earnings
confidence high
sentiment positive
materiality 0.85
Kratos Q1 rev $371M (+22.6%), adj EPS $0.16; raises FY26 rev guidance to $1.70-1.76B
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
2026-Q1 EPS reported
$0.07
revenue$371,000,000
- Q1 GAAP net income $11.9M ($0.07 EPS) vs $4.5M ($0.03) YoY; adjusted EPS $0.16 vs $0.12.
- Unmanned Systems rev $82.6M (+30.9% organic); Government Solutions rev $288.4M (+11.8% organic).
- Consolidated book-to-bill 1.6-to-1 with $605.2M bookings; backlog $2.01B.
- FY26 revenue guidance raised to $1.70-1.76B; adjusted EBITDA forecast $170-176M.
- Q2 guidance: rev $400-410M, adj EBITDA $30-35M; expect H2 revenue/EBITDA/cash flow significantly higher.