab$601.80M72.15-$198.21M-$0.27N/A
Kratos Defense & Security Solutions$1.35B7.97$22M$0.17336.29

Summary

Kratos Defense & Security Solutions beats Rocket Lab on 11 of the 17 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to Heico?

Kratos Defense & Security Solutions (NASDAQ:KTOS) and Heico (NYSE:HEI.A) are both large-cap industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, valuation, risk, earnings and media sentiment.

Heico has a net margin of 16.08% compared to Kratos Defense & Security Solutions' net margin of 2.03%. Heico's return on equity of 17.52% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Kratos Defense & Security Solutions2.03% 3.07% 2.55%
Heico 16.08%17.52%8.86%

Kratos Defense & Security Solutions presently has a consensus target price of $99.47, suggesting a potential upside of 73.99%. Given Kratos Defense & Security Solutions' higher probable upside, research analysts plainly believe Kratos Defense & Security Solutions is more favorable than Heico.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.86
Heico
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
3.00

In the previous week, Kratos Defense & Security Solutions had 30 more articles in the media than Heico. MarketBeat recorded 30 mentions for Kratos Defense & Security Solutions and 0 mentions for Heico. Kratos Defense & Security Solutions' average media sentiment score of 0.85 beat Heico's score of 0.45 indicating that Kratos Defense & Security Solutions is being referred to more favorably in the media.

Company Overall Sentiment
Kratos Defense & Security Solutions Positive
Heico Neutral

75.9% of Kratos Defense & Security Solutions shares are owned by institutional investors. Comparatively, 59.0% of Heico shares are owned by institutional investors. 1.5% of Kratos Defense & Security Solutions shares are owned by company insiders. Comparatively, 9.8% of Heico shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Kratos Defense & Security Solutions has a beta of 1.08, indicating that its share price is 8% more volatile than the broader market. Comparatively, Heico has a beta of 1.08, indicating that its share price is 8% more volatile than the broader market.

Heico has higher revenue and earnings than Kratos Defense & Security Solutions. Heico is trading at a lower price-to-earnings ratio than Kratos Defense & Security Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kratos Defense & Security Solutions$1.35B7.97$22M$0.17336.29
Heico$4.49B8.13$690.39M$5.6046.62

Summary

Heico beats Kratos Defense & Security Solutions on 9 of the 15 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to Elbit Systems?

Elbit Systems (NASDAQ:ESLT) and Kratos Defense & Security Solutions (NASDAQ:KTOS) are both large-cap industrials companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, institutional ownership, profitability, valuation, analyst recommendations, media sentiment, risk and earnings.

Elbit Systems has a beta of 0.17, suggesting that its share price is 83% less volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.08, suggesting that its share price is 8% more volatile than the broader market.

Elbit Systems has higher revenue and earnings than Kratos Defense & Security Solutions. Elbit Systems is trading at a lower price-to-earnings ratio than Kratos Defense & Security Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Elbit Systems$7.94B4.15$534.34M$13.2755.87
Kratos Defense & Security Solutions$1.35B7.97$22M$0.17336.29

17.9% of Elbit Systems shares are held by institutional investors. Comparatively, 75.9% of Kratos Defense & Security Solutions shares are held by institutional investors. 0.8% of Elbit Systems shares are held by company insiders. Comparatively, 1.5% of Kratos Defense & Security Solutions shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Kratos Defense & Security Solutions had 24 more articles in the media than Elbit Systems. MarketBeat recorded 30 mentions for Kratos Defense & Security Solutions and 6 mentions for Elbit Systems. Kratos Defense & Security Solutions' average media sentiment score of 0.85 beat Elbit Systems' score of 0.03 indicating that Kratos Defense & Security Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Elbit Systems
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Kratos Defense & Security Solutions
18 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Elbit Systems currently has a consensus price target of $787.50, suggesting a potential upside of 6.23%. Kratos Defense & Security Solutions has a consensus price target of $99.47, suggesting a potential upside of 73.99%. Given Kratos Defense & Security Solutions' stronger consensus rating and higher probable upside, analysts clearly believe Kratos Defense & Security Solutions is more favorable than Elbit Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Elbit Systems
0 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.17
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.86

Elbit Systems has a net margin of 7.44% compared to Kratos Defense & Security Solutions' net margin of 2.03%. Elbit Systems' return on equity of 16.66% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Elbit Systems7.44% 16.66% 5.39%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

Summary

Kratos Defense & Security Solutions beats Elbit Systems on 11 of the 17 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to ATI?

Kratos Defense & Security Solutions (NASDAQ:KTOS) and ATI (NYSE:ATI) are both large-cap industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, media sentiment, valuation, dividends, profitability, analyst recommendations, institutional ownership and risk.

In the previous week, Kratos Defense & Security Solutions had 11 more articles in the media than ATI. MarketBeat recorded 30 mentions for Kratos Defense & Security Solutions and 19 mentions for ATI. ATI's average media sentiment score of 1.37 beat Kratos Defense & Security Solutions' score of 0.85 indicating that ATI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kratos Defense & Security Solutions
18 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
ATI
18 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Kratos Defense & Security Solutions has a beta of 1.08, indicating that its share price is 8% more volatile than the broader market. Comparatively, ATI has a beta of 0.98, indicating that its share price is 2% less volatile than the broader market.

