Kratos Defense & Security Solutions, Inc. (KTOS)

US — Industrials Sector
Peers: WWD  TXT  AVAV  HII  GFL  APG  MTZ  ZTO  KRMN  LUV 

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Key Metrics & Ratings

  • symbol KTOS
  • Rev/Share 7.3839
  • Book/Share 11.3879
  • PB 10.9379
  • Debt/Equity 0.0678
  • CurrentRatio 4.3041
  • ROIC 0.0073

 

  • MktCap 21028791055.0
  • FreeCF/Share -0.5362
  • PFCF -225.389
  • PE 1083.672
  • Debt/Assets 0.0554
  • DivYield 0
  • ROE 0.012

 

  • Rating C
  • Score 2
  • Recommendation Sell
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation KTOS KeyBanc Capital Markets -- Overweight -- $90 Dec. 19, 2025
Upgrade KTOS B. Riley Securities Neutral Buy -- $105 Dec. 1, 2025
Initiation KTOS BNP Paribas Exane -- Neutral -- $80 Nov. 18, 2025
Downgrade KTOS B. Riley Securities Buy Neutral -- $105 Oct. 8, 2025
Upgrade KTOS BTIG Research Neutral Buy -- $80 Aug. 14, 2025
Resumed KTOS Canaccord Genuity -- Buy -- $74 Aug. 12, 2025
Initiation KTOS Canaccord Genuity -- Buy -- $74 Aug. 11, 2025
Initiation KTOS Cantor Fitzgerald -- Overweight -- $60 July 8, 2025
Upgrade KTOS Goldman Neutral Buy -- $52 June 30, 2025
Initiation KTOS Stifel -- Buy -- $52 June 24, 2025

News

Is Kratos Defense Poised to Gain From a Higher US Defense Budget?
KTOS
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Positive

KTOS could gain from a proposed jump in US defense spending, boosting demand for unmanned systems, hypersonics and other next-gen programs.

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image for news Is Kratos Defense Poised to Gain From a Higher US Defense Budget?
Kratos Opens New 55,000-Square-Foot State-of-the-Art Hypersonic System Manufacturing and Payload Integration Facility in Princess Anne, Maryland
KTOS
Published: January 13, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, announced today the grand opening of its new 55,000-square-foot state-of-the-art hypersonic and “Other” system manufacturing and payload integration facility in Princess Anne, Maryland. The advanced facility will significantly enhance Kratos' capabilities to support launch operations and hypersonic testing for the Multi-Service Advanced Capability Hypersonics Test Bed (MACH-TB) 2.0 program and other customers from agencies including the U.S. Navy, US Air Force, DARPA, and the Missile Defense Agency.

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image for news Kratos Opens New 55,000-Square-Foot State-of-the-Art Hypersonic System Manufacturing and Payload Integration Facility in Princess Anne, Maryland
Trump's 'Dream Military' Is A Game Changer For Kratos: My Volatility Playbook
KTOS
Published: January 08, 2026 by: Seeking Alpha
Sentiment: Negative

Kratos Defense & Security Solutions, Inc. is riding a wave of defense sector momentum, driven by surging demand for drones and geopolitical tensions. KTOS forecasts robust organic revenue growth: 14–15% for 2025, 15–20% for 2026, and 18–23% for 2027, underpinned by major U.S. and international programs. Despite strong top line growth, KTOS remains unprofitable, with persistent cash burn and margin pressures from fixed-price contracts and heavy capital investment.

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image for news Trump's 'Dream Military' Is A Game Changer For Kratos: My Volatility Playbook
Kratos Applauds Focus on Reinvestment to Strengthen Defense Readiness
KTOS
Published: January 08, 2026 by: GlobeNewsWire
Sentiment: Neutral

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, today expressed strong support for President Trump's announcement of policies that prioritize reinvestment in national defense capabilities over stock buybacks by defense contractors.

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image for news Kratos Applauds Focus on Reinvestment to Strengthen Defense Readiness
Why Kratos and AeroVironment Are Suddenly Moving Like Tech Stocks
AVAV, KTOS
Published: December 25, 2025 by: MarketBeat
Sentiment: Positive

For decades, the defense sector was viewed as a safe harbor for conservative investors. Companies like Lockheed Martin NYSE: LMT or General Dynamics NYSE: GD were treated as bond proxies, stocks that offered slow growth, reliable dividends, and low volatility.

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image for news Why Kratos and AeroVironment Are Suddenly Moving Like Tech Stocks
KTOS vs. LMT: Which Defense Stock Is Better at Innovation?
KTOS, LMT
Published: December 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Kratos Defense and Lockheed Martin benefit from Pentagon demand for advanced aerospace and defense systems.

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image for news KTOS vs. LMT: Which Defense Stock Is Better at Innovation?
Kratos: Buy This Scaled Drone And Missile Platform In An Expanding Defense Cycle
KTOS
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Kratos Defense & Security Solutions, Inc. is undergoing a structural transformation, evolving into a production-oriented defense platform with emphasis on speed, scale, and cost efficiency. Key programs are advancing beyond development, with multiple franchises moving in parallel toward sustained manufacturing activity. Revenue growth is increasingly supported by real deliveries and long-duration programs, improving backlog quality and visibility.

