Kratos Defense & Security Solutions, Inc.

Company Details:

Company Symbol: KTOS
Sector: Defense Information Technology
Company Rating: buy
URL: http://www.kratosdefense.com

Related Research

  • 05/04/12 Update KTOS (Buy; $20.00 PT): EBITDA, EPS meet our projections; affirms view; raising FY '12e/'13e FCF to $3.21
  • 05/04/12 Update B. Riley & Co. Morning Notes: ABTL, ACCL, ARR, BANC, BEBE, BIRT, BOFI, CMLS, EXAR, Exhibitors, GPX, GSIT, JMBA, KSWS, KCP, KTOS, LLNW, MCHX, OPLK,…
  • 05/03/12 Morning Note B. Riley & Co. Morning Notes: AEO, AXTI, CALD, CHRS, GHDX, GLUU, GSM, HOTT, JDSU, KTOS, LOOP, NEWP, PPC, ROVI, UNTD, VCLK, ZUMZ
  • 05/01/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ACCL, AXTI, BIRT, DENN, GHDX, GPX, HOTT, IVAC, JDSU, KONA, LLNW, MCHX, NEWP, PACW, PCOM, PRGX, ROVI, SHOO, SNAK,…
  • 05/01/12 Update B. Riley & Co. Focus List for the Month of May: AEO, BC, DRL, JMBA, KTOS, MSPD, NEWP, PHH, PPC, PRGX, TIVO, VECO, VRML, WWWW
  • 04/18/12 Morning Note B. Riley & Co. Morning Notes: ACW, ARR, BPOP, CATY, CHRS, CREE, CSGP, CYN, GBCI, HAFC, IMAX, KTOS, LOOP, RKN, RLD, YHOO
  • 04/03/12 Morning Note B. Riley & Co. Morning Notes: AEO, AXTI, BC, CLNY, CREE, DRL, EVOL, FCAL, GSM, JMBA, KONA, KTOS, LIOX, MSPD, MYGN, TIVO, WWWW
  • 04/03/12 Update B. Riley & Co. Focus List for the Month of April: AEO, AXTI, BC, CLNY, DRL, GSM, JMBA, KTOS, LIOX, MSPD, MYGN, TIVO, WWWW
  • 03/09/12 Morning Note B. Riley & Co. Morning Notes: ARR, CLNY, CMLS, KTOS, RLD, SABA, STMP, ZQK, ZUMZ
  • 03/08/12 Morning Note B. Riley & Co. Morning Notes: AEO, BANC, FCAL, HOTT, IMAX, JMBA, KTOS, MPAA, PCOM, PPC, RLD, SIMO, VRML
  • 03/08/12 Update KTOS (Buy; $20.00 PT): Choppy Q4 offset by $262MM in bookings; teed up to generate $3.00/sh FCF in ‘12/’13
  • 03/05/12 Update KTOS (Buy; $20.00 PT): Earnings preview: updating model for SecureInfo and Ingersoll-Rand transactions
  • 03/05/12 Morning Note B. Riley & Co. Morning Notes: ACCL, CKEC, CNK, GSM, KTOS, LOV, RGC, VCLK, Q4 '11 Earnings Preview
  • 03/01/12 Morning Note B. Riley & Co. Morning Notes: ACW, AXTI, BC, CKEC, DRL, EWBC, FNSR, GPX, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, PPC, TWO, WWWW, ZUMZ
  • 03/01/12 Update B. Riley & Co Focus List for the Month of March: AXTI, BC, CKEC, DRL, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, TWO, WWWW
  • 02/22/12 Morning Note B. Riley & Co. Morning Notes: ABTL, ANGI, AXTI, CAKE, DRCO, KTOS, NEWP, PRGX, SHOO, TXRH, YELP
