Equity · Industrials
KTOS
NASDAQKratos Defense & Security Solutions (KTOS)
The line runs 50 USD on 3 August through 41.10 USD on 30 October, on a scale from 30 to 70. Days the market did not trade hold the previous close, flat.
- Market cap
- 7.7B USD
- P/E (TTM)
- 241.8
- Revenue, year to Dec 2025
- 1.3B USD
- EPS, diluted, year to Dec 2025
- 0.13 USD
- 52-week range
- 38.26 USD – 131.78 USD
- Avg volume
- 196.8K
- Mentions, 30 days
- 30
- Net sentiment
- +0.12
as of Oct 30, 2026
Have Kratos Defense & Security Solutions (KTOS) insiders bought or sold shares recently?
In the 90 days to 1 Nov 2026, Kratos Defense & Security Solutions insiders reported 12 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 16 Mar 2026, show no open-market purchase.
Form 4, 90 days to 1 Nov 2026, newest reported trade 26 Oct 2026
Buys 0Sells 12Net sold $23.81MOther filings 0
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 26 Oct 2026 | Lund Deanna HEVP & CFO | Sell | 7,000 | 280K USD |
| 15 Oct 2026 | Carrai Phillip DPresident, STC Division | Sell | 6,500 | 259K USD |
| 21 Sep 2026 | Lund Deanna HEVP & CFO | Sell | 7,000 | 341K USD |
| 15 Sep 2026 | Mendoza MarieSVP & General Counsel | Sell | 1,000 | 49K USD |
| 15 Sep 2026 | Carrai Phillip DPresident, STC Division | Sell | 6,500 | 311K USD |
| 24 Aug 2026 | Fendley Steven S.President, US Division | Sell | 7,000 | 393K USD |
| 18 Aug 2026 | Jarvis Scot BDirector | Sell | 10,000 | 635K USD |
| 17 Aug 2026 | Mendoza MarieSVP & General Counsel | Sell | 1,513 | 97K USD |
| 17 Aug 2026 | Carrai Phillip DPresident, STC Division | Sell | 26,500 | 1.7M USD |
| 14 Aug 2026 | DEMARCO ERIC MPresident & CEO | Sell | 300,000 | 19.3M USD |
| 05 Aug 2026 | Carter David MPresident, DRSS Division | Sell | 4,000 | 224K USD |
| 03 Aug 2026 | Lund Deanna HEVP & CFO | Sell | 5,000 | 243K USD |
| Sold | 12 open-market sales | 382,013 | $23.81M |
Which funds hold Kratos Defense & Security Solutions (KTOS)?
11 of the 45 institutional funds we track reported a Kratos Defense & Security Solutions position for the quarter ended 30 Jun 2026 — a combined 432.6M USD; the latest of those filings landed 02 Sep 2026.
| Fund | Position | Shares | Value | Shares q/q |
|---|---|---|---|---|
| ARK Investment Management | Added | 4,672,566 | 233.0M USD | +33.8% |
| Millennium Management | Added | 1,296,183 | 64.6M USD | +526.2% |
| Citadel Advisors | Added | 1,008,013 | 50.3M USD | +91.2% |
| Two Sigma Investments | Added | 546,984 | 27.3M USD | +7,871.2% |
| AQR Capital Management | Added | 523,433 | 26.1M USD | +422.5% |
| Balyasny Asset Management | New position | 242,350 | 12.1M USD | |
| Tudor Investment Corp | Held (±25%) | 196,111 | 9.8M USD | −3.6% |
| Marshall Wace | New position | 89,874 | 4.5M USD | |
| Man Group | Trimmed | 54,278 | 2.7M USD | −50.9% |
| Bridgewater Associates | Trimmed | 41,061 | 2.0M USD | −45.2% |
Showing the 10 largest of 11 reported positions. The figures above count all of them.
Kratos Defense & Security Solutions (KTOS) US federal contracts
US federal agencies committed 137.5M USD in contracts to Kratos Defense & Security Solutions (KTOS) in fiscal 2026, the year to 30 Sep 2026, against 182.3M USD the year before.
