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Kratos Defense & Security Solutions (KTOS.NASDAQ) AI OPINIONS & ADVISOR ANALYSIS

Read and compare the 14 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 20 September 2026Deep analysis 20 September 2026

Publisher

Russlan Ramdowar

25 min readAudit All Past Forecasts

14 AI Advisor Reports

Select an advisor report.

SynthesizerCombines all advisor views

Synthesis of 14 independent opinions

Diversity of ModelsSame approach, varied models

Diversity of FrameworksDifferent investing styles

AI Researcher

Opus 5

Universal Investor AI

The Polymath Framework

Model rating

Buy

5-Year Return Est.

+52.8%

KTOS.NASDAQ does not currently pay dividends

1. Investment Thesis — Base Case

The central tension is a company whose operations and whose shareholder economics have separated. Revenue compounds near 20% organically with $2.084B of backlog, yet trailing operating income is roughly zero, free cash flow is minus $129M, and 21% dilution was issued at $84.00 into a stock now at $47.50 [7][12][15]. The base case assumes the hypersonic and propulsion ramps convert, margins widen toward high-single-digit operating levels by 2029, and turns positive around 2028 — while the multiple continues compressing from extreme levels toward mature defense-technology norms. Returns come from earnings growth outrunning de-rating, not from both working together.

Revenue near $3.3-3.6B by 2031 with EBITDA margin approaching 14% implies roughly $480M .
At 25-28x , less modest net cash, that supports an equity value near $13-14B.
Against roughly 200 million shares after residual , that cross-checks to $68-75 per share.

Historical prices and published forecast

Observed price
Published advisor forecast

Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.

