Kratos Defense & Security Solutions (KTOS) Projected to Release 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 announce earnings of $0.1332 per share and revenue of $410.3760 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning overview page 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 issued its quarterly earnings data on Wednesday, May 6th. The aerospace company reported $0.16 earnings per share for the quarter, topping analysts’ consensus estimates of $0.13 by $0.03. The business had revenue of $371.00 million during the quarter, compared to the consensus estimate of $345.00 million. Kratos Defense & Security Solutions had a net margin of 2.08% and a return on equity of 2.82%. The company’s revenue was up 22.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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

Shares of KTOS stock opened at $46.60 on Friday. The company has a market capitalization of $8.74 billion, a P/E ratio of 274.12 and a beta of 1.07. The business’s 50 day moving average is $52.77 and its two-hundred day moving average is $72.95. The company has a current ratio of 5.63, a quick ratio of 5.08 and a debt-to-equity ratio of 0.04. Kratos Defense & Security Solutions has a 12-month low of $43.09 and a 12-month high of $134.00.

Insiders Place Their Bets

In related news, insider Phillip D. Carrai sold 6,500 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $52.13, for a total value of $338,845.00. Following the transaction, the insider directly owned 221,550 shares of the company’s stock, valued at $11,549,401.50. This trade represents a 2.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven S. Fendley sold 35,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $58.23, for a total value of $2,038,050.00. Following the transaction, the insider directly owned 309,087 shares in the company, valued at approximately $17,998,136.01. The trade was a 10.17% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 139,036 shares of company stock worth $7,799,667. 1.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

Several institutional investors have recently added to or reduced their stakes in KTOS. Mcguire Capital Advisors Inc. acquired a new position in shares of Kratos Defense & Security Solutions in the fourth quarter valued at approximately $25,000. Corient Private Wealth LLC increased its holdings in shares of Kratos Defense & Security Solutions by 7,701.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,593,549 shares of the aerospace company’s stock valued at $120,966,000 after purchasing an additional 1,573,123 shares in the last quarter. State of Tennessee Department of Treasury lifted its position in shares of Kratos Defense & Security Solutions by 5.2% during the 4th quarter. State of Tennessee Department of Treasury now owns 71,408 shares of the aerospace company’s stock valued at $5,421,000 after acquiring an additional 3,539 shares during the period. Mackenzie Financial Corp raised its holdings in Kratos Defense & Security Solutions by 9.5% during the fourth quarter. Mackenzie Financial Corp now owns 12,628 shares of the aerospace company’s stock worth $958,000 after purchasing an additional 1,091 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Kratos Defense & Security Solutions by 5.8% during the 4th quarter. NewEdge Advisors LLC now owns 7,572 shares of the aerospace company’s stock worth $575,000 after buying an additional 416 shares during the last quarter. Institutional investors and hedge funds own 75.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the company. The Goldman Sachs Group reduced their target price on Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating for the company in a report on Tuesday, July 14th. Piper Sandler cut their target price on Kratos Defense & Security Solutions from $99.00 to $75.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. BTIG Research reduced their price target on shares of Kratos Defense & Security Solutions from $115.00 to $100.00 and set a “buy” rating on the stock in a research note on Thursday, May 7th. Canaccord Genuity Group boosted their price objective on Kratos Defense & Security Solutions from $125.00 to $130.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, Truist Financial raised shares of Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Friday, May 1st. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $101.29.

About Kratos Defense & Security Solutions

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.