The Frontier Leaders · Space 100 · Kratos Defense

Kratos Defense

San Diego, California, United States · Space · Ground & data / Ground stations · public · kratosdefense.com

Kratos supplies GAIA antenna systems for Earth-observation and satellite-communications applications, directly fitting space RF and antenna components.

Space 100 · rank 42 · score 76 →Robotics · watchlist · score 50Edition: November 2026

Positioning

Kratos Defense is a US defense company (Nasdaq:KTOS, ~$1.1-1.2B group) whose space and satellite division runs at a 3:1 book-to-bill, with its OpenSpace virtualized ground platform deployed commercially and a major US Space Force MEO constellation ground-network contract as its 2026 anchor. It is the virtualization-of-ground-infrastructure incumbent as software eats the teleport, also in hypersonics and jet drones. A flag: negative free cash flow is expected in 2026 with a $393.2M shelf registration (dilution risk); space is one division of the consolidated group.

Facts, with sources

  • Contract valued at more than USD 20 million to deliver mobile SATCOM gateways for a defense customer in AsiaContract · kratosdefense.com
  • Approximate USD 35 million National Security-related military-grade hardware production program awardContract · kratosdefense.com
  • [object Object]Revenue band · Kratos Defense — 2026-08
  • Multi-million-dollar orders from multiple international customers for GAIA antenna systems for Earth Observation and space satellite communications applicationsContract · Via Satellite

12 facts on file. Members see all of them with the source link.

Scores, Space (of 10)

Deployment8
Production8
Commercials8
Progress8
Technology6
Positioning8
Firepower8
Leverage8

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Ground stations

19KSAT · 8127SSC Space · 7982Leaf Space · 66

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Kratos Defense do?

Kratos supplies GAIA antenna systems for Earth-observation and satellite-communications applications, directly fitting space RF and antenna components. Kratos Defense is a US defense company (Nasdaq:KTOS, ~$1.1-1.2B group) whose space and satellite division runs at a 3:1 book-to-bill, with its OpenSpace virtualized ground platform deployed commercially and a major US Space Force MEO constellation ground-network contract as its 2026 anchor. It is the virtualization-of-ground-infrastructure incumbent as software eats the teleport, also in hypersoni

Where does Kratos Defense rank in space?

Kratos Defense ranks 42 of 100 on the Space 100 (November 2026 edition) with a score of 76 out of 100, in Ground stations (Ground & data). Assessment by Frontier Tech Intelligence.

Who are Kratos Defense's peers in Ground stations?

KSAT (rank 19), SSC Space (rank 27), Leaf Space (rank 82).

Where is Kratos Defense based and when was it founded?

Kratos Defense is based in San Diego, California, United States. Stage: public.

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