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KTOS' $15B pipeline and rising defense demand could fuel growth as new awards expand backlog and revenues.

ONDS' Q2 revenues jump more than 13-fold to $83.8 million, while losses widen and the 2026 revenue outlook rises to $525-$550 million.

Drone makers and suppliers, including two companies with ties to the Trump family, rallied Friday after the White House said it’s applying a tariff on imports of unmanned aircraft systems and their components.

ONDS enters the second half of 2026 with a $757 million backlog, strong order momentum and several major programs set to ramp.

Drone stocks are rising following President Donald Trump’s new tariff policies on imported drones and components.

Trump’s new tariffs put duties of up to 100% on imported drones and parts while encouraging companies to manufacture more products in the U.S.

Investing.com -- President Donald Trump signed a proclamation Thursday imposing aggressive tariffs on imports of unmanned aircraft systems and their critical components under Section 232 of the Trade Expansion Act. The action establishes a layered duty regime designed to curb reliance on foreign supply chains, address pressing national security concerns, and accelerate domestic production capacity across the industrial base. Under the new order, heavy industrial and military-grade drones, specif

Rapid spending isn’t always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.

Kratos' second quarter results drew a notably positive market response, with leadership attributing the strong performance to accelerated demand across its hypersonics, jet engine, and defense support businesses. CEO Eric DeMarco highlighted the company’s alignment with Department of Defense priorities, noting that Kratos' recent investments in scalable, affordable manufacturing positioned it to capture a growing pipeline of government contracts. Management credited new program awards in hyperso

Shares of aerospace and defense company Kratos (NASDAQ:KTOS) jumped 2.5% in the afternoon session after the company announced its target systems were successfully used in a joint missile defense exercise with the U.S. Missile Defense Agency (MDA) and the Japan Maritime Self-Defense Force (JMSDF).

The mean of analysts' price targets for Kratos (KTOS) points to a 66.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here. Baron Discovery Fund appreciated by 19.08% (Institutional Shares) in the quarter, underperforming the Russell 2000 Growth Index, which gained 25.71%. This lag was primarily due to a momentum-driven “AI […]

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Defense contractor posts 30.5% revenue growth on rocket and hypersonic demand.

Kratos Defense & Security Solutions stock has delivered a very strong 316.5% return over the past three years, yet its valuation checks flag the shares as expensive rather than a clear bargain. Recent contract wins and hypersonics ambitions have sharpened interest in the story, while the low value score suggests investors are paying up for that optimism. The 316.5% three year return puts Kratos Defense & Security Solutions among the stronger performers in its space, which can leave new...

ONDS heads into Q2 earnings with surging revenue expectations, a growing defense pipeline and M&A-driven scale, but integration and profit risks linger.

Unusual Machines just posted revenue that obliterated Wall Street estimates, yet the EPS miss and a massive stock compensation charge tell a messier story beneath the headline. With the entire drone sector surging in lockstep, figuring out whether UMAC deserves its momentum or is simply riding a policy wave matters now.

ONDS has secured a more than $50 million U.S. Army LUS order under Mistral's $982 million IDIQ contract, extending production visibility and its defense footprint.

Kratos ramps up hypersonics, jet engines and unmanned systems as new capacity, program funding and bookings support stronger second-half growth.

ONDS stock surges 20.6% in a month as acquisitions and rising orders lift its outlook, but profitability issues and execution risks temper the upside case.

Fortinet and Ecopetrol have been highlighted as Zacks Bull and Bear of the Day

Kratos's earnings last night weren't quite as good as they first appeared.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...

KTOS delivers sharp Q2 earnings and revenue growth as government solutions, organic gains and strong bookings support performance.

Kratos reported second-quarter earnings per share of 21 cents, up from 11 cents a year ago. Wall Street was looking for 14 cents.

Kratos Defense & Security Solutions Inc (KTOS) delivers 19.1% organic growth and raises full-year guidance, driven by surging demand for hypersonics, unmanned systems, and affordable mass munitions.

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported second-quarter 2026 revenue and adjusted EBITDA above its prior forecast, citing demand across hypersonics, jet engines, space systems, counter-unmanned aircraft systems and unmanned aircraft. Revenue for the quarter was $458.8 million,

Kratos (KTOS) delivered earnings and revenue surprises of +61.54% and +11.44%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.