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Kratos Defense & Security Solutions, Inc.
KTOS · XNCM · Aerospace & Defense · United States
Kratos Defense & Security Solutions, Inc. is an American technology company specializing in advanced defense technologies, with manufacturing focused on weapons systems, military electronics, unmanned systems, hypersonics, propulsion, space solutions, and microwave systems. Headquartered in San Diego, California, it serves the U.S. federal government, foreign governments, commercial enterprises, and state and local agencies through six divisions, delivering cost-effective, high-performance solutions that enhance national security readiness. Key products include the Kratos XQ-58 Valkyrie unmanned aerial system, AN/SEQ-3 Laser Weapon System, Composite Engineering BQM-167 Skeeter target drone, and advanced cruise missiles like Ragnarök with a 926 km range. The company advances hypersonic systems such as Erinyes and Dark Fury, high-thrust GEK engines, Zeus solid rocket motors, and virtualized ground systems for space domain awareness and SATCOM. Originally founded as Wireless Facilities Incorporated in the telecommunications sector, it evolved through strategic acquisitions like Integral Systems and Technical Directions Inc., expanding into turbojet engines for programs like the U.S. Air Force's Gray Wolf cruise missile. Kratos plays a critical role in modernizing defense capabilities, emphasizing affordability, speed, and reliability in air, space, cyber, and hypersonic domains.
Industry
Aerospace & Defense
Industrials sector · United States
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This company does not currently pay dividends.
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Supply Chain
Aerospace Supply Chain
The aerospace supply chain is governed by three root constraints that interact to produce extreme concentration, decades-long supplier lock-in, and a system where every component must be traceable from raw material to flight: certification requirements make every part a regulated article, product lifecycles measured in decades force suppliers to support platforms long after production ends, and integration complexity across millions of parts from thousands of suppliers creates coordination demands that few organizations can manage.
Defense Supply Chain
The defense supply chain is governed by three root constraints that interact to produce extreme supplier concentration, glacial production timelines, and a system where political decisions — not market demand — determine what gets built and how much: monopsony buyer structure means the government is typically the only customer, security classification requirements restrict who can manufacture, supply, and even know what is being produced, and production rate inflexibility means defense manufacturing runs at low volumes with specialized tooling where surge capacity barely exists because maintaining idle lines for contingencies has no commercial justification.