Kratos Defense (NASDAQ: KTOS)

Business overview

Low-cost XQ-58 Valkyrie target drone.

Watch: Remains in the high-risk category despite a more established size.

Valuation

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View open tenders in Missiles & precision strike +2

Update log

Date	News	Impact
9/9/2026	Kratos ARAV-B Ballistic Missile Target Successfully Utilized In Multinational Pacific Dragon 2026 Exercise Yahoo Finance	Yahoo Finance
9/9/2026	Kratos ARAV-B Ballistic Missile Target Successfully Utilized In Multinational Pacific Dragon 2026 Exercise GlobeNewswire	GlobeNewswire
9/3/2026	Better Drone Stock: Kratos Defense vs. Northrop Grumman Yahoo Finance	Yahoo Finance
9/3/2026	KTOS Stock Falls 37% YTD: Can New Defense Awards Spark a Rebound? Yahoo Finance	Yahoo Finance
9/1/2026	Kratos Wins $20 Million Contract to Deliver Mobile SATCOM Gateways for Resilient Defense Network Yahoo Finance	Yahoo Finance
9/1/2026	Kratos Wins $20 Million Contract to Deliver Mobile SATCOM Gateways for Resilient Defense Network GlobeNewswire	GlobeNewswire
8/31/2026	Kratos MUX TACAIR Win With Northrop Grumman Could Be A Game Changer For Northrop (NOC) Yahoo Finance	Yahoo Finance
8/31/2026	Kratos Receives $35 Million National Security Related Military-Grade Hardware Production Program Award GlobeNewswire	GlobeNewswire
8/31/2026	Kratos Receives $35 Million National Security Related Military-Grade Hardware Production Program Award Yahoo Finance	Yahoo Finance
8/27/2026	Kratos Defense vs. Elbit Systems: Which One Is the Better Defense Bet? Yahoo Finance	Yahoo Finance
8/24/2026	Fendley Steven S. (Pres, US Division) — Sell -$393,120 Insider Form 4	S - Sale transaction of -7,000 shares at $56.16
8/24/2026	Kratos Providing Spartan J85 Engines to Support Boeing JDAM LR Production Contract Yahoo Finance	Yahoo Finance
8/24/2026	Kratos Providing Spartan J85 Engines to Support Boeing JDAM LR Production Contract GlobeNewswire	GlobeNewswire
8/21/2026	Trump’s New Drone Tariffs Give AeroVironment, Kratos and Red Cat a Policy Tailwind Yahoo Finance	Yahoo Finance
8/21/2026	Unusual Machines Jumps 7%, Ondas Climbs 4%, Kratos Defense Rises 3% as the Drone Trade Snaps Back Yahoo Finance	Yahoo Finance
8/21/2026	Is Kratos Defense Entering the Scale-Up Phase of Defense Modernization? Yahoo Finance	Yahoo Finance
8/20/2026	Ondas Drops 7%, Unusual Machines Sinks 8%, Kratos Falls 5% as the Drone Trade Unwinds Yahoo Finance	Yahoo Finance
8/19/2026	Kratos Receives Multi-Million-Dollar Orders for GAIA 100 Tri-Band Ground Station Systems Through Newly Acquired Orbit Yahoo Finance	Kratos Defense & Security Solutions announced that its acquired subsidiary, Orbit Communication Systems, has secured multi-million-dollar orders for its GAIA 100 ground station systems.
