Kratos Defense & Security Solutions, Inc.

NasdaqGS:KTOS Rapport sur les actions

Capitalisation boursière : US$10.3b

Kratos Defense & Security Solutions Dividendes et rachats

Dividende contrôle des critères 0/6

Kratos Defense & Security Solutions n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-18.1%

Rendement des rachats

Rendement total pour l'actionnaire-18.1%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Mise à jour du récit May 14

KTOS: Missile And Hypersonic Demand Will Support 2026 Guidance Execution

Analysts have adjusted their price targets for Kratos Defense & Security Solutions, with some trimming expectations by as much as $20 and others raising targets by up to $5. These changes reflect mixed views on valuation following recent guidance and program updates.
Seeking Alpha May 11

Kratos: Strong Growth, But The Market Demands More Than A Good Story

Summary Kratos Defense & Security Solutions is a high-growth defense tech firm focused on unmanned systems, hypersonics, and space infrastructure, but its current valuation is excessive. KTOS trades at ~85x forward earnings and 9x sales, requiring near-perfect execution amid ongoing negative free cash flow and thin operating margins. Q1 revenue grew 22.6% YoY, with a robust 1.6x book-to-bill ratio and raised FY26 guidance, but cash burn and capital intensity persist. Despite strong demand and strategic positioning, KTOS's upside is limited at current prices; a material pullback or positive free cash flow could change the investment case. Read the full article on Seeking Alpha
Mise à jour du récit Apr 29

KTOS: Missile And Hypersonic Program Demand Will Drive Future Upside Potential

Analysts have raised their fair value estimate for Kratos Defense & Security Solutions to $150.00, citing higher modeled revenue growth and profit margin assumptions, as well as a lower projected future P/E multiple that reflects recent price target increases related to missile, jet drone, and hypersonic program demand. Analyst Commentary Bullish analysts are leaning into Kratos Defense & Security Solutions as a direct play on demand tied to missile, jet drone, and hypersonic programs, and recent Street research reflects that enthusiasm in both ratings and price targets.
Mise à jour du récit Apr 15

KTOS: Missile And Hypersonic Programs Will Support Future Contract Upside

The analyst price target for Kratos Defense & Security Solutions has been adjusted slightly lower from $117.95 to $117.35, as analysts factor in updated expectations for revenue growth, profit margins, and future P/E levels, alongside recent research citing missile, jet drone, and hypersonic program demand and mixed views on current valuation. Analyst Commentary Recent research on Kratos Defense & Security Solutions highlights both enthusiasm around its program pipeline and questions about how much of that growth story is already reflected in the current share price.
Mise à jour du récit Apr 01

KTOS: Hypersonic And Drone Program Wins Will Drive Future Upside Potential

Analysts have significantly raised Kratos Defense & Security Solutions' blended price target into a higher $100+ range, citing expectations for stronger revenue growth and profit margins supported by DRSS sales targets, demand for jet drones and hypersonic systems, and expanding roles in key U.S. defense programs. Analyst Commentary Street research on Kratos Defense & Security Solutions has become more concentrated in a higher price target range, with multiple firms lifting their targets after recent earnings and guidance updates.
Mise à jour du récit Mar 18

KTOS: Hypersonic And Drone Programs Will Drive Future Contract Upside

Kratos Defense & Security Solutions' analyst fair value estimate has been adjusted slightly higher to $117.95 from $117.63, as analysts factor in updated price targets that reflect recent Q4 earnings beats, new long term sales guidance for DRSS and hypersonics, and a mix of bullish and neutral views on valuation. Analyst Commentary Bullish Takeaways Bullish analysts raise price targets into the US$115 to US$135 range after the Q4 earnings beat, viewing recent execution as supportive of higher valuations.
Mise à jour du récit Mar 03

KTOS: Unmanned Systems Momentum And Execution Risks Will Shape Fairly Valued Outlook

Our fair value estimate for Kratos Defense & Security Solutions has been lifted by $2 to $85, as analysts factor in higher long term revenue growth expectations tied to DRSS and unmanned systems demand, while also recognizing a richer projected P/E multiple and slightly lower margin outlook. Analyst Commentary Recent Street research around Kratos Defense & Security Solutions reflects a mix of optimism on long term growth opportunities and concern about how much of that growth is already reflected in the share price.
Mise à jour du récit Feb 17