  • 02/14/12 Morning Note B. Riley & Co. Morning Notes: API, ATNY, KTOS, LLNW, RGC, TTGT, TWO, WWWW
  • 02/01/12 Morning Note B. Riley & Co. Morning Notes: AFOP, AKAM, AOL, AXTI, BC, BEBE, CAMP, CSTR, DRL, EHTH, GSM, HOTT, IMAX, JDSU, JMBA, KEYN, KCP, KTOS, LIOX, MSPD, MYGN,…
  • 02/01/12 Update B. Riley & Co Focus List for the Month of January: AXTI, BC, CSTR, DRL, GSM, HOTT, JMBA, KTOS, LIOX, MSPD, MYGN, TWO, WWWW
  • 01/31/12 Morning Note B. Riley & Co. Morning Notes: AFOP, BIRT, BOFI, CSTR, EXAR, KTOS, MSPD, UMPQ, WTSLA, ZUMZ
  • 01/24/12 Morning Note B. Riley & Co. Morning Notes: BC, BOH, BPOP, CATY, CPF, KTOS, RLD, Q4'11 Earnings Preview
  • 01/03/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BC, BEBE, CSTR, DRL, GSM, JMBA, KEYN, KTOS, LIOX, MYGN, TWO, WWWW, Exhibitor Industry
  • 01/03/12 Update B. Riley & Co Focus List for the Month of January: AXTI, BC, BEBE, CSTR, DRL, GSM, JMBA, KTOS, LIOX, MYGN, TWO, WWWW
  • 12/01/11 Morning Note B. Riley & Co. Morning Notes: AEO, AFOP, AKAM, AMZN, BC, CSTR, DRL, DRCO, FNSR, GSM, HOTT, JMBA, KKD, KTOS, LIOX, LLNW, MYGN, OPLK, PPC, TWO, WWWW
  • 11/16/11 Morning Note B. Riley & Co. Morning Notes: AEO, CSTR, HOTT, KTOS
  • 11/04/11 Update KTOS (Buy; $23.50): KTOS hits 14% EBITDA margin in Q3; feels top-line impact of budget uncertainty
  • 11/04/11 Morning Note B. Riley & Co. Morning Notes: ACCL, ARR, BEBE, CACH, GPX, KEYN, KSWS, KTOS, LIOX, UEIC, VSAT, WTSLA, WWWW, XOXO
  • 11/02/11 Morning Note B. Riley & Co. Morning Notes: AGNC, BIRT, DENN, DRCO, GHDX, JDSU, KTOS, MSPD, MYGN, OPXT, SHOO, SIMO, TXRH, UEIC, UNTD, VCLK, YHOO
  • 09/29/11 Morning Note B. Riley & Co. Morning Notes: CMO, Comm IC Industry, CPF, KTOS, FPTB, PPC
  • 09/22/11 Morning Note B. Riley & Co. Morning Notes: ATNY, ARTX, CVU, DRCO, GSM, KAMN, KEYW, KTOS, OMEX, PPC, SABA, SPA, STMP, SYMM, VSAT, WYY
  • 09/22/11 Update B. Riley & Co. Defense & Cybersecurity Conference 2011: Notes & Highlights
  • 08/04/11 Morning Note B. Riley & Co. Morning Notes: ACCL, GPX, KSWS, KTOS, MCHX, OPXT, SYMM, UEIC, VSAT, VTSS, WTSLA, XOXO
  • 08/04/11 Update KTOS (Buy; $26.00): Solid bookings lessen budget woes, game with ISYS becomes execute and de-lever; increasing estimates; rated buy with $26.00 target
  • 08/03/11 Morning Note B. Riley & Co. Morning Notes: ARR, BBRG, HOTT, KCP, KTOS, NEWP, PPC, UEIC, UNTD, WWWW, XOXO, ZUMZ
