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KTOS · Kratos Defense & Security Solutions, Inc. · Earnings Call Transcripts & Audio

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$42.69 -0.36 (-0.84%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$8.56B
Shares
187.72M
Volume · Sep 30 5.33M Avg daily vol (3M) 3.89M

Kratos Defense & Security Solutions, Inc. Earnings Call Transcripts

Quarterly earnings calls for Kratos Defense & Security Solutions, Inc. (KTOS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲14% $228.60M −$8.00M '22 Q3 22-11-03 ▲17.8% $249.30M −$8.30M '22 Q4 23-02-23 ▲18.1% $231.80M −$7.00M '23 Q1 23-05-03 ▲14.6% $256.90M −$2.70M '23 Q2 23-08-03 ▲20.1% $274.60M −$1.60M '23 Q3 23-11-02 ▲9.8% $273.80M $2.40M '23 Q4 24-02-13 ▲19.6% $277.20M $1.30M '24 Q1 24-05-07 ▲16.8% $300.10M $7.90M '24 Q2 24-08-07 ▲0.5% $275.90M $3.20M '24 Q3 24-11-07 ▲3.4% $283.10M $3.90M '24 Q4 25-02-26 ▲9.2% $302.60M $4.50M '25 Q1 25-05-07 ▲17.1% $351.50M $2.90M '25 Q2 25-08-07 ▲26% $347.60M $8.70M '25 Q3 25-11-04 ▲21.9% $345.10M $5.90M '25 Q4 26-02-23 ▲22.6% $371.00M $11.90M '26 Q1 26-05-06 LATEST ▲30.5% $458.80M $4.40M '26 Q2 26-08-04
Earnings call
FY26 · Q2
2026-08-04
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2026 Earnings Call Transcript
Confident tone Hypersonic and rocket systems growth Spartan turbojet engine business Facility investment discipline and margins
Revenue
$458.80M
▲ 30.5% YoY
Diluted EPS
$0.02
▲ 0% YoY
Gross margin
21.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call Transcript
Confident tone Unmanned Systems and Valkyrie/CCA Production Hypersonic, Propulsion, and Turbine Tech Programs Multi-Year Framework Agreements
Revenue
$371.00M
▲ 22.6% YoY
Diluted EPS
$0.07
▲ 133.3% YoY
Gross margin
24.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-23
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript
Confident tone Tactical Drones / Jet Drones Hypersonic Systems Growth Microwave Electronics / Space
Revenue
$345.10M*
▲ 21.9% YoY
Gross margin
24.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2025 Earnings Call Transcript
Confident tone Valkyrie / CCA programs Hypersonic / Helios test facilities Revenue growth outlook
Revenue
$347.60M
▲ 26% YoY
Diluted EPS
$0.05
▲ 150% YoY
Gross margin
22.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2025 Earnings Call Transcript
Confident tone Tactical drone / Valkyrie business Microwave electronics / Norden acquisition New program wins - Poseidon and Demos
Revenue
$351.50M
▲ 17.1% YoY
Diluted EPS
$0.02
▼ 60% YoY
Gross margin
21.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2025 Earnings Call Transcript
Confident tone Hypersonic franchise Drones (target and tactical) Microwave electronics / C5ISR
Revenue
$302.60M
▲ 9.2% YoY
Diluted EPS
$0.03
▲ 200% YoY
Gross margin
24.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2024 Earnings Call Transcript
Confident tone Hypersonic franchise growth Unmanned systems / Valkyrie and Thanatos Internal investments and capital expenditures
Revenue
$283.10M*
▲ 3.4% YoY
Gross margin
24.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2024 Earnings Call Transcript
Confident tone Rocket systems and hypersonic programs Air defense and microwave electronics growth International expansion (Israel, India)
Revenue
$275.90M
▲ 0.5% YoY
Diluted EPS
$0.02
Gross margin
25.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2024 Earnings Call Transcript
Confident tone Unmanned Systems / Drones C5ISR and Air Defense Systems Engine and Turbine / Propulsion Business
Revenue
$300.10M
▲ 16.8% YoY
Diluted EPS
$0.05
Gross margin
25.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2024 Earnings Call Transcript
Confident tone Rocket, Hypersonic & Missile Defense Systems Turbine Technologies / Jet Engines Unmanned Systems / Drones Growth
Revenue
$277.20M
▲ 19.6% YoY
Diluted EPS
$0.01
Gross margin
25.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2023 Earnings Call Transcript
Confident tone Backlog, Pipeline, and Contract Awards Unmanned Systems / Tactical Drones Hypersonic, Rocket Motors, and Propulsion
Revenue
$273.80M*
▲ 9.8% YoY
Gross margin
26.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2023 Earnings Call Transcript
Revenue
$274.60M
▲ 20.1% YoY
Diluted EPS
$-0.01
Gross margin
26.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2023 Earnings Call Transcript
Revenue
$256.90M
▲ 14.6% YoY
Diluted EPS
$-0.02
Gross margin
24.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2023 Earnings Call Transcript
Revenue
$231.80M
▲ 18.1% YoY
Diluted EPS
$-0.05
Gross margin
25.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2022 Earnings Call Transcript
Revenue
$249.30M*
▲ 17.8% YoY
Gross margin
24.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2022 Earnings Call Transcript
Revenue
$228.60M
▲ 14% YoY
Diluted EPS
$-0.06
Gross margin
24.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2022 Earnings Call Transcript
Revenue
$224.20M
▲ 9.3% YoY
Diluted EPS
$-0.04
▼ 500% YoY
Gross margin
25.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2022 Earnings Call Transcript
Revenue
$196.20M
▲ 1% YoY
Diluted EPS
$-0.12
▼ 1300% YoY
Gross margin
26.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2021 Earnings Call Transcript
Revenue
$211.60M*
▲ 2.5% YoY
Gross margin
29.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2021 Earnings Call Transcript
Revenue
$200.60M
▼ 0.7% YoY
Diluted EPS
$-0.02
▼ 200% YoY
Gross margin
30.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2021 Earnings Call Transcript
Revenue
$205.10M
▲ 20.4% YoY
Diluted EPS
$0.01
Gross margin
25.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2021 Earnings Call Transcript
Revenue
$194.20M
▲ 15% YoY
Diluted EPS
$0.01
Gross margin
26.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2020 Earnings Call Transcript
Revenue
$206.40M
▲ 11.5% YoY
Diluted EPS
$0.62
▲ 1966.7% YoY
Gross margin
26.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Kratos Defense & Security Solutions, Inc. (KTOS) Q3 2020 Earnings Call Transcript
Revenue
$202.00M
▲ 9.7% YoY
Diluted EPS
$0.02
▲ 0% YoY
Gross margin
28.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Kratos Defense & Security Solutions, Inc. (KTOS) Q2 2020 Earnings Call Transcript
Revenue
$170.40M
▼ 9.3% YoY
Diluted EPS
$-0.01
▼ 125% YoY
Gross margin
27.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2020 Earnings Call Transcript
Revenue
$168.90M
▲ 5.3% YoY
Diluted EPS
$0.00
▼ 100% YoY
Gross margin
27.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY19 · Q4
2020-02-24
Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2019 Earnings Call
Revenue
$185.10M
▲ 12.6% YoY
Diluted EPS
$0.03
▼ 25% YoY
Gross margin
26.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Showing 1–27 of 27 earnings calls
Key facts CIK 1069258 CUSIP 50077B207 13F (30d) 12 filings 11 filers Visit website Investor relations