earnings
confidence high
sentiment positive
materiality 0.80
Kratos Q3 revenue up 26% to $347.6M; raises FY2025 guidance, boosts 2026 outlook
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
2025-Q3 EPS reported
$0.10
revenue$1,001,700,000
- Q3 GAAP net income $8.7M ($0.05 EPS) vs $3.2M ($0.02); adjusted EPS $0.14 vs $0.11.
- Q3 revenues $347.6M (+26% YoY, 23.7% organic); Unmanned Systems +35.8%, KGS +20%.
- FY2025 revenue guidance raised to $1.32-1.33B from $1.29-1.31B; Adj. EBITDA reaffirmed $114-120M.
- 2026 organic growth forecast raised to 15-20% above 2025 (prev. 13-15%); 2027 target 18-23%.
- Book to bill 1.2x; bookings $414.1M in Q3; backlog $1.48B.