KTOS

Kratos (KTOS) reported earnings 30 days ago. What's next for the stock?

Kratos Defense's new awards and strong earnings growth offer upside, but supply-chain pressures and a lower ROE cloud its investment outlook.

The U.S. Army just crossed a threshold it has never crossed before, and one battered defense stock is suddenly the center of a sector-wide scramble to figure out what comes next.

SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.

SAN DIEGO, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced that it recently received an approximate $35 million National Security-related military-grade hardware production program award. It is expected that the hardware and related systems being produced and supported under this recent award will be in direct support of the warfighter in the field.

KTOS and ESLT are expanding in advanced defense technologies as demand rises for unmanned systems, electronic warfare and more.

SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced an allocation of its expanded Spartan engine production capacity to support Boeing's Joint Direct Attack Munition Long Range production program with TDI-J85 (J85) engines. This month, the U.S. Air Force awarded Boeing a $75 million Undefinitized Contract Action (UCA) to acquire the BSU-111/B Payload Delivery Unit (PDU) Joint Direct Attack Munition Long Range (JDAM LR), a precision-guided munition that can travel over 300 nautical miles with a 500-pound class (226-kilogram) payload.

Thursday's

KTOS is ramping production as defense demand grows, with a $2.08B backlog and plans for major capacity expansion through 2028.

Kratos (KTOS) delivered a robust Q2 2026, with revenue up 30.5% YoY to $458.8M and EPS beating by $0.06. KTOS reported consolidated organic growth of 19.1%, led by 22% in KGS and 8.1% in Unmanned Systems segments. Key business lines—defense rocket support, turbine tech, microwave products—posted standout organic growth rates of 50.2%, 43.3%, and 29.5%, respectively.