Jim Cramer on Kratos Defense: "That One's a Good Company Too"

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) is one of the stocks Jim Cramer talked about. A caller asked for Cramer’s opinion on the company, and he replied:

“Well, that’s a drone company, and drone companies are very, look, I like AVAV, but Kratos, that one’s a good company too, but I’m going to stick with my AVAV.”

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) develops advanced technologies and systems for defense, national security, and commercial applications. The company’s products include satellite ground systems, unmanned aerial drones, hypersonic vehicles, propulsion systems, electronic warfare solutions, and training platforms. Baron Discovery Fund stated the following regarding Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) in its second quarter 2025 investor letter:

“Leading defense technology provider Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) contributed to performance during the quarter amid growing momentum across nearly the entire business. We believe Kratos is well positioned for accelerated multi-year growth, as prior investments in high-growth areas of defense—such as hypersonic technology, drone engines, small missile engines, space, microwave electronics, and unmanned systems—are translating into larger contract awards. Demand is being driven by increased funding from the U.S. Department of Defense and other global militaries. In our view, the current operating environment has never been better, and few companies are as well equipped as Kratos to deliver the advanced solutions required for modern warfare.”

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Disclosure: None. This article is originally published at Insider Monkey.