Welcome to our dedicated page for Kratos Defense & Sec Solutions SEC filings (Ticker: KTOS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Kratos Defense & Security Solutions, Inc. filings document the regulatory record of a defense technology operating company with Kratos Government Solutions and Unmanned Systems businesses. The company’s 8-Ks report quarterly and annual financial results, bookings, guidance, material agreements, capital actions and completed acquisitions, including the Orbit Technologies Ltd. transaction.
Proxy materials disclose board composition, committee assignments, executive compensation, shareholder voting matters and governance practices. Registration and offering-related filings describe underwritten common stock offerings, share issuance mechanics and use-of-proceeds categories, while financial and event disclosures frame the company’s segment activity and capital structure across defense, space, unmanned systems, rocket, turbine and microwave product businesses.
Kratos Defense & Security Solutions, Inc. officer Phillip D. Carrai, President of the STC Division, reported open-market sales of company stock. On 12/15/2025, he sold a total of 6,000 shares of common stock in two transactions under a pre-arranged Rule 10b5-1 trading plan adopted on November 15, 2024. The weighted average sale prices were $75.7725 per share for 4,241 shares, at prices ranging from $75.04 to $76.035, and $76.2365 per share for 1,759 shares, at prices ranging from $76.055 to $76.42.
After these sales, Carrai beneficially owned 198,962 shares of Kratos common stock directly, which include 1,232 shares from the Employee Stock Purchase Plan and approximately 4,211 shares held through the company’s 401(k) plan, and 46,644 shares indirectly through a trust.
Kratos Defense & Security Solutions, Inc. director reported multiple open‑market sales of common stock on 12/15/2025 under a pre-arranged Rule 10b5-1 trading plan adopted on September 10, 2025. The transactions included sales of 6,300 shares at a weighted average price of $73.8613, 6,641 shares at $74.5981, 1,800 shares at $75.7733, and 660 shares at $76.3, each executed through multiple trades within stated price ranges. After these sales, the reporting person beneficially owned 66,334 shares directly and 10,833 shares indirectly through a trust.
Kratos Defense & Security Solutions officer Stacey G. Rock, President of the KTT Division, reported insider equity transactions involving 7,500 shares of common stock on 12/13/2025.
On that date, 7,500 previously granted Restricted Stock Units converted into common stock at a price of $0, reflecting the vesting of part of a 15,000 RSU award that vests ratably on each of the first two anniversaries of the December 13, 2023 grant date. To cover tax obligations on the vesting, 2,951 shares were withheld at a price of $75.96 per share.
After these transactions, Rock beneficially owns 38,812 shares of Kratos common stock directly, which includes 1,723 shares purchased through the Employee Stock Purchase Plan and approximately 6,680 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions (KTOS) executive David M. Carter, President of the DRSS Division, reported open-market sales of company common stock on 12/05/2025. He sold 800, 2,900 and 300 shares in three separate transactions, with weighted average prices of $75.3137, $76.4542 and $77.4133, respectively.
The sales were executed under a Rule 10b5-1 trading plan that Carter adopted on June 13, 2025. After these transactions, he beneficially owned 85,809 shares of Kratos common stock, including 12,200 shares purchased through the company’s Employee Stock Purchase Plan and 4,165 shares held in his retirement account.
Kratos Defense & Security Solutions (KTOS) officer Phillip D. Carrai, President of the STC Division, reported multiple stock transactions dated 11/17/2025. He made a bona fide charitable gift of 41,113 shares of common stock, for which he received no value. He also sold 5,300 shares at a weighted average price of $72.0413 and 700 shares at a weighted average price of $72.61, with both sale blocks executed under a Rule 10b5-1 trading plan adopted on November 15, 2024.
Following these transactions, Carrai directly beneficially owned 204,968 shares of KTOS common stock and indirectly held 46,644 shares through a trust. His direct holdings include 1,232 shares acquired via the company’s Employee Stock Purchase Plan and approximately 4,217 shares held through the company 401(k) plan.
Kratos Defense & Security Solutions, Inc. (KTOS) senior vice president and general counsel Marie C. Mendoza reported a sale of company stock. On 11/17/2025, she sold 1,408 shares of common stock at $72.09 per share in an open market transaction coded as a sale. The trade was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on March 17, 2025, which is designed to allow insiders to sell shares according to a preset schedule.
