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.
Zegart Amy reported acquisition or exercise transactions in this Form 4 filing.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. director Amy Zegart received a grant of 10,000 Restricted Stock Units. Each RSU represents a contingent right to one share of common stock and vests 100% on the first anniversary of the grant date, leaving her holding 10,000 RSUs directly.
Jarvis Scot B reported acquisition or exercise transactions in this Form 4 filing.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. director Scot B. Jarvis received a grant of 10,000 Restricted Stock Units, each representing one share of common stock. The RSUs vest 100% on the first anniversary of the grant date, subject to the terms of the RSU agreement.
HOGLUND WILLIAM A reported acquisition or exercise transactions in this Form 4 filing.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. director William A. Hoglund received a grant of 10,000 Restricted Stock Units. Each RSU represents a contingent right to receive one share of common stock. The RSUs vest 100% on the first anniversary of the grant date, subject to the RSU agreement terms. Following this grant, Hoglund is reported as holding 10,000 RSUs directly.
Scot B. Jarvis submitted a Form 144 reporting sales of Common Stock of Charles Schwab Corp. The filing lists multiple open‑market dispositions, including 5,417 shares on 04/16/2026 for $410,978.26, and four prior sales in 2026 of 5,000 shares each on 03/26, 03/12, 02/26 and 02/12 with proceeds shown.
The transactions are reported as open‑market trades with broker payments; timing and additional context are as stated in the filing excerpt.
Kratos Defense & Security Solutions President, DRSS Division David M. Carter sold 4,000 shares of common stock in open-market transactions. The sales on May 7, 2026 were executed at weighted average prices in ranges from $56.51 to $60.11 per share under a pre-arranged Rule 10b5-1 trading plan.
After these transactions, Carter directly holds 74,071 shares, including 12,200 shares purchased through the company’s Employee Stock Purchase Plan, 4,165 shares in a retirement account, and approximately 138 shares in the company’s 401(k) plan.
Kratos Defense & Security Solutions, Inc. reported quarterly revenue of $371.0 million, up from $302.6 million a year earlier, as both service and product sales increased. Net income rose to $11.9 million, or $0.07 per diluted share, compared with $4.5 million, or $0.03 per share.
Cash and cash equivalents climbed to $1,464.3 million, driven mainly by a $1,348.6 million net equity raise completed at $84.00 per share. Kratos used $352.7 million in cash to acquire Orbit Technologies and recorded $148.8 million of consideration for the Nomad acquisition, adding goodwill and intangible assets but producing negative operating cash flow of $27.4 million in the quarter.
Kratos Defense & Security Solutions reported strong first quarter 2026 growth with revenues of $371.0 million, up 22.6% from $302.6 million a year ago, and organic growth of 15.8%. GAAP net income rose to $11.9 million (diluted EPS $0.07) from $4.5 million ($0.03), while Adjusted EPS increased to $0.16 from $0.12. Adjusted EBITDA was $38.7 million versus $26.7 million, lifting the margin to 10.4% from 8.8%.
The Unmanned Systems segment generated revenues of $82.6 million, driven largely by Valkyrie activity, and swung to operating income of $1.3 million from a loss. Kratos Government Solutions delivered $288.4 million of revenue and operating income of $20.3 million, both up year over year.
Bookings were very strong, with first quarter consolidated bookings of $605.2 million and a book-to-bill ratio of 1.6 to 1. Consolidated backlog reached $2.010 billion, and the bid and proposal pipeline was $14.3 billion. Kratos raised $1.3486 billion of equity, boosting cash to $1.4643 billion, and is guiding 2026 revenue to $1.70–$1.76 billion and Adjusted EBITDA to $170–$176 million, while planning $155–$165 million of capital expenditures and $85–$105 million of free cash flow use.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. director and EVP & CFO Deanna H. Lund reported selling a total of 5,000 shares of common stock in open-market transactions on May 1, 2026. The sales covered 2,700 shares at a weighted average price of $62.4945 and 2,300 shares at a weighted average price of $61.6277, executed pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2025. Following these transactions, she directly holds 295,200 shares, including 16,626 shares purchased through the company’s Employee Stock Purchase Plan and approximately 20,274 shares held through the company’s 401(k) plan.
Vanguard Capital Management reported beneficial ownership of 9,647,502 shares of Kratos Defense & Security Solutions Inc as of 03/31/2026. The stake represents 5.14% of the outstanding common stock. Vanguard reports sole dispositive power over 9,647,502 shares and sole voting power for 1,372,772 shares, per the filing.
The filing attributes ownership to Vanguard Capital Management and affiliated investment divisions and states these holdings include securities held in Vanguard funds and managed accounts. The disclosure is signed by Vanguard's Head of Global Fund Administration on 04/30/2026.
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. executive Stacey G. Rock, President of the KTT Division, reported open-market sales of a total of 4,000 shares of common stock. The transactions were executed under a Rule 10b5-1 trading plan adopted on June 16, 2025, indicating they were pre-scheduled.
The sales occurred on April 28, 2026 in multiple trades. One 500-share sale had a weighted average price of $61.992 per share, with prices ranging from $61.63 to $62.34. Another 3,500-share sale had a weighted average price of $60.8869 per share, with prices ranging from $60.47 to $61.42.