View chart values

Historical prices and published forecast — published chart values
Series	Date	Value (USD)
Observed price	2021-09-14	22.1
Observed price	2021-09-26	23.1
Observed price	2021-10-20	22.5
Observed price	2021-10-28	21.7
Observed price	2021-11-05	22.9
Observed price	2021-11-21	20.4
Observed price	2021-11-25	20.5
Observed price	2021-12-15	19.24
Observed price	2022-01-04	19.98
Observed price	2022-01-08	18.47
Observed price	2022-01-20	17.09
Observed price	2022-01-28	16.36
Observed price	2022-02-21	15.61
Observed price	2022-02-25	18.68
Observed price	2022-03-05	20.2
Observed price	2022-03-13	18.33
Observed price	2022-04-02	21.3
Observed price	2022-04-14	19.19
Observed price	2022-04-18	18.86
Observed price	2022-05-08	13.33
Observed price	2022-05-16	12.58
Observed price	2022-05-28	14.68
Observed price	2022-06-05	14.69
Observed price	2022-06-17	13.56
Observed price	2022-07-07	13.97
Observed price	2022-07-15	13.05
Observed price	2022-07-27	14.02
Observed price	2022-08-12	15.58
Observed price	2022-08-16	15.65
Observed price	2022-09-05	11.94
Observed price	2022-09-09	12.61
Observed price	2022-09-29	10.54
Observed price	2022-10-03	10.44
Observed price	2022-10-11	9.57
Observed price	2022-10-31	11.08
Observed price	2022-11-16	10.16
Observed price	2022-11-28	9.12
Observed price	2022-12-02	9.90
Observed price	2022-12-22	9.20
Observed price	2022-12-30	10.32
Observed price	2023-01-19	10.48
Observed price	2023-01-27	11.25
Observed price	2023-02-04	12.15
Observed price	2023-02-12	11.38
Observed price	2023-03-04	13.11
Observed price	2023-03-12	12.69
Observed price	2023-03-20	12.82
Observed price	2023-04-01	13.43
Observed price	2023-04-13	13.09
Observed price	2023-04-21	12.76
Observed price	2023-05-19	14.14
Observed price	2023-05-27	13.25
Observed price	2023-05-31	13.14
Observed price	2023-06-12	14.35
Observed price	2023-06-24	14.59
Observed price	2023-07-14	13.18
Observed price	2023-07-18	13.47
Observed price	2023-08-07	17.04
Observed price	2023-08-11	16.38
Observed price	2023-08-19	15.20
Observed price	2023-09-04	15.69
Observed price	2023-09-24	14.37
Observed price	2023-10-02	14.84
Observed price	2023-10-18	17.30
Observed price	2023-10-30	16.81
Observed price	2023-11-07	17.79
Observed price	2023-11-15	18.55
Observed price	2023-12-05	20.1
Observed price	2023-12-13	21.2
Observed price	2023-12-21	20.1
Observed price	2024-01-02	19.76
Observed price	2024-01-10	18.27
Observed price	2024-02-03	17.17
Observed price	2024-02-15	20.7
Observed price	2024-02-19	20.5
Observed price	2024-03-02	17.98
Observed price	2024-03-18	17.00
Observed price	2024-03-30	18.37
Observed price	2024-04-23	17.84
Observed price	2024-04-27	18.79
Observed price	2024-05-01	18.06
Observed price	2024-05-21	21.7
Observed price	2024-06-02	21.8
Observed price	2024-06-14	19.80
Observed price	2024-06-30	19.75
Observed price	2024-07-08	20.8
Observed price	2024-07-12	21.0
Observed price	2024-07-28	22.6
Observed price	2024-08-13	19.73
Observed price	2024-08-25	22.6
Observed price	2024-09-06	21.1
Observed price	2024-09-18	23.4
Observed price	2024-09-26	23.1
Observed price	2024-10-12	25.2
Observed price	2024-10-16	25.7
Observed price	2024-11-01	22.8
Observed price	2024-11-13	27.7
Observed price	2024-11-17	24.4
Observed price	2024-12-15	27.8
Observed price	2024-12-19	25.6
Observed price	2024-12-31	26.4
Observed price	2025-01-16	33.6
Observed price	2025-01-20	34.9
Observed price	2025-02-09	32.9
Observed price	2025-02-13	28.6
Observed price	2025-02-25	25.1
Observed price	2025-03-09	28.9
Observed price	2025-03-25	33.0
Observed price	2025-04-06	28.1
Observed price	2025-04-14	33.0
Observed price	2025-04-26	33.6
Observed price	2025-05-04	36.0
Observed price	2025-05-20	35.7
Observed price	2025-06-09	40.6
Observed price	2025-06-25	41.0
Observed price	2025-06-29	46.2
Observed price	2025-07-07	44.8
Observed price	2025-07-23	58.8
Observed price	2025-07-31	58.7
Observed price	2025-08-12	69.1
Observed price	2025-09-05	63.7
Observed price	2025-09-13	69.7
Observed price	2025-09-17	75.8
Observed price	2025-10-07	103
Observed price	2025-10-11	95.2
Observed price	2025-10-19	83.6
Observed price	2025-11-04	84.9
Observed price	2025-11-20	67.3
Observed price	2025-12-02	71.0
Observed price	2025-12-06	77.4
Observed price	2025-12-30	76.7
Observed price	2026-01-11	116
Observed price	2026-01-19	129
Observed price	2026-02-04	94.3
Observed price	2026-02-12	87.0
Observed price	2026-02-20	103
Observed price	2026-03-08	90.7
Observed price	2026-03-24	77.5
Observed price	2026-04-09	68.3
Observed price	2026-04-13	73.5
Observed price	2026-04-21	69.2
Observed price	2026-05-11	57.0
Observed price	2026-05-15	52.1
Observed price	2026-05-31	63.9
Observed price	2026-06-12	57.8
Observed price	2026-06-28	47.0
Observed price	2026-07-02	55.4
Observed price	2026-07-18	46.0
Observed price	2026-07-30	46.2
Observed price	2026-08-15	64.2
Observed price	2026-08-19	60.6
Observed price	2026-09-04	47.8
Observed price	2026-09-21	48.6
Observed price	2026-09-23	46.2
Observed price	2026-09-25	45.6
Published advisor forecast	2026-09-18	47.5
Published advisor forecast	2026-12-18	45.1
Published advisor forecast	2027-03-18	48.7
Published advisor forecast	2027-06-18	47.2
Published advisor forecast	2027-09-18	50.5
Published advisor forecast	2027-12-18	52.6
Published advisor forecast	2028-03-18	51.5
Published advisor forecast	2028-06-18	54.6
Published advisor forecast	2028-09-18	56.8
Published advisor forecast	2028-12-18	57.9
Published advisor forecast	2029-03-18	60.2
Published advisor forecast	2029-06-18	58.4
Published advisor forecast	2029-09-18	61.4
Published advisor forecast	2029-12-18	63.2
Published advisor forecast	2030-03-18	64.5
Published advisor forecast	2030-06-18	66.4
Published advisor forecast	2030-09-18	65.1
Published advisor forecast	2030-12-18	67.7
Published advisor forecast	2031-03-18	69.0
Published advisor forecast	2031-06-18	71.1
Published advisor forecast	2031-09-18	72.5

2. Scenarios & Signals

Bull case

The bull case activates when cash flow and a production award arrive together. A Golden Dome or directed-energy production contract converts the $15.0B pipeline into funded , the pre-built Spartan and hypersonic plant absorbs volume, and incremental gross margin lifts EBITDA faster than revenue. Positive in 2028 then removes the overhang entirely, allowing buybacks instead of issuance. With rates easing simultaneously, both earnings and multiple expand, delivering returns well beyond the base path.

