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Kratos Defense & Security (KTOS)
:KTOS
Earnings Data
Report Date
Oct 30, 2025After Close (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
0.12Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth, significant contract wins, and increased guidance, suggesting a positive outlook. However, challenges such as cost pressures and delays in government approvals were noted but did not overshadow the positive developments.Company Guidance
Record Revenue and Growth
Kratos reported Q2 revenues of $351.5 million, exceeding the estimated range of $300 million to $310 million, with notable growth in defense rocket support (116.6%) and C5ISR businesses (25.4%).
New Contract Wins
Kratos secured a large new program, Poseidon, with a potential value of $750 million, expected to ramp in 2027. Additionally, the company was down-selected for another program, DMOS, with a contract expected shortly.
Strong Backlog and Pipeline
Kratos reported a record bid and proposal pipeline of $13 billion and a book-to-bill ratio of 1.2:1.
Increased Guidance
Full-year 2025 revenue guidance increased to $1.290 billion to $1.310 billion, with an adjusted EBITDA guidance increase to $114 million to $120 million.
Significant Opportunities in Tactical Drones
Kratos' Valkyrie drone has been recognized as a program of record by the U.S. Marine Corps and has partnerships with Airbus for European missions.
Strategic Investments
Kratos is investing in expanding manufacturing and production facilities, with plans to build out new facilities for upcoming programs like Poseidon.
Debt Paydown
Kratos paid off its entire term loan balance of approximately $180 million, minimizing interest expense in the second half of 2025.
KTOS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KTOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 07, 2025 | $59.08 | $63.88 | +8.12% |
May 07, 2025 | $36.06 | $34.22 | -5.10% |
Feb 26, 2025 | $24.96 | $26.27 | +5.25% |
Nov 07, 2024 | $23.82 | $25.97 | +9.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kratos Defense & Security (KTOS) report earnings?
Kratos Defense & Security (KTOS) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).
What is Kratos Defense & Security (KTOS) earnings time?
Kratos Defense & Security (KTOS) earnings time is at Oct 30, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KTOS EPS forecast?
KTOS EPS forecast for the fiscal quarter 2025 (Q3) is 0.12.