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

Kratos Q2 2026 revenue rises 30.5% to $458.8 million; full-year revenue guidance raised

Positive Impact 4 of 5 earnings Written later

Kratos Defense & Security Solutions reported second quarter 2026 revenue of $458.8 million, up from $351.5 million a year earlier, and raised its full-year 2026 revenue guidance to $1.750 billion to $1.810 billion. The company posted an operating loss of $1.6 million for the quarter, compared with operating income of $3.7 million a year earlier, while GAAP net income rose to $4.4 million, helped by interest income, and GAAP EPS was $0.02 in both periods.

Key points

  • Q2 2026 revenue of $458.8 million, up 30.5% from $351.5 million; organic growth of 19.1%
  • Operating loss of $1.6 million versus operating income of $3.7 million in Q2 2025; net income of $4.4 million versus $2.9 million
  • Adjusted EPS of $0.21 versus $0.11 a year earlier; Adjusted EBITDA of $38.2 million
  • Q3 2026 revenue guidance of $460 million to $480 million and operating income guidance of $1 million to $4 million; Q2 operating cash flow use of $11.0 million

The filing

CompanyKratos Defense & Security Solutions (KTOS)
Form8-K, current report
Filed with the SECAug 4, 2026, 4:18 PM ET
Accession number0001069258-26-000075

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 04, 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.