AI brief of an SEC Form 8-K · Kratos Defense & Security Solutions (KTOS)
Kratos Q3 revenue rises 35.7% to $471.8 million; full-year 2026 guidance raised
Kratos reported third quarter 2026 revenue of $471.8 million, up 35.7% from a year earlier, and raised its adjusted EBITDA guidance for fiscal 2026 while tightening its revenue range. GAAP results weakened, with a net loss of $0.2 million compared with net income of $8.7 million a year earlier, and the company issued an initial 2027 forecast that assumes a continuing resolution into early 2027.
Key points
- Q3 2026 revenue $471.8 million vs. $347.6 million in Q3 2025; organic growth 23.2%
- GAAP net loss of $0.2 million (EPS $0.00) vs. net income of $8.7 million ($0.05 per share) in Q3 2025; adjusted EPS $0.24 vs. $0.14
- FY2026 guidance: revenue $1,780 - $1,810 million and adjusted EBITDA $176 - $180 million
- Initial FY2027 forecast: revenue $2,100 - $2,200 million and adjusted EBITDA $230 - $240 million; Q1 2027 expected to be the lightest quarter
The filing
CompanyKratos Defense & Security Solutions (KTOS)
Form8-K, current report
Filed with the SECNov 5, 2026, 4:05 PM ET
Accession number0001069258-26-000085
Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.
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.