Welcome to our dedicated page for KRATOS DEFENSE & SECURITY 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 EVP & CFO Deanna H. Lund reported open-market sales of 5,000 shares of common stock on August 3, 2026, in three transactions at weighted average prices of $46.5450, $48.0241, and $48.9451, executed under a Rule 10b5-1 trading plan adopted on May 20, 2025. Her reported direct holdings include 16,626 shares purchased through the Employee Stock Purchase Plan and approximately 20,561 shares held through the company 401(k) Plan.
Kratos Defense & Security Solutions reported stronger Q2 2026 results, with total revenues of $458.8 million versus $351.5 million a year earlier and net income of $4.4 million versus $2.9 million. For the first six months of 2026, revenues were $829.8 million and net income $16.3 million, up from $654.1 million and $7.4 million. Growth was led by the Kratos Government Solutions segment at $379.7 million Q2 revenue, while higher SG&A and R&D plus acquisition-related amortization kept operating income modest.
Cash and cash equivalents rose to $1,437.6 million from $560.6 million, primarily after a February 2026 equity offering of 16.4 million shares that generated approximately $1,348.4 million in net proceeds; the new $300 million revolver had no borrowings. Operating cash flow was a use of $38.4 million in the first half, driven by higher unbilled receivables, inventories and other working-capital items, while investing cash outflows of $375.3 million mainly reflected the $352.7 million Orbit and $148.6 million Nomad acquisitions. These deals significantly increased goodwill and intangibles, and helped lift remaining performance obligations to about $2.084 billion.
Kratos Defense & Security Solutions reported second quarter 2026 revenues of $458.8 million, up 30.5% year over year with 19.1% organic growth. GAAP net income was $4.4 million or $0.02 per share, while Adjusted EPS rose to $0.21. Adjusted EBITDA increased to $38.2 million, and the consolidated book‑to‑bill ratio was 1.1 to 1.0 on $492.2 million of bookings.
Kratos Government Solutions drove revenues of $379.7 million with 22.0% organic growth; Unmanned Systems delivered $79.1 million. Consolidated backlog reached $2.084 billion, with a $15.0 billion bid pipeline. Operating cash flow was negative as the company funded growth, and full‑year 2026 guidance was raised to $1.750–$1.810 billion of revenue and $173–$176 million of Adjusted EBITDA, while expecting $85–$105 million of free cash flow use on $250–$275 million of total investments.
Steven S. Fendley, President, US Division of Kratos Defense & Security Solutions, sold a total of 7,000 shares of common stock on July 27, 2026, in two open-market transactions at weighted average prices of $46.9935 and $47.8618 per share under a 10b5-1 trading plan adopted on May 12, 2025. The sales were executed through multiple trades within price ranges of $46.80–$47.65 and $47.85–$47.98, and his reported direct holdings include approximately 2,448 shares held through the company’s 401(k) plan.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of common stock of Kratos Defense & Security Solutions, Inc. BlackRock reports beneficial ownership of 18,893,671 shares, representing 10.1% of the outstanding common stock.
BlackRock reports sole voting power18,403,174 shares and sole dispositive power18,893,671 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client exceeds five percent of the class.
Kratos Defense & Security Solutions insider Steven S. Fendley has arranged to sell 7,000 shares of common stock through Fidelity Brokerage Services on 07/27/2026, with an indicated value of $329,294.00. The shares were acquired via a share grant on 02/28/2025. Over the past three months, Fendley has reported four separate sales of 7,000 shares each on 03/30/2026, 04/27/2026, 05/26/2026, and 06/29/2026, for proceeds ranging from about $338,556.50 to $487,119.93.
Kratos Defense & Security Solutions SVP & General Counsel Marie Mendoza sold 1,013 shares of common stock on July 15, 2026 at $51.79 per share in an open-market or private transaction pursuant to a Rule 10b5-1 trading plan adopted on March 17, 2025. Following this sale, she directly holds 63,666 shares, including 2,343 shares purchased through the Employee Stock Purchase Plan and approximately 14,913 shares held through the company 401(k) plan.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. executive Phillip D. Carrai, President of the STC Division, reported sales of 6,500 shares of common stock on July 15, 2026 in open-market or private transactions at weighted-average prices, with individual trades between $49.23 and $53.52 per share pursuant to a Rule 10b5-1 trading plan adopted on August 26, 2025.
Following these transactions, he reported 208,624 shares of common stock held directly, including 1,232 shares from an Employee Stock Purchase Plan and approximately 4,577 shares through a 401(k) Plan, and 46,644 shares held indirectly by trust.
Phillip Carrai plans to sell up to 19500 shares of KTOS common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with aggregate market value of 982020.00, for sale on or after 07/15/2026 on NASDAQ. The shares relate to equity awards including 10604 shares from Performance Stock Units dated 02/28/2025 and 8896 shares from Restricted Stock Units dated 01/03/2024. The disclosure also shows 10b5-1 sales during the past three months of 6500 shares on 05/15/2026 for 338846.95 and 6500 shares on 06/15/2026 for 375323.00, and notes 187519984 KTOS common shares outstanding.
KTOS filed a notice for the potential sale of 3,526 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of 177,569.36 and an approximate sale date of 07/15/2026 on NASDAQ. The filing lists 187,519,984 common shares outstanding.
The 3,526 shares were acquired on 02/29/2024 via Performance Stock Units from the issuer. The filing also discloses recent 10b5-1 sales for Marie C Mendoza: 1,500 shares on 06/15/2026 for gross proceeds of 86,889.00, and 1,013 shares on 05/15/2026 for gross proceeds of 54,185.37.