KTOS · Kratos Defense & Security Solutions, Inc.
$64.58
+1.79 (+2.85%)
At close · Aug 14
Market Cap
$12.12B
Shares
187.72M
Kratos Defense & Security Solutions, Inc. Earnings Call Transcripts
Every quarterly earnings call for Kratos Defense & Security Solutions, Inc. (KTOS) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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. Q2 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Kratos Defense & Security Solutions, Inc. Q1 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-23
Kratos Defense & Security Solutions, Inc. Q4 FY2025 Earnings Call
Confident tone
Tactical Drones / Jet Drones
Hypersonic Systems Growth
Microwave Electronics / Space
Revenue
$345.10M*
▲ 21.9% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-04
Kratos Defense & Security Solutions, Inc. Q3 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
Kratos Defense & Security Solutions, Inc. Q2 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
Kratos Defense & Security Solutions, Inc. Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-26
Kratos Defense & Security Solutions, Inc. Q4 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
Kratos Defense & Security Solutions, Inc. Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
Kratos Defense & Security Solutions, Inc. Q2 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-07
Kratos Defense & Security Solutions, Inc. Q1 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-13
Kratos Defense & Security Solutions, Inc. Q4 FY2023 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Kratos Defense & Security Solutions, Inc. Q3 FY2023 Earnings Call
Revenue
$274.60M
▲ 20.1% YoY Diluted EPS
$-0.01
Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Kratos Defense & Security Solutions, Inc. Q2 FY2023 Earnings Call
Revenue
$256.90M
▲ 14.6% YoY Diluted EPS
$-0.02
Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Kratos Defense & Security Solutions, Inc. Q1 FY2023 Earnings Call
Revenue
$231.80M
▲ 18.1% YoY Diluted EPS
$-0.05
Gross margin
25.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-23
Kratos Defense & Security Solutions, Inc. Q4 FY2022 Earnings Call
Revenue
$249.30M*
▲ 17.8% YoY Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Kratos Defense & Security Solutions, Inc. Q3 FY2022 Earnings Call
Revenue
$228.60M
▲ 14% YoY Diluted EPS
$-0.06
Gross margin
24.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Kratos Defense & Security Solutions, Inc. Q2 FY2022 Earnings Call
Revenue
$224.20M
▲ 9.3% YoY Diluted EPS
$-0.04
▼ 500% YoY Gross margin
25.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Kratos Defense & Security Solutions, Inc. Q1 FY2022 Earnings Call
Revenue
$196.20M
▲ 1% YoY Diluted EPS
$-0.12
▼ 1300% YoY Gross margin
26.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Kratos Defense & Security Solutions, Inc. Q4 FY2021 Earnings Call
Revenue
$211.60M*
▲ 2.5% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Kratos Defense & Security Solutions, Inc. Q3 FY2021 Earnings Call
Revenue
$200.60M
▼ 0.7% YoY Diluted EPS
$-0.02
▼ 200% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-03
Kratos Defense & Security Solutions, Inc. Q2 FY2021 Earnings Call
Revenue
$205.10M
▲ 20.4% YoY Diluted EPS
$0.01
Gross margin
25.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Kratos Defense & Security Solutions, Inc. Q1 FY2021 Earnings Call
Revenue
$194.20M
▲ 15% YoY Diluted EPS
$0.01
Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-25
Kratos Defense & Security Solutions, Inc. Q4 FY2020 Earnings Call
Revenue
$206.40M
▲ 11.5% YoY Diluted EPS
$0.62
Gross margin
26.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-29
Kratos Defense & Security Solutions, Inc. Q3 FY2020 Earnings Call
Revenue
$202.00M
▲ 9.7% YoY Diluted EPS
$0.02
▲ 0% YoY Gross margin
28.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-04
Kratos Defense & Security Solutions, Inc. Q2 FY2020 Earnings Call
Revenue
$170.40M
▼ 9.3% YoY Diluted EPS
$-0.01
▼ 125% YoY Gross margin
27.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-07
Kratos Defense & Security Solutions, Inc. Q1 FY2020 Earnings Call
Revenue
$168.90M
▲ 5.3% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
27.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-24
Kratos Defense & Security Solutions, Inc. Q4 FY2019 Earnings Call
Revenue
$185.10M*
▲ 12.6% YoY Gross margin
26.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1069258
CUSIP
50077B207
13F (30d)
567 filings
563 filers
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