Kratos Defense & Security

KTOS
Defense Prime

San Diego-based defense company specializing in unmanned aerial systems, target drones, and satellite communications.

This page collects our aviation intelligence on Kratos Defense & Security (KTOS) — earnings analysis, SEC filing breakdowns, and the fleet, capacity, route, and cost themes that move the stock. When Kratos Defense & Security files a 10-Q or 10-K, we publish a same-week earnings brief; the episodes below are generated automatically from those filings and our weekly coverage.

Earnings Analysis Episodes

Detailed analysis of Kratos Defense & Security's quarterly and annual SEC filings.

Earnings 12:25

Kratos Defense & Security 2026-Q1 Earnings Analysis

Earnings 12:55

Kratos Defense & Security FY2025 Annual Report Analysis