業種

Defense (Unmanned Systems)

Defense (Unmanned Systems) のすべてのレポート — 全 1 件。

44/100 Watch Kratos Defense Zen Horizon Framework Deep-Dive Research Kratos Defense is a U.S. affordable-mass defense technology pure play spanning the XQ-58 Valkyrie loyal wingman, high-speed target drones, hypersonic testbeds, solid rocket motors, and small turbofan engines. The core tension is that the company sits across almost every major unmanned-warfare theme, yet remains a low-margin, capital-intensive hardware manufacturer with only about 1.9% GAAP operating margin and years of negative free cash flow. Research rating Watch: a real defense-drone demand wave, but valuation, dilution, and margin risk leave too little safety margin at the current price. Kratos DefenseKTOS · 米国株Defense (Unmanned Systems)2026年6月7日