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

Kratos Q4 revenue rises 21.9% to $345.1 million; issues 2026 revenue forecast

Positive Impact 3 of 5 earnings Written later

Kratos reported fourth-quarter 2025 revenue of $345.1 million, up from $283.1 million a year earlier, and GAAP net income of $5.9 million, or $0.03 per share, versus $3.9 million. The company also issued its first 2026 base case guidance, with revenue of $1.595 billion to $1.675 billion and adjusted EBITDA of $157.0 million to $167.0 million, including the recently closed Nomad acquisition. Free cash flow used in operations was $125.4 million for full year 2025, which shareholders may weigh against the revenue growth.

Key points

  • Q4 2025 revenue $345.1 million, up 21.9% from $283.1 million; organic growth 20.0%
  • Q4 2025 GAAP net income $5.9 million ($0.03 per share) vs. $3.9 million; adjusted EPS $0.18 vs. $0.13
  • Full year 2025 revenue $1.347 billion; net income $22.0 million; free cash flow used $125.4 million
  • 2026 base case guidance: revenue $1.595 billion to $1.675 billion; adjusted EBITDA $157.0 million to $167.0 million

The filing

CompanyKratos Defense & Security Solutions (KTOS)
Form8-K, current report
Filed with the SECFeb 23, 2026, 4:45 PM ET
Accession number0001069258-26-000012

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 February 23, 2026.

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.