Kratos Defense & Security Solutions, INC

Market Movers (8-K)

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NASDAQ
Kratos Defense & Security Solutions announced robust second quarter 2026 financial results, showcasing significant revenue increases and an upward revision of its full-year revenue forecast.
Better than expected
NASDAQ
Kratos Defense & Security Solutions shareholders approved all proposals at the 2026 Annual Meeting, including an increase in authorized shares.
Capital raise
NASDAQ
Kratos Defense & Security Solutions announced robust first quarter 2026 financial results, with revenues up 22.6% year-over-year, and raised its full-year fiscal 2026 financial guidance.
Better than expected
NASDAQ
Kratos Defense & Security Solutions, Inc. announced the appointment of seasoned aerospace and defense executive David King to its Board of Directors and Audit Committee, effective March 23, 2026.
NASDAQ
Kratos Defense & Security Solutions, Inc. announced the completion of its $352.7 million all-cash acquisition of Israeli-based Orbit Technologies Ltd.
NASDAQ
Kratos Defense & Security Solutions completed a $1.2 billion public offering of common stock to fund strategic growth, M&A, and capital expenditures.
Capital raise

Quarterly Earnings (10-Q)

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NASDAQ
Kratos Defense & Security Solutions, Inc. announced a substantial increase in revenues and backlog, driven by strategic acquisitions and robust demand in its defense and security segments.
Better than expected
Capital raise
NASDAQ
Kratos Defense & Security Solutions, Inc. announced a significant increase in total revenues for the first quarter of 2026, driven by strong performance in its KGS and Unmanned Systems segments, bolstered by recent acquisitions.
Capital raise
NASDAQ
Kratos Defense & Security Solutions reports strong Q3 2025 revenue growth and net income increase, fueled by strategic acquisitions and significant investments in national security programs, while eliminating long-term debt.
Delay expected
Worse than expected
Capital raise
NASDAQ
Kratos Defense & Security Solutions reported a 17.1% revenue increase in Q2 2025, driven by its KGS segment, but saw gross margin contraction and lower net income despite strategic investments and a significant equity raise.
Worse than expected
Capital raise
NASDAQ
Kratos Defense & Security Solutions reports a revenue increase and a strong backlog for the first quarter of 2025, driven by growth in both Kratos Government Solutions and Unmanned Systems segments.
NASDAQ
Kratos Defense & Security Solutions reported a slight revenue increase in Q3 2024, alongside strategic investments and a growing backlog, while navigating industry-wide challenges.
Better than expected
Delay expected

Annual Reports (10-K)

NASDAQ
Kratos Defense & Security Solutions, Inc. announced significant revenue increases and strategic investments in key defense technologies, alongside a major debt extinguishment and new credit facility.
Delay expected
Capital raise
NASDAQ
Kratos Defense & Security Solutions reports increased backlog and navigates challenging macroeconomic conditions in its annual 10-K filing.
Worse than expected
Delay expected
NASDAQ
Kratos Defense & Security Solutions reports increased revenue and backlog for fiscal year 2023, driven by growth in its Government Solutions segment, but also notes ongoing challenges from supply chain disruptions and inflation.
Delay expected
Capital raise

Insider Trading (Form 4)

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NASDAQ
Scot B Jarvis, a Director of Kratos Defense & Security Solutions, Inc., sold 10,000 shares of common stock on August 18, 2026 for $63.50 per share.
NASDAQ
Phillip D Carrai, President, STC Division of Kratos Defense & Security Solutions, Inc., sold 26,500 shares of common stock on August 17, 2026.
NASDAQ
Marie Mendoza, SVP & General Counsel of Kratos Defense & Security Solutions, Inc., sold 1,513 shares of common stock on August 17, 2026 for $64.37 per share.
NASDAQ
Eric M Demarco, President & CEO and a Director of Kratos Defense & Security Solutions, Inc., sold 300,000 shares of common stock on August 14, 2026.
NASDAQ
David M Carter, President, DRSS Division of Kratos Defense & Security Solutions, Inc., sold 4,000 shares of common stock on August 5, 2026.
NASDAQ
Deanna H Lund, EVP & CFO and a Director of Kratos Defense & Security Solutions, Inc., sold 5,000 shares of common stock on August 3, 2026.

Proxy Statements (Def-14A)

NASDAQ
Kratos Defense & Security Solutions, Inc. files a definitive proxy statement with the SEC.
NASDAQ
Kratos Defense & Security Solutions invites stockholders to its virtual 2025 Annual Meeting on May 14, focusing on director elections, auditor ratification, and executive compensation.
Better than expected
NASDAQ
Kratos Defense & Security Solutions announces its 2024 Annual Meeting of Stockholders to be held virtually on May 21, 2024, covering director elections, auditor ratification, and executive compensation.
NASDAQ
Kratos Defense & Security Solutions has filed a definitive proxy statement with the SEC.

Schedule 13G - Passive Investments

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NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5.14% of Kratos Defense & Security Solutions Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group reports 0% beneficial ownership in Kratos Defense & Security Solutions Inc. following an internal realignment.
NASDAQ
The Vanguard Group reports a 10.5% beneficial ownership in Kratos Defense & Security Solutions Inc. common stock, reflecting its continued significant institutional investment.
NASDAQ
State Street Corporation has reported a 4.9% beneficial ownership stake in Kratos Defense & Security Solutions Inc., holding over 8.19 million common shares.
NASDAQ
The Vanguard Group has reported a 9.76% beneficial ownership stake in Kratos Defense & Security Solutions Inc., holding over 16 million shares.
NASDAQ
State Street Corporation has reported a 5.1% beneficial ownership stake in Kratos Defense & Security Solutions Inc., holding over 8.5 million shares.