KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
KTOSNasdaq
$46.03
↓ -2.0%Jul 17 close · end-of-day
Price
1Y↓ -15.2%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$8.3B
Enterprise Value
$6.8B
P/E
270.8
P/S
5.8
P/B
2.4
EV/EBITDA
88.0
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$1.4B
Net Income (TTM)
$29.4M
Free Cash Flow (TTM)
—
Gross Margin
22.9%
Operating Margin
1.7%
Net Margin
2.1%
ROE
0.9%
ROIC
0.9%
Debt / Equity
—
Net Cash
$1.5B
Return 1Y
-21.9%
Company profile
Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. The company was incorporated in 1994 and is headquartered in San Diego, California.
- CEO
- Eric M. DeMarco
- Sector
- Manufacturing
- Industry
- Defense
- Employees
- 3,600
- Headquarters
- California
- Website
- kratosdefense.com
Management & directors
- Carrai Phillip DPresident, STC Division
- Mendoza MarieSVP & General Counsel
- Carter David MPresident, DRSS Division
- Lund Deanna HEVP & CFO
- Rock Stacey GPresident, KTT Division
- Fendley Steven S.President, US Division
- Adelman JonahPresident, ME Division
- Cervantes De Burgreen MariaVP & Corp. Controller
- Demarco Eric MPresident & CEO
- Mills Thomas E IvPresident, C5ISR Division
Roles derived from SEC Form 4 filings.
Earnings
KTOS Q1 2026 Earnings
Period ends 2026-03-29
MetricActualYoY
Revenue$371.0M↑ +22.6%
Diluted EPS$0.07↑ +133.3%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $747.7M | $811.5M | $898.3M | $1.0B | $1.1B | $1.3B |
| Gross profit | $203.2M | $225.1M | $226.0M | $268.6M | $287.2M | $307.9M |
| Operating income | $29.3M | $27.9M | -$2.9M | $31.1M | $29.0M | $25.6M |
| Net income | $79.6M | -$2.0M | -$36.9M | -$8.9M | $16.3M | $22.0M |
| Diluted EPS | $0.67 | -$0.02 | -$0.29 | -$0.07 | $0.11 | $0.13 |
| Operating cash flow | — | — | -$25.7M | $65.2M | $49.7M | -$42.1M |
| Free cash flow | — | — | — | — | — | — |
| Gross margin | 27.2% | 27.7% | 25.2% | 25.9% | 25.3% | 22.9% |
| Operating margin | 3.9% | 3.4% | -0.3% | 3.0% | 2.6% | 1.9% |
| Net margin | 10.6% | -0.2% | -4.1% | -0.9% | 1.4% | 1.6% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $300.1M | $275.9M | $283.1M | $302.6M | $351.5M | $347.6M | $345.1M | $371.0M |
| Gross profit | $77.2M | $69.2M | $69.8M | $73.6M | $73.8M | $77.1M | $83.4M | $89.6M |
| Operating income | $12.5M | $6.5M | $3.0M | $6.6M | $3.7M | $7.1M | $8.2M | $4.7M |
| Net income | $7.9M | $3.2M | $3.9M | $4.5M | $2.9M | $8.7M | $5.9M | $11.9M |
| Diluted EPS | $0.05 | $0.02 | $0.03 | $0.03 | $0.02 | $0.05 | $0.03 | $0.07 |
| Operating cash flow | -$2.7M | $6.1M | $45.6M | -$29.2M | -$11.7M | -$13.3M | $12.1M | -$27.4M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 25.7% | 25.1% | 24.7% | 24.3% | 21.0% | 22.2% | 24.2% | 24.2% |
| Operating margin | 4.2% | 2.4% | 1.1% | 2.2% | 1.1% | 2.0% | 2.4% | 1.3% |
| Net margin | 2.6% | 1.2% | 1.4% | 1.5% | 0.8% | 2.5% | 1.7% | 3.2% |
Company news
Jul 20, 2026
Jul 15, 2026
Jul 14, 2026
- 6d agoKratos (KTOS) Stock Trades Up, Here Is Whyfinance.yahoo.com
- 6d agoAxon's Connected Devices Unit Gains Momentum: More Upside to Come?finance.yahoo.com
