Drone Maker Beats Earnings Views But Falls On This Headwind

BTIG and Canaccord raised their price targets following the earnings report. Both cited Kratos' hypersonic missile program.

Investors Business Daily • 8 hours ago

Why Kratos Defense Stock Just Dropped

Kratos beat on top and bottom lines last night. Kratos's profits, however, look weak, and the drones company continued to burn cash.

The Motley Fool • 9 hours ago

These Analysts Raise Their Forecasts On Kratos After Upbeat Q4 Results

Revenue came in at $345.1 million, versus estimates of $327.79 million. Adjusted EPS came in at 18 cents, versus estimates of 16 cents.

Benzinga • 8 hours ago

Why This Strong Defense Stock is Suddenly Lower

Kratos Defense & Security Solutions Inc (NASDAQ:KTOS) stock is down 8.7% to trade at $86.06 this morning, the defense contractor  brushing off an adjusted fourth-quarter earnings of 18 cents per share on $345.10 million in revenue, both of which topped analyst estimates.

Schaeffers Research • 10 hours ago

Kratos Defense Q4 Earnings and Revenues Surpass Estimates

KTOS' fourth-quarter earnings jump 38.5%, and revenues surge 21.9%, beating estimates as backlog hits $1.21 billion.

Zacks Investment Research • 11 hours ago

Kratos: The Best Stock To Buy For The Future Of Defense

Kratos Defense & Security Solutions remains a high-conviction buy, supported by exceptional positioning in hypersonics, space, microelectronics, and drones. KTOS trades at a significant premium—4x peer group valuation—justified by its exposure to high-growth defense segments and forward-looking earnings potential. Revenue and EBITDA are projected to grow at 19.5% and 28.1% annually, respectively, with margins expected to reach 11% by 2027 and free cash flow turning positive by 2028.

Seeking Alpha • 7 hours ago

Kratos: Why I'm Buying A Hyped-Up Drone Stock After Its Poor Q1 Guidance

I'm not particularly worried with the 124x multiple of Kratos, as the long-term growth stock is largely intact, despite the soft Q1 guidance. Q1 2026 is now expected to be the lowest quarter this year for revenue and adjusted EBITDA. This was driven by the late-2025 federal shutdown. I see longer term upside tied to defense spending and program ramps, including potential Valkyrie benefit from a proposed FY27 U.S. defense budget increase.

Seeking Alpha • 12 hours ago

Drone Maker Kratos Beats Wall Street Earnings Estimates. The Stock Is Down.

Kratos topped fourth-quarter estimates and projected nearly 20% sales growth for 2026, but weaker first-quarter guidance and high expectations weighed on shares.

Barrons • Feb 23, 2026

Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript

Kratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call Transcript

Seeking Alpha • 21 hours ago

Kratos Reports Fourth Quarter and Full Year 2025 Financial Results

Fourth Quarter 2025 Revenues of $345.1 Million Reflect 21.9 Percent Growth and 20.0 Percent Organic Growth Over Fourth Quarter 2024 Revenues of $283.1 Million

GlobeNewsWire • Feb 23, 2026