secwatch.observer — SEC 8-K summary
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Issuer:     KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)
CIK:        0001069258
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001069258-25-000056
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kratos Q3 revenue up 26% to $347.6M; raises FY2025 guidance, boosts 2026 outlook
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069258/000106925825000056/0001069258-25-000056-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069258/000106925825000056/ktos-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001069258-25-000056

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer