Why Kratos Could Be Defense Tech's Biggest Growth Story | CEO Eric DeMarco
Kratos says production ramps in hypersonics, drones, and engines will drive multi-year growth. CEO Eric DeMarco highlights AI, ...
Chief Executive Officer, President & Director, KRATOS DEFENSE & SECURITY
Search every verified Eric DeMarco interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Eric DeMarco, CEO of Kratos Defense & Security Solutions, stated during the company's Q4 2025 earnings call that Kratos expects to approximately double its hypersonic franchise revenues in 2026 over 2025 to around $400 million, with a potential further increase of over 75% in 2027 to approximately $700 million. He described the current period as a "generational recapitalization of strategic weapon systems" driven by geopolitical threats, and noted that Kratos is one of the few non-traditional prime contractors qualified to address the resulting demand for military-grade hardware. DeMarco also emphasized the company's focus on low-cost, high-volume production of jet drones, hypersonic systems, and small jet engines, citing the principle that "quantity has a quality all of its own." In interviews and public appearances, DeMarco has discussed Kratos's vertical integration strategy for mission-critical parts and its use of non-traditional manufacturers, such as automotive industry suppliers, to manage costs. He has expressed concern about low-cost, fiber-optic tethered drones used by adversaries, describing them as difficult to counter. DeMarco has also argued that the U.S. defense industry needs to prioritize fielding systems at 90% capability rather than pursuing perfection, stating that "better is the enemy of good enough." He characterized his role at Kratos as a "passion" and a "mission," citing "God, family, country" as his guiding principles)Skip
Kratos says production ramps in hypersonics, drones, and engines will drive multi-year growth. CEO Eric DeMarco highlights AI, ...
02/23/2026 Q&A: 38:43 Kratos Defense & Security Solutions, Inc., a technology company, provides technology, products, and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and AI in warfare, this conversation explores how the battlefield is evolving—and what it takes to stay ahead. #DroneWarsPodcast #EricDeMarco #KratosDefense #MilitaryTech #Hypersonics #AIWarfare #DefenseInnovation
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast: Full Episode Here → From drone ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast: Full Episode Here → From drone ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Watch the full interview with Kratos Defense CEO Eric DeMarco on Drone Wars Podcast From drone swarms to hypersonics and ...
Marie Mendoza; Senior Vice President, General Counsel; Kratos Defense and Security Solutions Inc Eric DeMarco; President, ...
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