Kratos Defense: Dividend Immunity Meets Massive Drone Growth Amidst Potential $1.5 Trillion Defense Budget

While established defense giants are struggling with bureaucracy and the threat of dividend bans, Kratos Defense & Security Solutions (KTOS) is positioning itself as an agile beneficiary of a new era with a potential defense budget of $1.5 trillion starting in 2027. The portfolio: drone swarms instead of billion-dollar jets At the core of success is the concept of "Affordable Mass." The stealth drone XQ-58A Valkyrie costs only a fraction of an F-35 jet, with an expected price tag of $3-5 million. Kratos also occupies critical niches. The...