This contract win adds near-term revenue visibility and strengthens Kratos' position in the hypersonic and missile defense testing market. Traders should monitor for follow-on orders and potential margin profile of the Oriole program.
Price Chart
Executive Summary
Kratos Defense secured a contract from the Naval Surface Warfare Center to produce up to 36 Oriole solid rocket motors and three Thrust Vector Control (TVC) nozzle kits, with a total potential value of $49.2 million if all options are exercised. The award reinforces Kratos' role in supporting U.S. Navy hypersonic and missile defense test programs.
Key Financial Metrics
Key Facts
- Contract awarded by Naval Surface Warfare Center, Port Hueneme Division (NSWC PHD)
- Includes up to 36 Oriole solid rocket motors and 3 TVC nozzle kits
- Funded base award for rockets: $39,077,237
- Option for 3 TVC kits valued at $10,136,009, bringing total potential contract value to $49,213,246
- Supports Navy's suborbital target and experimental hypersonic test requirements
- Kratos emphasizes rapid delivery, affordability, and proven track record
Financial Impact
$49.2 million total contract value if all options are exercised
Risk Factors
- Options may not be fully exercised
- Execution risk in scaling production to meet delivery timelines
- Concentration risk in government defense contracting
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3262919 |
Filters
| Type | Now | ||||
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Aug 26, 2026 5w ago | Insider Cluster | $53.69 $47.02 | ▼ −12.42% | ▼ −11.91% | $43.07 (−19.78%) |
Aug 20, 2026 6w ago | Insider Cluster | $57.17 $47.46 | ▲ +16.98% | ▲ +16.71% | $43.07 (+24.66%) |
Aug 19, 2026 6w ago | Insider Cluster | $56.18 $47.46 | ▼ −15.52% | ▼ −15.52% | $43.07 (−23.34%) |
Aug 17, 2026 6w ago | 144 | $61.99 $47.59 | ▼ −23.23% | ▼ −21.92% | $43.07 (−30.52%) |
Aug 17, 2026 6w ago | Press Release | $63.29 $47.62 | ▼ −24.76% | ▼ −22.78% | $43.07 (−31.95%) |
Aug 7, 2026 7w ago | Insider Cluster | $62.42 $48.20 | ▼ −22.78% | ▼ −21.87% | $43.07 (−31.00%) |
Jul 17, 2026 10w ago | Insider Cluster | $45.94 $63.29 | ▲ +37.77% | ▲ +33.65% | $43.07 (−6.25%) |
Jul 17, 2026 10w ago | Insider Cluster | $45.94 $63.29 | ▲ +37.77% | ▲ +33.65% | $43.07 (−6.25%) |
Jul 10, 2026 11w ago | Insider Cluster | $46.96 $62.42 | ▲ +32.92% | ▲ +29.74% | $43.07 (−8.28%) |
Jul 2, 2026 13w ago | Insider Cluster | $55.35 $46.17 | ▼ −16.59% | ▼ −16.17% | $43.07 (−22.19%) |
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