KTOS
Kratos Defense & Security Solutions, Inc.
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.
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
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
·
2 past bill actions
·
2 upcoming markups
Lifetime Government AwardsKTOS federal contracts by year
$421K
total awarded · 2013–2015
5
contracts on file
2013
peak year ($210K)
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
Stock awards & option exercises
1
stock awards · $446K market value
2026-03-04
Adelman Jonah
President, ME Division
AWARD
5,000 sh
$446K
For KTOS, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting KTOSLive legislation impacting this stock
S.612 · 118th
Lake Tahoe Restoration Reauthorization Act
S.656 · 118th
Veteran Improvement Commercial Driver License Act of 2023
S.827 · 119th
Supporting Rural Veterans Access to Healthcare Services Act
HR.1860 · 119th
Women Veterans Cancer Care Coordination Act
HR.1831 · 119th
To direct the Secretary of Homeland Security to carry out a pilot program for the prevention and mitigation of acts of terrorism u
SRES.105 · 119th
A resolution condemning the mass terminations of employees of the Department of Veterans Affairs carried out with no justification
S.830 · 119th
Lifespan Respite Care Reauthorization Act of 2025
HJRES.71 · 119th
Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services.
HJRES.69 · 119th
Providing for congressional disapproval of the proposed foreign military sale to Israel of certain defense articles and services.
HJRES.70 · 119th
Providing for congressional disapproval of the proposed license amendment for the export to Israel of certain defense articles and
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
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades KTOS
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
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.