Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript
While the top- and bottom-line numbers for Kratos (KTOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Kratos (KTOS) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.13 per share a year ago.
Kratos Defense heads into Q4 earnings with expected double-digit revenue growth and new facilities boosting capacity across unmanned and defense segments.
Besides Wall Street's top-and-bottom-line estimates for Kratos (KTOS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Kratos (KTOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Kratos Defense is initiated for coverage, focusing on its pivotal role in U.S. defense industrial rebuilding. KTOS leverages affordability and speed-to-market as core strategic pillars amid rising national security investments. Unmanned drones, a KTOS specialty, are increasingly relevant given their impact in modern conflicts.
Here is how Kratos (KTOS) and Woodward (WWD) have performed compared to their sector so far this year.
Kratos Defense shares have risen 17.7% in three months as contract wins, hypersonics expansion and key defense partnerships boost growth visibility.
Kratos Defense and Curtiss-Wright draw investor focus as rising defense spending lifts demand for hypersonics, avionics and mission-critical military technologies.
KTOS could gain from a proposed jump in US defense spending, boosting demand for unmanned systems, hypersonics and other next-gen programs.
KTOS has jumped 35.3% in a month on contract wins and rising unmanned system demand, but weaker ROIC and sector risks complicate the entry timing.