8/19/2026	Kratos Receives Multi-Million-Dollar Orders for GAIA 100 Tri-Band Ground Station Systems Through Newly Acquired Orbit GlobeNewswire	GlobeNewswire
8/19/2026	AppLovin vs. Kratos Defense: Which Technology Stock Is a Better Buy in 2026? Yahoo Finance	Yahoo Finance
8/19/2026	Kratos Defense vs. Nokia: Is Defense or Telecom a Better Stock Buy in 2026? Yahoo Finance	Yahoo Finance
8/18/2026	Jarvis Scot B (Dir) — Sell -$634,961 Insider Form 4	S - Sale transaction of -10,000 shares at $63.50
8/18/2026	How Investors Are Reacting To General Electric (GE) Winning A New U.S. Air Force Engine Contract Yahoo Finance	Kratos Defense and GE Aerospace have secured a U.S. Air Force contract for their jointly developed GEK800 turbofan engine for use in missiles and uncrewed aerial systems.
8/18/2026	USMC Valkyrie Demonstrates Beyond-Line-Of-Sight Command and Control in Flight at U.S. Navy Test Range Yahoo Finance	Yahoo Finance
8/17/2026	Mendoza Marie (SVP, GC) — Sell -$97,392 Insider Form 4	S - Sale transaction of -1,513 shares at $64.37
8/17/2026	Carrai Phillip D (Pres, STC Division) — Sell -$1,676,077 Insider Form 4	S - Sale transaction of -26,500 shares at $63.25
8/17/2026	Kratos and GE Aerospace’s GEK800 Engine Receives U.S. Military Type Designation F143-ZZ-100 and EMD Contract Award for JASSM GlobeNewswire	GlobeNewswire
8/17/2026	Kratos and GE Aerospace’s GEK800 Engine Receives U.S. Military Type Designation F143-ZZ-100 and EMD Contract Award for JASSM Yahoo Finance	Yahoo Finance
8/17/2026	Kratos and GE Aerospace secure U.S. Air Force JASSM engine development contract Yahoo Finance	Yahoo Finance
8/14/2026	Demarco Eric M (Pres, CEO) — Sell -$19,300,305 Insider Form 4	S - Sale transaction of -300,000 shares at $64.33
8/14/2026	Can Kratos Defense's $15B Opportunity Pipeline Sustain Growth Momentum? Yahoo Finance	Yahoo Finance
8/14/2026	Kratos (KTOS) Is Up 9.4% After Raising 2026 Outlook And Securing New Missile Defense Work Yahoo Finance	Yahoo Finance
8/12/2026	Strong Fundamentals Position Kratos Defense & Security Solutions (KTOS) for Long-Term Upside Yahoo Finance	Yahoo Finance
8/12/2026	Kratos (KTOS) Stock Is Up, What You Need To Know Yahoo Finance	Kratos Defense target systems were successfully utilized in a joint missile defense exercise between the U.S. Missile Defense Agency and the Japan Maritime Self-Defense Force.
8/12/2026	Wall Street Analysts See a 66.12% Upside in Kratos (KTOS): Can the Stock Really Move This High? Yahoo Finance	Yahoo Finance
8/12/2026	Kratos Defense Stock Gains 21.4% in 3 Months: Should Investors Buy Now? Yahoo Finance	Yahoo Finance
8/12/2026	Kratos (KTOS) Q2 2026 Earnings Call Transcript Yahoo Finance	Yahoo Finance
8/12/2026	Here's How Much a $1000 Investment in Kratos Made 10 Years Ago Would Be Worth Today Yahoo Finance	Yahoo Finance
8/11/2026	Kratos Defense & Security Solutions (KTOS) Lands Javelin Seeker Deal After Japan Missile Test Role Yahoo Finance	Yahoo Finance
8/11/2026	Kratos Defense And Security Solutions (KTOS) Stock Looks Strong On Returns But Rich On Sales Yahoo Finance	Yahoo Finance
8/10/2026	Kratos Target Systems Utilized During Successful MDA-Joint Flight Test Experiment-01 Mission GlobeNewswire	GlobeNewswire
8/7/2026	KTOS Q2 Earnings Call Highlights Hypersonics and Engine Ramp-Up Yahoo Finance	Yahoo Finance
8/6/2026	Kratos Receives U.S. Army Contract to Develop a Next-Generation Seeker for the Javelin Missile System GlobeNewswire	GlobeNewswire
8/6/2026	Kratos Receives U.S. Army Contract to Develop a Next-Generation Seeker for the Javelin Missile System Yahoo Finance	Yahoo Finance
8/6/2026	Kratos Receives U.S. Army Contract to Develop a Next-Generation Seeker for the Javelin Missile System GlobeNewswire	Kratos Defense & Security Solutions has been awarded a contract by the U.S. Army to develop an enhanced seeker for the Javelin missile system.
