SATCOM INTELSatellite & space-infrastructure intelligence, read through SESBrief 2026-08-29 · 15:14 UTC

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KTOS

Kratos Defense & Security Solutions, Inc.

Defense primeNASDAQ:KTOS

$9.7Bmarket cap
$52.00▼ 3.15%
2layers occupied

VALUE-CHAIN POSITION

L1Components / subsystemsmerchant
L2Spacecraft manufacturing
L3Launch / in-space transport
L4Constellation ownership / operations
L5Services, data & applications
GGround segment / terminalsmerchant

Where this company sits on the value chain, and whether each layer is captive (done for itself) or merchant (sold to others). Dashed = entering. The migration these positions track: end-to-end convergence.

QUARTERLY FINANCIALS

Revenue and operating margin, last 12 quarters

$0M$132M$264M$396M$528M2022Q3: $229M revenue · -1.6% op margin2022Q32023Q1: $232M revenue · 0.2% op margin2023Q2: $257M revenue · 2.6% op margin2023Q22023Q4: $275M revenue · 4.4% op margin2024Q1: $277M revenue · 2.5% op margin2024Q12024Q2: $300M revenue · 4.2% op margin2024Q3: $276M revenue · 2.4% op margin2024Q32025Q1: $303M revenue · 2.2% op margin2025Q2: $352M revenue · 1.1% op margin2025Q22025Q3: $348M revenue · 2.0% op margin2026Q1: $371M revenue · 1.3% op margin2026Q12026Q2: $459M revenue · -0.3% op margin2022Q3: -1.6% operating margin2023Q1: 0.2% operating margin2023Q2: 2.6% operating margin2023Q4: 4.4% operating margin2024Q1: 2.5% operating margin2024Q2: 4.2% operating margin2024Q3: 2.4% operating margin2025Q1: 2.2% operating margin2025Q2: 1.1% operating margin2025Q3: 2.0% operating margin2026Q1: 1.3% operating margin2026Q2: -0.3% operating margin-10%0%30%
Revenue (left)Operating margin (right)+101% over the window

Structured from SEC XBRL company facts. Quarterly durations only; a Q4 reported only in the 10-K is omitted rather than shown as a partial year. data/companies/kratos/financials.jsonl

RECENT FILINGS

2460 filings total · data/companies/kratos/filings.jsonl

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