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TimesSquare Capital Management U.S. Small Cap Growth Strategy's investment thesis on Kratos Defense & Security Solutions Inc. ($KTOS) — Q2 2025 | Buyside Digest

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$KTOSNASDAQKratos Defense & Security Solutions Inc.

BULL

TimesSquare Capital Management U.S. Small Cap Growth Strategy—KTOS

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$42.69USD

-10.7% vs last month

$44.66Pitched

-4.4% since pitch

Market Cap$10.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q2 2025, the TimesSquare U.S. Small Cap Growth Composite posted solid double-digit returns (11.02% Net) but lagged the Russell 2000 Growth Index benchmark. Markets faced significant...

— TimesSquare Capital Management, LLC

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