ITA vs ARKX: Can an Earthbound Aerospace ETF Outpace a Space Fund?

The article compares two aerospace and defense ETFs: ITA (iShares U.S. Aerospace & Defense ETF) and ARKX (ARK Space & Defense Innovation ETF). ITA offers lower fees (0.37% vs 0.75%), better 5-year returns ($2,117 vs $1,440 on $1,000 invested), and lower volatility, while ARKX provides active management with higher 3-year returns but greater risk. The analysis recommends ITA for investors seeking stability and longer-term performance.

11/12/2026, 5:00 PM • The Motley Fool

Kratos Awarded Contract to Deliver Fully Integrated Q/V/Ka-Band Gateway and Antenna Systems for Gulf Space Technology’s Software-Defined Satellite

Kratos Defense & Security Solutions has been awarded a contract by Gulf Space Technology (formerly Thaicom) to deliver integrated Q/V/Ka-band gateway and antenna systems for THAICOM 10, a software-defined high throughput satellite. The turnkey infrastructure includes monitoring and control systems and complements Kratos' ongoing development of Gulf Space Technology's Satellite Operations Center, supporting the company's transition to a broader space technology provider.

11/09/2026, 8:00 AM • GlobeNewswire

Kratos Sales Up 36%, Free Cash Flow Negative: Rapid Earnings Reaction

Kratos Defense & Security Solutions reported 36% revenue growth to $471.8 million in Q3 with record backlog of $2.65 billion, driven by strong defense demand. However, the company posted a GAAP operating loss of $4.9 million and negative free cash flow of $29.4 million in the quarter, with expectations to consume $110-120 million in cash for the full year. Heavy investment spending is expected to continue pressuring free cash flow through 2027.

11/06/2026, 12:47 AM • The Motley Fool

Kratos Defense & Security Solutions Schedules Third Quarter 2026 Earnings Conference Call for Thursday, November 5th

Kratos Defense & Security Solutions announced it will release Q3 2026 financial results on November 5th, 2026, followed by a management conference call at 2:00 p.m. Pacific. The company is a technology firm specializing in defense and national security solutions, including unmanned systems, hypersonic vehicles, and satellite ground systems.

10/26/2026, 8:00 AM • GlobeNewswire

The Biggest Risk Facing These 3 High-Growth Stocks Isn't Demand

Kratos, SoundHound AI, and Nebius are high-growth companies entering compelling markets, but face a critical test: proving their growth can withstand cheaper competition. The article examines key operating metrics that could validate each company's bull case, from unmanned systems demand to AI margins and infrastructure payback periods.

10/17/2026, 11:30 AM • The Motley Fool

Should You Buy Kratos Defense Stock Before the Valkyrie Orders Show Up?

Kratos Defense is betting on military demand for its autonomous Valkyrie aircraft, which has demonstrated its technology. However, the key question for investors is whether the company can convert this validation into sufficient funded production orders to justify its expanding capacity.

10/17/2026, 10:30 AM • The Motley Fool

Kratos Secures More Than $100 Million in Contracts for Space and Cyber Mission Capabilities

Kratos Defense & Security Solutions announced multiple contract awards totaling over $100 million to develop prototype mission applications and cyber capabilities for space intelligence in support of joint operations. The work will leverage Kratos' KnownSpace Network, a global RF collection infrastructure with over 190 strategically placed sensors worldwide, along with software products and expertise in RF signal processing, cybersecurity, and software development.

10/05/2026, 8:00 AM • GlobeNewswire

Here's Who Won the Drone Dominance Gauntlet 2 Contest

The Pentagon's $1.1 billion Drone Dominance Program held its second competition gauntlet, with 19 companies competing for over $300 million in contracts to build low-cost attack drones. While 10 original competitors from Gauntlet 1 advanced, notably Kratos and Red Cat were eliminated. Northrop Grumman joined as a lethality provider, offering investors one publicly traded option to participate in the program.

10/03/2026, 7:07 AM • The Motley Fool

Kratos Defense Has a Massive Drone Opportunity With High-Stakes Orders

Kratos Defense is positioned to become a key supplier of autonomous combat aircraft hardware as militaries seek cost-effective ways to scale operations without risking pilot lives. The company is transitioning from drone demonstrations to large-scale manufacturing, with expanding production capacity and international demand creating significant growth potential. Success will depend on converting this opportunity into repeat orders.

09/01/2026, 10:30 AM • The Motley Fool

Kratos Receives $35 Million National Security Related Military-Grade Hardware Production Program Award

Kratos Defense & Security Solutions announced receipt of a $35 million national security-related military-grade hardware production program award. The contract supports warfighter operations and involves production of hardware and systems for hypersonics, counter-UAS, air defense, missiles, radars, and directed energy systems. Work will be performed at a secure Kratos facility with limited additional details due to national security considerations.

08/31/2026, 7:00 AM • GlobeNewswire

Kratos Defense vs. Nokia: Is Defense or Telecom a Better Stock Buy in 2026?

The article compares Kratos Defense and Nokia as investment options for 2026. Kratos, a high-growth defense contractor specializing in unmanned systems and hypersonic technology, trades at a premium valuation (95x forward P/E) but shows strong revenue growth of 18.5% and expects hypersonic revenue to double to $400 million. Nokia, a telecommunications infrastructure provider, offers lower valuation (27.2x forward P/E), generates $1.7 billion in positive free cash flow, and is positioned to benefit from AI network demand, though with modest 5% expected sales growth. The author recommends Kratos for long-term investors betting on increased Pentagon spending.

08/19/2026, 4:23 PM • The Motley Fool

Better Space Stock: Redwire or Kratos Defense?

Redwire and Kratos Defense both supply critical infrastructure systems for satellites in the expanding space economy. While both companies stand to benefit from industry growth, Redwire is positioned as the more compelling long-term investment due to its broader hardware portfolio and emerging in-space manufacturing strategy.

08/16/2026, 9:14 AM • The Motley Fool

Hypersonic Testing Is Moving From Wind Tunnels to the Sky

Starfighters Space CEO Tim Franta described the company's dual business strategy: using a fleet of F-104 aircraft for high-speed research, development, test, and evaluation (RDT&E) services focused on hypersonic component testing, and developing STARLAUNCH vehicles for small-payload suborbital and orbital launch services. The company targets underserved small-satellite and experimental markets while emphasizing safety and regulatory compliance.

08/06/2026, 1:43 PM • GlobeNewswire

Military Drone Market Size to Hit USD 42.80 Billion by 2035 as AI-Powered Autonomous Defense Systems Accelerate Global Growth | SNS Insider

The global military drone market is projected to grow from USD 16.50 billion in 2025 to USD 42.80 billion by 2035, with a CAGR of 10.0%. Growth is driven by AI-powered autonomous systems, defense modernization, increased demand for ISR capabilities, and border security investments. The U.S. market is expected to expand from USD 6.31 billion to USD 16.22 billion, while Europe grows from USD 4.19 billion to USD 10.14 billion.

08/04/2026, 6:48 AM • GlobeNewswire

U.S. Air Force Taps Rocket Lab to Sell It 12 Hypersonic Missiles for $266 Million. Here's What Investors Need to Know.

Rocket Lab has been awarded a $266 million contract by the Space Force to conduct 12 to 18 hypersonic missile test launches under the Rocket Systems Launch Program. This contract, combined with previous missile defense satellite contracts totaling over $1 billion, signals Rocket Lab's transition from a commercial space launch company to a defense contractor focused on developing hypersonic missile defense capabilities against Russian and Chinese threats.

08/02/2026, 5:05 AM • The Motley Fool