Archer Aviation vs Kratos Defense & Security Solutions
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KIRAβs take AI analyst
I put Archer Aviation and Kratos Defense & Security Solutions side by side, using each oneβs latest annual report. Here is what stands out:
- Kratos Defense & Security Solutions is the larger business, with $1.3B of revenue in fiscal 2025 against $0.3M for Archer Aviation, about 1,347 times as much.
- Kratos Defense & Security Solutions kept more of each dollar of sales as operating profit (1.9% operating margin, against β243,100.0%).
- Kratos Defense & Security Solutions turned more of its sales into free cash flow (β10.2% FCF margin, against β170,566.7%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Archer Aviation
ACHR
2/7
Gross marginPiotroski F-score
Kratos Defense & Security Solutions
KTOS
5/7
Operating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | ACHR FY25 | KTOS FY25 |
|---|---|---|
| Size | ||
| Market cap | $3.1B | $7.4B |
| Revenue | $0.3M | $1.3B |
| Free cash flow | β$512M | β$137M |
| Net income | β$618M | $22.0M |
| Growth | ||
| Revenue growth | β | 18.5% |
| 5-year growth | β | 12.5% |
| Share count change | 65.7% | 9.5% |
| Profitability | ||
| Gross margin | 33.3% | 22.9% |
| Operating margin | β243,100.0% | 1.9% |
| Net margin | β206,066.7% | 1.6% |
| FCF margin | β170,566.7% | β10.2% |
| Return on capital | β | 1.2% |
| Return on equity | β41.8% | 1.3% |
| Balance sheet | ||
| Net debt | β$1.9B | β$461M |
| Net debt / EBITDA | β | β6.4x |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 5 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.