USAspending.gov
Fiscal 2026 137.5M USDFiscal 2025 182.3M USDFiscal 2024 197.9M USDFiscal 2023 171.6M USD
| Signed | Agency | Contract | Committed |
|---|---|---|---|
| 21 Jul 2026 | Department of the ArmyDepartment of Defense | TO PROVIDE ACCREDITED, THREAT REPRESENTATIVE UNMANNED AERIAL TARGET SYSTEMS FOR USE IN SENSOR PRESENTATIONS OR LIVE FIRE TRACKING AND…UNMANNED AIRCRAFT · W900KK26FA132 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 4.4M USD |
| 17 Jul 2026 | Department of the NavyDepartment of Defense | NAVY MULTIBAND TERMINAL INTERNATIONAL PARTNER VARIANT TEST AND EVALUATION SUPPORT.NATIONAL DEFENSE R&D SERVICES; DEPARTMENT OF DEFENSE - MILITARY; EXPERIMENTAL DEVELOPMENT · N6600126F9141 · KRATOS DEFENSE & ROCKET SUPPORT SERVICES, INC. | 530K USD |
| 24 Jun 2026 | Department of the Air ForceDepartment of Defense | TASK ORDER TO REPLACE THE CURRENT RADAR ALTIMETER (RADALT) AND RADALT ANTENNA DUE TO OBSOLESCENCE ISSUES. THIS TASKS WILL BE INCORPORATED…SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL · FA867826FB009 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 1.9M USD |
| 22 Jun 2026 | Department of the ArmyDepartment of Defense | TO PROVIDE ACCREDITED, THREAT REPRESENTATIVE UNMANNED AERIAL TARGET SYSTEMS FOR USE IN SENSOR PRESENTATIONS OR LIVE FIRE TRACKING AND…UNMANNED AIRCRAFT · W900KK26FA112 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 8.3M USD |
| 22 Jun 2026 | Department of the Air ForceDepartment of Defense | SPARES PURCHASE USING SELECTION OF PRE-PRICED ITEMS DERIVED FROM ATTACHMENT 2 (SPARES) FA867821D0001. THESE SPARES ARE PURCHASED UNDER CLIN…AIRFRAME STRUCTURAL COMPONENTS · FA867826FB008 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 5.1M USD |
| 11 Jun 2026 | Department of the NavyDepartment of Defense | PROCUREMENT OF MISSION KITS AND PARTSGUIDED MISSILE COMPONENTS · N0001926F1000 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 3.0M USD |
| 27 May 2026 | Department of the Air ForceDepartment of Defense | ENGINEERING, TEST AND EVALUATION, MANUFACTURING, SUPPORT FUNCTIONS, AND MANAGEMENT TASKS TO UPDATE THE AUTOPILOT SENSOR REPLACEMENT.SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL · FA867826FB007 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 3.8M USD |
| 20 May 2026 | Department of the ArmyDepartment of Defense | DELIVERY ORDER FOR BQM-167 AND MQM-178 TARGET PLATFORMS. TO PROVIDE ACCREDITED, THREAT REPRESENTATIVE UNMANNED AERIAL TARGET SYSTEMS FOR…UNMANNED AIRCRAFT · W900KK26FA104 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 6.3M USD |
| 13 May 2026 | Department of the Air ForceDepartment of Defense | OVERHAUL/UPGRADE F107 2ND STAGE TURBINE NOZZLEMAINT/REPAIR/REBUILD OF EQUIPMENT- ENGINES, TURBINES, AND COMPONENTS · FA812226F0028 · FLORIDA TURBINE TECHNOLOGIES, INC. | 2.3M USD |
| 11 May 2026 | Department of the Air ForceDepartment of Defense | INITIAL TWO PHASES OF A COMPREHENSIVE PHASED APPROACH TO DESIGN, DEVELOP, INTEGRATE, AND QUALIFY A SATCOM SUBSYSTEM.SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL · FA867826FB006 · KRATOS UNMANNED AERIAL SYSTEMS, INC | 3.5M USD |
Newest first: 10 of 87 contracts. Contracts of US$100,000 or more signed since April 2022; the amount is what the government has committed so far, which grows when options are exercised. Defense Department contracts are published about 90 days after signing, so the latest year is still filling in.
What has been filed or recorded for Kratos Defense & Security Solutions (KTOS)?
The filings we hold for Kratos Defense & Security Solutions, newest first: 4 fails-to-deliver days, 6 quarterly earnings reports, 2 annual reports and 5 reported financial figures, the latest dated 09 Oct 2026. No next earnings date is announced in SEC filings yet.
| And | ||||
|---|---|---|---|---|
| 09 Oct 2026 | Fails to deliver | Shares failed to deliver | 2,800 shares | 117K USD notional · 0.001% of shares out |
| 01 Oct 2026 | Fails to deliver | Shares failed to deliver | 76,172 shares | 3.3M USD notional · 0.041% of shares out |
| 30 Sep 2026 | Fails to deliver | Shares failed to deliver | 37,979 shares | 1.6M USD notional · 0.020% of shares out |
| 21 Sep 2026 | Fails to deliver | Shares failed to deliver | 2,345,182 shares | 111.3M USD notional · 1.249% of shares out |
| 28 Jun 2026 | Quarterly earnings | Q2 2026 reported | EPS 0.02 USD | |
| 28 Jun 2026 | Financials | Total assets | 4.1B USD | at period end |
| 28 Jun 2026 | Financials | Total equity | 3.4B USD | at period end |
| 29 Mar 2026 | Quarterly earnings | Q1 2026 reported | EPS 0.07 USD | |
| 28 Dec 2025 | Annual report | FY 2025 reported | EPS 0.13 USD | |
| 28 Dec 2025 | Financials | Revenue | 1.3B USD | fiscal year |
| 28 Dec 2025 | Financials | Net income | 22.0M USD | fiscal year |
| 28 Dec 2025 | Financials | Diluted EPS | 0.13 USD | fiscal year |
| 28 Sep 2025 | Quarterly earnings | Q3 2025 reported | EPS 0.05 USD | |
| 29 Jun 2025 | Quarterly earnings | Q2 2025 reported | EPS 0.02 USD | |
| 30 Mar 2025 | Quarterly earnings | Q1 2025 reported | EPS 0.03 USD | |
| 29 Dec 2024 | Annual report | FY 2024 reported | EPS 0.11 USD | |
| 29 Sep 2024 | Quarterly earnings | Q3 2024 reported | EPS 0.02 USD |
What is Reddit saying about Kratos Defense & Security Solutions (KTOS)?
