Insider filings
Kratos Defense & Security Solutions, Inc. (KTOS)
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About Kratos Defense & Security Solutions, Inc.
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Eric DeMarco
- Employees
- 4,300
- Listed since
- Nov 5, 1999
- Market value
- $7.3B
- Price to earnings (12 mo)
- 226.6
- Net income per share, as reported (12 mo)
- $0.16
- Dividend yield
- -
Earnings
6 reported quarters · next on Nov 3, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 4, 2026 | $0.21 | $0.14 | $458.8M | $410.4M | EPS beatRevenue beat |
| Q1 FY2026reported May 6, 2026 | $0.16 | $0.13 | $371.0M | $345.0M | EPS beatRevenue beat |
| Q4 FY2025reported Feb 23, 2026 | $0.18 | $0.16 | $345.1M | $327.2M | EPS beatRevenue beat |
| Q3 FY2025reported Nov 4, 2025 | $0.14 | $0.13 | $347.6M | $322.0M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 7, 2025 | $0.11 | $0.10 | $351.5M | $306.5M | EPS beatRevenue beat |
| Q1 FY2025reported May 7, 2025 | $0.12 | $0.09 | $302.6M | $292.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Eric DeMarcoPresident and Chief Executive Officer | $1.0M | $8.2M | $1.6M | $10.8M |
| Deanna LundExecutive Vice President and Chief Financial Officer | $460K | $4.1M | $396K | $5.0M |
| Steven FendleyPresident, Unmanned Systems Division | $400K | $2.7M | $243K | $3.4M |
| Phillip CarraiPresident, Space, Training & Cyber Solutions Division | $450K | $2.7M | $101K | $3.3M |
| Stacey RockPresident, Turbine Technologies Division | $350K | $1.5M | $213K | $2.1M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 24,035,367 | -24.1% | 12.74% |
| State Street Corp | $451.9M | 9,064,859 | +1.7% | 4.81% |
| Vanguard Capital Management LLC | $421.3M | 8,449,693 | +2.1% | 4.48% |
| Vanguard Portfolio Management LLC | $398.2M | 7,987,008 | -7.7% | 4.23% |
| First Trust Advisors LP | $300.0M | 6,016,073 | +122.7% | 3.19% |
| ARK Investment Management LLCCathie Wood | $233.0M | 4,672,566 | +33.8% | 2.48% |
| Invesco Ltd. | $203.7M | 4,086,232 | -20.5% | 2.17% |
| Geode Capital Management, LLC | $185.1M | 3,711,627 | -29.5% | 1.97% |
| AllianceBernstein L.P. | $157.3M | 2,230,446 | -7.9% | 1.18% |
| Hood River Capital Management LLC | $156.4M | 3,137,727 | +15.6% | 1.66% |
| VanEck Associates Corp | $148.5M | 2,978,610 | -3.7% | 1.58% |
| Dimensional Fund Advisors LP | $131.6M | 2,639,843 | +1.7% | 1.40% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Open-market insider trades
11 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Phillip D. CarraiPresident, STC Division | Sold · scheduled · 3 lines | 6,500 | $39.86 | $259K | Oct 15, 2026filed Oct 16, 2026 | 1d |
| Deanna H. LundEVP & CFO | Sold · scheduled · 2 lines | 7,000 | $48.78 | $341K | Sep 21, 2026filed Sep 23, 2026 | 2d |
| Phillip D. CarraiPresident, STC Division | Sold · scheduled · 3 lines | 6,500 | $47.83 | $311K | Sep 15, 2026filed Sep 17, 2026 | 2d |
| Marie MendozaSVP & General Counsel | Sold · scheduled | 1,000 | $48.50 | $49K | Sep 15, 2026filed Sep 17, 2026 | 2d |
| Steven S. FendleyPresident, US Division | Sold · scheduled | 7,000 | $56.16 | $393K | Aug 24, 2026filed Aug 26, 2026 | 2d |
| Scot B. JarvisDirector | Sold | 10,000 | $63.50 | $635K | Aug 18, 2026filed Aug 20, 2026 | 2d |
| Marie MendozaSVP & General Counsel | Sold · scheduled | 1,513 | $64.37 | $97K | Aug 17, 2026filed Aug 19, 2026 | 2d |
| Phillip D. CarraiPresident, STC Division | Sold · scheduled · 4 lines | 26,500 | $63.25 | $1.7M | Aug 17, 2026filed Aug 19, 2026 | 2d |
| Eric M. DemarcoPresident & CEO | Sold · scheduled · 4 lines | 300,000 | $64.33 | $19.3M | Aug 14, 2026filed Aug 14, 2026 | 0d |
| David M. CarterPresident, Drss Division | Sold · scheduled · 4 lines | 4,000 | $55.90 | $224K | Aug 5, 2026filed Aug 7, 2026 | 2d |
| Deanna H. LundEVP & CFO | Sold · scheduled · 2 lines | 1,800 | $47.86 | $86K | Aug 3, 2026filed Aug 5, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (1)
| Insider | Event | Shares | Date |
|---|---|---|---|
| William Peter WilsonPresident, C5isr Division | Other Form 4 entry (see filing) | 24,000 | Sep 18, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Members of Congress reporting a position
1 member · estimate, as of Oct 20, 20261 member reports a position (estimated). The largest estimated position is in the $100,001 - $250,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Bill Hagerty | Republican · Senate | $100,001 - $250,000 | 0.6% |
Estimate, as of Oct 20, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling KTOS?
Across the 11 most recent open-market filings shown here, 0 were purchases and 11 were sales. 10 were scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress hold KTOS?
1 member of Congress reports a position in KTOS in the estimate we hold as of Oct 20, 2026. The estimated position belongs to Bill Hagerty. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are KTOS trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.