Bear case

The bear case begins with appropriations slipping and hypersonic awards descoping. Fixed costs from newly built capacity then meet flat volumes, pushing an already 2% operating margin negative, while working capital stays trapped in unbilled receivables. Management responds by acquiring growth or tapping the authorized share pool, diluting holders a second time below issue price. With the 10-year still near 5%, a growth stock without growth or cash re-rates toward asset value, halving the shares again.

Current crowd narrative

The consensus trade is "cheap now, after a 63% crash": shares fell from roughly $134 in January to $47.50, yet sell-side targets sit near $105-118 with 85-90% buy ratings [1][3][15]. The crowd anchors on and the hypersonics story while treating negative free cash flow and 21% as temporary growth costs. Targets stayed static while EPS estimates were cut.

Alpha-gap assessment

The crowd modestly underestimates these shares, but for a different reason than the bulls claim. Consensus buys the revenue ramp; the overlooked evidence is the balance sheet. After the February raise, Kratos holds roughly $1.44B of cash against 0.07 debt-to-equity [12], meaning the guided cash burn is voluntary capacity investment, not distress. The market is pricing execution risk twice, through both a compressed multiple and a burn discount. The offsetting blind spot bulls ignore is that management issued at $84 and can issue again.

Convergence catalyst

The decisive trigger is the February 2027 fourth-quarter release with initial FY2027 guidance quantifying hypersonics above $700M and a narrowing free cash outflow. The first observable sign of repricing is adjusted EBITDA growth exceeding revenue growth, confirming that the pre-built plant is finally absorbing volume rather than consuming it.

Macro-regime alignment

Two channels dominate. Defense appropriations are a demand tailwind largely insulated from the cycle, with $126B of the reconciliation authorization still uncommitted [20]. But the discount-rate channel is a headwind: with the 10-year near 5.0% and the Fed at 3.75-4.00%, a negative-free-cash-flow, back-loaded earnings profile is punished hardest. The thesis is highly sensitive to rate regime change in both directions.

Paywalled preview begins: Macro-regime alignment

From this section to the end-of-preview notice below, research is provided as simplified HTML text and tables. Full access provides the complete interactive interface, charts and additional datasets.

Sentiment and regime

Greed and fear sentiment: -0.2
Expected volatility regime: high_erratic
Convergence-cycle position: reversal

Primary drivers

Primary drivers supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Hypersonics EATS THE Company	Follow the revenue, not the drone headlines: hypersonics produced roughly $200M in 2025, tracks $400M in 2026 and is guided above $700M in 2027 [18], anchored by MACH-TB and new Kraken/Nemesis awards [19]. This is the only line item large enough to move a $1.5B revenue base to $2.5B. Test-bed cadence is funded and recurring, which is why the effect persists rather than spikes.	Not available	+34.0%
Backlog IS Already Banked	The order book corroborates the growth claim: $2.084B consolidated backlog, LTM bookings of $1.990B and a 1.3:1 LTM book-to-bill against a $15.0B bid pipeline [8][17]. Meanwhile only $30B of the $156B reconciliation defense authorization had been committed by April [20], implying obligations still to flow. Backlog converts with a lag, so this supports revenue through 2028 largely independent of the next budget fight.	Not available	+22.0%
Fixed Plant Rising Throughput	Kratos has pre-built capacity ahead of volume: unbilled receivables rose $104.3M and inventories $24.8M in first-half 2026 as it staged production [12]. Spartan engine components are ordered at 3,000 units for 2027 and 5,000 for 2028 at roughly $50,000 average selling price [19]. Once those fixed propulsion and hypersonic facilities absorb volume, incremental gross margin should exceed today's 22%, lifting EBITDA faster than revenue.	Not available	+16.0%
A Fortress Balance Sheet Finally	The February 2026 raise was badly timed for holders but decisive for solvency: cash rose to $1,437.6M from $560.6M, with a debt-to-equity ratio of 0.07 and an undrawn $300M revolver [12]. That removes financing risk from a company guiding to $85-105M of free cash outflow. Kratos can fund the 2027-2028 ramp internally rather than issuing equity near $47.50, protecting per-share economics through the investment phase.	Not available	+11.0%