  • 06/30/11 Morning Note B. Riley & Co. Morning Notes: ACW, ATNY, BIRT, BOFI, CAMP, DRCO, GSM, IBKC, JMBA, KTOS, OPLK, PPC, WTSLA, WWWW
  • 06/23/11 Morning Note B. Riley & Co. Morning Notes: FINL, FPTB, KTOS, SABA, SIX, SYMM
  • 06/07/11 Morning Note B. Riley & Co. Morning Notes: AEO, CLFC, FPTB, KTOS, NARA, ZUMZ
  • 05/16/11 Morning Note B. Riley & Co. Morning Notes: EPIC, GAMR, JACK, KTOS, OPXT, RNST, STEC, VSAT
  • 05/05/11 Morning Note B. Riley & Co. Morning Notes: BOFI, CPKI, ELNK, EXAR, GPX, KNOT, KTOS, LLNW, MCHX, SHOO, UNTD, UEIC, VTSS, WTSLA
  • 05/05/11 Update KTOS (Buy; $26.00): KTOS on track for 2011; seeing acceleration with FY '11 budget in place
  • 05/03/11 Morning Note B. Riley & Co. Morning Notes: ACCL, AXTI, BEBE, CALD, CPKI, COHR, FPTB, IPGP, KTOS, KKD, OPLK, PRGX, RMYI, SIX, SHOO, VCLK, VLCM, WWWW
  • 04/17/11 Morning Note B. Riley & Co. Morning Notes: ADPT, CYN, FBP, KTOS, PFBC, PRSP, PVSW, TRMK
  • 04/06/11 Morning Note B. Riley & Co. Morning Notes: GSM, HOTT, KTOS, STEC, ZUMZ
  • 03/03/11 Morning Note B. Riley & Co. Morning Notes: ACCL, DAVE, GPX, HOTT, KTOS, SABA, SPRT, WTSLA, ZUMZ
  • 03/01/11 Morning Note B. Riley & Co. Morning Notes: ACCL, AKAM, EHTH, GPX, GOOG, KNOT, KTOS, MCHX, MPAA, RMYI, TTGT, VCLK, VSAT, WWWW, YHOO
  • 02/28/11 Update KTOS (Buy; $26.00): KTOS hits Q4 '10 numbers; HRLY on track; EBITDA set to surpass $100MM
  • 02/21/11 Update KTOS (Buy; $26.00): Earnings Preview: KTOS is growing up in a HRLY; increasing price target to $26
  • 01/09/11 Morning Note B. Riley & Co. Morning Notes: DTSI, KTOS, MAG, SRSL, UEIC
  • 01/05/11 Morning Note B. Riley & Co. Morning Notes: BEBE, FCF, HOTT, KTOS, MSPD, NARA, PCTI, SABA, ZUMZ
  • 12/21/10 Morning Note B. Riley & Co. Morning Notes: BPOP, FINL, GSM, KTOS, MPAA, SNAK
  • 12/13/10 Morning Note B. Riley & Co. Morning Notes: DAVE, EPIC, KTOS, PCTI, PPC
  • 11/22/10 Morning Note B. Riley & Co. Morning Notes: DRCO, KTOS, MPAA, PSUN, PPC
  • 11/15/10 Morning Note B. Riley & Co. Morning Notes: AEO, BEBE, GAMR, HOTT, KTOS, NPBC, SIX, UNTD, WTSLA
  • 11/10/10 Research Review Tech America AeA Classic 40th Annual Financial Conference: Notes and Highlights
  • 11/04/10 Morning Note B. Riley & Co. Morning Notes: AEO, BEBE, BIRT, BOFI, COHR, CPF, EVOL, GPX, HOTT, JDSU, KCP, KSWS, KTOS, LIOX, MPAA, OFG, SIMO, SIX, SRSL, UEIC,…
  • 11/04/10 Update KTOS ($11.72, Buy): KTOS beats, guides up; generates 9.8% Q3 EBITDA margin and $18MM CFO
  • 11/03/10 Morning Note B. Riley & Co. Morning Notes: AVD, CPKI, HOTT, KTOS, MRVC.PK, OPNT, SIMO, SIX, UNTD, VSAT, ZUMZ
