earnings
confidence high
sentiment positive
materiality 0.80
Kratos Q4 revenue $345.1M (+21.9% YoY); FY25 revenue $1.347B; guides FY26 rev $1.595-1.675B
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
2025-FY EPS reported
$0.13
revenue$1,346,800,000
- Q4 GAAP net income $5.9M ($0.03 EPS); adjusted EPS $0.18 vs $0.13 YoY.
- Q4 organic revenue growth 20.0%; Unmanned Systems +12.1%, KGS +22.2%.
- Record backlog $1.573B; book-to-bill 1.3x in Q4; bookings $438.3M.
- FY26 base case rev $1.595-1.675B; Adj EBITDA $157-167M; expects 15-20% organic growth.
- Recently closed Nomad acquisition included in guidance; pending Orbit Technologies not included.