KTOS: Defense Contract Momentum Will Face Ongoing Program And Policy Execution Tests

Analysts have raised their average price targets for Kratos Defense & Security Solutions by double digit dollar amounts into the $120s and $130s, citing stronger order momentum in Valkyrie drones, progress in hypersonic testing programs, and expanded roles in U.S. defense contracts, such as collaborative combat aircraft initiatives. Analyst Commentary Recent research points to a broadly constructive stance on Kratos Defense & Security Solutions, with several firms lifting price targets into a higher range.
Mise à jour du récit Feb 03

KTOS: Drone And Hypersonic Programs Will Drive Future Upside

Analysts have lifted their fair value estimate for Kratos Defense & Security Solutions from about $100.56 to roughly $117.63, citing a blend of higher projected revenue growth, a slightly lower discount rate, and updated P/E assumptions supported by recent price target increases across several research firms focused on the company's drone, hypersonics, and unmanned systems exposure. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions has leaned toward higher price targets, with most commentary pointing to the company's exposure to drones, hypersonics, and unmanned systems as key drivers for valuation updates.
Mise à jour du récit Jan 20

KTOS: Elevated Defense Hopes Will Likely Outrun Realistic Program Execution

Analysts have lifted their fair value estimate for Kratos Defense & Security Solutions to $83.00 from $80.00, citing higher Street price targets tied to Valkyrie drone order momentum, progress in hypersonic testing, new subcontractor roles on collaborative combat aircraft programs, expectations around defense budget trends, and the potential impact of the Orbit Technologies acquisition. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions has centered on higher price targets tied to specific growth drivers, including Valkyrie drone order momentum, hypersonic testing progress, collaborative combat aircraft opportunities, and the pending Orbit Technologies acquisition.
Mise à jour du récit Jan 06

KTOS: Orbit Deal And Defense Programs Will Drive Future Upside Potential

Narrative Update The analyst fair value estimate for Kratos Defense & Security Solutions has moved sharply higher from about US$78 to roughly US$137. Analysts point to raised Street price targets, updated revenue guidance, and the planned Orbit Technologies acquisition as key supports for the higher range of potential outcomes.
Mise à jour du récit Dec 21

KTOS: Future Defense Programs And Capacity Expansions Will Drive Balanced Risk Reward

Our fair value estimate for Kratos Defense & Security Solutions has increased to $80 from $60, reflecting analysts' materially higher price targets and expectations for faster revenue growth, improved margins, and sustained demand tailwinds across key defense and aerospace programs. Analyst Commentary Recent Street research has moved sharply in favor of Kratos, with multiple firms lifting price targets into the high double and low triple digits and reiterating positive ratings.
Mise à jour du récit Dec 07

KTOS: Multi-Decade Defense Programs Will Drive Future Upside

Analysts have nudged their fair value estimate for Kratos Defense & Security Solutions slightly higher to about $100.56 per share from roughly $99.80, citing broadly raised Street price targets and expectations that robust defense fundamentals, expanding contract opportunities, and growth bolstered by acquisitions will sustain elevated revenue growth and margin potential, despite a modestly higher discount rate and richer future earnings multiple. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions underscores a broadly constructive view on the company, with multiple firms lifting price targets into or above the low triple digits and highlighting both near term execution momentum and longer term franchise value creation.
Mise à jour du récit Nov 23

KTOS: Multi-Year Defense Pipeline And Recent Acquisitions Will Drive Future Upside

Kratos Defense & Security Solutions saw its analyst price target inch down marginally from $100.00 to $99.80. Analysts cited tempered profit margin and revenue growth expectations while still acknowledging robust deal flow and market opportunities.
Mise à jour du récit Nov 08

KTOS: New Long-Term Defense Contracts Will Drive Sustained Upside Momentum

Kratos Defense & Security Solutions saw its analyst price target rise from approximately $93 to $100 per share, as analysts cite the company’s expanding growth prospects, successful contract wins, and increased revenue guidance as the foundation for heightened optimism. Analyst Commentary Coverage by Wall Street firms has intensified in recent months, reflecting increasing attention on the company’s performance and future prospects.
Article d’analyse Nov 07

