Kratos Defense & Security Solutions マネジメント
マネジメント 基準チェック /34
Kratos Defense & Security Solutionsの CEO はEric DeMarcoで、 Nov2003年に任命され、 の在任期間は 22.58年です。 の年間総報酬は$ 10.83Mで、 9.2%給与と90.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.6%を直接所有しており、その価値は$ 63.12M 。経営陣と取締役会の平均在任期間はそれぞれ10.8年と11.8年です。
主要情報
Eric DeMarco
最高経営責任者
US$10.8m
報酬総額
| CEO給与比率 | 9.23% |
| CEO在任期間 | 22.6yrs |
| CEOの所有権 | 0.6% |
| 経営陣の平均在職期間 | 10.8yrs |
| 取締役会の平均在任期間 | 11.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.Seeking Alpha • Jun 13
Kratos Defense & Security Solutions, Inc: Why I Am Buying The Dip
Summary Kratos Defense & Security Solutions (KTOS) is positioned to capture defense spending that legacy primes cannot match on cost or agility. KTOS benefits from three structural tailwinds: US drone procurement priorities, attritable warfare doctrine, and hypersonic systems moving to production. Q1 2026 results show 22.6% YoY revenue growth, 1.6x book-to-bill, record $2.01B backlog, and a $14B+ opportunity pipeline. I rate KTOS a buy with an $82 price target, viewing the recent selloff as a rare discounted entry despite near-term free cash flow risks. Read the full article on Seeking Alphaナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$29m |
| Dec 28 2025 | US$11m | US$1m | US$22m |
| Sep 28 2025 | n/a | n/a | US$20m |
| Jun 29 2025 | n/a | n/a | US$15m |
| Mar 30 2025 | n/a | n/a | US$20m |
| Dec 29 2024 | US$7m | US$850k | US$16m |
| Sep 29 2024 | n/a | n/a | US$15m |
| Jun 30 2024 | n/a | n/a | US$10m |
| Mar 31 2024 | n/a | n/a | -US$600k |
| Dec 31 2023 | US$5m | US$850k | -US$9m |
| Oct 01 2023 | n/a | n/a | -US$20m |
| Jun 25 2023 | n/a | n/a | -US$26m |
| Mar 26 2023 | n/a | n/a | -US$29m |
| Dec 25 2022 | US$7m | US$760k | -US$37m |
| Sep 25 2022 | n/a | n/a | -US$31m |
| Jun 26 2022 | n/a | n/a | -US$24m |
| Mar 27 2022 | n/a | n/a | -US$17m |
| Dec 26 2021 | US$9m | US$760k | US$100k |
| Sep 26 2021 | n/a | n/a | US$80m |
| Jun 27 2021 | n/a | n/a | US$84m |
| Mar 28 2021 | n/a | n/a | US$82m |
| Dec 27 2020 | US$8m | US$760k | US$81m |
| Sep 27 2020 | n/a | n/a | US$6m |
| Jun 28 2020 | n/a | n/a | US$6m |
| Mar 29 2020 | n/a | n/a | US$7m |
報酬と市場: Ericの 総報酬 ($USD 10.83M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Ericの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Eric DeMarco (62 yo)
22.6yrs
在職期間
US$10,832,739
報酬
Mr. Eric M. DeMarco has been the Chief Executive Officer of Kratos Defense & Security Solutions, Inc. since April 1, 2004 and as its President since November 24, 2003. Mr. DeMarco has been the President of...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 22.6yrs | US$10.83m | 0.60% $ 63.1m | |
| Executive VP | 22.2yrs | US$4.98m | 0.15% $ 16.3m | |
| President of Space | 17.9yrs | US$3.30m | 0.14% $ 15.1m | |
| President of Unmanned Systems Division | 9.4yrs | US$3.39m | 0.16% $ 17.4m | |
| President of Kratos Turbine Technologies Division | 7.3yrs | US$2.07m | 0.0074% $ 780.6k | |
| VP, Corporate Controller & Principal Accounting Officer | 10.1yrs | データなし | 0.032% $ 3.3m | |
| Chief Information Officer | less than a year | データなし | データなし | |
| Senior VP | 10.5yrs | データなし | 0.035% $ 3.7m | |
| President of Defense & Rocket Support Services Division | 18.5yrs | US$503.17k | 0.037% $ 3.9m | |
| President of C5ISR Systems Division | 12.8yrs | データなし | 0.0068% $ 715.4k | |
| President of Microwave Electronics Division | 10.8yrs | US$1.20m | 0.0043% $ 449.2k |
10.8yrs
平均在職期間
60yo
平均年齢
経験豊富な経営陣: KTOSの経営陣は経験豊富で経験豊富です（平均在職期間は10.8年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO, President & Director | 23.4yrs | US$10.83m | 0.60% $ 63.1m | |
| Executive VP | 5.1yrs | US$4.98m | 0.15% $ 16.3m | |
| Independent Director | 29.3yrs | US$411.30k | 0.040% $ 4.2m | |
| Independent Director | 29.3yrs | US$410.30k | 0.033% $ 3.5m | |
| Independent Chairman | 25.3yrs | US$432.30k | 0.13% $ 14.2m | |
| Independent Director | less than a year | データなし | データなし | |
| Independent Director | 11.8yrs | US$400.30k | データなし | |
| Independent Director | 2.6yrs | US$391.30k | 0.0088% $ 925.8k | |
| Independent Director | 2.3yrs | US$391.30k | 0.0067% $ 701.7k |
11.8yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: KTOSの 取締役会 は経験豊富で 経験豊富 です ( 11.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/18 17:44 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/29 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kratos Defense & Security Solutions, Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25
| アナリスト | 機関 |
|---|---|
| Peter Arment | Baird |
| Christopher Rieger | Berenberg |
| Matthew Akers | BNP Paribas |