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image for news Kratos: Buy This Scaled Drone And Missile Platform In An Expanding Defense Cycle
How Is Kratos Defense Benefiting From Surging SRM Demand?
KTOS
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS gains momentum as its affordable rocket and SRM technologies drive hypersonic testing demand.

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image for news How Is Kratos Defense Benefiting From Surging SRM Demand?
KTOS Stock Rises 14.4% in 3 Months: What's the Next Best Move?
KTOS
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Kratos Defense rallies as new facilities, strong drone demand and a solid backlog boost its defense footprint and prospects.

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image for news KTOS Stock Rises 14.4% in 3 Months: What's the Next Best Move?
Voya MidCap Opportunities Strategy Q3 2025 Portfolio Review
APP, FIX, KTOS, MLTX, TW, VRSK
Published: December 01, 2025 by: Seeking Alpha
Sentiment: Positive

For the quarter, Voya MidCap Opportunities Strategy Fund outperformed the Index on a NAV basis due largely to favorable stock selection. Key contributors to performance included Kratos Defense & Security Solutions, Inc. (KTOS), Comfort Systems USA, Inc. (FIX), and AppLovin Corp (APP). Key detractors from performance included MoonLake Immunotherapeutics (MLTX), Tradeweb Markets, Inc. (TW), and Verisk Analytics, Inc. (VRSK).

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image for news Voya MidCap Opportunities Strategy Q3 2025 Portfolio Review
How Is KTOS Capitalizing on Rising Global Demand for Unmanned Systems?
KTOS
Published: November 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Kratos Defense surges on booming unmanned systems demand, rising contracts and next-gen drone investments fueling momentum.

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image for news How Is KTOS Capitalizing on Rising Global Demand for Unmanned Systems?
Defense Stock Looks Ready for Next Charge Higher
KTOS
Published: November 12, 2025 by: Schaeffers Research
Sentiment: Positive

Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) was last seen down 0.8% to trade at $75.99 at last check, having pulled back from its Oct. 9 record high of $112.57.

Read More
image for news Defense Stock Looks Ready for Next Charge Higher
Kratos Defense Rises 280.4% YTD: Should You Hold or Fold the Stock?
KTOS
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS' 200% stock surge in 2025 reflects booming unmanned systems demand and strategic deals fueling its growth momentum.

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image for news Kratos Defense Rises 280.4% YTD: Should You Hold or Fold the Stock?
Kratos Defense Beats on Q3 Earnings, Raises '25 Revenue View
KTOS
Published: November 05, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS posts strong Q3 results with revenues up 26% year over year and earnings surpassing estimates, lifting full-year guidance.

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image for news Kratos Defense Beats on Q3 Earnings, Raises '25 Revenue View
Nothing Can Stop Defense Stocks Right Now
AVAV, GD, HII, KTOS, LHX, LMT, NOC, RTX
Published: November 04, 2025 by: Schaeffers Research
Sentiment: Positive

Subscribers to Chart of the Week received this commentary on Sunday, November 2.

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image for news Nothing Can Stop Defense Stocks Right Now
KTOS vs. NOC: Which Defense Tech Stock Is the Smarter Buy?
KTOS, NOC
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Kratos Defense and Northrop Grumman demonstrate different approaches in a rapidly growing sector as investor interest in space soars.

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image for news KTOS vs. NOC: Which Defense Tech Stock Is the Smarter Buy?
Buy 3 Drone Technology Stocks for a Stable Portfolio in 2026
KTOS, LHX, TXT
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS, TXT, and LHX emerge as top drone tech picks set to bring portfolio stability in 2026.

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image for news Buy 3 Drone Technology Stocks for a Stable Portfolio in 2026
KTOS Stock Rises 280.4% in a Year: Buy, Sell or Stay Invested?
KTOS
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Kratos Defense stock surges 280% in a year, fueled by new missile systems, UAV innovations, and strong defense partnerships, but valuation may temper fresh buys.

Read More
image for news KTOS Stock Rises 280.4% in a Year: Buy, Sell or Stay Invested?
Kratos Strengthens Its Position as a Popular Radar Manufacturer
KTOS
Published: October 10, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS secures a $175M U.S. Navy contract to boost radar sustainment, reinforcing its role in advanced defense radar systems.

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image for news Kratos Strengthens Its Position as a Popular Radar Manufacturer
Kratos Defense Stock Rallies High on American Drone Dominance
KTOS
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS soars 280% year to date, powered by U.S. drone dominance policy, major defense partnerships and surging demand.

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image for news Kratos Defense Stock Rallies High on American Drone Dominance
Kratos vs. CurtissWright: Who Holds the Edge in the Defense Space?
CW, KTOS
Published: September 24, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS rides strong growth in drones and global defense deals, while CW gains from earnings, buybacks and nuclear partnerships.

