Kratos Defense & Security Solutions, Inc.
- KTOS · Nasdaq
- Guided Missiles & Space Vehicles & Parts
- San Diego, CA
- 4,300 employees
- CIK 0001069258
Updated from SEC filings through
Top things to know
Executives
- Eric M. Demarco President & CEO 4, 2026-08-14
- Deanna H. Lund EVP & CFO 4, 2026-09-23
- William Peter Wilson President, C5ISR Division 3, 2026-09-28
- Phillip D. Carrai President, STC Division 4, 2026-09-17
- Steven S. Fendley President, US Division 4, 2026-08-26
- David M. Carter President, DRSS Division 4, 2026-08-07
What leadership is saying
“Kratos’ second quarter results are reflective of the execution of the Kratos team and that our strategy, including making internally funded investments to be first-to-market with relevant hardware and software, that is engineered up front for affordable mass production, at scale, is aligned with the Department of War’s priorities. Representative of this alignment is Kratos’ last 12 month book-to-bill ratio of 1.3 to 1.0, the number of opportunities for Kratos continuing to in”
Earnings press release (8-K Ex. 99.1), filed August 4, 2026
Kratos Defense & Security Solutions, Inc. is a U.S. public company in guided missiles & space vehicles & parts (SIC 3760), headquartered in San Diego, CA. It trades as KTOS on Nasdaq. Revenue was $1.3B in the fiscal year ending December 28, 2025, +18.5% from the year before. It reported about 4,300 employees. Eric M. Demarco is President & CEO.
Five-year financials
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $1.3B 10-K, 2026-02-23 | $1.1B 10-K, 2026-02-23 | $1.0B 10-K, 2026-02-23 | $898M 10-K, 2025-02-26 | $812M 10-K, 2024-02-13 |
| Operating income | $25.6M 10-K, 2026-02-23 | $29.0M 10-K, 2026-02-23 | $31.1M 10-K, 2026-02-23 | -$2.9M 10-K, 2025-02-26 | $27.9M 10-K, 2024-02-13 |
| SG&A | $240M 10-K, 2026-02-23 | $217M 10-K, 2026-02-23 | $199M 10-K, 2026-02-23 | $183M 10-K, 2025-02-26 | $160M 10-K, 2024-02-13 |
| Net income | $22.0M 10-K, 2026-02-23 | $16.3M 10-K, 2026-02-23 | -$8.9M 10-K, 2026-02-23 | -$36.9M 10-K, 2025-02-26 | -$2.0M 10-K, 2024-02-13 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| Eric M. Demarco | President & CEO | 4, 2026-08-14 |
| Deanna H. Lund | EVP & CFO | 4, 2026-09-23 |
| William Peter Wilson | President, C5ISR Division | 3, 2026-09-28 |
| Phillip D. Carrai | President, STC Division | 4, 2026-09-17 |
| Steven S. Fendley | President, US Division | 4, 2026-08-26 |
| David M. Carter Vice President at Kratos Defense & Security Solutions | President, DRSS Division | 4, 2026-08-07 |
| Stacey G. Rock President Turbine Technologies Division at Kratos Defense and Security Solutions | President, KTT Division | 4, 2026-07-02 |
| Jonah Adelman | President, ME Division | 4, 2026-05-28 |
| Thomas E. Mills Iv President at Kratos C5SIR Systems Division | President, C5ISR Division | 4, 2026-03-06 |
| Maria Cervantes de Burgreen | Vice President and Corporate Controller (Principal Accounting Officer) | 10-K, 2026-02-23 |
| Marie Mendoza | SVP & General Counsel | 4, 2026-09-17 |
| de Burgreen Maria Cervantes | VP & Corp. Controller | 4, 2026-03-18 |
| David King | Board member (per proxy) bio: director | DEF 14A, 2026-04-02 |
| Amy Zegart | Director | 10-K, 2026-02-23 |
| Bobbi Doorenbos | Director | 10-K, 2026-02-23 |
| Bradley Boyd | Director | 10-K, 2026-02-23 |
What Kratos Defense & Security Solutions, Inc. does
Kratos is a technology, hardware, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field relevant solutions that address our customers’ mission critical needs and requirements.