8/5/2026	Kratos Defense & Security Solutions, Inc. Q2 2026 Earnings Call Summary Yahoo Finance	Kratos Defense & Security Solutions, Inc. reported its Q2 2026 financial results during a summary earnings call.
8/5/2026	Carter David M (Pres, DRSS Division) — Sell -$223,599 Insider Form 4	S - Sale transaction of -4,000 shares at $55.90
8/5/2026	KTOS Stock Hits Two-Month High As Clear Growth Prospects Spur Piper Sandler Ratings Upgrade Yahoo Finance	Yahoo Finance
8/5/2026	Why Kratos Stock Popped After Earnings Yahoo Finance	Yahoo Finance
8/5/2026	Kratos Defense Rallies Above Key Level On Upgrade, Q2 Beat, Outlook 'Comfort' Analyst Yahoo Finance	Yahoo Finance
8/5/2026	This Drone Maker Stock Is Bouncing Back After Earnings Yahoo Finance	Yahoo Finance
8/5/2026	Kratos Defense shares soar after earnings beat and stronger full-year outlook Yahoo Finance	Yahoo Finance
8/5/2026	Kratos Defense Q2 Earnings and Revenues Outpace Estimates Yahoo Finance	Kratos Defense reported strong second-quarter earnings and revenue growth driven by government solutions and organic gains.
8/5/2026	Kratos Defense & Security Solutions (KTOS) Could Be 65% Below Fair Value On Raised 2026 Outlook Yahoo Finance	Yahoo Finance
8/5/2026	Rating revision: Rating 2 → Rating 1 AI review	Kratos has demonstrated consistent operational excellence by significantly exceeding quarterly earnings expectations and sustaining high organic growth. Raising full-year guidance confirms strong market demand, warranting an upgrade to the top rating level. This performance shift suggests the company is effectively transitioning from speculative development to a stable, high-growth defense contractor.
8/5/2026	Kratos Defense & Security Solutions Q2 Earnings Call Highlights Yahoo Finance	Yahoo Finance
8/5/2026	Kratos Defense & Security Solutions Inc (KTOS) (Q2 2026) Earnings Call Highlights: Record ... Yahoo Finance	Yahoo Finance
8/4/2026	Kratos Reports Second Quarter 2026 Financial Results GlobeNewswire	GlobeNewswire
8/4/2026	Kratos Reports Second Quarter 2026 Financial Results GlobeNewswire	GlobeNewswire
8/4/2026	Kratos (KTOS) Reports Q2 Earnings: What Key Metrics Have to Say Yahoo Finance	Kratos Defense (KTOS) released its second quarter 2026 earnings, allowing for analysis of key performance metrics against estimates.
