Earnings topped expectations, but third-quarter estimates disappointed. Defense tech company Kratos Defense & Security Solutions (KTOS -3.54%) reported a better-than-expected quarter, but it appears that at least some of that outperformance came at the expense of the months to come. Shares of Kratos fell 11% at the open Thursday before recovering slightly, trading down 5% as of 10:30 Eastern. Choppy quarter-to-quarter sales Kratos is a defense contractor focused on unmanned aerial vehicles and defense elect ...