Item 1. Business, 10-K for the year ending December 28, 2025
Shares and governance
| Shares outstanding | 188.3 million (as of October 30, 2026) | 10-Q, November 5, 2026 |
|---|---|---|
| Public float | $6.5B (as of June 29, 2025) | 10-K, February 23, 2026 |
| Reportable segments | 2 (period ending September 27, 2026) | 10-Q, November 5, 2026 |
| Latest proxy statement | Meeting April 2, 2026 (filed April 2, 2026) | DEF 14A, April 2, 2026 |
| Auditor | Deloitte & Touche LLP (San Diego, California) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| October 26, 2026 | Deanna H. Lund EVP & CFO | Sale | 7,000 | $280K | Form 4, October 28, 2026 |
| October 15, 2026 | Phillip D. Carrai President, STC Division | Sale | 6,500 | $259K | Form 4, October 16, 2026 |
| September 21, 2026 | Deanna H. Lund EVP & CFO | Sale | 7,000 | $341K | Form 4, September 23, 2026 |
| September 15, 2026 | Marie Mendoza SVP & General Counsel | Sale | 1,000 | $49K | Form 4, September 17, 2026 |
| September 15, 2026 | Phillip D. Carrai President, STC Division | Sale | 6,500 | $311K | Form 4, September 17, 2026 |
| August 24, 2026 | Steven S. Fendley President, US Division | Sale | 7,000 | $393K | Form 4, August 26, 2026 |
| August 18, 2026 | Scot B. Jarvis Director | Sale | 10,000 | $635K | Form 4, August 20, 2026 |
| August 17, 2026 | Marie Mendoza SVP & General Counsel | Sale | 1,513 | $97K | Form 4, August 19, 2026 |
Recent 8-K events
- 8-K filed 2026-11-05
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-08-04
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-05-15
- Item 5.07 Submission of matters to a vote of security holders
- 8-K filed 2026-05-06
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-03-25
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2026-03-06
- Item 2.01 Completion of acquisition or disposition of assets
- 8-K filed 2026-03-02
- Item 1.01 Entry into a material definitive agreement
- Item 8.01 Other events
- 8-K filed 2026-02-23
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2025-11-07
- Item 1.01 Entry into a material definitive agreement
- Item 8.01 Other events
- 8-K filed 2025-11-04
- Item 2.02 Results of operations and financial condition (earnings release)
Frequently asked questions about Kratos Defense & Security Solutions, Inc.
- What does Kratos Defense & Security Solutions, Inc. do?
- In its own words, from Item 1 of its 10-K: "Kratos is a technology, hardware, products, system and software company addressing the defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field relevant solutions that address our customers’ mission critical needs and requirements."
- What is Kratos Defense & Security Solutions, Inc.'s revenue?
- $1.3B for the fiscal year ending December 28, 2025, from its 10-K filed February 23, 2026.
- Is Kratos Defense & Security Solutions, Inc. profitable?
- Kratos Defense & Security Solutions, Inc. reported net income of $22.0M for the fiscal year ending December 28, 2025.
- How many employees does Kratos Defense & Security Solutions, Inc. have?
- About 4,300, as stated in its annual report.
- Who is the CEO of Kratos Defense & Security Solutions, Inc.?
- Eric M. Demarco, President & CEO, as named in a 4 filed August 14, 2026.
- Who is the CFO of Kratos Defense & Security Solutions, Inc.?
- Deanna H. Lund, EVP & CFO, as named in a 4 filed September 23, 2026.
- Where is Kratos Defense & Security Solutions, Inc. headquartered?
- San Diego, CA.
- What is Kratos Defense & Security Solutions, Inc.'s stock ticker?
- KTOS on Nasdaq.
- What industry is Kratos Defense & Security Solutions, Inc. in?
- Guided Missiles & Space Vehicles & Parts, SIC code 3760.
- What is Kratos Defense & Security Solutions, Inc.'s website?
- kratosdefense.com.
- When does Kratos Defense & Security Solutions, Inc. report earnings next?
- January 31, 2027. Source: estimate_8k_pattern.
- Is Kratos Defense & Security Solutions, Inc. a public company?
- Yes. Kratos Defense & Security Solutions, Inc. files with the SEC under CIK 0001069258 and trades as KTOS.
- Who audits Kratos Defense & Security Solutions, Inc.?
- Deloitte & Touche LLP, San Diego, California, as named in its latest annual report (10-K).
- How many shares of Kratos Defense & Security Solutions, Inc. are outstanding?
- 188.3 million shares as of October 30, 2026, from its 10-Q filed November 5, 2026.
- What is Kratos Defense & Security Solutions, Inc.'s public float?
- $6.5B as of June 29, 2025, as reported on the cover of its 10-K filed February 23, 2026.
- How many business segments does Kratos Defense & Security Solutions, Inc. report?
- 2 reportable segments for the period ending September 27, 2026, from its 10-Q filed November 5, 2026.
- When is Kratos Defense & Security Solutions, Inc.'s annual shareholder meeting?
- April 2, 2026, per its proxy statement (DEF 14A) filed April 2, 2026.
- Have Kratos Defense & Security Solutions, Inc. insiders traded stock recently?
- Since April 1, 2026, officers and directors reported 41 open-market sales worth about $36.7M and 0 purchases on Forms 4 and 5. The most recent: Deanna H. Lund (EVP & CFO) sold 7,000 shares on October 26, 2026.