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image for news Kratos vs. CurtissWright: Who Holds the Edge in the Defense Space?
Kratos and GE Aerospace's Small Engine Testing Gains Altitude
KTOS
Published: September 23, 2025 by: GlobeNewsWire
Sentiment: Neutral

GEK800 Small Engine Designed to Power the Next Generation of Affordable Unmanned Aerial Systems and CCA-type Aircraft

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image for news Kratos and GE Aerospace's Small Engine Testing Gains Altitude
NCSIST and Kratos Unveil the Game-Changing Mighty Hornet IV High-Speed Attack UAV at TADTE 2025
KTOS
Published: September 17, 2025 by: GlobeNewsWire
Sentiment: Neutral

SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets and the National Chung-Shan Institute of Science and Technology (NCSIST) have partnered to introduce the Mighty Hornet IV Attack UAV, a revolutionary transformation of the MQM-178 target drone.

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image for news NCSIST and Kratos Unveil the Game-Changing Mighty Hornet IV High-Speed Attack UAV at TADTE 2025
Top Drone Tech Stocks Well-Positioned for Long-Term Growth
AVAV, DPRO, KTOS
Published: September 12, 2025 by: Zacks Investment Research
Sentiment: Positive

AVAV, DPRO and KTOS are some stocks in the drone technology space that are worthy of investment consideration.

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image for news Top Drone Tech Stocks Well-Positioned for Long-Term Growth
Kratos Defense Gains 59.8% in the Past 3 Months: How to Play the Stock?
KTOS
Published: September 10, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS stock surges 59.8% in 3 months, fueled by strong results and strategic collaborations.

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image for news Kratos Defense Gains 59.8% in the Past 3 Months: How to Play the Stock?
Hypersonics to Drones: Kratos' Growing Ground in Missile Defense
KTOS
Published: September 08, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS expands its missile defense role with hypersonic testbed progress, target drone contracts and NATO exercise success.

Read More
image for news Hypersonics to Drones: Kratos' Growing Ground in Missile Defense
Kratos: A Rising Defense Star
KTOS
Published: September 08, 2025 by: Seeking Alpha
Sentiment: Positive

Kratos Defense & Security Solutions, Inc. specializes in advanced unmanned aircraft, hypersonic systems, and propulsion technologies for defense and aerospace sectors. The company has achieved consistent revenue growth of 10% annually over the past five years, with strong EBITDA and EBIT expansion. Recent KTOS earnings highlight continued momentum, with 17.1% revenue growth in 2Q 2025 and $1.4 billion in bookings over the last year.

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image for news Kratos: A Rising Defense Star
Chairman Tom Cole and Senator James Lankford Joins AIA, Kratos at Valkyrie Production Facility in Oklahoma City, for Roundtable to Advance Supply Chain Policy Priorities
KTOS
Published: September 02, 2025 by: GlobeNewsWire
Sentiment: Neutral

SAN DIEGO, Sept. 02, 2025 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in the Defense, National Security and Global Markets, and the Aerospace Industries Association (AIA), on August 28 hosted a high-level roundtable at Kratos' Oklahoma City aircraft production facility, bringing leaders from across the aerospace and defense supply chain and Congress together to discuss policy priorities shaping the future of the industry. The event featured Chairman Tom Cole (R-OK), the chairman of the House Appropriations Committee who also represents key aerospace and defense installations in Oklahoma's fourth congressional district and Senator James …

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image for news Chairman Tom Cole and Senator James Lankford Joins AIA, Kratos at Valkyrie Production Facility in Oklahoma City, for Roundtable to Advance Supply Chain Policy Priorities
Kratos Surges Ahead in Defense With Advanced Propulsion Initiatives
KTOS
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Positive

KTOS progresses in defense propulsion with GE Aerospace tie-up, new engine plant and rising demand for unmanned combat aircraft.

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image for news Kratos Surges Ahead in Defense With Advanced Propulsion Initiatives
Kratos Keeps Climbing After Q2, But Valuation Risk Looms
KTOS
Published: August 18, 2025 by: MarketBeat
Sentiment: Positive

Since reporting Q2 2025 earnings, Kratos Defense & Security Solutions NASDAQ: KTOS has continued to be one of the most impressive defense stocks of the year.

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image for news Kratos Keeps Climbing After Q2, But Valuation Risk Looms

About Kratos Defense & Security Solutions, Inc. (KTOS)

  • IPO Date 1999-11-05
  • Website https://www.kratosdefense.com
  • Industry Aerospace & Defense
  • CEO Eric DeMarco
  • Employees 4000

Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The company operates through two segments, Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment offers microwave electronic products, space and satellite communications, training and cybersecurity/ warfare, C5ISR/ modular systems, turbine technologies, and defense and rocket support services. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. It serves national security related agencies, the department of defense, intelligence agencies, and classified agencies, as well as international government agencies and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.