Ducommun vs Kratos Defense & Security Solutions
Kratos Defense & Security Solutions is the larger business, with $1.35bn of revenue in fiscal 2025 against $825m for Ducommun (1.6 times as much). Kratos Defense & Security Solutions grew faster (18.5% against 4.9%). Kratos Defense & Security Solutions kept more of each dollar of sales as profit: a net margin of 1.6% against -4.5%.
| Latest fiscal year | DucommunDCO, 2025 | Kratos Defense & Security SolutionsKTOS, 2025 |
|---|---|---|
| Revenue | $825m | $1.35bn |
| Revenue growth | 4.9% | 18.5% |
| Net income | −$37.4m | $22.0m |
| Operating margin | — | 1.9% |
| Net margin | -4.5% | 1.6% |
| Return on equity | -5.6% | 1.3% |
| Free cash flow | −$48.6m | −$137m |
| Cash | $45.3m | $561m |
| Total debt | $305m | $0 |
| Debt to equity | — | 0.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | 2,130 | 4,300 |
| Market value | $2.51bn | $7.68bn |
| Price vs our value range | — | — |
| Moat score | 30 (Weak) | 24 (Weak) |
| Insider trades, 12 months | 0 buys, 12 sales | 0 buys, 285 sales |