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KTOS

Kratos Defense & Security Solutions, Inc.

Sector: defenseAerospace & DefenseNASDAQMarket Cap: $16.37B

Kratos Defense & Security Solutions provides unmanned systems, satellite communications, and cyber warfare solutions, with its primary political signal being $30,000 in campaign contributions to five House members, three of whom sit on the Appropriations Committee.

Govt Dependence
85/100
Regulatory Density
75/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat KTOS does

Kratos Defense & Security Solutions develops and fields unmanned aerial drone systems, satellite communications technology, and cyber warfare and electronic warfare solutions for national security customers. Its revenue is derived from contracts with the U.S. Department of Defense, intelligence agencies, and allied governments. The company operates in the defense electronics and aerospace engineering services sectors.

12 months past · 3 months futureKTOS activity timeline

$135$84$33 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $130.72 hi $34.33 lo $62.05 CONGRESS 30 INSIDERS 0 13F FUNDS 26 BILLS 53 Citadel Advisors · OPENED $94M · 2025-09-30Citadel Advisors · OPENED $68M · 2025-06-30Citadel Advisors · OPENED $43M · 2025-12-31D.E. Shaw & Co. · OPENED $11M · 2025-12-31D.E. Shaw & Co. · OPENED $9M · 2025-09-30Bridgewater Associates · OPENED $8M · 2025-12-31Bridgewater Associates · OPENED $6M · 2025-09-30D.E. Shaw & Co. · OPENED $2M · 2025-06-30Two Sigma Investments · OPENED $1M · 2025-12-31Two Sigma Investments · OPENED · 2025-09-30 S.827 · markup · 2025-07-30HR.1860 · committee · 2025-09-16 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Armed Services · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · House Armed Services · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · House Foreign Affairs Subcommittee on Europe · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · House Foreign Affairs Oversight and Intelligence Subcommitte · 2026-05-19MARKUP · House Foreign Affairs East Asia and Pacific Subcommittee · 2026-05-19MARKUP · Senate Armed Services Subcommittee on Emerging Threats and C · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Intelligence (Select) · 2026-05-19MARKUP · House Intelligence (Permanent Select) · 2026-05-20MARKUP · Senate Foreign Relations · 2026-05-20MARKUP · House Foreign Affairs · 2026-05-20MARKUP · House Armed Services · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · Senate Armed Services Subcommittee on Personnel · 2026-05-20MARKUP · House Foreign Affairs Subcommittee on Western Hemisphere · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Intelligence (Select) · 2026-05-20MARKUP · Senate Armed Services · 2026-05-20MARKUP · Senate Armed Services · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
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)
240 trading days · 0 congressional trades shown · 0 insider buys · 10 13F filings · 2 past bill actions · 28 upcoming markups

Lifetime Government AwardsKTOS federal contracts

KTOS doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding KTOS

$277.5M
Total KTOS held by tracked 13F funds
26
Funds with KTOS positions
+26
Funds opened this quarter
Citadel Advisors $94M opened 2025-09-30
Citadel Advisors $68M opened 2025-06-30
Citadel Advisors $43M opened 2025-12-31
Citadel Advisors $11M opened 2024-06-30
D.E. Shaw & Co. $11M opened 2025-12-31
D.E. Shaw & Co. $9M opened 2025-09-30
Citadel Advisors $8M opened 2025-03-31
Bridgewater Associates $8M opened 2025-12-31
18 more 13F positions tracked · quarterly delta charts available in member dashboard

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
1
option exercises · $238K
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

Political ProfileWhere KTOS sits in Washington

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STRUCTURAL: Moderate alignment with key defense appropriators via $30,000 in total donations to five House members, including three on the House Appropriations Committee. EVIDENTIARY: No recent federal contract data (`get_government_precedent.federal_contracts_summary` is null), zero congressional trades, and zero lobbying spend. Net: Structural committee access is offset by a lack of evidentiary financial flows or trading activity.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • No specific regulatory threats flagged.

Regulatory opportunities

  • Appropriations for defense electronics and unmanned systems
    U.S. Department of Defense
    "Three recipient politicians are members of the House Committee on Appropriations per `get_political_influence.donations[0,2,3].committees`."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
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?
No direct prime contracts reported in USASpending.gov for Kratos Defense & Security Solutions, Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
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: 85/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 40% / D 60%.
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.