ATI has higher revenue and earnings than Kratos Defense & Security Solutions. ATI is trading at a lower price-to-earnings ratio than Kratos Defense & Security Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kratos Defense & Security Solutions$1.35B7.97$22M$0.17336.29
ATI$4.59B6.14$404.30M$3.4160.66

ATI has a net margin of 10.09% compared to Kratos Defense & Security Solutions' net margin of 2.03%. ATI's return on equity of 29.27% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Kratos Defense & Security Solutions2.03% 3.07% 2.55%
ATI 10.09%29.27%10.59%

Kratos Defense & Security Solutions presently has a consensus price target of $99.47, indicating a potential upside of 73.99%. ATI has a consensus price target of $232.00, indicating a potential upside of 12.16%. Given Kratos Defense & Security Solutions' higher possible upside, equities analysts plainly believe Kratos Defense & Security Solutions is more favorable than ATI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.86
ATI
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
3.10

75.9% of Kratos Defense & Security Solutions shares are held by institutional investors. 1.5% of Kratos Defense & Security Solutions shares are held by insiders. Comparatively, 1.0% of ATI shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

Kratos Defense & Security Solutions and ATI tied by winning 8 of the 16 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to Carpenter Technology?

Carpenter Technology (NYSE:CRS) and Kratos Defense & Security Solutions (NASDAQ:KTOS) are both large-cap industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, risk, institutional ownership, profitability, analyst recommendations, valuation and dividends.

Carpenter Technology has higher revenue and earnings than Kratos Defense & Security Solutions. Carpenter Technology is trading at a lower price-to-earnings ratio than Kratos Defense & Security Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carpenter Technology$3.12B7.85$529.80M$10.5247.05
Kratos Defense & Security Solutions$1.35B7.97$22M$0.17336.29

Carpenter Technology has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.08, suggesting that its stock price is 8% more volatile than the broader market.

Carpenter Technology has a net margin of 16.96% compared to Kratos Defense & Security Solutions' net margin of 2.03%. Carpenter Technology's return on equity of 26.46% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Carpenter Technology16.96% 26.46% 15.02%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

92.0% of Carpenter Technology shares are owned by institutional investors. Comparatively, 75.9% of Kratos Defense & Security Solutions shares are owned by institutional investors. 2.9% of Carpenter Technology shares are owned by insiders. Comparatively, 1.5% of Kratos Defense & Security Solutions shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Carpenter Technology had 8 more articles in the media than Kratos Defense & Security Solutions. MarketBeat recorded 38 mentions for Carpenter Technology and 30 mentions for Kratos Defense & Security Solutions. Carpenter Technology's average media sentiment score of 1.35 beat Kratos Defense & Security Solutions' score of 0.85 indicating that Carpenter Technology is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carpenter Technology
23 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Kratos Defense & Security Solutions
18 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Carpenter Technology currently has a consensus price target of $577.25, suggesting a potential upside of 16.62%. Kratos Defense & Security Solutions has a consensus price target of $99.47, suggesting a potential upside of 73.99%. Given Kratos Defense & Security Solutions' higher probable upside, analysts plainly believe Kratos Defense & Security Solutions is more favorable than Carpenter Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carpenter Technology
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
3.00
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.86

Summary

Carpenter Technology beats Kratos Defense & Security Solutions on 12 of the 16 factors compared between the two stocks.

Get Kratos Defense & Security Solutions News Delivered to You Automatically

Sign up to receive the latest news and ratings for KTOS and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding KTOS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

KTOS vs. The Competition

MetricKratos Defense & Security SolutionsAerospace & Defense IndustryIndustrials SectorNASDAQ Exchange
Market Cap$10.73B$22.44B$10.71B$12.82B
Dividend YieldN/A1.63%97.24%10.78%
P/E Ratio336.2941.8726.7024.33
Price / Sales7.97159.72327.9297.39
Price / Cash78.1829.2424.3136.90
Price / Book4.848.204.886.42
Net Income$22M$566.76M$612.94M$348.89M
7 Day Performance-9.67%-5.28%-1.20%0.57%
1 Month Performance20.74%8.17%2.98%4.90%
1 Year Performance-14.30%17.95%12.37%17.06%

Kratos Defense & Security Solutions Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KTOS
Kratos Defense & Security Solutions
4.6276 of 5 stars
$57.17
flat
$99.47
+74.0%
-14.3%$10.73B$1.35B336.294,300
RKLB
Rocket Lab
4.084 of 5 stars
$80.62
+0.6%
$110.65
+37.2%
+63.5%$46.67B$601.80MN/A2,600
HEI.A
Heico
0.9066 of 5 stars
$271.31
-0.4%
N/A+7.3%$37.89B$4.49B48.456,500
ESLT
Elbit Systems
2.677 of 5 stars
$781.42
+0.2%
$803.75
+2.9%
+64.4%$34.73B$7.94B58.8920,537
ATI
ATI
4.0135 of 5 stars
$227.64
+0.2%
$232.00
+1.9%
+180.7%$30.97B$4.59B66.707,600

Related Companies and Tools


This page (NASDAQ:KTOS) was last updated on 8/24/2026 by MarketBeat.com Staff.
From Our Partners