Kratos Defense will release Q4 2025 financial results on February 23, with a conference call at 2 PM Pacific.
Quiver AI Summary
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) announced that it will release its financial results for the fourth quarter and fiscal year 2025 on February 23, 2026, after market close. A conference call with management will follow at 2:00 p.m. Pacific time to discuss the results, which will be accessible through registration on Kratos' website. Kratos is focused on providing innovative defense and security solutions and aims to rapidly develop cost-effective technologies for its customers. The company emphasizes affordability through proven technologies and plans to engage in opportunities where it assesses a high probability of success, either as a prime contractor or in partnership with traditional integrators.
Potential Positives
- Announcement of upcoming financial results publication for Q4 and fiscal year 2025, indicating transparency and communication with investors.
- Management will conduct a conference call to discuss operations and financial results, providing an opportunity for stakeholder engagement.
- Kratos emphasizes its commitment to affordability and innovation in defense technology, positioning itself as a competitive player in critical markets.
Potential Negatives
- Kratos has not disclosed specific financial projections or expectations for the fourth quarter and fiscal year 2025, which could lead to uncertainty among investors regarding the company's performance.
- The press release does not offer any significant updates on ongoing projects or contracts, which may raise concerns about the company’s current operational status and future growth potential.
- By stating that Kratos will only pursue opportunities where the probability of winning is high, the company implies a cautious approach that could suggest limitations in their competitiveness or the strength of their pipeline.
FAQ
When will Kratos publish its financial results for Q4 2025?
Kratos will publish its financial results for the fourth quarter and fiscal year 2025 on February 23rd, 2026.
What time is the conference call regarding Kratos' financial results?
The conference call will begin at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time).
How can participants register for the conference call?
Participants can register for the call using an Online Form available on the Kratos website.
Will there be a replay of the conference call available?
Yes, a replay of the conference call will be available on the Kratos website after the live broadcast.
What industries does Kratos Defense & Security Solutions serve?
Kratos serves the defense, national security, and commercial markets with its technology and solutions.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$KTOS Insider Trading Activity
$KTOS insiders have traded $KTOS stock on the open market 168 times in the past 6 months. Of those trades, 0 have been purchases and 168 have been sales.
Here’s a breakdown of recent trading of $KTOS stock by insiders over the last 6 months:
- ERIC M DEMARCO (President & CEO) has made 0 purchases and 13 sales selling 800,000 shares for an estimated $63,381,568.
- DEANNA H LUND (EVP & CFO) has made 0 purchases and 33 sales selling 80,000 shares for an estimated $6,133,875.
- WILLIAM A HOGLUND sold 75,000 shares for an estimated $5,576,070
- STACEY G ROCK (President, KTT Division) has made 0 purchases and 20 sales selling 36,963 shares for an estimated $3,577,169.
- STEVEN S. FENDLEY (President, US Division) has made 0 purchases and 15 sales selling 42,000 shares for an estimated $3,513,134.
- PHILLIP D CARRAI (President, STC Division) has made 0 purchases and 20 sales selling 36,500 shares for an estimated $3,090,513.
- DAVID M CARTER (President, DRSS Division) has made 0 purchases and 36 sales selling 32,123 shares for an estimated $2,863,497.
- JONAH ADELMAN (President, ME Division) sold 30,000 shares for an estimated $2,243,877
- SCOTT I ANDERSON has made 0 purchases and 5 sales selling 18,901 shares for an estimated $1,405,852.
- SCOT B JARVIS has made 0 purchases and 3 sales selling 10,000 shares for an estimated $1,192,280.
- THOMAS E IV MILLS (President, C5ISR Division) has made 0 purchases and 8 sales selling 14,281 shares for an estimated $1,169,835.
- MARIE MENDOZA (SVP & General Counsel) has made 0 purchases and 8 sales selling 9,499 shares for an estimated $796,757.
- AMY ZEGART sold 10,000 shares for an estimated $741,671
- DE BURGREEN MARIA CERVANTES (VP & Corp. Controller) has made 0 purchases and 4 sales selling 6,264 shares for an estimated $437,202.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$KTOS Revenue
$KTOS had revenues of $347.6M in Q3 2025. This is an increase of 25.99% from the same period in the prior year.
You can track KTOS financials on Quiver Quantitative's KTOS stock page.
$KTOS Hedge Fund Activity
We have seen 331 institutional investors add shares of $KTOS stock to their portfolio, and 343 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 4,165,915 shares (+17.2%) to their portfolio in Q4 2025, for an estimated $316,234,607
- ALLIANCEBERNSTEIN L.P. added 2,525,921 shares (+1389.0%) to their portfolio in Q3 2025, for an estimated $230,793,401
- FULLER & THALER ASSET MANAGEMENT, INC. removed 2,344,740 shares (-99.5%) from their portfolio in Q4 2025, for an estimated $177,989,213
- BAMCO INC /NY/ removed 2,151,380 shares (-52.7%) from their portfolio in Q3 2025, for an estimated $196,571,590
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,909,845 shares (+1315.2%) to their portfolio in Q3 2025, for an estimated $174,502,537
- ROVIDA ADVISORS INC. removed 1,773,655 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $162,058,857
- CITADEL ADVISORS LLC removed 1,345,195 shares (-89.3%) from their portfolio in Q3 2025, for an estimated $122,910,467
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$KTOS Analyst Ratings
Wall Street analysts have issued reports on $KTOS in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Jones Trading issued a "Buy" rating on 01/05/2026
- Keybanc issued a "Overweight" rating on 12/19/2025
- B. Riley Securities issued a "Buy" rating on 12/01/2025
- BTIG issued a "Buy" rating on 11/06/2025
- Truist Securities issued a "Buy" rating on 10/15/2025
- Canaccord Genuity issued a "Buy" rating on 10/09/2025
To track analyst ratings and price targets for $KTOS, check out Quiver Quantitative's $KTOS forecast page.
$KTOS Price Targets
Multiple analysts have issued price targets for $KTOS recently. We have seen 11 analysts offer price targets for $KTOS in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Michael Leshock from Keybanc set a target price of $130.0 on 01/28/2026
- Clarke Jeffries from Piper Sandler set a target price of $99.0 on 01/22/2026
- Noah Poponak from Goldman Sachs set a target price of $125.0 on 01/20/2026
- Jonathan Siegmann from Stifel set a target price of $134.0 on 01/13/2026
- Trevor Walsh from Citizens set a target price of $125.0 on 01/12/2026
- Mike Crawford from B. Riley Securities set a target price of $128.0 on 01/09/2026
- Andre Madrid from BTIG set a target price of $95.0 on 11/06/2025
Full Release
SAN DIEGO, Feb. 13, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a Technology Company in the Defense, National Security and Global Markets, announced today that it will publish financial results for the fourth quarter and fiscal year 2025 after the close of market on Monday, February 23 rd . Management will discuss the Company’s operations and financial results in a conference call beginning at 2:00 p.m. Pacific (5:00 p.m. Eastern).
The call will be available at www.kratosdefense.com . Participants may register for the call using this Onlin e Form . Upon registration, all telephone participants will receive the dial-in number along with a unique PIN that can be used to access the call. For those who cannot access the live broadcast, a replay will be available on Kratos’ website.
About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, 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 solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low cost future manufacturing which is a value add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control (C2) and telemetry, tracking and control (TT&C), jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter UAS, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit
www.KratosDefense.com
Press Contact:
Claire Burghoff
[email protected]
Investor Information:
877-934-4687
[email protected]