Kratos Defense & Security Solutions, Inc. (KTOS)
What Makes Kratos Defense a Key Player in the Unmanned Defense Market?
KTOS expands its unmanned systems portfolio with jet-powered target drones and Valkyrie aircraft, aiming to capture growing demand for autonomous defense tech.
Are Aerospace Stocks Lagging Kratos Defense & Security Solutions (KTOS) This Year?
Here is how Kratos (KTOS) and Woodward (WWD) have performed compared to their sector so far this year.
Kratos Defense & Security Solutions Stock Poised for Acceleration
Kratos Defense & Security's NASDAQ: KTOS stock price is poised for an acceleration, underpinned by its growth, profitability, and analyst sentiment. While the 2026 guidance was mixed, leading share prices to decline following the release, the takeaway was nothing but bullish.
Kratos: The Best Stock To Buy For The Future Of Defense
Kratos Defense & Security Solutions remains a high-conviction buy, supported by exceptional positioning in hypersonics, space, microelectronics, and drones. KTOS trades at a significant premium—4x peer group valuation—justified by its exposure to high-growth defense segments and forward-looking earnings potential. Revenue and EBITDA are projected to grow at 19.5% and 28.1% annually, respectively, with margins expected to reach 11% by 2027 and free cash flow turning positive by 2028.
Why This Strong Defense Stock is Suddenly Lower
Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) stock is down 8.7% to trade at $86.06 this morning, the defense contractor brushing off an adjusted fourth-quarter earnings of 18 cents per share on $345.10 million in revenue, both of which topped analyst estimates.
Kratos Defense Q4 Earnings and Revenues Surpass Estimates
KTOS' fourth-quarter earnings jump 38.5%, and revenues surge 21.9%, beating estimates as backlog hits $1.21 billion.
Kratos: Why I'm Buying A Hyped-Up Drone Stock After Its Poor Q1 Guidance
I'm not particularly worried with the 124x multiple of Kratos, as the long-term growth stock is largely intact, despite the soft Q1 guidance. Q1 2026 is now expected to be the lowest quarter this year for revenue and adjusted EBITDA. This was driven by the late-2025 federal shutdown. I see longer term upside tied to defense spending and program ramps, including potential Valkyrie benefit from a proposed FY27 U.S. defense budget increase.
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript
Compared to Estimates, Kratos (KTOS) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Kratos (KTOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Kratos (KTOS) Tops Q4 Earnings and Revenue Estimates
Kratos (KTOS) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.13 per share a year ago.
Is KTOS Stock a Smart Investment Option Before Q4 Earnings Release?
Kratos Defense heads into Q4 earnings with expected double-digit revenue growth and new facilities boosting capacity across unmanned and defense segments.
Countdown to Kratos (KTOS) Q4 Earnings: Wall Street Forecasts for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Kratos (KTOS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
