Kratos Defense & Security Solutions (KTOS) vs Transdigm Group (TDG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Transdigm Group (TDG) has outperformed Kratos Defense & Security Solutions (KTOS) over the past year, losing 15.3% versus a loss of 60.3%. Over five years, KTOS leads with a +86.5% price change compared with +70.3% for TDG. Transdigm Group is the larger company by market cap ($60.85 billion vs $7.90 billion), about 7.7 times the size, while Kratos Defense & Security Solutions is growing revenue faster (+18.5% vs +11.2%).
On valuation, Transdigm Group trades at a lower forward P/E (22.7x vs 37.7x for Kratos Defense & Security Solutions). Transdigm Group converts more of its revenue into profit, with a net margin of 23.5% versus 1.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | KTOS | TDG |
|---|---|---|
| Share price | $42.10 | $1,100.87 |
| Market cap | $7.90B | $60.85B |
| 1-day change | +0.39% | +1.06% |
| YTD return | -44.76% | -18.09% |
| 1-year return | -60.32% | -15.29% |
| 5-year return | +86.52% | +70.34% |
| P/E ratio (TTM) | 247.62 | 33.39 |
| Forward P/E | 37.72 | 22.73 |
| EPS (TTM) | $0.17 | $32.97 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.35B | $8.83B |
| Revenue growth (YoY) | +18.53% | +11.22% |
| Net income (latest FY) | $22.00M | $2.07B |
| Gross margin | 22.86% | 60.14% |
| Operating margin | 1.90% | 47.16% |
| Net margin | 1.63% | 23.49% |
| 52-week high | $134.00 | $1,463.03 |
| 52-week low | $40.93 | $1,071.25 |
| Distance from 52-week high | -68.59% | -24.75% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +139.29% | +34.03% |
| Average volume | 3.93M | 395.56K |
| Shares outstanding | 187.72M | 55.28M |
| Employees | 4,300 | 16,500 |
| Sector | Industrials | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Transdigm Group is about 7.7 times larger than Kratos Defense & Security Solutions by market value ($60.85B vs $7.90B).
- TDG has outperformed KTOS by 45.0 percentage points over the past year.
- Kratos Defense & Security Solutions trades at a higher earnings multiple (247.6x vs 33.4x trailing P/E).
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 1.6 cents for Kratos Defense & Security Solutions.
- Kratos Defense & Security Solutions grew revenue faster in its latest fiscal year (+18.53% vs +11.22%).
About Kratos Defense & Security Solutions
KTOS stock →Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally. The company operates through Kratos Government Solutions and Unmanned Systems segments.
Industrials · Military/Government/Technical · 4,300 employees
About Transdigm Group
TDG stock →TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The 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, cargo loading and handling systems, delivery systems, and electronic components.
Industrials · Military/Government/Technical · 16,500 employees
KTOS vs TDG FAQ
Which is bigger, Kratos Defense & Security Solutions or Transdigm Group?
Transdigm Group (TDG) is larger, with a market capitalization of $60.85B compared with $7.90B for Kratos Defense & Security Solutions (KTOS).
Which stock has performed better over the past year, KTOS or TDG?
TDG returned -15.29% over the past 12 months, compared with -60.32% for KTOS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KTOS or TDG?
TDG has the lower trailing P/E at 33.4, versus 247.6 for KTOS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Kratos Defense & Security Solutions and Transdigm Group in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.