Kratos Defense & Security Solutions, Inc.(KTOS)Earnings, Financials & Key RatiosKratos Defense & Security Solutions, Inc. (KTOS) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company has successfully expanded its asset base to $4.0 billion, the current P/E of 363.15 and persistent negative free cash flow suggest that the market has already priced in significant future growth expectations.
Kratos Defense & Security Solutions, Inc. (KTOS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Kratos Defense & Security Solutions, Inc. (KTOS) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.16vs $0.13+19.2% | $371Mvs $345M+7.5% |
| Q1 2026 | Feb 23, 2026 | $0.18vs $0.16+14.0% | $345Mvs $327M+5.5% |
| Q4 2025 | Nov 4, 2025 | $0.14vs $0.13+12.0% | $348Mvs $322M+8.0% |
| Q3 2025 | Aug 7, 2025 | $0.11vs $0.10+15.8% | $352Mvs $306M+14.7% |
Recent stock market news and headlines for Kratos Defense & Security Solutions, Inc. (KTOS)
Buried inside President Trump's Fiscal Year 2027 defense budget request sits a line item that dwarfs almost every other increase in the document.
Kratos (KTOS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Kratos Defense expands unmanned systems and missile production with new contracts and capacity investments while building for rising defense demand.
The iShares U.S. Aerospace and Defense ETF (BATS: ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA... ITA Just Ripped Higher, but America's Rearmament Cycle May Still Be in the First Inning
Key metrics vs top competitors for Kratos Defense & Security Solutions, Inc. (KTOS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $50.34 | $9.44B | 387.23 | 18.52% | 1.63% | 1.31% | — | |
| $162.53 | $8.23B | -30.10 | 140.89% | -13.41% | -6.05% | — | |
| $9.23 | $995.42M | -15.38 | 459.81% | -189.21% | -34.19% | — | |
| $8.12 | $7.98B | -7.19 | 39183.09% | -1232.62% | -74.18% | — | |
| $4.93 | $3.74B | -4.98 | — | -39078.95% | -38.99% | — | |
| $497.36 | $10.98B | 22.28 | 12.64% | 5.86% | 13.15% | — |
Kratos Defense & Security Solutions, Inc. (KTOS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Kratos Defense & Security Solutions, Inc. (KTOS) SEC filings — annual & quarterly reports (10-K, 10-Q)
May 6, 2026·SEC
Mar 25, 2026·SEC
Mar 6, 2026·SEC
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Kratos Defense & Security Solutions, Inc. (KTOS) stock FAQ — growth, dividends, profitability & financials explained
Kratos Defense & Security Solutions, Inc. (KTOS) reported $1.42B in revenue for fiscal year 2025. This represents a 2627% increase from $51.9M in 1998.
Kratos Defense & Security Solutions, Inc. (KTOS) grew revenue by 18.5% over the past year. This is strong growth.
Yes, Kratos Defense & Security Solutions, Inc. (KTOS) is profitable, generating $29.4M in net income for fiscal year 2025 (1.6% net margin).
Kratos Defense & Security Solutions, Inc. (KTOS) has a return on equity (ROE) of 1.3%. This is below average, suggesting room for improvement.
Kratos Defense & Security Solutions, Inc. (KTOS) had negative free cash flow of $134.0M in fiscal year 2025, likely due to heavy capital investments.
