KTOS - NASDAQ
Kratos Defense & Security Solutions, Inc.
$58.43
-7.6%Kratos Defense & Security Solutions, Inc. operates as a government contractor of the U.S. Department of Defense. The company operates through two segments, Kratos Government Solutions and Unmanned Systems. The Kratos Government Solutions segment offers microwave electronic products, space and satellite communications, training and cybersecurity/ warfare, C5ISR/ modular systems, turbine technologies, and defense and rocket support services. The Unmanned Systems segment provides unmanned aerial systems, and unmanned ground and seaborne systems. It serves national security related agencies, the department of defense, intelligence agencies, and classified agencies, as well as international government agencies and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.
At a Glance
Live SnapshotKratos Defense & Security Solutions, Inc. Management Team
Mr. Eric M. DeMarco
Chief Executive Officer, President & Director
Compensation
$1,804,445
Mr. Brian Shepard
Chief Information Officer
Mr. Kevin Walden
Chief Information Officer
Ms. Deanna Hom Lund CPA
Executive Vice President, Chief Financial Officer & Director
Compensation
$870,494
Mr. Thomas E. Mills IV
President of C5ISR Systems Division
Mr. David Carter
President of Defense & Rocket Support Services Division
Compensation
$305,623
Mr. Yonah Adelman
President of Microwave Electronics Division
Compensation
$641,848
Mr. Phillip Carrai
President of Space, Training & Cyber Solutions Division
Compensation
$543,583
Mr. Steven S. Fendley
President of Unmanned Systems Division
Compensation
$630,045
Mr. Benjamin Goodwin
Senior Vice President of Corporate Development & Government Affairs
Compensation
$790,000
Ms. Marie C. Mendoza
Senior Vice President, General Counsel & Secretary
Ms. Maria Cervantes de Burgreen
Vice President, Corporate Controller & Principal Accounting Officer
Kratos Defense & Security Solutions, Inc. Insider Positioning
During the last 12 months, insiders have sold $31.40M worth of KTOS shares, with no buying activity reported.
3 Months
0
0.00
40.1K
2.71M
-2.7M
-$2.71M
3-6 Months
0
0.00
214.4K
17.85M
-17.8M
-$17.85M
6-9 Months
0
0.00
133.6K
9.91M
-9.9M
-$9.91M
9-12 Months
0
0.00
17.2K
924.76K
-925K
-$925K
Top Buyers
No buying activity
Top Sellers
Demarco Eric M
Director, Officer: President & Ceo
$19.36M
Fendley Steven S.
Officer: President, Us Division
$2.53M
Jarvis Scot B
Director
$2.38M
Adelman Jonah
Officer: President, Me Division
$2.24M
Carrai Phillip D
Officer: President, Stc Division
$1.49M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $31.40M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
SEC Filings
KTOS - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 02, 2026 | April 02, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 04, 2025 | April 04, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | April 11, 2024 | April 11, 2024 | 2024 | |
DEF 14A DEF 14A N/A | April 14, 2023 | April 14, 2023 | ||
DEF 14A DEF 14A 2022 N/A | April 22, 2022 | June 14, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | April 09, 2021 | May 26, 2021 | 2021 | |
DEF 14A DEF 14A 2019 N/A | April 24, 2020 | December 29, 2019 | 2019 | |
DEF 14A DEF 14A 2019 N/A | March 29, 2019 | May 09, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 30, 2018 | June 19, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 14, 2017 | May 31, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.