DEF
Kratos Defense & Security Solutions, Inc.
NasdaqGS Industrials United States
38,96 $US
-0.54% today
-50.86% YTD · -57.01% 1Y
10
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
18
Hedge funds tracked
Latest available SEC 13F filings
56
/ 100
MIXED

Analysis Kratos Defense & Security Solutions, Inc. (DEF) — Kairos Score 56/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Kratos Defense & Security Solutions, Inc.

Kratos Defense & Security Solutions, Inc., a technology company, provides technology, hardware, products, system, and software for the defense, national security, and commercial markets in the United States, other North America, the Asia Pacific, the Middle East, Europe, and Internationally. The company operates through Kratos Government Solutions and Unmanned Systems segments. It offers virtualized ground systems for satellites and space vehicles, including software for command and control, telemetry, and tracking and control; jet powered unmanned aerial drone systems and hypersonic vehicles and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft and launch systems, command, control, communication, computing, combat, and intelligence surveillance and reconnaissance; and microwave electronic products for missile, radar, missile defense, space, and satellite; and counter unmanned aircraft systems, directed energy, communication and other systems, and virtual and augmented reality training systems for the warfighter. The company primarily serves national security-related agencies, the U.S. Department of Defense, intelligence and classified agencies, international government agencies, and domestic and international commercial customers. Kratos Defense & Security Solutions, Inc. was formerly known as Wireless Facilities, Inc. and changed its name to Kratos Defense & Security Solutions, Inc. in August 1999. Kratos Defense & Security Solutions, Inc. was incorporated in 1994 and is headquartered in San Diego, California.

Key info

👔
CEO
Mr. Eric M. DeMarco
📍
HQ
10680 Treena Street, 6th Floor, San Diego, CA, 92131, United States
👥
Employees
4 300
💰
Market cap
7 313 622 528,00 $US
📊
P/E
229.2
💸
Dividend yield
0.00%

🕴️ Insider activity (90 days)

10 transactions — 0 buys and 10 sales reported by Kratos Defense & Security Solutions, Inc. executives.

CP
Carrai Phillip D
President, STC Division · 2026-10-15
Sell
CP
Carrai Phillip D
President, STC Division · 2026-10-15
Sell
CP
Carrai Phillip D
President, STC Division · 2026-10-15
Sell

🏦 Hedge Funds

18 institutional funds report a position on DEF in their latest SEC quarterly filing.

ARK Investment Management LLC
GEODE CAPITAL MANAGEMENT, LLC
Hood River Capital Management LLC
Sumitomo Mitsui Trust Group, Inc.
Bank of New York Mellon Corp

📰 Recent news

15 recent articles on DEF.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Kratos Defense & Security Solutions, Inc.

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of DEF on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 10 insider transactions over 90 days
✅ All 18 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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