Kratos Defense & Security Solutions vs Intuitive Machines
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KIRAβs take AI analyst
I put Kratos Defense & Security Solutions and Intuitive Machines 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 $210M for Intuitive Machines, about 6.4 times as much.
- Kratos Defense & Security Solutions grew revenue faster (18.5%, against β7.9%).
- Kratos Defense & Security Solutions kept more of each dollar of sales as operating profit (1.9% operating margin, against β41.5%).
- Kratos Defense & Security Solutions turned more of its sales into free cash flow (β10.2% FCF margin, against β26.6%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Kratos Defense & Security Solutions
KTOS
6/6
Revenue growthOperating marginNet marginFCF marginPiotroski F-scoreShare count change
Intuitive Machines
LUNR
0/6
Side by side
Best in the row
| Latest fiscal year | KTOS FY25 | LUNR FY25 |
|---|---|---|
| Size | ||
| Market cap | $7.7B | $1.7B |
| Revenue | $1.3B | $210M |
| Free cash flow | β$137M | β$56.0M |
| Net income | $22.0M | β$83.3M |
| Growth | ||
| Revenue growth | 18.5% | β7.9% |
| 5-year growth | 12.5% | β |
| Share count change | 9.5% | 88.0% |
| Profitability | ||
| Gross margin | 22.9% | β |
| Operating margin | 1.9% | β41.5% |
| Net margin | 1.6% | β39.7% |
| FCF margin | β10.2% | β26.6% |
| Return on capital | 1.2% | β |
| Return on equity | 1.3% | β |
| Balance sheet | ||
| Net debt | β$461M | β$247M |
| Net debt / EBITDA | β6.4x | β |
| Dividends and buybacks | $0.0M | $20.7M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 4 | 3 |
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.