Kratos Defense & Security Solutions (KTOS) to Release Earnings on Tuesday

Kratos Defense & Security Solutions (NASDAQ:KTOS) is expected to be announcing its Q2 2026 results after the market closes on Tuesday, August 4th. Analysts expect the company to announce earnings of $0.1332 per share and revenue of $410.3760 million for the quarter. Individuals can check the company’s upcoming Q2 2026 earning results 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 announced its earnings results on Wednesday, May 6th. The aerospace company reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.03. The business had revenue of $371.00 million during the quarter, compared to analyst estimates 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 quarterly revenue was up 22.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.12 EPS. 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 Price Performance

NASDAQ KTOS opened at $46.60 on Monday. The business’s fifty day moving average price is $52.77 and its 200-day moving average price is $72.63. The stock has a market capitalization of $8.74 billion, a price-to-earnings ratio of 274.12 and a beta of 1.08. The company has a debt-to-equity ratio of 0.04, a current ratio of 5.63 and a quick ratio of 5.08. Kratos Defense & Security Solutions has a 1-year low of $43.09 and a 1-year high of $134.00.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the company. Citizens Jmp cut their price objective on Kratos Defense & Security Solutions from $125.00 to $105.00 and set a “market outperform” rating for the company in a report on Friday, May 8th. Piper Sandler dropped their target price on Kratos Defense & Security Solutions from $99.00 to $75.00 and set a “neutral” rating on the stock in a research report on Thursday, May 7th. Truist Financial upgraded Kratos Defense & Security Solutions to a “strong-buy” rating in a research note on Friday, May 1st. The Goldman Sachs Group reduced their price target on shares of Kratos Defense & Security Solutions from $100.00 to $89.00 and set a “buy” rating for the company in a research report on Tuesday, July 14th. Finally, BTIG Research reduced their price target on shares of Kratos Defense & Security Solutions from $115.00 to $100.00 and set a “buy” rating for the company in a research report on Thursday, May 7th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Kratos Defense & Security Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $101.29.

Insider Transactions at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, insider Steven S. Fendley sold 7,000 shares of the business’s stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $47.13, for a total transaction of $329,910.00. Following the completion of the sale, the insider owned 295,120 shares of the company’s stock, valued at approximately $13,909,005.60. The trade was a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 David M. Carter sold 4,000 shares of the company’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $50.45, for a total value of $201,800.00. Following the completion of the sale, the insider owned 66,238 shares of the company’s stock, valued at approximately $3,341,707.10. The trade was a 5.69% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 139,036 shares of company stock worth $7,799,667 over the last three months. 1.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Kratos Defense & Security Solutions

Several hedge funds and other institutional investors have recently added to or reduced their stakes in KTOS. Wexford Capital LP purchased a new position in Kratos Defense & Security Solutions during the third quarter valued at approximately $116,000. Jones Financial Companies Lllp raised its position in shares of Kratos Defense & Security Solutions by 178.0% during the 1st quarter. Jones Financial Companies Lllp now owns 3,570 shares of the aerospace company’s stock valued at $108,000 after purchasing an additional 2,286 shares during the period. Greenline Wealth Management LLC purchased a new position in shares of Kratos Defense & Security Solutions during the 4th quarter valued at $101,000. UMB Bank n.a. lifted its stake in shares of Kratos Defense & Security Solutions by 27.7% during the 4th quarter. UMB Bank n.a. now owns 1,255 shares of the aerospace company’s stock valued at $95,000 after buying an additional 272 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its holdings in Kratos Defense & Security Solutions by 142.8% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,855 shares of the aerospace company’s stock worth $85,000 after buying an additional 1,091 shares during the period. 75.92% of the stock is owned by hedge funds and other institutional investors.

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.