secwatch.observer — SEC 8-K summary
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Issuer:     KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)
CIK:        0001069258
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001069258-25-000050
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kratos Q2 revenues up 17% to $351.5M; raises FY25 revenue and Adjusted EBITDA guidance
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- Q2 GAAP net income $2.9M ($0.02 EPS) vs $7.9M ($0.05) YoY; adjusted EPS $0.11 vs $0.14.
- Revenue $351.5M, +17% total, +15.2% organic; KGS organic +27.1% led by Defense Rocket +116.6% and C5ISR +25.4%.
- Raised FY25 revenue guidance to $1.29B-$1.31B and adjusted EBITDA to $114M-$120M; issued Q3 guidance.
- Consolidated backlog $1.414B; LTM book-to-bill 1.2; bid pipeline $13.0B; operating cash flow -$10.6M in Q2.
- CEO cites $750M Poseidon award (prime), Deimos down select; expects margin expansion from 2026.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069258/000106925825000050/0001069258-25-000050-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069258/000106925825000050/ktos-20250807.htm
  HTML page:      https://secwatch.observer/filing/0001069258-25-000050

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