KTOS · CIK 0001069258
What Kratos Defense & Security Solutions, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far, we surface every cited disclosure we’ve extracted for KTOS. More may follow as additional filings are processed.
In its own words
What could break it.
Customer concentration
- U.S. Government (USAF 12.6%, USN 17.7%)high
U.S. Government customers accounted for ~68% of FY2025 revenue ($917.1M); the U.S. Air Force was 12.6% and the U.S. Navy 17.7% individually. Kratos is also sole/single-source producer on key programs (BQM-167, BQM-177, MQM-178).
“Sales to the U.S. Government amounted to approximately $ 917.1 million, $ 762.0 million, and $ 712.7 million or 68 %, 67 %, and 69 %, of total revenue for the years ended December 28, 2025, December 29, 2024, and December 31, 2023, respectively.”
SEC filing →As of 2026
Regulatory & policy
- DoD/DoW CMMC cybersecurity certificationmedium
Kratos is subject to Pentagon CMMC (Cybersecurity Maturity Model Certification) requirements that may limit its ability to bid on and win classified defense projects.
“We are subject to DoW CMMC requirements issued by the Pentagon which may limit our ability to bid and win projects.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
“the joint venture with Rafael and the new turbofan production facility in Oklahoma related to our arrangement with GE Aerospace are expected to begin to ramp up during 2026.”
Cited →Rafael Advanced Defense Systems Ltd.
“the joint venture with Rafael and the new turbofan production facility in Oklahoma related to our arrangement with GE Aerospace are expected to begin to ramp up during 2026.”
Cited →
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