Primary frictions

Primary frictions supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
Maximum Duration Meets 5% Yields	The de-rating was a discount-rate event, not an operating failure. At 292x trailing earnings and ~65x TTM EV/EBITDA with negative free cash flow, KTOS is the longest-duration asset in the defense complex, and the US 10-year closed at 4.998% on 18 September 2026 after a Fed hike to 3.75-4.00%. Even on guided 2026 EBITDA the multiple stays near 44x, so any further rate persistence compresses it again.	Not available	-28.0%
Crowded Skies Contested Margins	The segment carrying the story is the weakest performer: unmanned systems grew only 8.1% organically to $79.1M with backlog flat at $374.6M [7][11]. Anduril, primes in-sourcing autonomy and new entrants compete for the same collaborative-aircraft dollars, while rare-earth shipment friction and drone-component tariffs raise input costs. Concentration into hypersonics reduces diversification, so a single program restructuring would bite harder than in prior cycles [15].	Not available	-17.0%
Issued AT Eighty FOUR Trading AT Forty	Management sold 16.4 million shares at $84.00, raising about $1,348.4M net and expanding basic weighted-average shares from 155.7M to 188.6M [12][14]. Holders absorbed roughly 21% dilution [15] while the price halved. With 245 million shares authorized against 187.6 million outstanding [12], the option to repeat exists. Demonstrated behaviour is to issue when the window opens, which caps per-share upside on every re-rating.	Not available	-15.0%
Adjusted Ebitda Flatters A THIN Residual	The gap between the narrative and the shareholder claim is measurable: Q2 2026 GAAP net income was $4.4M against $16.3M of non-cash stock compensation and a $1.6M operating loss, while adjusted EBITDA was reported at $38.2M [7][19]. Consensus quietly cut 2026 EPS from $0.336 to $0.296 even as revenue estimates rose [15]. Until compensation intensity falls, revenue growth converts poorly into earnings per share.	Not available	-12.0%

Tail opportunities

Tail opportunities supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
A Production Scale Golden DOME Award	The upside catalyst is a multi-year production award rather than another development contract: a Golden Dome layered-defence role, a CCA Increment 2 selection, or scaling of the directed-energy program already booked as prime and described as several hundred million dollars ramping in 2027-2028 [13]. Any such award would convert pipeline into funded backlog, justify the pre-built capacity and re-rate the shares toward sell-side targets near $118 [15]. Probability stays below 50% because no primary confirmation of a Golden Dome contract exists, and awards typically slip across fiscal years.	33.0%	+48.0%
THE First CASH Positive YEAR	Kratos has burned cash for most of a decade; free cash flow was minus $129M on a trailing basis with 2026 guided to another $85-105M outflow [7]. If second-half 2026 margin leverage holds and capex normalizes below 5% of revenue, management could guide 2028 to genuine positive free cash flow during the early-2028 reporting season. That single disclosure would shift valuation from adjusted EBITDA to cash yield and attract quality-growth buyers. It remains below even odds because the engine and turbofan ramps consume working capital through 2028.	40.0%	+29.0%

Tail risks

Tail risks supplied in this advisor's published forecast
Force	Rationale	Probability	Expected price impact
MACH TB GETS Restructured	Concentration cuts both ways. If FY2027-2028 appropriations arrive via extended continuing resolutions, or the hypersonic test-bed programme is recompeted, descoped or re-awarded to a rival consortium, the guided path from $400M to $700M-plus of hypersonics revenue [18] collapses into the fixed cost of freshly built facilities. Operating margin near 2% offers no cushion. Timing would cluster around the fiscal 2028 budget cycle. Probability remains under 50% given multi-year programme funding and a 1.3:1 book-to-bill, but the single-programme exposure is documented [15].	28.0%	-36.0%
THE Billion Dollar Shopping Spree	The largest per-share risk is not demand but capital allocation. With roughly $1.44B of cash and 245 million shares authorized against 187.6 million outstanding [12], a large acquisition at defense-technology multiples, or another equity issue below $60, would dilute holders again after the $84.00 offering already destroyed relative value. Expect the decision window in 2027-2030 as competitors consolidate. The probability sits below 50% because management has signalled organic capacity investment as the priority, but its demonstrated behaviour argues for vigilance.	34.0%	-24.0%

