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Kratos Defense & Security Solutions KTOS Q4 2025 Annual earnings

Reported February 23, 2026 · After market close

Revenue$345.1MBeat by $17.9M
EPS$0.18Beat by $0.02
Revenue estimate$327.2M
EPS estimate$0.16

Next report

Aug 4, 2026 (In 6 days)
Revenue estimate$410.4M
EPS estimate$0.13

Financials

Q4 2025

Income statement

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Revenue$345.1M+21.9%
Gross profit$83.4M+19.5%
Operating income$8.2M+173%
Net income$5.9M+51.3%
EPS (diluted)$0.030.0%

Balance sheet

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Cash & equivalents$560.6M+70.2%
Total debt$149.2M-47.4%
Total equity$2.0B+47.5%
Total assets$2.5B+26.5%

Cash flow

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CapEx$24.2M+77.9%
Free cash flow-$12.1M—

Valuation & ratios

Valuation

as of 12/28/25
See full
Market cap$12.82B+222%
Enterprise value$12.41B+215%
P/E582.6×+338×
P/S9.5×+6.0×

Profitability

See full
Gross margin22.9%-2.4pp
Operating margin1.9%-0.7pp
Net margin1.6%+0.2pp
FCF margin-10.2%—

Returns & leverage

See full
Return on equity1.3%-0.1pp
Debt / equity0.1×-0.1×
Current ratio4.1×+1.1×

Segments

By geography

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Europe$35.1M+162%
Middle East$24.9M+84.4%
Asia Pacific$15.5M+6.9%
Other$12.0M-11.1%
Other North America$5.4M-15.6%

By segment

See full
US$68.5M+12.1%

By product

See full
Service revenues$114.3M+7.3%

Versus estimates

Revenue

Q1 2026$371.0MBeat by $26.0M
Q4 2025$345.1MBeat by $17.9M
Q3 2025$347.6MBeat by $25.6MQ2 2025$351.5MBeat by $45.0MQ1 2025$302.6MBeat by $10.3MQ4 2024$283.1MMiss by $5.2M

Diluted EPS

Q1 2026$0.16Beat by $0.03
Q4 2025$0.18Beat by $0.02
Q3 2025$0.14Beat by $0.02Q2 2025$0.11Beat by $0.02Q1 2025$0.12Beat by $0.03Q4 2024$0.13Beat by $0.04

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Questions, answered.

When did Kratos Defense & Security Solutions report Q4 2025 earnings?
Kratos Defense & Security Solutions (KTOS) reported Q4 2025 earnings on February 23, 2026 after market close.
What were Kratos Defense & Security Solutions's Q4 2025 revenue and EPS?
Kratos Defense & Security Solutions reported revenue of $345.1M and eps of $0.18 for Q4 2025.
Did Kratos Defense & Security Solutions beat estimates in Q4 2025?
Revenue beat the consensus estimate of $327.2M by $17.9M. EPS beat the consensus estimate of $0.16 by $0.02.
How did Kratos Defense & Security Solutions's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 21.9% from $283.1M a year earlier and eps grew 38.5% from $0.13.
Where can I find Kratos Defense & Security Solutions's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001069258-26-000012) and the 10-K periodic report (0001069258-26-000013) directly on SEC EDGAR. The filing index links above go to sec.gov.