Wall Street analyst estimates for Kratos Defense & Security Solutions, Inc. (KTOS): consensus price target, buy/hold/sell recommendations and forecasts for revenue, EPS and EBITDA for the upcoming fiscal years.
Kratos Defense & Security Solutions, Inc. primarily functions as a contractor for the United States Department of Defense. Its business operations are organized into two distinct divisions: Kratos Government Solutions and Unmanned Systems.
Analyst Consensus
| Strong Buy | 1 |
| Buy | 21 |
| Hold | 3 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 25 |
| Avg rating (1-5) | 0.92 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-03 | $0.21 | ||
| 2026-08-04 | $0.21 | $0.14 | +51.3% |
| 2026-05-06 | $0.16 | $0.13 | +19.2% |
| 2026-02-23 | $0.18 | $0.16 | +14.0% |
| 2025-11-04 | $0.14 | $0.12 | +12.0% |
| 2025-08-07 | $0.11 | $0.10 | +15.8% |
| 2025-05-07 | $0.12 | $0.09 | +33.3% |
| 2025-02-26 | $0.13 | $0.09 | +44.4% |
Valuation Ratios
| P/E Ratio | 250.55 |
| Price / Book | 2.37 |
| EV / EBITDA | 56.00 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $668.7M | $751.9M | $618.0M | $717.5M | $747.7M | $811.5M | $898.3M | $1.04B | $1.14B | $1.35B |
| Cost of Revenue | $515.1M | $554.6M | $448.3M | $527.5M | $544.5M | $586.4M | $672.3M | $768.5M | $849.1M | $1.05B |
| Gross Profit | $153.6M | $197.3M | $169.7M | $190.0M | $203.2M | $225.1M | $226.0M | $268.6M | $287.2M | $298.3M |
| Research & Development | $13.9M | $17.8M | $15.6M | $18.0M | $27.0M | $35.2M | $38.6M | $38.4M | $40.3M | $40.0M |
| Selling, General & Admin | $132.6M | $147.5M | $110.9M | $130.8M | $144.5M | $160.2M | $182.8M | $197.8M | $214.0M | $230.6M |
| Operating Expenses | $160.2M | $178.4M | $135.4M | $152.0M | $173.9M | $197.2M | $228.9M | $237.5M | $258.2M | $270.6M |
| Operating Income | -$18.6M | -$5.8M | $30.5M | $38.0M | $29.3M | $27.9M | -$2.9M | $31.1M | $29.0M | $27.7M |
| EBITDA | $5.2M | -$5.8M | $48.1M | $74.3M | $64.4M | $62.8M | $26.2M | $77.5M | $93.6M | $103.8M |
| Interest Expense | $34.7M | $29.1M | $21.6M | $23.5M | $23.6M | $23.7M | $18.3M | $21.7M | $15.2M | $10.5M |
| Pre-tax Income | -$52.3M | -$50.8M | $8.7M | $15.7M | $6.8M | $4.4M | -$33.0M | $11.1M | $26.5M | $34.0M |
| Income Tax | $8.1M | -$8.2M | $4.6M | $4.8M | -$73.5M | $3.9M | $200,000 | $8.7M | $10.2M | $12.0M |
| Net Income | -$60.5M | -$42.7M | -$3.5M | $12.5M | $79.6M | -$2.0M | -$36.9M | -$8.9M | $16.3M | $22.0M |
| EPS | $-0.99 | $-0.48 | $-0.03 | $0.12 | $0.69 | $-0.02 | $-0.29 | $-0.07 | $0.11 | $0.13 |
| EPS (Diluted) | $-0.99 | $-0.48 | $-0.03 | $0.11 | $0.67 | $-0.02 | $-0.29 | $-0.07 | $0.11 | $0.13 |
| Shares Outstanding (Diluted) | $61.3M | $89.5M | $106.1M | $109.2M | $118.7M | $128.0M | $126.7M | $130.4M | $150.9M | $173.1M |
Price
| Price | $43.07 |
| Market Cap | $8.1B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Industrials · Aerospace & Defense
More sections of KTOS: Overview · Financials · Valuation · Statistics · Technical · Ownership · News · Events
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