AI brief of an SEC Form 8-K · Kratos Defense & Security Solutions (KTOS)

Kratos Q2 revenue up 17.1% to $351.5 million; net income falls to $2.9 million

Mixed Impact 4 of 5 earnings Written later

Kratos reported second quarter 2025 revenue of $351.5 million, up 17.1 percent from $300.1 million a year earlier, while GAAP net income fell to $2.9 million, or $0.02 per share, from $7.9 million, or $0.05. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance and gave initial third-quarter guidance, but the second-quarter bookings-to-revenue ratio was 0.7 to 1.

Key points

  • Q2 2025 revenue was $351.5 million, up from $300.1 million, with organic growth of 15.2 percent.
  • GAAP net income was $2.9 million, or $0.02 per share, versus $7.9 million, or $0.05 per share, in Q2 2024; Adjusted EPS was $0.11 versus $0.14.
  • Full-year 2025 revenue guidance is $1.29 billion to $1.31 billion and Adjusted EBITDA guidance is $114 million to $120 million, both increased.
  • KUS segment reported an operating loss of $0.3 million in Q2 2025, compared with operating income of $3.6 million a year earlier.

The filing

CompanyKratos Defense & Security Solutions (KTOS)
Form8-K, current report
Filed with the SECAug 7, 2025, 4:20 PM ET
Accession number0001069258-25-000050

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:57 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 07, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.