Why it’s on the map
Hypersonics + drones (Marine Corps CCA with Northrop).
Government money & contracts
about $400M new DoW hypersonic funding (July 14); $156M DOE/NNSA Solar Shield C-UAS.
Customers & commercial
DoW, NNSA.
Catalysts
Q3 early Nov; further hypersonic awards.
Risk
Valuation; program lumpiness.
Tariff durability
Durable.
Dividend
None
No payout history
Kratos Defense does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →