Kratos Defense & Security Solutions, Inc. KTOS
At closeNov 6, 2026, 6:16 PM EST
After hours · Nov 6, 6:16 PM ET
- YTD
- -53.76%
- 1 year
- -51.53%
- Market cap
- 6.61B
- Revenue (ttm)
- 1.65B
- Profit margin
- 1.34%
- EPS (ttm)
- 0.12
- Shares out
- 188.27M
- P/E ratio
- 292.50
- Forward P/E
- 31.13
- YTD return
- -53.76%
- 1-year return
- -51.53%
- Volume
- 8.00M
- Avg volume
- 4.11M
- Open
- 33.73
- Previous close
- 33.39
- Day's range
- 31.57 – 35.31
- 52-week range
- 31.57 – 134.00
- Analysts
- Strong Buy
- Price target
- 89.76 (+155.7%)
5D -6.45 (-15.52%)
Key statistics
- Enterprise value
- 5.15B
- PEG ratio
- 36.41
- Price / sales
- 4.01
- Price / book
- 1.92
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 35.70%
- Free cash flow
- -135.26M
- Total cash
- 1.40B
- Total debt
- 246.00M
- Return on equity
- 0.81%
- Short % of float
- 5.91%
- 50-day average
- 43.85
- 200-day average
- 62.41
Analyst view
Consensus: strong buy
- Target (low)
- 50.00
- Target (mean)
- 89.76
- Target (high)
- 150.00
- Strong buy6
- Buy18
- Hold1
- Sell0
- Strong sell0
Next earnings
Consensus EPS estimate 0.24865.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 5, 2026 | Sep 27, 2026 | 0.2075 | 0.24 | +0.03 | +15.66% |
| Aug 4, 2026 | Jun 28, 2026 | 0.1388 | 0.21 | +0.07 | +51.30% |
| May 6, 2026 | Mar 29, 2026 | 0.1342 | 0.16 | +0.03 | +19.23% |
| Feb 23, 2026 | Dec 28, 2025 | 0.1579 | 0.18 | +0.02 | +14.00% |
| Nov 4, 2025 | Sep 28, 2025 | 0.125 | 0.14 | +0.02 | +12.00% |
| Aug 7, 2025 | Jun 29, 2025 | 0.095 | 0.11 | +0.02 | +15.79% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 6, 2026 | BTIG | main | Buy | Buy |
| Nov 2, 2026 | Keybanc | main | Overweight | Overweight |
| Oct 30, 2026 | B. Riley Securities | main | Buy | Buy |
| Oct 28, 2026 | RBC Capital | main | Outperform | Outperform |
| Oct 23, 2026 | Piper Sandler | main | Overweight | Overweight |
| Oct 22, 2026 | Oppenheimer | init | — | Outperform |
About Kratos Defense & Security Solutions, Inc.
Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally. The company operates through Kratos Government Solutions and Unmanned Systems segments. It offers virtualized ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet powered unmanned aerial drone systems and hypersonic vehicles and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft and launch systems, command, control, communication, computing, combat, and intelligence surveillance and reconnaissance; and microwave electronic products for missile, radar, missile defense, space, and satellite; and counter unmanned aircraft systems, directed energy, communication and other systems, and virtual and augmented reality training systems for the warfighter. In addition, It supplies turbine engines, engine components, accessories, and fuel management systems for PT6A, Twin-Pac, and JT15D aircraft engines. The company primarily serves national security-related agencies, the U.S. Department of Defense, intelligence and classified agencies, international government agencies, and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was formerly known as Wireless Facilities, Inc. and changed its name to Kratos Defense & Security Solutions, Inc. in August 1999. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Country
- United States
- Website
- kratosdefense.com
News
BTIG Maintains Buy on Kratos Defense & Security, Lowers Price Target to $65
Kratos Sales Up 36%, Free Cash Flow Negative: Rapid Earnings Reaction
Kratos Defense & Security Solutions Q3 Earnings Call Highlights
Kratos Defense & Security Q3 2026 Earnings Call Transcript Kratos Defense & Security Solutions Says 2027 Forecast Assumes That We Will Sell To Customers About 1,500 Turbo Jet Engines In 2027, With Significant Majority Of These Deliveries Occurring In H2 2027
Kratos Defense Beats Q3 Expectations, Lifts 2026 Outlook Kratos Defense & Security Sees Q4 Sales $480.000M-$510.000M vs $490.635M Est
Kratos Defense & Security Q3 Adj. EPS $0.24 Beats $0.20 Estimate, Sales $471.800M Beat $471.164M Estimate
Kratos Defense & Security Raises FY2026 Sales Guidance from $1.750B-$1.810B to $1.780B-$1.810B vs $1.795B Est
4 Defense Stocks Poised to Beat Expectations This Earnings Season
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANDERSON SCOTT I | Director | Sale | Mar 15, 2026 | 62,167 |
| CARRAI PHILLIP D | Officer | Sale | Sep 14, 2026 | 222,297 |
| CARTER DAVID M | Officer | Sale | Aug 4, 2026 | 62,237 |
| DEMARCO ERIC M | Chief Executive Officer | Sale | Aug 13, 2026 | 0 |
| FENDLEY STEVEN S | Officer | Sale | Aug 23, 2026 | 288,111 |
| GOODWIN BENJAMIN M | Officer | Stock Award(Grant) | Mar 12, 2025 | 65,571 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 12.80% | 24,035,367 | 843.64M | Jun 29, 2026 |
| State Street Corporation | 4.83% | 9,064,859 | 318.18M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.50% | 8,449,693 | 296.58M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.25% | 7,987,008 | 280.34M | Jun 29, 2026 |
| First Trust Advisors LP | 3.20% | 6,016,073 | 211.16M | Jun 29, 2026 |
| ARK Investment Management, LLC | 2.49% | 4,672,566 | 164.01M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.56% | 6,686,673 | 234.70M | Sep 29, 2026 |
| First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc | 3.49% | 6,551,204 | 229.95M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.17% | 5,954,203 | 208.99M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.29% | 4,301,997 | 151.00M | Jun 29, 2026 |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | 1.90% | 3,561,244 | 125.00M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.32% | 2,477,964 | 86.98M | Jun 29, 2026 |
