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Kratos Defense & Sec Solutions SEC Filings

KTOS NASDAQ

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.

The Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) SEC filings page on Stock Titan provides access to the company’s U.S. Securities and Exchange Commission disclosures, along with AI-powered summaries to help interpret complex documents. As a defense and national security-focused technology, products, system and software company, Kratos uses SEC filings to report material events, capital raises, acquisitions and other corporate actions.

Kratos files current reports on Form 8-K to disclose significant developments. Recent 8-K filings have described an underwriting agreement for a public offering of common stock, including the intended use of proceeds for investments, capital expenditures, acquisitions and general corporate purposes, as well as the entry into an Agreement and Plan of Merger under which a Kratos subsidiary would merge with Orbit Technologies Ltd., making Orbit an indirect wholly owned subsidiary upon completion. Other 8-Ks have covered financial results announcements and related press releases.

On this page, users can review Kratos’ 10-K annual reports, 10-Q quarterly reports and 8-K current reports as they become available from EDGAR. These documents typically include information on Kratos’ business segments, risk factors, financial condition, capital allocation, material contracts and strategic transactions. For a company active in areas such as unmanned systems, hypersonics, propulsion, space ground systems and C5ISR, filings may also discuss program developments, customer relationships and regulatory considerations.

Stock Titan’s platform enhances these filings with AI-generated explanations that highlight key points, clarify technical language and summarize major changes from prior periods. Users can also access information about insider transactions reported on Form 4, giving additional insight into equity activity by Kratos officers and directors. Real-time updates from EDGAR ensure that new KTOS filings are incorporated promptly, while AI tools help readers navigate lengthy reports and focus on the disclosures most relevant to their analysis.

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Kratos Defense & Security Solutions, Inc. completed its previously announced acquisition of Orbit Technologies Ltd. on March 2, 2026. Orbit, formerly publicly traded on the Tel Aviv Stock Exchange, is now an indirect wholly owned subsidiary of Kratos through Kratos Holdings U K Limited.

Kratos paid approximately $352.7 million in cash for 100 percent of Orbit’s ordinary shares, funded from cash on its balance sheet, based on $13.725 per Orbit share as set in the Merger Agreement. All outstanding Orbit stock options became fully vested and were canceled in exchange for a cash payment equal to the spread between the merger price and the option exercise price, multiplied by the underlying shares.

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Kratos Defense & Security Solutions Inc ownership filing: The Vanguard Group reports beneficial ownership of 17,885,951 shares, representing 10.5% of Kratos common stock. The filing notes an internal realignment effective 01/12/2026 that changed reporting among Vanguard entities, and the form is signed on 03/05/2026.

The submission updates voting and dispositive powers: shared voting power of 1,464,873 shares and shared dispositive power of 17,885,951 shares, with no sole voting or dispositive power reported.

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Kratos Defense & Security Solutions executive Thomas E. Mills IV, President of the C5ISR Division, reported selling 5,758 shares of common stock in a series of open-market transactions on March 2, 2026. The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 3, 2025, at weighted average prices within ranges from $85.73 to $96.65 per share as detailed in multiple price brackets. Following these transactions, Mills directly holds 4,686 shares of Kratos common stock, which include 374 shares purchased through the company’s Employee Stock Purchase Plan and approximately 3,712 shares held through the company’s 401(k) plan.

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Kratos Defense & Security Solutions executive Deanna H. Lund, the company’s EVP & CFO, reported selling 5,000 shares of common stock on March 2, 2026. The open-market sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 20, 2025, at prices ranging from about $86.76 to $96.65 per share. After these transactions, she directly holds 270,058 shares, which include shares acquired through the employee stock purchase plan and approximately 19,671 shares held in the company’s 401(k) plan.

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Kratos Defense & Security Solutions President and CEO Eric M. DeMarco reported multiple equity transactions involving restricted stock units (RSUs) and common stock associated with his compensation. On March 1, 2026, 100,000 and 30,000 RSUs previously granted and deferred were released into common shares, with the resulting stock issued to a trust for his benefit.

To cover tax liabilities on these vestings, the trust delivered 39,350 and 11,805 common shares at $86.18 per share in net-share, tax-withholding transactions rather than open-market sales. After these transactions, the trust held 811,449 common shares and DeMarco held 62,302 shares directly. Footnotes also note 1,007,500 vested but deferred RSUs, 600,000 unvested RSUs subject to vesting conditions, and 300,000 RSUs granted on January 3, 2026 with time-based and performance-based vesting terms.

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Kratos Defense & Security Solutions completed a sizable common stock financing through an underwritten public offering. The company sold 14,285,714 shares of common stock and the underwriters exercised in full a 30-day option to purchase an additional 2,142,857 shares, all at a public offering price of $84.00 per share. The transaction closed on March 2, 2026 under an automatically effective Form S-3ASR shelf registration.

Kratos expects net proceeds of approximately $1,172,999,977, to be used to fund capital expenditures to scale operations for defense and national security customers, invest in new products and software, strengthen its balance sheet ahead of anticipated contract awards, finance the recent Nomad acquisition and pending Orbit acquisition along with other strategic M&A, and for general corporate purposes including offering expenses.

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Deanna H Lund reported sales of Common stock under 10b5-1 trading plans. The filing shows two 10b5-1 sales of 5,000 shares on 01/02/2026 and 02/02/2026 with proceeds of $389,560.50 and $484,362.50, respectively. The notice names Morgan Stanley Smith Barney LLC as broker and lists NASDAQ as the market.

The filing also itemizes equity awards as context: 12,687 Restricted Stock Units dated 01/04/2024 and 7,313 Performance Stock Units dated 03/01/2024.

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Kratos Defense & Security Solutions executive Stacey G. Rock, President of the KTT Division, sold a total of 4,000 shares of common stock in open-market transactions on February 26, 2026. The sales were executed at reported prices ranging from about $87.04 to $92.04 per share.

The transactions were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on June 16, 2025. After these sales, Rock directly holds 22,566 shares, including 2,013 shares purchased through the employee stock purchase plan and approximately 6,693 shares held in the company 401(k) plan.

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Kratos Defense & Security Solutions director Scot B. Jarvis reported an open-market sale of 5,000 shares of common stock on February 26, 2026 at a weighted average price of $88.0038 per share. After this transaction, he held 90,417 shares directly.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on September 15, 2025. The reported price reflects multiple trades, with individual prices ranging from $88.00 to $88.15 per share.

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Kratos is offering 14,285,714 shares of common stock at $84.00 per share. The prospectus supplement dated February 26, 2026 states the public offering price of $84.00, underwriting discounts of $1.89 per share and expected net proceeds to Kratos of approximately $1,172,999,976.54 before expenses. The underwriters have a 30-day option to purchase up to an additional 2,142,857 shares.

Shares outstanding are shown as 170,329,158 as of February 24, 2026, and the filing projects 184,614,872 shares outstanding after the offering (or 186,757,729 if the option is exercised in full). The offering is being sold on Nasdaq under the symbol KTOS with settlement expected on or about March 2, 2026.

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FAQ

What is the current stock price of Kratos Defense & Sec Solutions (KTOS)?

The current stock price of Kratos Defense & Sec Solutions (KTOS) is $88.92 as of March 11, 2026.

What is the market cap of Kratos Defense & Sec Solutions (KTOS)?

The market cap of Kratos Defense & Sec Solutions (KTOS) is approximately 16.6B.

KTOS Rankings

KTOS Stock Data

16.61B
180.27M
Aerospace & Defense
Guided Missiles & Space Vehicles & Parts
Link
United States
SAN DIEGO

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