NASDAQ · Industrials

KRATOS DEFENSE & SEC SOLUTIO KTOS

Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally.

Military/Government/Technical

Company profile

Business mix

  • The company operates through Kratos Government Solutions and Unmanned Systems segments.
  • The company primarily serves national security-related agencies, the U.S. Department of Defense, intelligence and classified agencies, international government agencies, and domestic and international commercial customers.
  • Kratos Defense & Security Solutions, Inc. was formerly known as Wireless Facilities, Inc. and changed its name to Kratos Defense & Security Solutions, Inc. in August 1999.
  • Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 373.25 FCF -1.21% Buyback -10.63%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $50.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $237.5M Estimated from net reduced shares
Net share change / base shares -82.5% -3,368,874 / 4,084,269
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -52.7% 13F value change -$13.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -37.4% 13F value change -$84.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -40.9% 13F value change -$41.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,084,269 Last 3 periods -3,368,874 (-82.5%) Total shares 715,395 Value $50.4M

Recent mentions

No public mentions.