After this transaction, Mendoza beneficially owns 59,123 shares of Kratos stock. This includes 2,144 shares purchased through the company’s Employee Stock Purchase Plan and approximately 14,242 shares held in the company’s 401(k) plan.
Kratos Defense & Security Solutions (KTOS) filed a Form 4 reporting insider sales. David M. Carter, President of the DRSS Division, sold a total of 4,000 shares on 11/06/2025 under a Rule 10b5-1 trading plan adopted on June 13, 2025. The sales were executed in multiple trades at weighted average prices ranging from $70.774 to $78.2683. Following these transactions, he directly owned 89,809 shares. Footnotes state his holdings include 12,200 shares acquired through the company’s Employee Stock Purchase Plan and 4,165 shares held in a retirement account.
Kratos Defense & Security Solutions entered a definitive agreement to acquire Orbit Technologies via a cash merger at $13.725 per share, valuing the transaction at approximately $356.3 million. Orbit will become an indirect wholly owned subsidiary of Kratos, with all outstanding Orbit options vesting and paid in cash for their intrinsic value.
The deal includes customary terms: a shareholder vote of a majority of outstanding Orbit shares, required regulatory clearances including the Israel Competition Authority and approval of the Israeli Ministry of Defense, no Company Material Adverse Effect, and other standard conditions. The agreement carries a $14,252,000 termination fee under specified circumstances and a termination right if the merger is not completed within 270 days of signing. A voting agreement with certain FIMI‑affiliated funds commits their Orbit shares in favor of the merger.
Kratos Defense & Security Solutions (KTOS) EVP & CFO and Director Deanna H. Lund reported open‑market sales totaling 5,000 shares of common stock on 11/03/2025, executed under a Rule 10b5‑1 trading plan adopted on May 20, 2025.
Weighted average sale prices were $88.4525 (400 shares), $89.7547 (1,800), $90.7836 (2,500), and $91.42 (300). The reported transactions occurred within disclosed price ranges of $88.27 to $91.48.
After these sales, she beneficially owned 303,114 shares directly. This includes 16,626 shares purchased through the Employee Stock Purchase Plan and approximately 19,533 shares held through the company’s 401(k) plan.
Kratos Defense & Security Solutions (KTOS) reported third‑quarter results. Total revenue was $347.6 million, up from $275.9 million a year ago, driven by higher product sales. Net income was $8.7 million (diluted EPS $0.05) versus $3.2 million (EPS $0.02) last year. For the first nine months, revenue reached $1,001.7 million with net income of $16.1 million.
Liquidity improved: cash and cash equivalents rose to $565.9 million from $329.3 million, helped by a $555.9 million public equity raise. The company repaid $177.5 million of Term Loan A, leaving no long‑term debt outstanding and maintaining an undrawn $200 million revolver. Shares outstanding were 168,840,708 as of October 31, 2025.
Backlog visibility remained strong with remaining performance obligations of ~$1.480 billion, with approximately 19% expected in fiscal 2025 and 47% in 2026. Capital expenditures were $71.1 million year‑to‑date. Kratos completed the Norden asset acquisition (1,095,674 shares issued; preliminary $37.4 million consideration), contributing $17.0 million revenue and $2.4 million operating income year‑to‑date. The company also announced Prometheus Energetics, a ~50/50 joint venture with RAFAEL, with up to $175 million of combined capital commitments.
Kratos Defense & Security Solutions (KTOS) reported third‑quarter results. Total revenue was $347.6 million, up from $275.9 million a year ago, driven by higher product sales. Net income was $8.7 million (diluted EPS $0.05) versus $3.2 million (EPS $0.02) last year. For the first nine months, revenue reached $1,001.7 million with net income of $16.1 million.
Liquidity improved: cash and cash equivalents rose to $565.9 million from $329.3 million, helped by a $555.9 million public equity raise. The company repaid $177.5 million of Term Loan A, leaving no long‑term debt outstanding and maintaining an undrawn $200 million revolver. Shares outstanding were 168,840,708 as of October 31, 2025.
Backlog visibility remained strong with remaining performance obligations of ~$1.480 billion, with approximately 19% expected in fiscal 2025 and 47% in 2026. Capital expenditures were $71.1 million year‑to‑date. Kratos completed the Norden asset acquisition (1,095,674 shares issued; preliminary $37.4 million consideration), contributing $17.0 million revenue and $2.4 million operating income year‑to‑date. The company also announced Prometheus Energetics, a ~50/50 joint venture with RAFAEL, with up to $175 million of combined capital commitments.