KTOS · Q3 2026
Thursday, November 5 · 5:00 PM EST
Results available
Fiscal period ended 2026-09-27.
Full analysis below.
Kratos Defense & Security Solutions · Q3 2026 · Earnings analysis
Orders are surging, but rising amortization and stock compensation widen the earnings gap while receivables absorb cash.
Second quarter 2026. Period ended 2026-06-28. Company-wide figures unless noted.
organic growth, as the company states it (second quarter 2026 against second quarter 2025); the KGS segment sentence says organic growth excludes the impact of the Nomad and Orbit acquisitions
Quarterly consolidated figure, 1.1 to 1.0 as stated. The release also states 1.3 to 1.0 for the last twelve months ended June 28, 2026.
Kratos targets up to 3,000 engines produced in 2027. It forecasts about 1,500 sold, with cash flow estimates including working capital for the ramp.
No official call questions and answers available here for this quarter.