OTHER · TECHNOLOGY-ENABLED · AFFORDABLE DRONES, PROPULSION & HYPERSONICS
Kratos Defense & Security
KTOSHQ San Diego, CARANK #6 OF 27 COMPANIESLow Exposure
Ownership · Public
Key programs · Valkyrie XQ-58, Turbine engines, Hypersonic targets
ARSENAL SCORE
83
▲ 2 this quarter
DATA CONFIDENCE: HIGH — PUBLIC FINANCIALS VERIFIED
Pillar signature
Four pillars, 0–100, plotted against the other companies tier average.
THIS COMPANYTIER AVERAGE
How the score is built
Each pillar is weighted differently for other companies: other companies weight Surge Capacity and Investment Quality more heavily.
ARSENAL SCORE = Σ (PILLAR SCORE × SUBCONTRACTOR WEIGHT)
Surge Capacity84/100 · ×35%29.4 pts
Explicit low-cost, high-rate 'affordable mass' production model.
Investment Quality76/100 · ×25%19.0 pts
Public, defense-pure; reinvesting in capacity.
America Score86/100 · ×20%17.2 pts
US manufacturing footprint across drones and propulsion.
Adversary Exposure88/100 · ×20%17.6 pts
Cleared; typical electronics sub-tier exposure.
Arsenal Score83.2 pts83
Position in the Index
Arsenal Score against every other company in the index this quarter.
050100
RANK #6 OF 27 COMPANIES · INDEX AVERAGE 80
SOURCE: FPDS, SEC FILINGS, CFIUS NOTICES, SAM.GOV · METHODOLOGY: DEFENSEWATCH.COM/METHODOLOGYDEFENSE WATCH · Q3 2026