Reddit mentioned KTOS 30 times in the 30 days to 1 November 2026, in 1 of the communities we track. All of them were scored for sentiment: 77% read bullish, 7% bearish and 16% neither. Reddit data updated 1 November 2026.
30-day window, Method
Mentions, 30 days 30Bullish 77%Bearish 7%Communities 1Against the market +23 points
How do Reddit mentions of Kratos Defense & Security Solutions (KTOS) compare with its price?
Share ↗
Where Kratos Defense & Security Solutions (KTOS) is discussed
30 days
| Community | Share | Mentions | Net sentiment |
|---|---|---|---|
| r/wallstreetbets | 100% | 30 | +0.12 |
Moves with Kratos Defense & Security Solutions (KTOS)
Tickers whose daily Reddit volume rose and fell with Kratos Defense & Security Solutions (KTOS)'s. Co-discussion, not price.
ONDS +0.76AVAV +0.70BX +0.69CRWV +0.60FNDF +0.60VXF +0.60
How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations), Method
Kratos Defense & Security Solutions (KTOS): frequently asked questions
What did Kratos Defense & Security Solutions shares close at?
Kratos Defense & Security Solutions closed at 41.10 USD on 30 Oct 2026, down 5.71% on the close before. That is the end-of-day price from Finazon, not a live quote.
What is Kratos Defense & Security Solutions’ market cap?
Kratos Defense & Security Solutions is worth 7.7B USD by market value as of 30 Oct 2026, which is the share price times the shares on issue from its SEC filings.
What is Kratos Defense & Security Solutions’ P/E ratio?
Kratos Defense & Security Solutions has a price-to-earnings ratio of 241.8, as of 30 Oct 2026: the share price divided by what the company earned per share over the last four reported quarters. A higher number means the market pays more for each dollar of earnings.
What is Kratos Defense & Security Solutions’ revenue?
Kratos Defense & Security Solutions reported revenue of 1.3B USD for the year ended 28 Dec 2025, as filed with the SEC. See Filings
Have Kratos Defense & Security Solutions insiders bought or sold shares recently?
In the 90 days to 1 Nov 2026, Kratos Defense & Security Solutions insiders reported 12 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 16 Mar 2026, show no open-market purchase. See Insiders
Which funds own Kratos Defense & Security Solutions?
11 of the 45 funds we track reported a Kratos Defense & Security Solutions position for the quarter ended 30 Jun 2026, per their SEC Form 13F filings. The largest reported positions were ARK Investment Management, Millennium Management and Citadel Advisors. See Funds
When did Kratos Defense & Security Solutions last report earnings?
Kratos Defense & Security Solutions last reported earnings on 28 Jun 2026 for Q2 2026, with EPS of 0.02 USD; no next date is announced in SEC filings yet. See Filings
Does Kratos Defense & Security Solutions have government contracts?
Yes. US federal agencies committed 137.5M USD in contracts to it in fiscal 2026, the year to 30 Sep 2026 (USAspending.gov). See Contracts
What is Reddit saying about Kratos Defense & Security Solutions?
Kratos Defense & Security Solutions was mentioned 4 times in the last 7 days across the finance subreddits we track, and 30 times over the trailing 30 days. Of the 30 mentions scored for sentiment, 77% read bullish and 7% bearish. That is a social signal, not investment advice. See Reddit
Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.
References
- Finazonprior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source
- TradingViewthe price chart widget, drawn by TradingView from their own data
- RedditReddit ingest across the tracked finance subreddits
- SEC EDGARForm 4 filings (insider transactions)
- SEC EDGAR13F filings
- USAspendingUSAspending.gov (U.S. Department of the Treasury), federal prime contract awards
- SECSEC fails-to-deliver (CNS) data
- SEC EDGARXBRL company facts, latest period ended 28 Jun 2026
- SEC EDGARreported earnings figures and scheduled report dates
- SEC EDGARValuation computed from SEC EDGAR filings