KRATOS DEFENSE & SECURITY SOLUTIONS, INC. KTOS

Kratos Defense & Security Solutions filed a 10-Q for the quarter ending 29 March 2026 showing $371.0 million of revenue, net income attributable to the parent of $11.9 million and diluted earnings of $0.07 per share across 179.4 million diluted shares. The company issued a first-quarter results press release on 6 May 2026 alongside an 8-K, and a sequence of insider Form 4 filings followed through June.

Kratos is registered as a defence and security business, and the filings confirm a meaningful export base: foreign customers supplied roughly $76.4 million, about 21 percent of revenue, in the latest quarter, against $61.1 million and 20 percent a year earlier. The supplied rail does not break the company into named product segments, so this file reads it as a defence hardware and electronics operation whose revenue increasingly travels overseas, rather than naming programmes the evidence does not list.

Operating income was $4.7 million on that $371.0 million of revenue, a thin margin that left net income of $11.9 million leaning on items below the operating line, plausibly the $1.46 billion of cash and equivalents on the balance sheet. Operating activities used $27.4 million of cash in the quarter while inventories rose $14.7 million and research and development cost $10.7 million. The balance sheet carried $4.04 billion of assets, $632.7 million of liabilities and $3.41 billion of stockholders' equity attributable to the parent (all 10-Q, period ending 29 March 2026).

The source rail here is SEC EDGAR itself: the 10-Q in the agency archive, the 8-K carrying the 6 May 2026 results press release, and a string of Form 4 insider-transaction filings dated 3, 9, 10 and 17 June 2026, several marked as Rule 10b5-1 plan trades, plus a Form 144 proposed-sale notice on 4 June. No chart route was supplied, so this file sets no price levels and reads the company through its filings rather than through candles.

One disclosed arrangement recorded $33.7 million of revenue against $33.7 million of cost of sales through 29 March 2026, a zero-margin contract the filing names without elaborating in the supplied excerpt. What the rail does not parse: segment profitability, backlog, any guidance figures, the contents of the 6 May press release, and the identities or sizes behind the insider sales. Those facts would deepen the file and are the ones worth waiting for.