The mechanism. Every time the Pentagon fields a new interceptor, radar, or air-defense system, doctrine and law require it be shot at something real before it reaches troops. The Livermore-style "fly before you buy" mandate — rooted in the 1986 Live Fire Test and Evaluation statute and enforced by DOT&E — means every SM-6, PAC-3, NASAMS, or next-gen missile-defense round needs an aerial target drone to intercept. That target business is unglamorous, recurring, largely sole-sourced, and almost entirely owned by one contractor: Kratos Defense KTOS. Its BQM-167 (mimicking fighter jets) and BQM-177 (mimicking anti-ship cruise missiles) have racked up sole-source Air Force and Navy contracts for over a decade — Lot 20 alone was a $79.8 million sole-source award. Unlike a missile sale, which is lumpy and program-specific, target-drone demand tracks the entire live-fire testing tempo of the U.S. military — it scales with every system tested, not one weapon's fate.
Defense
Who Actually Builds the Targets: The Overlooked Business Inside Kratos
Missiles get the headlines, but every live-fire test needs something to shoot at first — and Kratos has quietly cornered that recurring, sole-sourced business for over a decade.

1-YEAR MOVE
KTOS
▼44.0%
LDOS
▼45.2%
AVAV
▼56.0%
PLTR
▼28.3%
RKLB
▲55.7%
| Ticker | Company | 1-year change |
|---|---|---|
| KTOS | Kratos Defense | −44.0% |
| LDOS | Leidos | −45.2% |
| AVAV | AeroVironment | −56.0% |
| PLTR | Palantir | −28.3% |
| RKLB | Rocket Lab | +55.7% |