Kratos Defense & Security Solutions (KTOS) News Today

Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) reported strong year-over-year growth and beat the quarterly adjusted-earnings estimate, but revenue was essentially in line and the company reported a small GAAP loss. Shares were under pressure despite the operating gains, with investors potentially weighing the mixed details and outlook.

• Positive Sentiment: Q3 adjusted EPS was $0.24, above the $0.21 consensus and up from $0.14 a year earlier. Revenue rose 35.7% to $471.8 million, while bookings reached $1.037 billion and the consolidated book-to-bill ratio was 2.2 to 1—supportive signs of growth and demand. Kratos Q3 financial results
• Positive Sentiment: Q4 revenue guidance of $480 million–$510 million has a $495 million midpoint, slightly above analysts’ $493.5 million estimate. Benzinga also described the update as lifting the 2026 outlook. Kratos outlook report
• Neutral Sentiment: Q3 revenue was nearly exactly in line with estimates, and full-year revenue guidance was about $1.8 billion, matching consensus. Zacks Q3 metrics
• Negative Sentiment: Despite the adjusted-earnings beat, Kratos recorded a small GAAP net loss. The Q4 revenue guidance range also has a lower bound below consensus, which may temper the otherwise positive outlook. AP Q3 earnings snapshot