Kratos Defense’s president Carrai disposes of $259,116 in common stock

On October 15, 2026, Phillip D. Carrai, President of Kratos Defense & Security Solutions' STC Division, sold 6,500 shares of the company's common stock. The transactions were conducted under a predetermined 10b5-1 trading plan and amounted to $259,116, with share prices fluctuating between $38.439 and $40.5729. Carrai completed the sales in three separate batches: 800 shares at an average price of $38.439, 4,097 shares at $39.8651, and the final 1,603 shares at $40.5729. The 10b5-1 plan was established by Carrai on August 26, 2025.

The insider sale took place as Kratos shares approached their 52-week low of $37.84, with the stock experiencing a 54% decline over the previous year. Market analysis indicates Kratos Defense & Security Solutions is currently overvalued, with the stock falling 46% in the past six months. Post-sell, Mr. Carrai holds a direct beneficial ownership of 169,196 shares, comprising 1,232 shares from the Employee Stock Purchase Plan, 4,649 shares from the 401(k) Plan, and 46,644 shares held in trust.

Kratos recently disclosed second-quarter results that surpassed revenue projections while maintaining an adjusted EBITDA margin consistent with expectations. The company has also revised its revenue outlook, anticipating 19% to 25% growth in the third quarter and 19% to 31% in the fourth quarter. Analyst opinions on Kratos Defense’s financial trajectory have been diverse, with some firms lowering price targets while others maintain a Buy rating.