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 $47.86 · VWAP $68.77 · -41.2% vs 12m avg buyer

collapse vol: compressedgaps: overnight-shiftchurn: 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 →
TDY+2.9% -0.2%1d +0.8%7d LMT+2.8% +3.6%1d +8.3%7d ESLT+2.3% +1.9%1d +15.2%7d MSI+0.6% +1.5%1d +4.3%7d RTXE-1.5% +3.7%1d +4.3%7d SHLD-1.9% +1.4%1d +2.7%7d NOCE-2.1% +4.0%1d +8.1%7d ITA-2.9% +1.0%1d +1.2%7d AVEX-5.0% +1.1%1d +5.0%7d KRKNF-11.9% +2.5%1d -8.3%7d LASR-12.7% -5.1%1d -12.5%7d KTOS-15.1% -0.8%1d -4.6%7d AMPX-15.3% -8.2%1d -18.3%7d PL-15.4% -6.7%1d -21.1%7d ONDS-16.1% -4.9%1d -10.3%7d AXON-16.7% -6.5%1d -7.7%7d DRNZ-16.8% -1.5%1d -7.1%7d JEDI-18.9% -4.3%1d -13.0%7d AVAV-22.1% -1.2%1d -11.2%7d UMAC-25.9% -8.5%1d -21.7%7d DPRO-31.9% -5.4%1d -15.9%7d RCAT-33.5% -3.7%1d -18.2%7d HLSQ-69.0% -10.3%1d -21.6%7d

Next earnings KTOS reports in 17 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. EPS only.

8 most recent of 11 quarters · newest report Aug 4 · projection Oct 16

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 1 day ago · Oct 16

“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
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 9 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Oct 2 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +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
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 23 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 18 Scan Drone & Defense Scan
AVAVAVEXKTOSLASRESLTLMTRTXENOCE +4 more
Sep 11 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Sep 4 Scan Drone & Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 22 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Aug 6 Catalyst KTOS earnings
KTOS
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXEPLTR +4 more
Aug 5 The Prints The Prints
SPCXEPFEKTOSAMPX
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
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 28 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 17 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 11 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jul 7 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 26 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 25 Scan Drone Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +4 more
Jun 20 Scan Drone / Defense Scan
AVAVAVEXKTOSEOPSFLASRESLTLMTRTXE +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
SPCXEECHOSTMLINAPDNOCERKLBASTS#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