Step-by-step forecast path

Universal Investor forecast path for prediction task predrqst_batch_task__xrefsubjtskconf_432f229a-05df-5301-b732-54fc5866bcb7__sb7__20260920064920277661
Step	Forecast date	Step change	Projected value (USD)	Scenario rationale
1	December 18, 2026	-5.0%	45.09	The early-November third-quarter print confirms roughly 20% organic growth but another negative free-cash quarter. With the ten-year near 5% and a further Fed hike signalled, duration-heavy defense technology de-rates again.
2	March 18, 2027	+8.0%	48.69	February's fourth-quarter release and initial FY2027 guidance quantify the hypersonics step toward $700M. Backlog conversion evidence outweighs cash burn, sparking a relief rebound from washed-out institutional positioning.
3	June 18, 2027	-3.0%	47.23	Appropriations friction and continuing-resolution risk delay obligation of hypersonic and directed-energy funding. Working capital builds again ahead of engine deliveries, capping the rebound and inviting profit-taking from fast money.
4	September 18, 2027	+7.0%	50.54	Spartan engine deliveries and higher hypersonic test cadence lift second-quarter margins. Adjusted EBITDA grows faster than revenue for the first time, validating the operating-leverage thesis the market abandoned in 2026.
5	December 18, 2027	+4.0%	52.56	Moderating US inflation allows the Fed to pause, lowering the discount applied to 2029-2031 cash flows. Valkyrie scale-up toward forty units annually adds supporting narrative to improving fundamentals.
6	March 18, 2028	-2.0%	51.51	FY2028 guidance again embeds heavy capital expenditure and only marginally positive free cash flow. The market penalises the deferral even as revenue guidance clears roughly $2.4 billion.
7	June 18, 2028	+6.0%	54.60	BladeWorks turbofan production begins with GE Aerospace, and the first clearly positive quarterly operating cash flow appears. Valuation begins re-anchoring on cash generation rather than adjusted EBITDA.
8	September 18, 2028	+4.0%	56.78	Counter-UAS and directed-energy procurement converts pipeline into funded backlog. Book-to-bill holds above 1.2 while operating margin approaches high single digits, confirming the throughput-versus-fixed-cost thesis.
9	December 18, 2028	+2.0%	57.92	Post-election budget uncertainty tempers multiple expansion. Results stay solid, but investors withhold a higher rating until convinced the propulsion ramp proceeds without any new equity issuance.
10	March 18, 2029	+4.0%	60.24	Full-year 2028 results show genuine free cash flow. Balance-sheet optionality shifts from promise to proof, supporting a modestly higher through-cycle multiple for a now self-funding franchise.
11	June 18, 2029	-3.0%	58.43	Competitive intensity from Anduril and prime-contractor in-sourcing pressures unmanned pricing. A lost recompete or slower award cadence trims growth expectations for the segment carrying the popular narrative.
12	September 18, 2029	+5.0%	61.35	Hypersonic test-bed volumes and space-domain-awareness production offset unmanned softness. Management raises medium-term margin targets as fixed infrastructure finally absorbs materially higher manufacturing throughput.
13	December 18, 2029	+3.0%	63.19	A steadier inflation regime and lower policy rates restore appetite for mid-cap growth industrials. Kratos re-rates modestly alongside improving free cash flow conversion and reduced financing anxiety.
14	March 18, 2030	+2.0%	64.46	Guidance normalizes toward mid-teens growth as easy hypersonic comparisons lapse. The shares advance with earnings rather than multiple expansion, a healthier but structurally slower return regime.
15	June 18, 2030	+3.0%	66.39	International demand resumes, including munitions restocking and Israeli satellite communications, after currency headwinds fade. Incremental higher-margin revenue supports consolidated margin without additional capital intensity.
16	September 18, 2030	-2.0%	65.06	A capital-allocation event, likely a sizeable acquisition or renewed shelf usage, revives dilution concerns. Investors discount per-share outcomes despite improving consolidated revenue and margin trajectory.
17	December 18, 2030	+4.0%	67.66	Integration progresses and accumulated free cash flow creates genuine buyback capacity. The per-share narrative improves, drawing value-oriented defense investors back into a name they previously avoided.
18	March 18, 2031	+2.0%	69.02	FY2030 results confirm sustained double-digit EBITDA margins. Valuation settles near mature defense-technology multiples, so incremental returns now track earnings growth rather than sentiment or narrative.
19	June 18, 2031	+3.0%	71.09	Next-generation autonomy and affordable-munitions programs enter production. Bookings above one-times revenue sustain confidence without reigniting the speculative premium that collapsed during 2026.
20	September 18, 2031	+2.0%	72.51	The horizon closes with Kratos as a cash-generative mid-cap defense franchise. Appreciation reflects compounding earnings against a normalized discount rate rather than further multiple re-rating.

