KTOSKratos Defense & Security Solutions

Appears in these Strategy Maps

• Anduril

  Similar business model32 conn

  Listed autonomous defense platforms (target drones, CCA) with new-prime ambitions.

  Evidence as of 2026-07-15

• Skydio

  CompetitorDirection unclear7 conn

  Credit exposure to U.S.-based unmanned systems manufacturer competing in tactical UAV and autonomous platforms for DoD customers overlapping Skydio's defense markets.

  Evidence as of 2026-07-15

• Skydio

  Similar business modelPrice could rise12 conn

  U.S. defense contractor with unmanned systems division serving DoD with autonomous aerial platforms and tactical UAV systems.

  Evidence as of 2026-07-15

• Skydio

  CompetitorPrice could fall9 conn

  Kratos manufactures autonomous unmanned aerial systems for defense applications, competing with Skydio for DoD contracts and defense customer relationships.

  Evidence as of 2026-07-15

• Skydio

  Competitor10 conn

  Competitor in unmanned aerial systems with emphasis on larger autonomous tactical drones and defense applications overlapping Skydio's military segment.

  Evidence as of 2026-07-15

• Skydio

  Similar business modelPrice could rise10 conn

  Exposure to autonomous unmanned systems (jet-powered target drones, unmanned combat aerial vehicles) with defense/government customer overlap and autonomy technology development.

  Evidence as of 2026-07-15

• BRINC

  Similar business modelPrice could rise11 conn

  Defense contractor developing unmanned aerial systems and autonomous platforms for military customers with focus on tactical reconnaissance and strike missions sold through government contracts.

  Evidence as of 2026-07-15

• Skydio

  Similar business modelPrice could rise10 conn

  Exposure to autonomous unmanned systems (jet-powered target drones, unmanned combat aerial vehicles) with defense/government customer overlap and autonomy technology development.

  Evidence as of 2026-07-15

• BRINC

  Similar business modelPrice could rise11 conn

  Defense contractor developing unmanned aerial systems and autonomous platforms for military customers with focus on tactical reconnaissance and strike missions sold through government contracts.

  Evidence as of 2026-07-15

• Skydio

  CompetitorPrice could rise9 conn

  Direct competitor in defense unmanned systems market with autonomous tactical drones, jet-powered UAVs, and DoD contracts overlapping Skydio's defense customer base.

  Evidence as of 2026-07-15

• Skydio

  Similar business modelPrice could rise10 conn

  Exposure to autonomous unmanned systems (jet-powered target drones, unmanned combat aerial vehicles) with defense/government customer overlap and autonomy technology development.

  Evidence as of 2026-07-15

• Skydio

  Similar business modelPrice could rise10 conn

  Exposure to autonomous unmanned systems (jet-powered target drones, unmanned combat aerial vehicles) with defense/government customer overlap and autonomy technology development.

  Evidence as of 2026-07-15

• Shield AI

  Similar business modelPrice could riseEvidence aging17 conn

  Public defense contractor focused on unmanned aerial systems, autonomous target drones, and AI-driven mission systems for DoD with similar B2G sales model and VTOL platforms.

  Evidence as of 2024-02-15

• Zipline

  SupplierPrice could riseSpeculative3 conn

  Designs and manufactures unmanned aerial systems, jet-powered drones, and autonomous flight control technology applicable to commercial drone propulsion and avionics.

  Evidence as of 2026-07-20

• Helsing

  Similar business modelPrice could riseInferred11 conn

  Revenue and multiple proxy for autonomous defense systems: Kratos manufactures unmanned aerial systems (drones) and develops AI-enabled targeting software for US DoD; business model overlap with Helsing's West Virginia drone manufacturing expansion (announced July 2026) and AI defense software.

  Evidence as of 2026-07-20