Go Pro

Kratos Defense & Security Solutions (KTOS) Competitors

Kratos Defense & Security Solutions logo
$43.07 +0.25 (+0.58%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$43.12 +0.05 (+0.13%)
As of 10/2/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

KTOS vs. ESLT, HEI.A, ATI, ARXS, and CW

Should you buy Kratos Defense & Security Solutions stock or one of its competitors? Kratos Defense & Security Solutions's main competitors and comparable companies include Elbit Systems (ESLT), Heico (HEI.A), ATI (ATI), Arxis (ARXS), and Curtiss-Wright (CW). 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 Elbit Systems?

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

In the previous week, Kratos Defense & Security Solutions had 7 more articles in the media than Elbit Systems. MarketBeat recorded 10 mentions for Kratos Defense & Security Solutions and 3 mentions for Elbit Systems. Kratos Defense & Security Solutions' average media sentiment score of 1.09 beat Elbit Systems' score of 0.20 indicating that Kratos Defense & Security Solutions is being referred to more favorably in the media.

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

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

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
Kratos Defense & Security Solutions2.03% 3.07% 2.55%
Elbit Systems 7.44%16.66%5.39%

Kratos Defense & Security Solutions currently has a consensus price target of $96.53, indicating a potential upside of 124.12%. Elbit Systems has a consensus price target of $870.00, indicating a potential upside of 24.96%. Given Kratos Defense & Security Solutions' stronger consensus rating and higher possible 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
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.91
Elbit Systems
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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
Kratos Defense & Security Solutions$1.35B6.00$22M$0.17253.35
Elbit Systems$7.94B3.90$534.34M$13.2752.47

Kratos Defense & Security Solutions has a beta of 1.11, meaning that its stock price is 11% more volatile than the broader market. Comparatively, Elbit Systems has a beta of 0.13, meaning that its stock price is 87% less volatile than the broader market.

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 Heico?

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

59.0% of Heico shares are held by institutional investors. Comparatively, 75.9% of Kratos Defense & Security Solutions shares are held by institutional investors. 9.8% of Heico 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Heico has a net margin of 16.38% compared to Kratos Defense & Security Solutions' net margin of 2.03%. Heico's return on equity of 18.00% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Heico16.38% 18.00% 9.15%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

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
Heico$4.49B7.02$690.39M$6.0137.51
Kratos Defense & Security Solutions$1.35B6.00$22M$0.17253.35

In the previous week, Kratos Defense & Security Solutions had 9 more articles in the media than Heico. MarketBeat recorded 10 mentions for Kratos Defense & Security Solutions and 1 mentions for Heico. Kratos Defense & Security Solutions' average media sentiment score of 1.09 beat Heico's score of 0.00 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
Heico
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Kratos Defense & Security Solutions
6 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Heico has a beta of 1.13, suggesting that its stock price is 13% more volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.11, suggesting that its stock price is 11% more volatile than the broader market.

Kratos Defense & Security Solutions has a consensus target price of $96.53, indicating a potential upside of 124.12%. Given Kratos Defense & Security Solutions' higher possible upside, analysts plainly believe Kratos Defense & Security Solutions is more favorable than Heico.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heico
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
3.00
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.91

Summary

Heico beats Kratos Defense & Security Solutions on 10 of the 17 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to ATI?

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

ATI currently has a consensus target price of $227.63, indicating a potential upside of 18.36%. Kratos Defense & Security Solutions has a consensus target price of $96.53, indicating a potential upside of 124.12%. Given Kratos Defense & Security Solutions' higher possible upside, analysts plainly believe Kratos Defense & Security Solutions is more favorable than ATI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ATI
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)
17 Buy rating(s)
2 Strong Buy rating(s)
2.91

In the previous week, Kratos Defense & Security Solutions had 3 more articles in the media than ATI. MarketBeat recorded 10 mentions for Kratos Defense & Security Solutions and 7 mentions for ATI. Kratos Defense & Security Solutions' average media sentiment score of 1.09 beat ATI's score of 0.56 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
ATI
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Kratos Defense & Security Solutions
6 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

75.9% of Kratos Defense & Security Solutions shares are owned by institutional investors. 1.0% of ATI 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, hedge funds and large money managers believe a company will outperform the market over the long term.

ATI has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.11, meaning that its stock price is 11% more volatile than the broader market.

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
ATI10.09% 29.27% 10.59%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

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
ATI$4.59B5.71$404.30M$3.4156.40
Kratos Defense & Security Solutions$1.35B6.00$22M$0.17253.35

Summary

Kratos Defense & Security Solutions beats ATI on 10 of the 17 factors compared between the two stocks.

How does Kratos Defense & Security Solutions compare to Arxis?

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

Kratos Defense & Security Solutions has a net margin of 2.03% compared to Arxis' net margin of 0.00%. Kratos Defense & Security Solutions' return on equity of 3.07% beat Arxis' return on equity.

