secwatch.observer — SEC 8-K summary
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Issuer:     KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (KTOS)
CIK:        0001069258
Form:       8-K
Filed at:   2026-08-04T20:18:04+00:00
Accession:  0001069258-26-000075
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kratos Q2 revenue $458.8M (+30.5% YoY); raises FY2026 revenue guidance to $1.75-1.81B
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- Q2 revenue $458.8M (+30.5% YoY, +19.1% organic); GAAP EPS $0.02, adjusted EPS $0.21 vs $0.11 YoY.
- KGS segment revenue $379.7M (+36.4% YoY, +22% organic); KUS revenue $79.1M (+8.1% organic).
- Book-to-bill 1.1x in Q2, 1.3x LTM; backlog $2.084B; bid pipeline $15B.
- FY2026 revenue guidance raised to $1.75-1.81B (18-23% organic growth); Adj. EBITDA guidance $173-176M.
- Q3 revenue guidance $460-480M; expects margin expansion in H2 2026 and into 2027.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069258/000106925826000075/0001069258-26-000075-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069258/000106925826000075/ktos-20260804.htm
  HTML page:      https://secwatch.observer/filing/0001069258-26-000075

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