Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2025 Earnings Call Transcript
Kratos Defense & Security Solutions, Inc. ( KTOS ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Marie Mendoza - Senior VP, General Counsel & Secretary Eric DeMarco - CEO, President & Director Deanna Lund - Executive VP, CFO & Director Conference Call Participants Ellen Page - Jefferies LLC, Research Division Seth Seifman - JPMorgan Chase & Co, Research Division Michael Ciarmoli - Truist Securities, Inc., Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Jan-Frans Engelbrecht - Robert W.
Kratos (KTOS) Reports Q3 Earnings: What Key Metrics Have to Say
The headline numbers for Kratos (KTOS) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kratos (KTOS) Q3 Earnings and Revenues Surpass Estimates
Kratos (KTOS) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.11 per share a year ago.
KTOS vs. NOC: Which Defense Tech Stock Is the Smarter Buy?
Kratos Defense and Northrop Grumman demonstrate different approaches in a rapidly growing sector as investor interest in space soars.
Kratos: Building America's Next Generation Of Warfare Systems
Kratos's flagship Valkyrie drone, hypersonic testbeds, and sole-source contracts position it at the forefront of next-gen warfare and defense innovation. Engagement with NATO and strong ties with the U.S. military would enable bigger contracts in the future. KTOS has strong near-term revenue visibility, as they expect to deliver up to 20 Valkyries in 2026 for a sum of $10 million each.
KTOS Stock Rises 280.4% in a Year: Buy, Sell or Stay Invested?
Kratos Defense stock surges 280% in a year, fueled by new missile systems, UAV innovations, and strong defense partnerships, but valuation may temper fresh buys.
Why This Market Will Keep Climbing
More bad numbers in the labor market
Kratos Defense Gains 59.8% in the Past 3 Months: How to Play the Stock?
KTOS stock surges 59.8% in 3 months, fueled by strong results and strategic collaborations.
Kratos Defense: Sustaining Growth With Innovation
I reiterate my bullish rating on Kratos, driven by the XQ-58 Valkyrie and its integration with Airbus, unlocking major long-term revenue streams. Kratos' Valkyrie offers significant cost and operational advantages over traditional fighter jets, positioning it as a disruptive force in military aviation. Strong revenue momentum, upgraded FY2025 guidance, and international partnerships support a 29% upside potential with a price target of $82.22.
Kratos Surges Ahead in Defense With Advanced Propulsion Initiatives
KTOS progresses in defense propulsion with GE Aerospace tie-up, new engine plant and rising demand for unmanned combat aircraft.
KTOS or LHX: Which Stock Stands Stronger in Today's Defense Boom?
Rising defense spending puts KTOS and LHX in focus as both enjoy significant traction in next-gen defense tech.
Red Cat Vs. Kratos: Two Top Futuristic Drone Stocks
Drone warfare is rapidly expanding, with both Ukraine and the U.S. ramping up production, making drone technology a critical future defense sector. Kratos Defense stands out for its profitability, consistent EPS beats, and strong growth prospects, justifying a bullish long-term outlook despite a high valuation. Red Cat Holdings offers explosive sales growth potential and advanced drone solutions, but its lack of profitability increases risk and uncertainty.
