Democrats have won control of Congress after the latest US elections, and leadership of defense policy committees is expected to shift to Democratic chairs who have signaled interest in revisiting long-term Pentagon spending priorities. Contractors focused on advanced systems such as unmanned platforms and space technologies could face a reshuffle of funding emphasis and procurement timelines. Kratos Defense & Security Solutions supplies technology, hardware, systems and software across defense, national security and commercial markets, and has a market cap of $7.7b. The article notes that a NASA Space Reactor 1 Freedom subcontract supports the view that Kratos is also a space infrastructure supplier alongside Lockheed Martin and Northrop Grumman, not just a Pentagon contractor. It also argues that this political shift should not dominate how Kratos is assessed.
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