Kratos Defense & Security Solutions, Inc. is undergoing a structural transformation, evolving into a production-oriented defense platform with emphasis on speed, scale, and cost efficiency. Key programs are advancing beyond development, with multiple franchises moving in parallel toward sustained manufacturing activity. Revenue growth is increasingly supported by real deliveries and long-duration programs, improving backlog quality and visibility.
Kratos Defense rallies as new facilities, strong drone demand and a solid backlog boost its defense footprint and prospects.
Kratos Defense and Elbit Systems gain momentum as defense spending surges, with soaring unmanned system revenues.
Kratos Defense surges on booming unmanned systems demand, rising contracts and next-gen drone investments fueling momentum.
Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) was last seen down 0.8% to trade at $75.99 at last check, having pulled back from its Oct. 9 record high of $112.57.
In a standout year for aerospace and defense stocks, Kratos Defense and Security Solutions NASDAQ: KTOS has separated itself from the pack. The iShares U.S. Aerospace & Defense ETF BATS: ITA—a commonly used barometer of U.S. stocks in this industry—has delivered a total return of around 46% in 2025.
KTOS' 200% stock surge in 2025 reflects booming unmanned systems demand and strategic deals fueling its growth momentum.
KTOS posts strong Q3 results with revenues up 26% year over year and earnings surpassing estimates, lifting full-year guidance.
Kratos Defense & Security Solutions, Inc. ( KTOS ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Marie Mendoza - Senior VP, General Counsel & Secretary Eric DeMarco - CEO, President & Director Deanna Lund - Executive VP, CFO & Director Conference Call Participants Ellen Page - Jefferies LLC, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Jan-Frans Engelbrecht - Robert W.
The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kratos (KTOS) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.11 per share a year ago.
Kratos Defense and Northrop Grumman demonstrate different approaches in a rapidly growing sector as investor interest in space soars.