KTOS Kratos Defense & Security Solutions, Inc.

KTOS Kratos Defense & Security Solutions, Inc.

Industrials · Aerospace & Defense

Desk view

Passedno entry while price sits 12.3% below the 200-day ($73.65) with a death cross intact and RSI at 70.9 (2026-08-15)
Basis Open desk call ·Logged decision
Perspectives Drone Defense
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $50.61 · VWAP $67.84 · -43.0% vs 12m avg buyer

collapse vol: compressedchurn: quiet as of

Insiders selling 0 buy / 1 sell · Form 4, 90d $19.3M sold last open-market sell DEMARCO ERIC M

Cluster CEO, SVP + 3 others sold $22.1M, Aug 14–26

Coverage

7 related campaigns

Watchlists @drone-defense

KTOS Price Structure

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Peers

Every watchlist KTOS belongs to, members best 30-day change first — KTOS highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@drone-defense
View watchlist →
LMT+15.2% +2.4%1d +9.4%7d NOC+7.2% -0.2%1d +6.1%7d MSI+4.7% +0.8%1d +4.0%7d TDY+0.7% +0.8%1d +1.1%7d RTX-0.6% -1.9%1d -1.5%7d SHLD-0.7% 0.0%1d +0.7%7d ESLT-1.0% -1.1%1d -2.7%7d ITA-5.5% -1.1%1d -3.3%7d AXON-6.7% +1.4%1d +7.7%7d KRKNF-11.3% -1.0%1d +1.0%7d LASR-11.3% +0.7%1d +7.9%7d AMPX-15.9% +3.4%1d +6.1%7d KTOS-16.2% +1.1%1d -4.3%7d ONDS-16.2% +3.0%1d +2.6%7d PL-18.1% +2.5%1d -1.1%7d DRNZ-20.1% +0.7%1d -2.4%7d JEDI-20.9% +2.0%1d +0.5%7d AVAV-21.0% +4.7%1d +1.2%7d UMAC-25.0% +4.6%1d +4.3%7d RCAT-32.8% +1.4%1d -6.1%7d DPRO-33.2% -0.6%1d -3.2%7d AVEX-34.1% -1.2%1d -29.5%7d HLSQ-52.6% -4.0%1d +16.6%7d

Next earnings KTOS reports in 11 days Nov 3

Last report Aug 6

Reported the quarter ending 2026-06-28: revenue $459M, diluted EPS $0.02, net income $4M (SEC filing). Across the print the stock moved +9.8% (close before → first close after).

full note →

Against street estimates

How KTOS's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 4 · projection Oct 23

Result
Aug 4 0.150.21 GAAP ≠ +38.4%Beat
May 6 0.130.16+19.3%Beat
Feb 23 0.150.18+22.1%Beat
Nov 4 '25 0.120.14+12.3%Beat
Aug 7 '25 0.090.11+17.8%Beat
May 7 '25 0.090.12+32.9%Beat
Feb 26 '25 0.100.13+27.8%Beat
Nov 7 '24 0.080.11+31.9%Beat

Recent news

Headlines about KTOS from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

KTOS research tape

43 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Drone & Defense Scan — October 16, 2026 scan Drone & Defense Scan — October 9, 2026 scan Drone & Defense Scan — October 2, 2026 brief Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day... scan Drone & Defense Scan — September 25, 2026
Types
Oct 16 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 30 Article Drone Stocks Fell Through a Summer of Bullish Policy, and No Drone ETF Is Above Its 200-Day Yet
DRNZJEDISHLDITAAVAVKTOSRCATONDS#drone-defense +4 more
Sep 25 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXNOC +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 15 Article The End of Armor, Again
AVAVRCATUMACONDSAXONKTOSLASRGD#drone-defense +4 more
Aug 15 Article The Defense Trade Is at Its Highs. The Drone Trade Is Half Off.
AVAVAVEXKTOSRCATESLTTDYPLUMAC#drone-defense +4 more
Aug 14 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 14 Scan Washout Turn Scan
ACHRACNAEMAGAGIALBALMUAMPX +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Aug 6 Catalyst KTOS earnings
KTOS
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXPLTR +4 more
Aug 5 The Prints The Prints
SPCXPFEKTOSAMPX
Aug 4 Market Brief The Hardware Complex Fires First, and the Wall Hits Tonight
ALKSAVALAXSMBTSGCDNACGNXAAPLABBV +4 more
Aug 4 Catalyst KTOS earnings
KTOS
Jul 31 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTX +4 more
Jun 16 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 29 Scan Drone & Defense Scan
AMPXAVAVAVEXAXONDFENDRSHFEOPSFESLT +4 more
May 26 Investigation SpaceX IPO Deep Dive: Separate Trades + the Oxygen Question
SPCXECHOSTMLINAPDNOCRKLBASTS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
May 6 Catalyst KTOS earnings
KTOS
Apr 28 Scan Drone Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 26 Scan Drone & Defense Scan
AVAVAVEXDFENEOPSFESLTITAKRKNFKTOS +4 more
Apr 13 Scan Drone Defense
AVAVDFENEOPSFESLTITAKTOSLASRLMT +2 more
Mar 4 Source Drone Economy Supply Chain Thesis
ONDSDRSHFAVAVRCATKTOSAMPXUMACPL#gulf-infrastructure-strike#war-ends-playbook