8/4/2026	Kratos (KTOS) Surpasses Q2 Earnings and Revenue Estimates Yahoo Finance	Yahoo Finance
8/4/2026	Kratos (NASDAQ:KTOS) Beats Expectations in Strong Q2 CY2026, Full-Year Sales Guidance is Optimistic Yahoo Finance	Yahoo Finance
8/4/2026	Filing 10-Q — Kratos Defense EDGAR	EX-31.1 — Period: 2026-06-28
8/4/2026	Kratos Reports Second Quarter 2026 Financial Results Yahoo Finance	Yahoo Finance
8/4/2026	Filing 10-Q — Kratos Defense EDGAR	EX-32.1 — Period: 2026-06-28
8/4/2026	Filing 10-Q — Kratos Defense EDGAR	EX-32.2 — Period: 2026-06-28
8/4/2026	Filing 8-K — Kratos Defense EDGAR	EX-99.1 — Results of operations released · Financial statements and exhibits
8/4/2026	Filing 8-K — Kratos Defense EDGAR	8-K — Results of operations released · Financial statements and exhibits
8/3/2026	Lund Deanna H (EVP, CFO) — Sell -$242,772 Insider Form 4	S - Sale transaction of -5,000 shares at $48.55
8/3/2026	Kratos (KTOS) Q2 Earnings Report Preview: What To Look For Yahoo Finance	Yahoo Finance
7/30/2026	Astera Labs vs. Kratos Defense & Security Solutions: Which Technology Stock Is a Better Buy in 2026? Yahoo Finance	Yahoo Finance
7/30/2026	Kratos Selects Rangeview to Develop Advanced Cast Components for Advanced Turbine Engine Program Yahoo Finance	Yahoo Finance
7/30/2026	Could Kratos (KTOS) Hypersonics Expansion Quietly Reframe Its Capacity and Defense-Contracting Narrative? Yahoo Finance	Yahoo Finance
7/28/2026	Rating revision: Rating 3 → Rating 2 AI review	The completion of the $50 million hypersonic systems facility demonstrates tangible progress in infrastructure and strategic capability expansion. This development reduces operational risk and signals long-term alignment with defense modernization priorities, warranting an improved rating from speculative to good potential. The company's proactive construction timeline underscores a more stable trajectory than previous assessments indicated.
7/28/2026	Kratos Completes Construction of $50 Million State-of-the-Art Hypersonic Systems Payload Integration Facility in Indiana Ahead of Schedule Yahoo Finance	Yahoo Finance
7/28/2026	Kratos (KTOS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Yahoo Finance	Yahoo Finance
7/27/2026	Fendley Steven S. (Pres, US Division) — Sell -$329,910 Insider Form 4	S - Sale transaction of -7,000 shares at $47.13
7/27/2026	Kratos Delivers Critical Component for Lockheed Martin’s High-Performance Propulsion Initiative Yahoo Finance	Yahoo Finance
7/23/2026	Kratos Defense & Security Solutions Schedules Second Quarter 2026 Earnings Conference Call for Tuesday, August 4th GlobeNewswire	Kratos Defense & Security Solutions announced it will publish its second quarter 2026 financial results on August 4, 2026, followed by a conference call.
7/23/2026	Kratos Defense & Security Solutions Schedules Second Quarter 2026 Earnings Conference Call for Tuesday, August 4th Yahoo Finance	Yahoo Finance
7/22/2026	Ondas vs. Kratos: Which Drone Defense Stock Is the Better Investment? Yahoo Finance	Yahoo Finance
7/22/2026	2 of Wall Street’s Favorite Stocks to Consider Right Now and 1 We Avoid Yahoo Finance	Yahoo Finance
7/22/2026	KTOS vs. LHX: Which Defense Contractor is the Better Pick Today? Yahoo Finance	Yahoo Finance
7/21/2026	Kratos stock rises 3% following a $156M defense contract - Investing.com France google_news	Investing.com France
7/21/2026	Kratos Receives Mobile Counter-Unmanned Aircraft System(C-UAS) Approximate $156 Million Single Award Contract by U.S. Department of Energy Office of Secure Transportation Yahoo Finance	Yahoo Finance
