Kratos Defense raises FY26 revenue view to $1.7B-$1.76B from $1.6B-$1.68B

Consensus $1.68B. Raises FY26 adjusted EBITDA view to $170M-$176M from $157M-$167M. Raises FY26 capital expenditures view to $155M-$165M from $135M-$145M. DeMarco concluded, “Kratos’ alignment with the Department’s objectives, increasing funding, our relevant past performance qualifications, the number of opportunities that Kratos continues to successfully receive, and the number of new opportunities that are being presented to Kratos, has our Company positioned for success. We believe that the scarcity value of Kratos is clear, we are investing to further increase our capabilities and manufacturing capacity, and we are laser focused on the mission, execution and delivering for all Kratos stakeholders.”