  • 10/11/10 Morning Note B. Riley & Co. Morning Notes: AEO, BEBE, BSRR, FINL, GYMB, HOTT, KTOS, OZRK, Q3 '10 Earnings Preview, WTSLA
  • 09/27/10 Morning Note B. Riley & Co. Morning Notes: HOTT, JOEZ, KCP, KEYW, KSWS, KTOS, PPC, VLCM, WTSLA, ZQK
  • 09/19/10 Morning Note B. Riley & Co Morning Notes: DRCO, GSM, KTOS, SBNY
  • 09/13/10 Morning Note B. Riley & Co. Morning Notes: KTOS, SRSL, ZUMZ
  • 09/13/10 Update KTOS ($11.27, Buy): Adjusting model and increasing estimates; reiterate "Buy" and $21 price target
  • 08/31/10 Morning Note B. Riley & Co. Morning Notes: BOFI, EGHT, GSM, KTOS, MRVC, NPBC, SABA, WTSLA, WSFS, WWWW
  • 08/05/10 Morning Note B. Riley & Co. Morning Notes: AEO, AVD, BGFV, BOFI, CPKI, EVOL, GPX, HIL, HOTT, IIVI, KSWS, KTOS, OFG, OPNT, OPXT, SRSL, UEIC, WTSLA, ZUMZ
  • 08/05/10 Update
  • 08/04/10 Morning Note B. Riley & Co. Morning Notes: BEBE, DTPI, EVOL, HIL, HOTT, KCP, KTOS, LIOX, PCTI, SRSL, UNTD, ZUMZ
  • 08/03/10 Morning Note B. Riley & Co. Morning Notes: ADPT, GPX, IIVI, IPGP, KTOS, OPNT, OPXT, STEC, UNTD
  • 07/22/10 Morning Note B. Riley & Co. Morning Notes: AFOP, AXTI, CSGP, CYN, DRCO, FNB, GBCI, HBHC, ITI, KEYN, KTOS, OPNT, Optical Component Industry, PCTI, STEC, WSFS
  • 06/17/10 Morning Note B. Riley & Co. Morning Notes: BPOP, EXAR, KTOS, MSPD, PNFP, Retail, RNST, VTSS
  • 06/02/10 Morning Note B. Riley & Co. Morning Notes: 11th Annual Investor Conference Notes & Highlights, AXTI, DTSI, HOTT, KEYN, KTOS, RNST, SRSL, UNCA, ZQK, ZUMZ
  • 05/12/10 Morning Note B. Riley & Co. Morning Notes: CACH, GSM, KTOS, OZRK, VSAT
  • 04/29/10 Update KTOS ($14.59, Buy): KTOS books $94MM and delivers $5.9MM EBITDA in Q1; poised to close Gichner; sets stage for $473MM revenue, $25MM FCF FY '11
  • 04/28/10 Morning Note B. Riley & Co. Morning Notes: ACTU, AXTI, CATY, CLFC, COHR, EUBK, EPIC, EWBC, GSM, KTOS, LOOP, NEWP, Retail, SIMO, SRSL, TRMK, UNCA
  • 04/21/10 Morning Note B. Riley & Co. Morning Notes: CHRD, EVOL, FULT, HOTT, KTOS, LIOX, NPBC, OCLR, OFG, PRSP, RNST, WL
  • 04/15/10 Morning Note B. Riley & Co. Morning Notes: AXTI, FULT, HBHC, HOMB, IBKC, KTOS, LTRE, OCLR, OFG, RNST, SIMO
  • 04/12/10 Morning Note B. Riley & Co. Morning Notes: BPOP, CPKI, CRTS III Index, GSIT, GSM, KTOS
  • 03/31/10 Morning Note B. Riley & Co. Morning Notes: EUBK, KTOS, SIMO
  • 03/11/10 Morning Note B. Riley & Co. Morning Notes: FBP, FNSR, HIL, JDSU, KTOS, LTRE, OCLR, OPLK, PSUN, UBET, ZQK, ZUMZ