7/21/2026	Kratos shares climb after securing $156 million U.S. nuclear security contract (KTOS) Yahoo Finance	Yahoo Finance
7/21/2026	Kratos (KTOS) Stock Looks Fair On Cash Flow But Rich On Sales Yahoo Finance	Yahoo Finance
7/21/2026	Kratos (KTOS) Stock Trades Up, Here Is Why Yahoo Finance	Yahoo Finance
7/21/2026	AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off Yahoo Finance	Yahoo Finance
7/17/2026	Kratos Defense CEO sells $329,105 worth of shares - Investing.com France google_news	Investing.com France
7/17/2026	Kratos Defense & Security Solutions, Inc.: Static Price Chart \| KTOS \| US50077B2079 - Zonebourse google_news	Zonebourse
7/16/2026	Kratos receives $400 million for its hypersonic systems - Gagadget.com google_news	Gagadget.com
7/15/2026	Carrai Phillip D (Pres, STC Division) — Sell -$329,105 Insider Form 4	S - Sale transaction of -6,500 shares at $50.63
7/15/2026	Mendoza Marie (SVP, GC) — Sell -$52,463 Insider Form 4	S - Sale transaction of -1,013 shares at $51.79
7/10/2026	Kratos Defense President sells $201,818 in stock - Investing.com France google_news	Investing.com France
7/8/2026	Carter David M (Pres, DRSS Division) — Sell -$201,818 Insider Form 4	S - Sale transaction of -4,000 shares at $50.45
7/1/2026	Lund Deanna H (EVP, CFO) — Sell -$264,270 Insider Form 4	S - Sale transaction of -5,000 shares at $52.85
6/30/2026	Rock Stacey G (Pres, KTT Division) — Sell -$233,750 Insider Form 4	S - Sale transaction of -4,675 shares at $50.00
3/13/2026	Airbus prepares two unmanned combat aircraft from Kratos - AeroMorning.com google_news	AeroMorning.com
1/2/2026	Why Kratos Defense Stock Surged 190% in 2025 - TIKR.com google_news	Analysis of the factors driving the 190% growth in Kratos Defense's stock valuation in 2025.
10/21/2025	KAI partners with Kratos Defense to enable aircraft and drone cooperation - OpexNews google_news	OpexNews
6/14/2024	KRATOS UNMANNED AERIAL SYSTEMS, INC — $78,942,345 (Department of Defense) USASpending	THE CONTRACTOR SHALL MANUFACTURE, INTEGRATE, TEST, AND DELIVER BQM-167A TARGETS IN ACCORDANCE WITH (IAW) SECTION J REQUIREMENTS.
5/26/2023	Filing 8-K — Kratos Defense EDGAR	8-K — Officer / director departure or appointment · Shareholder vote · Financial statements and exhibits
1/31/2023	KRATOS UNMANNED AERIAL SYSTEMS, INC — $238,798,157 (Department of Defense) USASpending	SUBSONIC AERIAL TARGET (SSAT) BQM-177A FULL RATE PRODUCTION
12/30/2022	KRATOS UNMANNED AERIAL SYSTEMS, INC — $83,517,930 (Department of Defense) USASpending	PURCHASE OF AIRCRAFT AND EXPERIMENTATION SUPPORT
9/29/2020	KRATOS UNMANNED AERIAL SYSTEMS, INC — $118,830,015 (Department of Defense) USASpending	SUBSONIC AERIAL TARGET (SSAT)BQM-177A FULL RATE PRODUCTION
6/29/2018	KRATOS UNMANNED AERIAL SYSTEMS, INC — $119,284,283 (Department of Defense) USASpending	AIR FORCE SUB-SCALE AERIAL TARGET LOT 14-16 PRODUCTION&CONTRACTOR LOGISTICS SUPPORT(CLS)
12/2/2011	Filing 8-K — Kratos Defense EDGAR	FORM 8-K STOCK REPURCHASE — Other material events · Financial statements and exhibits
7/3/2008	Filing 8-K — Kratos Defense EDGAR	8-K — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Financial statements and exhibits
2/22/2008	Filing 8-K — Kratos Defense EDGAR	8-K — Entry into a material agreement · Other material events · Financial statements and exhibits
1/7/2008	Filing 8-K — Kratos Defense EDGAR	8-K — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Amendments to bylaws · Financial statements and exhibits