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

Kratos Q3 revenue rises 26% to $347.6 million; raises 2025 revenue guidance

Positive Impact 4 of 5 guidance Written later

Kratos reported third quarter 2025 revenue of $347.6 million, up from $275.9 million a year earlier, and net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in the same period of 2024. The company raised its full year 2025 revenue guidance to $1.320 billion to $1.330 billion and raised its 2026 organic revenue growth forecast to 15 percent to 20 percent, though third quarter operating cash flow was negative $13.3 million.

Key points

Q3 2025 revenue of $347.6 million, up 26.0 percent from $275.9 million; Adjusted EBITDA of $30.8 million versus $24.6 million
Net income of $8.7 million, or $0.05 per diluted share, versus $3.2 million, or $0.02, in Q3 2024
Cash flow used in operations was $13.3 million in Q3 2025, with free cash flow use of $41.3 million after $28.0 million in capital expenditures

The filing

CompanyKratos Defense & Security Solutions (KTOS)

Form8-K, current report

Filed with the SECNov 4, 2025, 4:19 PM ET

Accession number0001069258-25-000056

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 November 04, 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.