  • 03/10/10 Morning Note B. Riley & Co. Morning Notes: AEO, HIL, HOTT, KTOS, OPNT, VSAT, WSFS
  • 03/10/10 Update KTOS ($14.21, Buy): B. Riley & Co. Research Update: KTOS beats with $0.05 and $6MM EBITDA in Q4, raising FY '10 EPS estimate to $0.77 on new credit…
  • 03/09/10 Morning Note B. Riley & Co. Morning Notes: AEO, EPIC, IIVI, KTOS, OCLR, OPXT, PSUN, SYMM, UNCA, ZQK, ZUMZ
  • 03/04/10 Morning Note B. Riley & Co. Morning Notes: AEO, CYN, GPX, HOTT, KTOS, PCTI, STMP, WTSLA, ZUMZ
  • 03/02/10 Morning Note B. Riley & Co. Morning Notes: BGFV, EGHT, ELNK, EVOL, GPX, IBKC, KCP, KTOS, LCRY, MATK, PCTI
  • 02/10/10 Morning Note B. Riley & Co. Morning Notes: BEBE, BKE, DLIA, KTOS, LIOX, LOOP, PSUN, TRLG, UMPQ, VSAT, ZUMZ
  • 12/22/09 Morning Note B. Riley & Co. Morning Notes: DRL, FINL, HBHC, KTOS, Retail
  • 12/22/09 Update B. Riley & Co. Morning Notes: DRL, FINL, HBHC, KTOS, Retail
  • 12/16/09 Morning Note B. Riley & Co. Morning Notes: CSGP, EGHT, FBP, KTOS, MATK, NEWP, VLCM
  • 12/14/09 Morning Note B. Riley & Co. Morning Notes: ADPT, BPOP, CRTS III Index, EVOL, KTOS, LIOX, MATK, WNI, WTSLA
  • 11/19/09 Morning Note B. Riley & Co. Morning Notes: BGFV CHRD CSGP EVOL KTOS LOOP NEWP WTSLA ZUMZ
  • 11/03/09 Morning Note B. Riley & Co. Morning Notes: BGFV, EVOL, GPX, KCP, KTOS, LIOX, SHOO, STEC, SYMM, UEIC, UNTD
  • 11/03/09 Update KTOS ($10.80, Buy): KTOS generates $9.9MM CFO; net debt down to $46MM, 37% of capital
  • 11/02/09 Morning Note B. Riley & Co. Morning Notes: BGFV, DTPI, HIL, FIT, EUBK, KTOS, RBC, SRSL, VSAT
  • 10/13/09 Morning Note B. Riley & Co. Morning Notes: HOMB KTOS NARA VSAT
  • 10/05/09 Morning Note B. Riley & Co. Morning Notes: CRTS III Index, CSGP, GBCI, KTOS, LOOP, OPLK, WIBC
  • 10/05/09 Update KTOS ($9.40; Buy): Updating model for capital raise and reverse split; raising EPS estimates
  • 09/19/09 Morning Note B. Riley & Co. Morning Notes: ADPT, CYN, KTOS, HOMB, NARA
  • 08/06/09 Update KTOS ($0.89; Buy) B. Riley & Co. Research Update: KTOS puts up a nice Q2 top line but partial PSS sale and FMS contract in limbo bring down forward…
  • 08/04/09 Morning Note B. Riley & Co. Morning Notes: BGFV, EVOLD, GPX, HIL, KCP, KTOS, KSWS, MSCS, RBC, VSAT
  • 07/29/09 Morning Note B. Riley & Co. Morning Notes: ADPT BPOP CATY CPF EGHT KTOS LNDC LTRE SIMO TRMK
  • 07/14/09 Morning Note B. Riley & Co. Morning Notes: BEBE, CPF, KTOS, OZRK, PRSP, UCBH