How Is Kratos Defense Expanding Its Space Communications Business?

KTOS pushes deeper into space communications with software-based ground systems like OpenSpace, aiming for flexible, scalable control of complex satellite networks.

Zacks Investment Research • May 14, 2026

Kratos: Tough Reality For Modern Warfare

Kratos Defense & Security Solutions has experienced a 50% selloff despite strong demand signals and a robust bookings pipeline. The modern defense company reported Q1 '26 revenue of $371 million, up 22.6%, with a 1.6:1 book-to-bill ratio and a record $2 billion backlog. Despite a $14 billion opportunity pipeline and satellite business strength, Q2 '26 guidance predicts limited organic growth.

Seeking Alpha • May 14, 2026

Kratos Defense Stock Slips 24.9% YTD: Should You Buy the Dip?

KTOS gains traction with major defense contracts and drone demand, but supply-chain pressures and weak ROE may keep new investors cautious.

Zacks Investment Research • May 12, 2026

Ondas to Report Q1 Earnings: How Should Investors Play the Stock?

ONDS heads into Q1 earnings with explosive revenue growth expectations, but mounting losses, execution risks and heavy M&A activity keep uncertainty high.

Zacks Investment Research • May 12, 2026

Why Kratos Stock Dropped Again Today

Kratos beat earnings last week, but five analysts cut their price targets on the stock anyway. A sixth price target cut just dropped this morning.

The Motley Fool • May 11, 2026

Kratos Defense: The Rise Of A Next-Gen Defense Prime

Kratos Defense & Security Solutions (KTOS) is upgraded to strong buy after a 50% stock decline despite Q1 earnings beat and raised guidance. KTOS's backlog reached $2 billion with a 1.6:1 book-to-bill ratio, and management projects double-digit organic growth for the next two years. Key growth drivers include hypersonics, Valkyrie drones, directed energy weapons, and a potential gas turbine contract.

Seeking Alpha • May 11, 2026

Kratos Names Odon, Indiana as Home of New Hypersonic Test Facility

Once Complete, Kratos' Arc Jet and Laser Facility's Multi-Domain Test Capability is Expected to Accelerate Hypersonic Materials Development for Decades, Advancing U.S. Defense Infrastructure Once Complete, Kratos' Arc Jet and Laser Facility's Multi-Domain Test Capability is Expected to Accelerate Hypersonic Materials Development for Decades, Advancing U.S. Defense Infrastructure

GlobeNewsWire • May 8, 2026

Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call Transcript

Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

Kratos Defense Q1 Earnings and Revenues Surpass Estimates

KTOS beats Q1 estimates as adjusted EPS rises to 16 cents, and revenues jump 22.6% to $371 million, with the backlog climbing to $1.635 billion.

Zacks Investment Research • May 7, 2026

Kratos Reports First Quarter 2026 Financial Results and Increases Fiscal FY26 Financial Guidance

First Quarter 2026 Revenues of $371.0 Million Reflect 22.6 Percent Growth and 15.8 Percent Organic Growth Over First Quarter 2025 Revenues of $302.6 Million Unmanned Systems First Quarter 2026 Revenues of $82.6 Million Reflect 30.9 Percent Organic Growth Over First Quarter 2025 Revenues of $63.1 Million Kratos Government Solutions First Quarter 2026 Revenues of $288.4 Million Reflect 11.8 Percent Organic Growth Over First Quarter 2025 Revenues of $239.5 Million First Quarter 2026 Consolidated Book to Bill Ratio of 1.6 to 1 and Bookings of $605.2 Million Last Twelve Months Ended March 29, 2026, Consolidated Book to Bill Ratio of 1.2 to 1 and Bookings of $1.715 Billion Fiscal 2026 Revenue Forecast of $1.700 Billion to $1.760 Billion and Adjusted EBITDA Forecast of $170.0 Million to $176.0 Million, including Recently Closed Orbit Technologies, Ltd. Acquisition SAN DIEGO, May 06, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS), a leader in defense, national security and global markets, today reported its first quarter 2026 financial results, including Revenues of $371.0 million, Operating Income of $4.7 million, Net Income of $11.9 million, Adjusted EBITDA of $38.7 million and a consolidated book to bill ratio of 1.6 to 1.0.

GlobeNewsWire • May 6, 2026