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  5. KTOS: Dear 5i If one already owns MDA does it make sense to buy KTOS ? [Kratos Defense & Security Solutions Inc.]
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Q: Dear 5i
If one already owns MDA does it make sense to buy KTOS ? Are they different enough to own both , or if only one was sufficient , which one would you buy ?
Thanks
Bill C
Asked by Bill on October 03, 2025
5i Research Answer:

We think they are different enough. MDA is more focused on space and satellites where KTOS is more focused on drones. KTOS is also a bit more driven by military spending than MDA would be.