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KTOS

Kratos Defense & Security Solutions, Inc.

Sector: defenseAerospace & DefenseNASDAQMarket Cap: $16.37B

Kratos Defense & Security Solutions is a mid-cap US defense contractor specializing in unmanned systems, drones, and space/missile technology whose revenue is highly leveraged to Pentagon budgets and NDAA appropriations.

Next filing → your inbox
Govt Dependence
88/100
Regulatory Density
72/100
Lobbying Intensity
30/100
Political Signal
HIGH

BusinessWhat KTOS does

Kratos develops and manufactures unmanned aerial systems (target drones and tactical UAS), hypersonic and rocket systems, satellite communications, microwave electronics, and C5ISR solutions. The overwhelming majority of revenue derives from US Department of Defense and national security agency contracts.

12 months past · 3 months futureKTOS activity timeline

$135$89$43 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $130.72 hi $43.88 lo $46.74 CONGRESS 30 INSIDERS 0 13F FUNDS 28 BILLS 39 Two Sigma Investments · + $2397M · 2026-03-31Soros Fund Management · OPENED $353M · 2026-03-31Citadel Advisors · - $94M · 2025-09-30Citadel Advisors · - $43M · 2025-12-31D.E. Shaw & Co. · + $11M · 2025-12-31D.E. Shaw & Co. · + $9M · 2025-09-30Bridgewater Associates · + $8M · 2025-12-31Bridgewater Associates · OPENED $6M · 2025-09-30Two Sigma Investments · + $1M · 2025-12-31Two Sigma Investments · OPENED · 2025-09-30 HR.1860 · committee · 2025-09-16 MARKUP · House Appropriations Subcommittee on Financial Services and · 2026-09-15MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-09-15MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-09-15MARKUP · House Foreign Affairs South and Central Asia Subcommittee · 2026-09-15MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-09-15MARKUP · Senate Intelligence (Select) · 2026-09-15MARKUP · Senate Foreign Relations · 2026-09-16MARKUP · House Homeland Security · 2026-09-16MARKUP · House Appropriations Subcommittee on National Security, Depa · 2026-09-16MARKUP · House Subcommittee on the Middle East and North Africa · 2026-09-16MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-09-16MARKUP · Senate Intelligence (Select) · 2026-09-16MARKUP · Senate Armed Services · 2026-09-17MARKUP · Senate Foreign Relations · 2026-09-17
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
248 trading days · 0 congressional trades shown · 0 insider buys · 10 13F filings · 1 past bill actions · 14 upcoming markups

Lifetime Government AwardsKTOS federal contracts by year

$421K
total awarded · 2013–2015
5
contracts on file
2013
peak year ($210K)
$210K $105K 2013: $210K across 1 contract (peak year) $210K 2013 2014: $167K across 1 contract $167K 2014 2015: $45K across 3 contracts $45K 2015 3 contracts
Top contracts by award amount
$210K Department of Defense 2013-08-30 PURCHASE OF CCTV COMPONENTS AND SUPPORTING SUPPLIES
$167K Department of Defense 2014-06-24 BORE GAGE ASSY,ELEC
$44K Department of Defense 2015-05-01 IGF::OT::IGF REPROGRAM BEQ'S LOCK SYSTEM
$1K Department of Justice 2015-03-19 CRYSTAL REPORTS PROFESSIONAL VERSION 11 IGF::CT::IGF
$0K Department of Veterans Affairs 2015-01-12 INSTALL SAFETY ACCESS CONTROL POINT. IGF::CT::IGF
3 years · 5 contracts

Smart Money · 13F HoldingsHedge funds holding KTOS

$2.81B
Total KTOS held by tracked 13F funds
5
Funds with KTOS positions
+1
Funds opened this quarter
Two Sigma Investments $2.40B +183% 2026-03-31
Soros Fund Management $353M opened 2026-03-31
Citadel Advisors $43M -45% 2025-12-31
D.E. Shaw & Co. $11M +47% 2025-12-31
Bridgewater Associates $8M +67% 2025-12-31

Congressional TradesWho in Congress is trading KTOS

2021-05-12 (unknown) sale $1,001 - $15,000
2021-05-11 (unknown) Sale $1,001 - $15,000
2021-05-11 (unknown) sale $1,001 - $15,000
2021-05-14 (unknown) sale $1,001 - $15,000
2021-05-12 (unknown) Sale $1,001 - $15,000
2021-05-14 (unknown) Sale $1,001 - $15,000
2021-02-08 (unknown) sale $1,001 - $15,000
2021-02-08 (unknown) Sale $1,001 - $15,000
2021-01-25 (unknown) sale $30.16
2021-01-25 (unknown) sale $120.67
2021-01-25 (unknown) Sale $60.33
2021-01-25 (unknown) Sale $120.67
30+ trades on file · most recent 2021-05-24

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting KTOSLive legislation impacting this stock

Political ProfileWhere KTOS sits in Washington

bipartisan

As a defense pure-play, Kratos shares typically move on NDAA passage, defense appropriations, budget-cap negotiations, and program funding decisions for drones and hypersonics.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • defense budget sequestration/caps
  • continuing resolutions delaying contract awards
  • ITAR/export-control tightening
  • foreign military sale disapproval resolutions

Regulatory opportunities

  • increased drone/unmanned systems funding
  • hypersonics investment
  • Replicator program scaling
  • procurement reform (SPEED Act)

Capitol Hill AlliesChampions & critics

Congressional champions

  • Rep. McCollum (D-MN)
  • Rep. Reschenthaler (R-PA)
  • Rep. Bice (R-OK)
  • Rep. Franklin (R-FL)

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for KTOS

National Defense Industrial AssociationAerospace Industries Association
Member intelligence layer

Live signals + predictions for KTOS — for Founders

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Frequently AskedAbout KTOS & political exposure

Does Kratos Defense & Security Solutions, Inc. (KTOS) hold federal contracts?
Yes. Kratos Defense & Security Solutions, Inc. has 5 federal contract awards totaling $421,464, primarily from agencies including Department of Defense, Department of Justice, Department of Veterans Affairs. See full contract list and amounts on this page.
Has Congress traded KTOS stock?
58 congressional trades by 2 unique members of Congress, most recently on 2021-05-14. See the Congressional Trading panel for politician-by-politician breakdown.
What is KTOS political risk profile?
Government dependence: 88/100. Lobbying intensity: 30/100. Political signal: high. Donor party split: bipartisan.
How does GovGreed track KTOS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. KTOS data is updated daily from these official federal sources.