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Better Drone Stock: Kratos Defense vs. Northrop Grumman

Kratos Defense and Security Solutions and Northrop Grumman are two great ways to play the trend toward increased military drone spending.

Better Drone Stock: Kratos Defense vs. Northrop Grumman

Published September 3, 2026 · Category: Finance

Overview

Kratos Defense and Security Solutions (NASDAQ: KTOS) and Northrop Grumman (NYSE: NOC) present two distinct options for capitalizing on growing demand for military drones. Kratos is a high-growth pure-play drone maker, while Northrop Grumman is a large military contractor with significant exposure to drones and other franchise programs.

Both defense stocks are down so far this year, though. Northrop Grumman's tight margins, partly due to fixed-price contracts, have helped push its shares down by more than 6% so far this year. Kratos, after a huge run-up early this year, has fallen back to Earth, with its shares down by more than 35%, as rising costs play a big role.

Details

Let's see which drone stock is better right now.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.