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Company Dossier · Industrials

Kratos Defense & Security Solutions

KTOSNasdaqWILMINGTON, US-DE, USMid capWebsite ↗
  • Russell 1000
  • MidCap 400

What Kratos Defense & Security Solutions is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 23, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 28, 2026: $1.52 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 28, 2026: −$0.13 billion.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to June 28, 2026: $0.09 billion, up 29% from a year earlier.SEC EDGAR filings (XBRL)
  • Latest earnings call or results release (August 4, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Latest annual report (filed February 23, 2026): 2 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $24.4 million on the open market.SEC Form 4
  • 632 institutional managers reported a position at June 30, 2026 (−84 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 1.U.S. Department of Labor (OFLC)

Company Posture covers S&P 500 companies.

No bond term sheets or tagged debt on file for Kratos Defense & Security Solutions yet.

Kratos Defense & Security Solutions's rows in Palanor's event trackers over the last three years, its own and its subsidiaries': FDA decisions, deal filings, IPO filings, private raises, insider clusters and 13D stakes, and distress filings. Each links to its filing or FDA record.

  1. Mar 6, 2026Completed
    Form 8-K, Item 2.01 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
  2. Nov 7, 2025Merger agreement
    Agreement and Plan of Merger ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

Insider & Activist

  1. Sep 21, 2026Selling cluster$701K · Carrai Phillip D, Mendoza Marie, Lund Deanna H
    3 insiders · 6 open-market sales · 2026-09-15 to 2026-09-21 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
  2. Aug 24, 2026Selling cluster$2.8M · Carrai Phillip D, Mendoza Marie, Jarvis Scot B and 1 more
    4 insiders · 7 open-market sales · 2026-08-17 to 2026-08-24 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
  3. Aug 14, 2026Selling cluster$19.8M · Lund Deanna H, Carter David M, DEMARCO ERIC M
    3 insiders · 11 open-market sales · 2026-08-03 to 2026-08-14 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
  4. Jul 27, 2026Selling cluster$711K · Carrai Phillip D, Mendoza Marie, Fendley Steven S.
    3 insiders · 8 open-market sales · 2026-07-15 to 2026-07-27 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
  5. Jul 8, 2026Selling cluster$1.0M · Fendley Steven S., Rock Stacey G, Lund Deanna H and 1 more
    4 insiders · 8 open-market sales · 2026-06-29 to 2026-07-08 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

More in the tracker →

Records as filed. An FDA date is the agency's goal date; a filing records a step or an event, not what follows. Nothing here is a forecast or advice.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Kratos Defense & Security Solutions: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

−$0.13BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Kratos Defense & Security Solutions: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Kratos Defense & Security Solutions: revenue, trailing twelve months

$ billions, from SEC filings

$1.5BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Kratos Defense & Security Solutions: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2024
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Kratos Defense & Security Solutions: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Kratos Defense & Security Solutions: guidance raised minus lowered

Guidance Ledger statements by quarter

2.0Data to Dec 2025
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Kratos Defense & Security Solutions: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data to Aug 2026
ImageDataPalanor calculation
Business

Kratos Defense & Security Solutions: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data to Aug 2026
ImageDataPalanor calculation
Business

Kratos Defense & Security Solutions: risk factors added per annual report

New Item 1A risk factors in each 10-K

2.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Kratos Defense & Security Solutions: book to Bill Ratio

KPI Ledger, as reported in the company's results releases, ratio

1.1Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Kratos Defense & Security Solutions: total backlog

KPI Ledger, as reported in the company's results releases, $ billions

0.37Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR
Business

Kratos Defense & Security Solutions: book to Bill Ratio

KPI Ledger, as reported in the company's results releases, ratio

1.0Data to Jun 2026
ImageDataKPI Ledger by Palanor · source: SEC EDGAR

Hiring and ownership

Business

Kratos Defense & Security Solutions: H-1B filings certified

Labor Condition Applications by quarter received

1.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Kratos Defense & Security Solutions: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$24.5MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Kratos Defense & Security Solutions: institutional holders

Managers reporting a position on Form 13F, by quarter

632.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

In the news

Headlines that name Kratos Defense & Security Solutions, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
1 headlines
100% positive · 0% negative
90 days
1 headlines
100% positive · 0% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (GREENBERG TRAURIG, LLP)third_quarter 2026 · $0.0 million
  2. Oct 20, 2026Patent
  3. Oct 16, 2026Lobbying
  4. Oct 13, 2026Patent
  5. Oct 13, 2026Trademark
  6. Oct 12, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026 · $0.0 million
  7. Aug 25, 2026Patent
  8. Aug 18, 2026Patent
  9. Aug 4, 2026Patent
  10. Jul 20, 2026Lobbying
    Lobbying report (GREENBERG TRAURIG, LLP)second_quarter 2026 · $0.0 million
  11. Jul 15, 2026Lobbying
    Lobbying report (HOLLAND & KNIGHT LLP)second_quarter 2026 · $0.0 million
  12. Jul 10, 2026Lobbying
  13. Jun 10, 2026Lobbying
  14. May 15, 20268-K
  15. Apr 14, 2026Lobbying
  16. Mar 25, 20268-K
  17. Mar 6, 20268-K
  18. Mar 2, 20268-K
  19. Feb 23, 202610-K
    Annual report (10-K)2 risk factors added, 2 removed
  20. Nov 7, 20258-K
  21. Jul 11, 2025Trademark
  22. Jun 27, 20258-K
  23. May 19, 20258-K
  24. Feb 26, 202510-K
    Annual report (10-K)0 risk factors added, 1 removed
  25. Feb 13, 202410-K
    Annual report (10-K)3 risk factors added, 0 removed

Peers

Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Armstrong World Industries AWI$1.7B$0.3BJun 30, 2026
Comfort Systems USA FIX$1.8B$2.2BJun 30, 2026
Trex Company, Inc. TREX$1.2B$0.2BJun 30, 2026
AAON, INC. AAON$1.9B—Jun 30, 2026
MSA Safety MSA$1.9B$0.3BJun 30, 2026
RBC Bearings RBC$1.9B—Jun 27, 2026
Powell Industries POWL$1.2B$0.2BJun 30, 2026
AeroVironment AVAV$2.0B−$0.0BAug 1, 2026

Identity

SEC CIK
1069258
Wikidata
Q16858667

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 23, 2026. How the Dossier is built

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