Jefferies identified Kratos, AeroVironment, Voyager, Cadre, and Firefly as top defense technology and space stocks to watch.
Kratos posted Q1 FY2026 revenue $371 million, adjusted EPS $0.16, and announced a new hypersonic test facility in Odon, Indiana.
AeroVironment secured a $117.3 million U.S. Army contract and $20.2 million investment, targeting $90 million UAS revenue and $158 million counter‑UAS revenue.
Cadre reported Q1 2026 earnings $0.05 per share on $155.4 million revenue, forecast >4% growth 2027, and secured a $61 million FBI armor contract.