News

KTOS beats Q1 estimates as adjusted EPS rises to 16 cents, and revenues jump 22.6% to $371 million, with the backlog climbing to $1.635 billion.

Kratos Defense & Security Solutions (NASDAQ:KTOS) reported a first-quarter 2026 performance that management said significantly exceeded its internal forecast, driven by strength across several product lines and supported by what CEO Eric DeMarco described as an expanding U.S. and global defense

Eric M. DeMarco: Kratos Defense & Security Solutions, Inc.'s balanced business model of making internally funded investments, including property, plant, and equipment, and the rapid development and fielding of relevant products for the Department of Defense, while also generating organic growth, increased profitability, and value for all Kratos Defense & Security Solutions, Inc. stakeholders, is succeeding. The success is reflected in our Q1 results, including a 1.6-to-1 book-to-bill ratio, a record backlog of $2 billion, and an increased opportunity pipeline up to $14 billion, and the $14 billion is after the 1.6-to-1 book-to-bill, reflecting Kratos Defense & Security Solutions, Inc.'s accelerating growth trajectory. As Deanna will go through in detail, we significantly exceeded our first-quarter forecast across the board, with EBITDA being particularly strong as a result of execution and product delivery mix, with Kratos Defense & Security Solutions, Inc.'s microwave electronics, turbine technologies, and unmanned systems businesses each having a particularly strong Q1.

Aerospace and defense company Kratos (NASDAQ:KTOS) reported Q1 CY2026 results topping the market’s revenue expectations, with sales up 22.6% year on year to $371 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $405 million was less impressive, coming in 2.3% below expectations. Its non-GAAP profit of $0.16 per share was 19.3% above analysts’ consensus estimates.

The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Kratos (KTOS) delivered earnings and revenue surprises of +26.28% and +7.70%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Investors may be wondering whether Kratos Defense & Security Solutions remains attractively priced after its strong run, or whether the current level already reflects most of the positive developments. The stock closed at US$59.31, with a 1-year return of 63.7% and a very large gain over 3 years, even though the year-to-date return is a 25.2% decline and the last 30 days show an 11.9% pullback. Recent months have kept Kratos in focus as investors continue to weigh its position in defense and...

Kratos Defense heads into Q1 earnings with solid growth expectations, but weak signals from its model and macro pressures cloud prospects ahead of the report.

Is KTOS a good stock to buy? We came across a bullish thesis on Kratos Defense & Security Solutions, Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on KTOS. Kratos Defense & Security Solutions, Inc.’s share was trading at $65.52 as of April 23rd. KTOS’s trailing and forward P/E were […]

Tank warfare defined World War II. German blitzkrieg tactics showed how armored columns could slice through lines when supported by air power and infantry. Today, drones play that same disruptive role in Ukraine and the Middle East. Low-cost, expendable systems overwhelm expensive defenses, deliver precision strikes, and provide persistent intelligence. Battle-tested swarms and loitering munitions ... Which Drone Stock Will Dominate the Next War: AVAV, KTOS, or ONDS?

The drone company has landed multiple big contracts in 2026.

Meta downgraded, Qualcomm upgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok

Kratos Defense & Security Solutions (KTOS) is under pressure, with recent reports pointing to weak operating margins, shrinking free cash flow, and underwhelming returns on invested capital. These factors are contributing to more cautious sentiment around the stock. See our latest analysis for Kratos Defense & Security Solutions. Recent news around the Mk1 Firejet unmanned aerial system and upcoming first quarter 2026 results has come against a tougher backdrop, with a 30 day share price...

Cathie Wood Ramps Up Alphabet Stake Hours Before Key Earnings

Kratos has gotten torched over the last six months - since October 2025, its stock price has dropped 29.4% to $63.37 per share. This may have investors wondering how to approach the situation.

Ark Invest didn't buy a lot last week, making the names that it did pounce on that much more interesting.

On 21 April 2026, Kratos Defense & Security Solutions announced it had completed initial flight tests of the Mk1 Firejet unmanned aerial system, a new J85-powered variant that boosts range, speed, endurance, and climb performance while using a U.S.-made engine to reduce supply chain risk. This second major Firejet configuration broadens Kratos’ addressable market in both target and tactical roles, positioning the platform as a first-to-market, high-performance jet UAS in the sub-US$500,000...

New report shows U.S. expended supplies for key missiles and munitions in the Iran war. The DOD awarded Lockheed Martin, RTX and Kratos contracts.

Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) is one of the 9 Best Upside Stocks to Buy According to Analysts. Kratos Defense & Security Solutions Inc. (NASDAQ:KTOS) is one of the best upside stocks to buy according to analysts. On April 21, Kratos Defense & Security Solutions completed the initial flight series of the Mk1 […]