Advisor and configuration

Advisor: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release
Persona: Universal Investor
Archetype: The Polymath
Model: 2026-07-24 release
Provider: Anthropic
Mode: RESEARCHER (Web Search Enabled) with High Reasoning and Standard Creativity
Task configuration: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release__equity__json__extnd_invest_thesis_4q_alphassym__ts_num_desc__h5y_s3m__var1__researcher__standard_creativity_high_thinking__batch
Forecast horizon: 5 year
Forecast steps: 20 steps of 3 month
Assembly type: Balanced Assembly
Assembly name: universal_investor__the_polymath__anthropic_claude_opus_5__20260724_release RESEARCHER Forecast Assembly
Input format: inmemory_base_placeholders__latest_eod_close_price_with_stats_and_fundamentals__var1
Output format: Equity Extended Investment Thesis (4 Quadrants and Alpha Asymmetry) + Pct Change Timeseries for Close Price with Rationale, (5Y Quarterly)

Read the complete Universal Investor advisor methodology

Configuration components

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aiassmprmtcmpnt_c55d1851-d218-5d30-b83b-54bbda31e2ee
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aiassmprmtcmpnt_8115cc2a-d418-54b1-a616-49dfa91195f4

Research sources

[1]Why Is Kratos Defense Stock Down 63% From Its All-Time High | TIKR.comtikr.com
[2]why kratos ktos stock is falling todaybarchart.com
[3]Kratos Share Price: KTOS Stock Today & Outlook - VT Marketsvtmarkets.com
[4]Kratos Defense & Security Solutions (KTOS) — Buy and sell stocks commission-free on Robinhoodrobinhood.com
[5]KTOS Stock Splits - Kratos Defense and Security Solutions Inc - Alpha Spreadalphaspread.com
[6]Why Kratos Defense & Security Solutions (KTOS) Stock Is Down Today | Quiver Quantitativequiverquant.com
[7]Kratos Reports Second Quarter 2026 Financial Resultsstocktitan.net
[8]Kratos Reports Second Quarter 2026 Financial Resultsglobenewswire.com
[9]KRATOS DEFENSE & SECURITY SOLUTIONS, INC. - Form 8-K - FY2026sec.gov
[10]Kratos Defense & Security Solutions Q2 Earnings Call Highlightsfinance.yahoo.com
[11]KRATOS DEFENSE & SECURITY SOLUTIONS, INC. - Form 8-K - FY2026sec.gov
[12]Kratos Defense posts higher Q2 2026 revenue, profit | KTOS Quarterly Report (10-Q)stocktitan.net
[13]Kratos (KTOS) Q1 2026 Earnings Call Transcript | The Motley Foolfool.com
[14]Kratos Defense Completes Public Equity Offering to Expand - TipRanks.comtipranks.com
[15]Kratos Defense & Security Solutions (Nasdaq:KTOS) - Stock Analysis - Simply Wall Stsimplywall.st
[16]Kratos (KTOS) Boosts 2026 Outlook and Equity Capacity Is Its Growth Story Entering a New Phase? - Simply Wall St Newssimplywall.st
[17]Kratos Reports Second Quarter 2026 Financial Results August 4, 2026ir.kratosdefense.com
[18]Earnings call transcript: Kratos tops Q2 2026 estimates and lifts outlook By Investing.cominvesting.com
[19]KTOS Q2 FY2026 earnings call — BigGo Financefinance.biggo.com
[20]Why Kratos Stock Could Surge Again After Its Big Drop - ClearanceJobsnews.clearancejobs.com
[21]Kratos Defense & Security Solutions - KTOS - Stock Price & News | The Motley Foolfool.com
[22]KTOS Stock Quote Price and Forecast | CNNcnn.com

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