Compare · KTOS vs TDG
KTOS vs TDG
Side-by-side comparison of Kratos Defense & Security Solutions Inc. (KTOS) and Transdigm Group Incorporated (TDG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both KTOS and TDG operate in Military/Government/Technical (Industrials), so they compete in similar markets.
- TDG is the larger of the two at $70.32B, about 6.7x KTOS ($10.54B).
- Over the past year, KTOS is up 43.0% and TDG is down 12.5% - KTOS leads by 55.4 points.
- KTOS has been more active in the news (13 items in the past 4 weeks vs 2 for TDG).
- Both have 25 recent analyst ratings on file.
- Company
- Kratos Defense & Security Solutions Inc.
- Transdigm Group Incorporated
- Price
- $56.20-2.59%
- $1257.70+4.38%
- Market cap
- $10.54B
- $70.32B
- 1M return
- -2.86%
- +3.55%
- 1Y return
- +42.98%
- -12.46%
- Industry
- Military/Government/Technical
- Military/Government/Technical
- Exchange
- NASDAQ
- NYSE
- IPO
- 2006
- News (4w)
- 13
- 2
- Recent ratings
- 25
- 25
Kratos Defense & Security Solutions Inc.
Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The company operates through two segments, Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment offers microwave electronic products, space, training and cybersecurity/ warfare, satellite communications, C5ISR/ modular systems, turbine technologies, and defense and rocket support services. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. It serves national security related agencies, the department of defense, intelligence agencies, and classified agencies, as well as international government agencies and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was founded in 1994 and is headquartered in San Diego, California.
Transdigm Group Incorporated
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. Its Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems. This segment serves engine and power system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. The company's Airframe segment provides engineered latching and locking devices, engineered rods, engineered connectors and elastomer sealing solutions, cockpit security components and systems, cockpit displays, aircraft audio systems, lavatory components, seat belts and safety restraints, engineered and customized interior surfaces and related components, thermal protection and insulation products, lighting and control technology, and parachutes. This segment serves airframe manufacturers, cabin system and subsystem suppliers, airlines, third party maintenance suppliers, military buying agencies, and repair depots. Its Non-aviation segment offers headsets for high-noise, medium-noise, and dismounted applications; seat belts and safety restraints for ground transportation applications; hydraulic/electromechanical actuators and fuel valves for land based gas turbines; refueling systems for heavy equipment used in mining, construction, and other industries; and turbine controls for the energy and oil and gas markets. This segment serves off-road vehicle and subsystem suppliers, child restraint system suppliers, and satellite and space system suppliers; and manufacturers of heavy equipment. TransDigm Group Incorporated was founded in 1993 and is based in Cleveland, Ohio.
Latest KTOS
- President, DRSS Division Carter David M sold $236,659 worth of shares (4,000 units at $59.16) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 70,092 units (SEC Form 4)
- Kratos Expands Production of Spartan Engines to Support Growing Missile and Loitering Munition Demand
- EVP & CFO Lund Deanna H sold $318,676 worth of shares (5,000 units at $63.74) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 290,161 units (SEC Form 4)
- President, KTT Division Rock Stacey G sold $261,872 worth of shares (4,000 units at $65.47) as part of a pre-agreed trading plan, decreasing direct ownership by 22% to 13,896 units (SEC Form 4)
- Hypersonic Spending Surge Brings A New Wave Of Defense Execution Talent Into The Commercial Space Race
- President, US Division Fendley Steven S. sold $400,693 worth of shares (7,000 units at $57.24) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 344,090 units (SEC Form 4)
- Director Doorenbos Bobbi sold $143,225 worth of shares (2,500 units at $57.29), decreasing direct ownership by 17% to 12,500 units (SEC Form 4)
- President, ME Division Adelman Jonah sold $1,788,626 worth of shares (31,348 units at $57.06), decreasing direct ownership by 80% to 8,000 units (SEC Form 4)
- Global Race for Counter-Drone Dominance Ignites Multi-Billion-Dollar Defense Market
- SVP & General Counsel Mendoza Marie sold $54,185 worth of shares (1,013 units at $53.49) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 65,996 units (SEC Form 4)
Latest TDG
- Director Howley W Nicholas exercised 10,132 shares at a strike of $66.47 and sold $11,964,054 worth of shares (10,132 units at $1,180.82) (SEC Form 4)
- Co-Chief Operating Officer Reiss Joel exercised 3,900 shares at a strike of $284.97 and sold $4,500,951 worth of shares (3,900 units at $1,154.09) (SEC Form 4)
- SEC Form SD filed by Transdigm Group Incorporated
- SEC Form 10-Q filed by Transdigm Group Incorporated
- Transdigm Group Incorporated filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- TransDigm Group Reports Fiscal 2026 Second Quarter Results
- Hypersonic Test Capacity Bottleneck: U.S. Defense Enterprise Signals Demand as Starfighters Space Brings F-104 Fleet to Market
- TransDigm Second Quarter Earnings Report and Conference Call Set for Tuesday, May 5, 2026
- SEC Form 4 filed by Howley W Nicholas
- Transdigm Group Incorporated filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation