Core Insights - Kratos (KTOS) reported revenue of $345.1 million for Q4 2025, a year-over-year increase of 21.9%, with an EPS of $0.18 compared to $0.13 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Breakdown - Product sales reached $230.8 million, surpassing the average estimate of $201.65 million, reflecting a year-over-year increase of 30.7% [4] - Unmanned Systems generated $68.5 million, slightly below the estimated $73.19 million, but still showing a 12.1% increase year-over-year [4] - Kratos Government Solutions reported $276.6 million, exceeding the estimate of $256.58 million, with a year-over-year growth of 24.6% [4] - Service revenues totaled $114.3 million, below the average estimate of $123.97 million, but still representing a 7.3% increase year-over-year [4] Profitability Metrics - Gross profit from service revenues was $31.6 million, slightly below the estimate of $31.85 million [4] - Gross profit from product sales was $51.8 million, exceeding the estimate of $47.65 million [4] - Operating income for Unmanned Systems was $1.9 million, above the average estimate of $1.69 million [4] - Operating income for Kratos Government Solutions was $17.3 million, slightly below the estimate of $17.98 million [4] Stock Performance - Kratos shares have returned -13% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, but the stock holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]

Kratos (KTOS) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +28.57%. A quarter ago, it was expected that this military contractor would post earnings of $0.12 per share when it actually produced earnings of $0.14, delivering a surprise of +16.67%.Over the last four quarters, the com ...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsAnthony Valentini - VPAustin Moeller - Director of Equity ResearchBrock Cannon - Equity Research AssociateColin Canfield - DirectorDeanna Lund - EVP and CFOEric DeMarco - President and CEOGavin Parsons - Director of Aerospace and Defense Equity ResearchJacqueline Taylor - Managing DirectorJosh Sullivan - Managing Director of Equity ResearchKen Herbert - Managing DirectorMarie Mendoza - ...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsAnthony Valentini - VPAustin Moeller - Director of Equity ResearchBrock Cannon - Equity Research AssociateColin Canfield - DirectorDeanna Lund - EVP and CFOEric DeMarco - President and CEOGavin Parsons - Director of Aerospace and Defense Equity ResearchJosh Sullivan - Managing Director of Equity ResearchKen Herbert - Managing DirectorMarie Mendoza - Senior VP and General CounselMichael ...

Kratos Defense & Security Solutions (NasdaqGS:KTOS) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker15Good day, everyone, and welcome to Kratos Defense & Security Solutions' fourth quarter and fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To participate, you will need to press star 11 on your telephone. You will then hear a message advising your hand is raised. To ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 28, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 Commission file number 001-34460 KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (Exact name of Registrant as specified in its charter) None Indicate by check mark if the registrant is a well-known s ...

Exhibit 99.1 Last Twelve Months Ended December 28, 2025, Consolidated Book to Bill Ratio of 1.1 to 1 and Bookings of $1.475 Billion Fiscal 2026 Base Case Revenue Forecast of $1.595 Billion to $1.675 Billion and Adjusted EBITDA Forecast of $157.0 million to $167.0 million or 9.9% to 10.0% of Revenue, including Recently Closed Nomad Global Communication Solutions Acquisition SAN DIEGO, CA, February 23, 2026 – Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology, Hardware, Products, System an ...

Kratos topped fourth-quarter estimates and projected nearly 20% sales growth for 2026, but weaker first-quarter guidance and high expectations weighed on shares. ...

Fourth Quarter 2025 Revenues of $345.1 Million Reflect 21.9 Percent Growth and 20.0 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $283.1 Million Unmanned Systems Fourth Quarter 2025 Revenues of $68.5 Million Reflect 12.1 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $61.1 Million Kratos Government Solutions Fourth Quarter 2025 Revenues of $276.6 Million Reflect 22.2 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $222.0 Million Fourth Quarter 2025 Consolidated Book to ...

Core Viewpoint - Kratos Defense & Security Solutions and GE Aerospace have secured a $12.4 million contract with the U.S. Air Force to design the GEK1500 engine, aimed at enhancing performance and reducing costs for small Collaborative Combat Aircraft (CCA) [1][2]. Group 1: Contract and Engine Development - The contract focuses on completing the preliminary design of the GEK1500 engine, which is expected to meet high performance and cost targets [1]. - The GEK1500 engine is designed to provide 1,500 lbs of thrust and is intended for use in unmanned aerial systems, collaborative combat aircraft, and missiles [3]. - The development of the GEK1500 builds on the successful GEK800 engine program, utilizing lessons learned to improve thrust, power generation, and lifecycle costs [2][4]. Group 2: Strategic Collaboration - The partnership between Kratos and GE Aerospace is formalized through a teaming agreement that aims to advance propulsion technologies for affordable unmanned aerial systems and CCA-type aircraft [5]. - This collaboration enhances the companies' existing relationship and is based on a 2024 Memorandum of Understanding to develop cost-effective engines for unmanned platforms [5]. Group 3: Technological Advancements - Recent altitude testing of the GEK800 engine has demonstrated critical technologies that will enhance the performance of future systems, including increased range and decreased lifecycle costs [4]. - The GEK1500 engine design leverages the successful architecture of the GEK800 cruise missile engine, which is currently undergoing technical maturation [3]. Group 4: Company Backgrounds - Kratos has over 25 years of experience in developing small, affordable engines for UAS, drones, and missile platforms, while GE Aerospace brings a century of expertise in propulsion technology [7]. - GE Aerospace operates with an installed base of approximately 49,000 commercial and 29,000 military aircraft engines, emphasizing its leadership in aerospace propulsion [8].