Kratos Defense & Security Solutions, Inc.

Report azionario NasdaqGS:KTOS

Capitalizzazione di mercato: US$8.9b

Kratos Defense & Security Solutions Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Kratos Defense & Security Solutions non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

-20.9%

Rendimento del riacquisto

Rendimento totale per gli azionisti-20.9%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Seeking Alpha Jul 15

Kratos: The Numbers That Matter Aren't The Ones You're Watching

Summary Kratos Defense & Security Solutions earns a cautious Buy on strong backlog, book-to-bill, and funded multi-year growth visibility. KTOS’s premium valuation is justified by standout organic growth, margin-accretive mix evolution, and a robust pipeline, despite lumpy revenue timing. Dilution from equity raises is a real drag, but EV and EBITDA growth, not per-share metrics, should be the investor’s focus. Sustained book-to-bill ratio declines or cash conversion issues are key downside triggers; growth remains the critical pillar supporting KTOS’s multiple. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 13

KTOS: High Priority Defense Contracts Will Drive Future Upside Potential

Kratos Defense & Security Solutions' analyst fair value estimate has been reset from $75.00 to $60.00 as analysts factor in a lower future P/E, a modestly adjusted discount rate, and updated expectations around its role as a "picks and shovels" supplier across hypersonics, missile defense, space, and microelectronics, despite continued bullish coverage and new Outperform ratings with price targets in the low-to-mid $80 range. Analyst Commentary Recent research on Kratos Defense & Security Solutions highlights a split view, with some firms resetting valuation assumptions while others maintain constructive ratings and price targets.
Aggiornamento narrativa Jun 29

KTOS: Missile And Drone Contract Momentum Will Drive Future Upside Potential

Kratos Defense & Security Solutions' analyst fair value estimate has been reset from $85.00 to $75.00 as analysts factor in a higher discount rate, along with still supportive views on long term growth, margin expansion, and recent contract wins reflected in mixed but generally constructive price target revisions on the stock. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions reflects a split view, with several firms cutting price targets even as others maintain a more constructive stance on long term growth and contract momentum.
Aggiornamento narrativa Jun 15

KTOS: Drone And Hypersonic Programs Will Drive Future Defense Contract Pipeline

Kratos Defense & Security Solutions' analyst fair value estimate has been trimmed slightly from $113.05 to $112.20, as analysts factor in a mix of recent price target cuts, fresh bullish initiations, and an upgrade supported by confidence in the company's long term growth outlook, margin expansion, and recent contract wins. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions reflects a mix of optimism around growth and execution, balanced by caution on valuation and risk after a period of share price volatility and multiple price target revisions.
Aggiornamento narrativa Jun 01

KTOS: Hypersonic And Drone Programs Will Drive Future Defense Contract Upside

Analysts have nudged their Kratos Defense & Security Solutions fair value estimate lower from $117.35 to $113.05, as a higher discount rate offsets updated assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on Kratos Defense & Security Solutions shows both optimism and caution around the stock's execution and valuation, with several firms adjusting price targets and ratings in different directions.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di KTOS siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di KTOS siano aumentati.


Rendimento dei dividendi rispetto al mercato

Kratos Defense & Security Solutions Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di KTOS rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (KTOS)n/a
Fondo del 25% del mercato (US)1.3%
Top 25% del mercato (US)4.1%
Media del settore (Aerospace & Defense)1.0%
Analista previsionale (KTOS) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di KTOS rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di KTOS rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di KTOS per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché KTOS non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/27 22:42
Prezzo dell'azione a fine giornata2026/07/27 00:00
Utili2026/03/29
Utili annuali2025/12/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kratos Defense & Security Solutions, Inc. è coperta da 26 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Peter ArmentBaird
Christopher RiegerBerenberg
Matthew AkersBNP Paribas