Company Net Margins Return on Equity Return on Assets
Kratos Defense & Security Solutions2.03% 3.07% 2.55%
Arxis N/A N/A N/A

Kratos Defense & Security Solutions currently has a consensus target price of $96.53, indicating a potential upside of 124.12%. Arxis has a consensus target price of $54.64, indicating a potential upside of 9.21%. Given Kratos Defense & Security Solutions' stronger consensus rating and higher probable upside, equities analysts plainly believe Kratos Defense & Security Solutions is more favorable than Arxis.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.91
Arxis
1 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.77

In the previous week, Kratos Defense & Security Solutions had 7 more articles in the media than Arxis. MarketBeat recorded 10 mentions for Kratos Defense & Security Solutions and 3 mentions for Arxis. Kratos Defense & Security Solutions' average media sentiment score of 1.09 beat Arxis' score of 0.90 indicating that Kratos Defense & Security Solutions is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kratos Defense & Security Solutions
6 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Arxis
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Arxis has higher revenue and earnings than Kratos Defense & Security Solutions. Kratos Defense & Security Solutions is trading at a lower price-to-earnings ratio than Arxis, 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$1.35B6.00$22M$0.17253.35
Arxis$1.59B13.13$45.99M$0.08625.38

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. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

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

How does Kratos Defense & Security Solutions compare to Curtiss-Wright?

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

Curtiss-Wright currently has a consensus target price of $768.25, suggesting a potential upside of 40.86%. Kratos Defense & Security Solutions has a consensus target price of $96.53, suggesting a potential upside of 124.12%. Given Kratos Defense & Security Solutions' stronger consensus rating and higher probable upside, analysts clearly believe Kratos Defense & Security Solutions is more favorable than Curtiss-Wright.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Curtiss-Wright
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.63
Kratos Defense & Security Solutions
1 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
2 Strong Buy rating(s)
2.91

Curtiss-Wright has a beta of 0.88, indicating that its share price is 12% less volatile than the broader market. Comparatively, Kratos Defense & Security Solutions has a beta of 1.11, indicating that its share price is 11% more volatile than the broader market.

82.7% of Curtiss-Wright shares are held by institutional investors. Comparatively, 75.9% of Kratos Defense & Security Solutions shares are held by institutional investors. 0.5% of Curtiss-Wright 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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Curtiss-Wright has a net margin of 14.81% compared to Kratos Defense & Security Solutions' net margin of 2.03%. Curtiss-Wright's return on equity of 20.49% beat Kratos Defense & Security Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Curtiss-Wright14.81% 20.49% 10.19%
Kratos Defense & Security Solutions 2.03%3.07%2.55%

In the previous week, Kratos Defense & Security Solutions had 6 more articles in the media than Curtiss-Wright. MarketBeat recorded 10 mentions for Kratos Defense & Security Solutions and 4 mentions for Curtiss-Wright. Kratos Defense & Security Solutions' average media sentiment score of 1.09 beat Curtiss-Wright's score of 0.29 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
Curtiss-Wright
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Kratos Defense & Security Solutions
6 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Curtiss-Wright has higher revenue and earnings than Kratos Defense & Security Solutions. Curtiss-Wright 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
Curtiss-Wright$3.50B5.76$484.23M$14.5337.54
Kratos Defense & Security Solutions$1.35B6.00$22M$0.17253.35

Summary

Kratos Defense & Security Solutions beats Curtiss-Wright on 10 of the 17 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$8.04B$20.02B$10.12B$13.17B
Dividend YieldN/A1.70%96.96%16.78%
P/E Ratio253.3536.4725.5026.04
Price / Sales6.0032.10369.31100.99
Price / Cash58.5625.5423.9751.75
Price / Book3.647.234.806.31
Net Income$22M$567.33M$616.94M$362.16M
7 Day Performance-5.59%-2.81%-0.58%-1.66%
1 Month Performance-10.46%-5.55%-2.04%-4.50%
1 Year Performance-55.22%-5.20%2.68%2.06%

Kratos Defense & Security Solutions Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KTOS
Kratos Defense & Security Solutions
4.1679 of 5 stars
$43.07
+0.6%
$96.53
+124.1%
-54.7%$8.04B$1.35B253.354,300
ESLT
Elbit Systems
3.471 of 5 stars
$736.61
-0.4%
$870.00
+18.1%
+37.0%$32.74B$7.94B55.5120,537
HEI.A
Heico
1.4756 of 5 stars
$231.84
+1.0%
N/A-10.1%$32.38B$5.18B38.5511,100
ATI
ATI
4.2105 of 5 stars
$185.22
-0.5%
$232.00
+25.3%
+133.3%$25.15B$4.59B54.177,600
ARXS
Arxis
2.7767 of 5 stars
$51.06
-0.5%
$53.73
+5.2%
N/A$21.32B$1.59B638.255,750

Related Companies and Tools


This page (NASDAQ:KTOS) was last updated on 10/3/2026 by MarketBeat.com Staff.
From Our Partners