KTOS Earnings Preview
Kratos Defense & Security Solutions, Inc. · Industrials · $14B
KTOS Earnings
Thursday, May 07 2026
EPS Estimate
$0.13
$0.10 – $0.18
Revenue Estimate
$345M
Current Price
$69.83
Our Position
bullishJefferies Upgrades KTOS on Valkyrie Ramp
est. revisions rising
(+13.7pp / 30d)
This upgrade flags a key growth inflection with Valkyrie and hypersonics that could accelerate revenue and reduce reliance on cash burn, supporting KTOS's premium valuation despite insider sales.
Watch: Q1 earnings will reveal if cash flow improves and Valkyrie production scales faster, critical to sustain investor confidence and meet Jefferies' 26% upside.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-6.5%
P/E Ratio
566.6
Est. Revisions (30d)
-0.1% 0up/4dn
Analyst Target (mean)
$117 $80–$150 +67%
Options P/C Ratio
1.20
Est. Dispersion
60% 16 analysts
Insider Cluster
strong sell (officer)
Recent Activity
insider trades
153 transactions
Sell
·
CARTER DAVID M (Officer)
·4,000 shares
·$296,625
Sell
·
LUND DEANNA HOM (Chief Financial Officer)
·5,000 shares
·$348,130
Sell
·
HOGLUND WILLIAM A (Director)
·30,500 shares
·$2,171,297
Sell
·
FENDLEY STEVEN S (Officer)
·7,000 shares
·$487,120
Sell
·
ROCK STACEY G (Officer)
·4,000 shares
·$307,103
148 more
Sell
·
JARVIS SCOT B
·5,000 shr
·$390,700
Sell
·
CARRAI PHILLIP D
·6,500 shr
·$578,947
Sell
·
ANDERSON SCOTT I
·15,000 shr
·$1,336,715
Sell
·
MENDOZA MARIE C
·1,516 shr
·$134,883
Sell
·
CERVANTES DE BURGREEN MARIA
·6,270 shr
·$559,845
Sell
·
JARVIS SCOT B
·5,000 shr
·$443,000
Sell
·
ROCK STACEY G
·6,066 shr
·$533,739
Sell
·
CARTER DAVID M
·4,000 shr
·$341,422
Award
·
FENDLEY STEVEN S
·50,000 shr
Award
·
ROCK STACEY G
·15,000 shr
Award
·
ADELMAN JONAH
·15,000 shr
Award
·
CARRAI PHILLIP D
·50,000 shr
Award
·
MILLS THOMAS E IV
·15,000 shr
Award
·
LUND DEANNA HOM
·75,000 shr
Award
·
DEMARCO ERIC M
·412,500 shr
Award
·
CARTER DAVID M
·15,000 shr
Award
·
MENDOZA MARIE C
·15,834 shr
Award
·
CERVANTES DE BURGREEN MARIA
·12,500 shr
Sell
·
MILLS THOMAS E IV
·5,758 shr
·$525,454
Sell
·
LUND DEANNA HOM
·5,000 shr
·$456,395
Other
·
DEMARCO ERIC M
·130,000 shr
Sell
·
ROCK STACEY G
·4,000 shr
·$361,104
Sell
·
JARVIS SCOT B
·5,000 shr
·$440,019
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$647,976
Sell
·
CARRAI PHILLIP D
·6,500 shr
·$590,913
Sell
·
MENDOZA MARIE C
·1,500 shr
·$132,120
Sell
·
JARVIS SCOT B
·5,000 shr
·$442,000
Sell
·
CARTER DAVID M
·4,000 shr
·$349,593
Sell
·
LUND DEANNA HOM
·5,000 shr
·$484,363
Sell
·
JARVIS SCOT B
·5,000 shr
·$591,380
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$755,824
Sell
·
CARRAI PHILLIP D
·6,500 shr
·$801,418
Sell
·
JARVIS SCOT B
·5,000 shr
·$600,900
Sell
·
MENDOZA MARIE C
·1,676 shr
·$201,422
Sell
·
ROCK STACEY G
·20,568 shr
·$2,355,667
Other
·
DEMARCO ERIC M
·75,000 shr
Sell
·
CARTER DAVID M
·12,123 shr
·$1,228,117
Sell
·
MILLS THOMAS E IV
·8,523 shr
·$792,451
Sell
·
DEMARCO ERIC M
·200,000 shr
·$18,053,805
Other
·
FENDLEY STEVEN S
·50,000 shr
Other
·
ROCK STACEY G
·27,500 shr
Other
·
ADELMAN JONAH
·15,000 shr
Other
·
CARRAI PHILLIP D
·50,000 shr
Other
·
MILLS THOMAS E IV
·15,000 shr
Sell
·
LUND DEANNA HOM
·5,000 shr
·$389,561
Other
·
LUND DEANNA HOM
·75,000 shr
Other
·
DEMARCO ERIC M
·150,000 shr
Other
·
CARTER DAVID M
·15,000 shr
Other
·
MENDOZA MARIE C
·15,500 shr
Other
·
CERVANTES DE BURGREEN MARIA
·12,500 shr
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$535,962
Sell
·
DEMARCO ERIC M
·200,000 shr
·$16,106,552
Sell
·
ROCK STACEY G
·8,549 shr
·$610,831
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$455,451
Sell
·
ANDERSON SCOTT I
·15,401 shr
·$1,147,482
Sell
·
MENDOZA MARIE C
·1,567 shr
·$119,515
Other
·
ROCK STACEY G
·7,500 shr
Sell
·
CARTER DAVID M
·4,000 shr
·$305,192
Sell
·
LUND DEANNA HOM
·55,000 shr
·$4,022,971
Sell
·
DEMARCO ERIC M
·400,000 shr
·$29,221,212
Sell
·
HOGLUND WILLIAM A
·75,000 shr
·$5,576,070
Sell
·
ZEGART AMY
·10,000 shr
·$741,672
Sell
·
ADELMAN JONAH
·30,000 shr
·$2,243,877
