FY2026 Earnings Estimate for KTOS Issued By Noble Financial

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) – Research analysts at Noble Financial upped their FY2026 earnings estimates for shares of Kratos Defense & Security Solutions in a research report issued on Wednesday, August 5th. Noble Financial analyst J. Gomes now anticipates that the aerospace company will post earnings of $0.63 per share for the year, up from their prior estimate of $0.59. The consensus estimate for Kratos Defense & Security Solutions’ current full-year earnings is $0.48 per share. Noble Financial also issued estimates for Kratos Defense & Security Solutions’ Q4 2026 earnings at $0.22 EPS and FY2027 earnings at $0.84 EPS.

Kratos Defense & Security Solutions (NASDAQ:KTOS) last posted its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $0.21 EPS for the quarter, beating analysts’ consensus estimates of $0.14 by $0.07. Kratos Defense & Security Solutions had a net margin of 2.03% and a return on equity of 3.07%. The company had revenue of $458.80 million for the quarter, compared to analyst estimates of $410.36 million. During the same period in the prior year, the firm posted $0.11 EPS. The company’s quarterly revenue was up 30.5% on a year-over-year basis.

Several other research analysts have also weighed in on the company. Royal Bank Of Canada lowered their price objective on Kratos Defense & Security Solutions from $100.00 to $80.00 and set an “outperform” rating for the company in a research report on Thursday, May 7th. JPMorgan Chase & Co. upgraded Kratos Defense & Security Solutions from a “neutral” rating to an “overweight” rating and cut their target price for the company from $99.00 to $82.00 in a research report on Friday, June 12th. BNP Paribas Exane lifted their target price on Kratos Defense & Security Solutions from $80.00 to $85.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Stifel Nicolaus lowered their target price on Kratos Defense & Security Solutions from $134.00 to $115.00 and set a “buy” rating for the company in a report on Thursday. Finally, Piper Sandler raised Kratos Defense & Security Solutions from a “neutral” rating to an “overweight” rating and set a $75.00 price target on the stock in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $101.29.

Kratos Defense & Security Solutions Stock Performance

Shares of KTOS opened at $62.42 on Tuesday. The company has a current ratio of 5.54, a quick ratio of 4.99 and a debt-to-equity ratio of 0.04. The stock has a market capitalization of $11.72 billion, a P/E ratio of 367.18 and a beta of 1.08. The firm’s fifty day simple moving average is $52.25 and its two-hundred day simple moving average is $69.68. Kratos Defense & Security Solutions has a 12 month low of $43.09 and a 12 month high of $134.00.

Hedge Funds Weigh In On Kratos Defense & Security Solutions

Several hedge funds have recently modified their holdings of the company. Geode Capital Management LLC increased its position in shares of Kratos Defense & Security Solutions by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 4,446,230 shares of the aerospace company’s stock valued at $337,565,000 after acquiring an additional 148,622 shares during the last quarter. Morgan Stanley raised its stake in shares of Kratos Defense & Security Solutions by 3.9% during the 4th quarter. Morgan Stanley now owns 3,311,095 shares of the aerospace company’s stock worth $251,345,000 after purchasing an additional 124,607 shares during the period. Invesco Ltd. boosted its holdings in shares of Kratos Defense & Security Solutions by 7.4% in the 3rd quarter. Invesco Ltd. now owns 3,046,194 shares of the aerospace company’s stock worth $278,331,000 after buying an additional 209,189 shares during the last quarter. Northern Trust Corp boosted its holdings in shares of Kratos Defense & Security Solutions by 13.6% in the 3rd quarter. Northern Trust Corp now owns 2,072,700 shares of the aerospace company’s stock worth $189,383,000 after buying an additional 247,652 shares during the last quarter. Finally, Corient Private Wealth LLC increased its holdings in Kratos Defense & Security Solutions by 7,701.6% during the fourth quarter. Corient Private Wealth LLC now owns 1,593,549 shares of the aerospace company’s stock worth $120,966,000 after buying an additional 1,573,123 shares during the last quarter. Institutional investors own 75.92% of the company’s stock.

Insider Buying and Selling at Kratos Defense & Security Solutions

In other Kratos Defense & Security Solutions news, insider Steven S. Fendley sold 35,000 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $58.23, for a total transaction of $2,038,050.00. Following the completion of the sale, the insider directly owned 309,087 shares of the company’s stock, valued at approximately $17,998,136.01. The trade was a 10.17% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Jonah Adelman sold 31,348 shares of Kratos Defense & Security Solutions stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $57.06, for a total value of $1,788,716.88. Following the transaction, the insider directly owned 8,000 shares in the company, valued at approximately $456,480. The trade was a 79.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 144,036 shares of company stock worth $8,034,017 in the last quarter. 1.50% of the stock is owned by insiders.

Key Stories Impacting Kratos Defense & Security Solutions

Here are the key news stories impacting Kratos Defense & Security Solutions this week:

• Positive Sentiment: Successful missile-defense flight test: Kratos target systems were used in a successful Missile Defense Agency Joint Flight Test Experiment-01 mission. The result highlights the company’s role in U.S. missile-defense testing and could reinforce demand for its target systems and related defense technologies. Kratos Target Systems Utilized During Successful MDA-Joint Flight Test Experiment-01 Mission
• Positive Sentiment: Higher full-year earnings outlook from Noble Financial: Noble raised its FY2026 EPS estimate to $0.63 from $0.59 and its FY2027 estimate to $0.84 from $0.83. The FY2026 forecast is also above the broader current-year consensus of $0.48, suggesting improving expectations for Kratos’ defense and aerospace programs. Noble Financial Issues Optimistic Forecast for KTOS Earnings
• Positive Sentiment: Analyst price target remains well above the reported trading level: Analysts have set a consensus price target of $102.41, substantially higher than the stock’s reported Tuesday opening price of $62.42. This gap reflects continued optimism about Kratos’ long-term growth, though it also leaves the shares dependent on delivering projected earnings. Analysts Set Kratos Defense & Security Solutions PT at $102.41
• Neutral Sentiment: Broader drone-sector momentum: Sharp gains in drone companies such as Unusual Machines and Red Cat Holdings may be improving sentiment toward defense-drone and autonomous-systems stocks generally. However, those companies’ results and share moves do not directly change Kratos’ fundamentals. What’s Moving Drone Stocks?
• Negative Sentiment: Lower near-term earnings forecast: Noble Financial reduced its Q4 2026 EPS estimate to $0.22 from $0.26. While its full-year 2026 and 2027 forecasts increased, the cut signals some pressure or uncertainty in the timing of near-term program earnings. Noble Financial Issues Optimistic Forecast for KTOS Earnings

Kratos Defense & Security Solutions Company Profile

Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS) is a technology-driven company that specializes in national security and defense solutions for government and military customers. The firm’s core capabilities span unmanned systems, satellite communications, missile defense, cyber security, and directed-energy weapons. Through its integrated approach, Kratos delivers mission-critical products and services designed to enhance operational readiness and support force modernization initiatives.

In the unmanned systems arena, Kratos develops high-performance aerial platforms used as target drones, low-cost attritable aircraft and experimental stealth demonstrators.