Kratos Defense & Security Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Kratos Defense & Security Solutions, Inc. ( NASDAQ:KTOS ) defied analyst predictions to release its third-quarter...
Mise à jour du récit Oct 25

Aerospace Modernization And Drone Demand Will Fuel Long-Term Upside Momentum

Analysts have raised their price target for Kratos Defense & Security Solutions from approximately $87 to $93 per share. This increase is driven by expectations of continued expansion across unmanned systems, strong performance in major contract wins, and increasing demand trends in both commercial and government aerospace sectors.
Mise à jour du récit Oct 11

Defense Modernization Will Drive Demand For Unmanned Systems

Analysts have raised their price target for Kratos Defense & Security Solutions, increasing the estimated fair value to approximately $86.71 from $74.21. This change is attributed to strong execution across key business segments and continued optimism about the company’s growth prospects and opportunities in unmanned systems, defense modernization, and adjacent markets.
Article d’analyse Sep 30

After Leaping 34% Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Shares Are Not Flying Under The Radar

Despite an already strong run, Kratos Defense & Security Solutions, Inc. ( NASDAQ:KTOS ) shares have been powering on...
Mise à jour du récit Sep 27

Defense Modernization Will Drive Demand For Unmanned Systems

Driven by a robust contract pipeline, accelerated defense spending, and strong prospects for unmanned platforms and next-generation technologies, analysts have raised their price target for Kratos Defense & Security Solutions from $71.21 to $74.21. Analyst Commentary Bullish analysts highlight Kratos Defense's robust pipeline and new contract wins, positioning the company for significant revenue growth—with projections of $3B-plus in revenues and 13-30% annual revenue growth over the next several years.
Article d’analyse Sep 09

Kratos Defense & Security Solutions (NASDAQ:KTOS) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Mise à jour du récit Sep 08

Defense Modernization Will Drive Demand For Unmanned Systems

Analysts raised Kratos’ price target to $71.21, citing robust revenue prospects in unmanned and hypersonic systems, a record pipeline, favorable U.S. defense budget trends, recent capital raises, key regulatory shifts, and standout contract wins—all supporting a premium valuation. Analyst Commentary Bullish analysts cite Kratos' strong revenue growth outlook, with opportunities in unmanned systems, turbine engines, hypersonics, and a record $13B+ pipeline supporting potential 20–30% annual growth through 2030 and substantial margin expansion.
Article d’analyse Aug 15

Why Investors Shouldn't Be Surprised By Kratos Defense & Security Solutions, Inc.'s (NASDAQ:KTOS) 35% Share Price Surge

Despite an already strong run, Kratos Defense & Security Solutions, Inc. ( NASDAQ:KTOS ) shares have been powering on...
Mise à jour du récit Aug 10

Defense Modernization Will Drive Demand For Unmanned Systems

The upward revision in Kratos Defense & Security Solutions’ price target reflects improved fundamentals, notably a rising net profit margin and stronger revenue growth forecasts, driving the consensus fair value from $57.46 to $64.46. What's in the News Kratos issued Q3 2025 revenue guidance of $315–325 million and operating income of $3–7 million; full-year 2025 revenue expected at $1.29–1.31 billion and operating income $29–34 million.
Article d’analyse Jul 01

Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

Kratos Defense & Security Solutions, Inc. ( NASDAQ:KTOS ) shares have continued their recent momentum with a 26% gain...
Article d’analyse Jun 24

Kratos Defense & Security Solutions (NASDAQ:KTOS) May Have Issues Allocating Its Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de KTOS ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de KTOS ont augmenté.


Rendement des dividendes par rapport au marché

Kratos Defense & Security Solutions Rendement des dividendes par rapport au marché
Comment le rendement du dividende de KTOS se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (KTOS)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Aerospace & Defense)1.1%
Analyste prévisionnel (KTOS) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de KTOS par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de KTOS par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.


Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de KTOS afin de déterminer si les dividendes versés sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car KTOS n'a signalé aucun versement.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 10:51
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/29
Revenus annuels2025/12/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Kratos Defense & Security Solutions, Inc. est couverte par 26 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter ArmentBaird
Christopher RiegerBerenberg
Matthew AkersBNP Paribas