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$487,367
Sell
·
ANDERSON SCOTT I
·3,500 shr
·$258,370
Other
·
CARRAI PHILLIP D
·41,113 shr
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$432,646
Sell
·
MENDOZA MARIE C
·1,408 shr
·$101,503
Sell
·
CARTER DAVID M
·4,000 shr
·$294,558
Sell
·
LUND DEANNA HOM
·5,000 shr
·$451,324
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$638,768
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$581,389
Sell
·
MENDOZA MARIE C
·1,440 shr
·$139,824
Sell
·
CARTER DAVID M
·4,000 shr
·$411,232
Sell
·
ROCK STACEY G
·3,846 shr
·$353,917
Sell
·
LUND DEANNA HOM
·5,000 shr
·$460,135
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$622,150
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$412,919
Sell
·
MENDOZA MARIE C
·1,408 shr
·$97,786
Sell
·
CERVANTES DE BURGREEN MARIA
·6,264 shr
·$437,202
Sell
·
CARTER DAVID M
·4,000 shr
·$274,806
Sell
·
ROCK STACEY G
·4,000 shr
·$256,754
Other
·
HOGLUND WILLIAM A
·50,000 shr
Sell
·
MILLS THOMAS E IV
·5,758 shr
·$377,385
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$473,064
Sell
·
LUND DEANNA HOM
·5,000 shr
·$325,521
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$406,691
Sell
·
MENDOZA MARIE C
·2,000 shr
·$136,708
Sell
·
ROCK STACEY G
·4,000 shr
·$222,025
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$409,723
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$308,504
Sell
·
MENDOZA MARIE C
·2,000 shr
·$101,942
Sell
·
ROCK STACEY G
·4,000 shr
·$181,703
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$322,397
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$252,968
Sell
·
MENDOZA MARIE C
·2,419 shr
·$101,282
Other
·
MENDOZA MARIE C
·1,000 shr
Sell
·
ROCK STACEY G
·4,000 shr
·$150,976
Sell
·
LUND DEANNA HOM
·6,567 shr
·$247,927
Sell
·
CARTER DAVID M
·4,000 shr
·$150,986
Sell
·
FENDLEY STEVEN S
·10,000 shr
·$367,377
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$259,382
Sell
·
BOYD BRADLEY L
·3,800 shr
·$132,544
Sell
·
DOORENBOS BOBBI
·5,000 shr
·$175,018
Sell
·
FENDLEY STEVEN S
·15,000 shr
·$515,511
Other
·
BOYD BRADLEY L
·10,000 shr
Other
·
DOORENBOS BOBBI
·10,000 shr
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$202,356
Sell
·
MILLS THOMAS E IV
·5,786 shr
·$191,588
Sell
·
ADELMAN JONAH
·40,000 shr
·$1,350,340
Buy
·
DEMARCO ERIC M
·7,455 shr
·$250,378
Sell
·
ROCK STACEY G
·4,000 shr
·$135,631
Sell
·
LUND DEANNA HOM
·6,000 shr
·$203,450
Sell
·
CARTER DAVID M
·4,000 shr
·$135,650
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$234,193
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$197,956
Other
·
FENDLEY STEVEN S
·3,333 shr
Sell
·
ROCK STACEY G
·4,000 shr
·$117,093
Sell
·
LUND DEANNA HOM
·6,000 shr
·$175,660
Sell
·
CARTER DAVID M
·4,000 shr
·$117,114
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$206,135
Sell
·
CARRAI PHILLIP D
·6,000 shr
·$188,298
Sell
·
MENDOZA MARIE C
·2,031 shr
·$63,699
Award
·
FENDLEY STEVEN S
·66,668 shr
Award
·
GOODWIN BENJAMIN M
·16,668 shr
Award
·
ROCK STACEY G
·20,000 shr
Award
·
ADELMAN JONAH
·20,000 shr
Award
·
CARRAI PHILLIP D
·66,668 shr
Award
·
MILLS THOMAS E IV
·20,000 shr
Award
·
LUND DEANNA HOM
·100,000 shr
Award
·
DEMARCO ERIC M
·200,000 shr
Award
·
CARTER DAVID M
·20,000 shr
Award
·
MENDOZA MARIE C
·21,667 shr
Award
·
CERVANTES DE BURGREEN MARIA
·16,667 shr
Sell
·
CARRAI PHILLIP D
·26,000 shr
·$685,702
Sell
·
MILLS THOMAS E IV
·3,000 shr
·$81,876
Sell
·
ROCK STACEY G
·4,000 shr
·$106,012
Sell
·
LUND DEANNA HOM
·6,000 shr
·$158,986
Buy
·
DEMARCO ERIC M
·9,500 shr
·$250,322
Sell
·
CARTER DAVID M
·4,000 shr
·$106,025
Sell
·
FENDLEY STEVEN S
·7,000 shr
·$172,119
Other
·
FENDLEY STEVEN S
·20,000 shr
Sell
·
MILLS THOMAS E IV
·8,637 shr
·$234,443
Sell
·
MENDOZA MARIE C
·1,500 shr
·$40,686
Sell
·
ROCK STACEY G
·4,000 shr
·$131,559
Sell
·
JARVIS SCOT B
·5,417 shr
·$411,150
Sell
·
CARRAI PHILLIP D
·6,500 shr
·$485,693
Sell
·
MENDOZA MARIE C
·1,500 shr
·$113,535
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