- 6d agoHow Is KTOS Benefiting From the US Defense Industrial Base Expansion?finance.yahoo.com
- 6d agoKratos Shares Gain Following $400 Million U.S. Defense Funding Award (KTOS)investorshub.advfn.com
- 6d agoKratos Defense And Security Solutions (KTOS) Lands $500 Million In Space And Hypersonic Workfinance.yahoo.com
- 6d agoKratos Receives Approximately $400 Million in New Funding for Hypersonic System and Other Programsfinance.yahoo.com
- 6d agoDrone Stocks Are Back In Play: Why RCAT, AVAV, KTOS, UMAC Stocks Are Climbingstocktwits.com
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-15 | Carrai Phillip D· President, STC Division | Sale | 3,900 | $49.79 | $194,168.91 | filing |
| 2026-07-15 | Carrai Phillip D· President, STC Division | Sale | 1,400 | $52.05 | $72,869.58 | filing |
| 2026-07-15 | Mendoza Marie· SVP & General Counsel | Sale | 1,013 | $51.79 | $52,463.27 | filing |
| 2026-07-15 | Carrai Phillip D· President, STC Division | Sale | 700 | $50.78 | $35,544.25 | filing |
| 2026-07-15 | Carrai Phillip D· President, STC Division | Sale | 400 | $52.84 | $21,137.48 | filing |
| 2026-07-15 | Carrai Phillip D· President, STC Division | Sale | 100 | $53.85 | $5,385.00 | filing |
| 2026-07-08 | Carter David M· President, DRSS Division | Sale | 3,700 | $50.39 | $186,441.89 | filing |
| 2026-07-08 | Carter David M· President, DRSS Division | Sale | 300 | $51.26 | $15,376.53 | filing |
| 2026-07-01 | Lund Deanna H· EVP & CFO | Sale | 2,600 | $53.18 | $138,265.14 | filing |
| 2026-07-01 | Lund Deanna H· EVP & CFO | Sale | 1,200 | $52.40 | $62,874.00 | filing |
| 2026-07-01 | Lund Deanna H· EVP & CFO | Sale | 700 | $53.84 | $37,688.00 | filing |
| 2026-07-01 | Lund Deanna H· EVP & CFO | Sale | 500 | $50.89 | $25,443.00 | filing |
| 2026-06-30 | Rock Stacey G· President, KTT Division | Sale | 4,675 | $50.00 | $233,750.00 | filing |
| 2026-06-29 | Fendley Steven S.· President, US Division | Sale | 7,000 | $48.37 | $338,556.40 | filing |
| 2026-06-15 | Carrai Phillip D· President, STC Division | Sale | 3,600 | $58.00 | $208,797.12 | filing |
| 2026-06-15 | Carrai Phillip D· President, STC Division | Sale | 2,700 | $57.30 | $154,708.65 | filing |
| 2026-06-15 | Mendoza Marie· SVP & General Counsel | Sale | 800 | $57.53 | $46,023.04 | filing |
| 2026-06-15 | Mendoza Marie· SVP & General Counsel | Sale | 600 | $58.20 | $34,921.02 | filing |
| 2026-06-15 | Carrai Phillip D· President, STC Division | Sale | 200 | $59.09 | $11,817.00 | filing |
| 2026-06-15 | Mendoza Marie· SVP & General Counsel | Sale | 100 | $59.45 | $5,945.00 | filing |
| 2026-06-08 | Fendley Steven S.· President, US Division | Sale | 33,250 | $58.19 | $1.9M | filing |
| 2026-06-08 | Fendley Steven S.· President, US Division | Sale | 1,750 | $59.11 | $103,446.00 | filing |
| 2026-06-05 | Carter David M· President, DRSS Division | Sale | 1,400 | $58.11 | $81,353.02 | filing |
| 2026-06-05 | Carter David M· President, DRSS Division | Sale | 1,200 | $60.13 | $72,150.36 | filing |
| 2026-06-05 | Carter David M· President, DRSS Division | Sale | 1,200 | $58.99 | $70,787.04 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.