Kratos Defense & Security Solutions (KTOS) Expected to Post Quarterly Earnings on Tuesday

Kratos Defense & Security Solutions (NASDAQ:KTOS) will likely be issuing its Q2 2026 results after the market closes on Tuesday, August 4th. Analysts expect Kratos Defense & Security Solutions to post earnings of $0.13 per share and revenue of $410.3780 million for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Tuesday, August 4, 2026 at 5:00 PM ET.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last posted its earnings results on Wednesday, May 6th. The aerospace company reported $0.16 EPS for the quarter, beating the consensus estimate of $0.13 by $0.03. The company had revenue of $371.00 million for the quarter, compared to the consensus estimate of $345.00 million. Kratos Defense & Security Solutions had a return on equity of 2.82% and a net margin of 2.08%.The firm’s revenue for the quarter was up 22.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.12 earnings per share. On average, analysts expect Kratos Defense & Security Solutions to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Kratos Defense & Security Solutions Stock Performance

NASDAQ:KTOS traded down $1.51 during mid-day trading on Tuesday, hitting $47.94. 949,914 shares of the stock were exchanged, compared to its average volume of 4,476,029. The firm’s 50-day simple moving average is $53.47 and its 200 day simple moving average is $74.33. The stock has a market capitalization of $8.99 billion, a price-to-earnings ratio of 282.18 and a beta of 1.07. Kratos Defense & Security Solutions has a fifty-two week low of $45.58 and a fifty-two week high of $134.00. The company has a debt-to-equity ratio of 0.04, a quick ratio of 5.08 and a current ratio of 5.63.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on KTOS. Piper Sandler dropped their target price on Kratos Defense & Security Solutions from $99.00 to $75.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. Wedbush began coverage on shares of Kratos Defense & Security Solutions in a research report on Tuesday, June 30th. They set an “outperform” rating and a $85.00 price objective for the company. Citigroup restated a “market outperform” rating on shares of Kratos Defense & Security Solutions in a report on Tuesday. BTIG Research lowered their price objective on Kratos Defense & Security Solutions from $115.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday, May 7th. Finally, UBS Group reiterated a “neutral” rating and issued a $82.00 price objective on shares of Kratos Defense & Security Solutions in a report on Thursday, May 7th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $101.29.

Insider Buying and Selling at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, insider Stacey G. Rock sold 4,675 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $50.00, for a total transaction of $233,750.00. Following the completion of the sale, the insider directly owned 9,600 shares in the company, valued at $480,000. The trade was a 32.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven S. Fendley sold 7,000 shares of Kratos Defense & Security Solutions stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $48.37, for a total value of $338,590.00. Following the sale, the insider directly owned 302,126 shares of the company’s stock, valued at approximately $14,613,834.62. This trade represents a 2.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 137,036 shares of company stock worth $7,780,257 in the last ninety days. 1.50% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in KTOS. Quadrant Capital Group LLC raised its stake in Kratos Defense & Security Solutions by 2.1% during the fourth quarter. Quadrant Capital Group LLC now owns 5,918 shares of the aerospace company’s stock valued at $449,000 after buying an additional 122 shares during the last quarter. Parkside Financial Bank & Trust boosted its holdings in Kratos Defense & Security Solutions by 6.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 1,945 shares of the aerospace company’s stock worth $148,000 after acquiring an additional 125 shares in the last quarter. Parallel Advisors LLC grew its stake in shares of Kratos Defense & Security Solutions by 44.1% in the fourth quarter. Parallel Advisors LLC now owns 526 shares of the aerospace company’s stock worth $40,000 after acquiring an additional 161 shares during the last quarter. NewEdge Advisors LLC grew its stake in shares of Kratos Defense & Security Solutions by 15.2% in the second quarter. NewEdge Advisors LLC now owns 1,515 shares of the aerospace company’s stock worth $70,000 after acquiring an additional 200 shares during the last quarter. Finally, Arax Advisory Partners increased its holdings in shares of Kratos Defense & Security Solutions by 57.7% during the fourth quarter. Arax Advisory Partners now owns 724 shares of the aerospace company’s stock valued at $55,000 after acquiring an additional 265 shares in the last quarter. Hedge funds and other institutional investors own 75.92% of the company’s stock.

Key Stories Impacting Kratos Defense & Security Solutions

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

• Positive Sentiment: Kratos completed its $50 million Indiana Payload Integration Facility ahead of schedule. The 68,000-square-foot site can manufacture, integrate, and test up to six experimental hypersonic payloads simultaneously, supporting programs such as MACH-TB. The facility is expected to create more than 100 high-tech jobs and could expand Kratos’ long-term hypersonics growth opportunity. Kratos Completes Construction of $50 Million State-of-the-Art Hypersonic Systems Payload Integration Facility
• Positive Sentiment: Kratos delivered and successfully validated advanced turbomachinery for Lockheed Martin’s next-generation ramjet propulsion initiative. The milestone strengthens KTOS’s relationship with a major defense contractor and provides evidence of progress in advanced missile-propulsion technology. Kratos Delivers Critical Component for Lockheed Martin’s High-Performance Propulsion Initiative
• Positive Sentiment: B. Riley reiterated a Buy rating and a $128 price target, arguing that Kratos offers substantial relative value compared with private defense competitor Anduril. The target implies significant upside if KTOS converts its hypersonic, propulsion, and other defense investments into sustained growth. Kratos Offers Outstanding Relative Value Over Anduril
• Neutral Sentiment: Analysts expect earnings growth in next week’s report. However, Zacks says KTOS lacks the combination of a positive earnings-surprise history and favorable estimate revisions that typically supports a likely earnings beat, increasing the risk of a muted or disappointing reaction. Kratos Earnings Expected to Grow
• Negative Sentiment: Reported insider activity shows 147 open-market sales and no purchases over the past six months. While some transactions may reflect scheduled selling, the one-sided activity can weigh on sentiment, particularly with KTOS trading at a very high earnings multiple.

Kratos Defense & Security Solutions Company Profile

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.