secwatch.observer — SEC 8-K summary
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Issuer:     KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)
CIK:        0001069258
Form:       8-K
Filed at:   2026-02-23T23:59:59+00:00
Accession:  0001069258-26-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kratos Q4 revenue $345.1M (+21.9% YoY); FY25 revenue $1.347B; guides FY26 rev $1.595-1.675B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069258/000106925826000012/0001069258-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069258/000106925826000012/ktos-20260223.htm
  HTML page:      https://secwatch.observer/filing/0001069258-26-000012

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