Company Dossier · Industrials
Kratos Defense & Security Solutions
- 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
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Kratos Defense & Security Solutions yet.
Trackers
Event records, kept current →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.
Deals
- Mar 6, 2026CompletedForm 8-K, Item 2.01 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
- Nov 7, 2025Merger agreementAgreement and Plan of Merger ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Insider & Activist
- Sep 21, 2026Selling cluster$701K · Carrai Phillip D, Mendoza Marie, Lund Deanna H3 insiders · 6 open-market sales · 2026-09-15 to 2026-09-21 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
- Aug 24, 2026Selling cluster$2.8M · Carrai Phillip D, Mendoza Marie, Jarvis Scot B and 1 more4 insiders · 7 open-market sales · 2026-08-17 to 2026-08-24 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
- Aug 14, 2026Selling cluster$19.8M · Lund Deanna H, Carter David M, DEMARCO ERIC M3 insiders · 11 open-market sales · 2026-08-03 to 2026-08-14 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
- 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.
- Jul 8, 2026Selling cluster$1.0M · Fendley Steven S., Rock Stacey G, Lund Deanna H and 1 more4 insiders · 8 open-market sales · 2026-06-29 to 2026-07-08 ↗as filed: KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
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
Capital returned and raised
What the company says
Hiring and ownership
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.
- PositiveKratos Defense (KTOS) Secures $100M+ Space and Cyber Contracts, Shares Rise Pre-Market
gurufocus.com · via Marketaux · Oct 5, 2026
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.
- Oct 20, 2026LobbyingLobbying report (GREENBERG TRAURIG, LLP)third_quarter 2026 · $0.0 million
- Oct 20, 2026Patent
- Oct 16, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 13, 2026Trademark
- Oct 12, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)third_quarter 2026 · $0.0 million
- Aug 25, 2026Patent
- Aug 18, 2026Patent
- Aug 4, 2026Patent
- Jul 20, 2026LobbyingLobbying report (GREENBERG TRAURIG, LLP)second_quarter 2026 · $0.0 million
- Jul 15, 2026LobbyingLobbying report (HOLLAND & KNIGHT LLP)second_quarter 2026 · $0.0 million
- Jul 10, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)second_quarter 2026 · $0.1 million
- Jun 10, 2026LobbyingLobbying report (GREENBERG TRAURIG, LLP)second_quarter 2026
- May 15, 20268-KShareholder vote resultsItem 5.07
- Apr 14, 2026LobbyingLobbying report (CORNERSTONE GOVERNMENT AFFAIRS, INC.)first_quarter 2026 · $0.1 million
- Mar 25, 20268-KDirector or officer changeItem 5.02
- Mar 6, 20268-KAcquisition or sale completedItem 2.01
- Mar 2, 20268-KMaterial agreement signedItem 1.01
- Feb 23, 202610-KAnnual report (10-K)2 risk factors added, 2 removed
- Nov 7, 20258-KMaterial agreement signedItem 1.01
- Jul 11, 2025Trademark
- Jun 27, 20258-KMaterial agreement signedItem 1.01
- May 19, 20258-KShareholder vote resultsItem 5.07
- Feb 26, 202510-KAnnual report (10-K)0 risk factors added, 1 removed
- Feb 13, 202410-KAnnual 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.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Armstrong World Industries AWI | $1.7B | $0.3B | Jun 30, 2026 |
| Comfort Systems USA FIX | $1.8B | $2.2B | Jun 30, 2026 |
| Trex Company, Inc. TREX | $1.2B | $0.2B | Jun 30, 2026 |
| AAON, INC. AAON | $1.9B | — | Jun 30, 2026 |
| MSA Safety MSA | $1.9B | $0.3B | Jun 30, 2026 |
| RBC Bearings RBC | $1.9B | — | Jun 27, 2026 |
| Powell Industries POWL | $1.2B | $0.2B | Jun 30, 2026 |
| AeroVironment AVAV | $2.0B | −$0.0B | Aug 1, 2026 |