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Did Kratos Defense & Security Solutions Beat Earnings?
Kratos Defense & Security Solutions (KTOS) reported Q4 '25 revenue of $345M, up 21.9% year-over-year, with reported EPS of $0.18. That topped the $0.17 analyst estimate by 9.1% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Kratos Defense & Security Solutions’s job postings, web traffic, and employee business outlook. See the full KTOS stock analysis or the earnings calendar for upcoming reports.
KTOS Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q4 '25 | $0.17 | $0.18 | Beat +9.1% |
| Q3 '25 | $0.12 | $0.14 | Beat +16.7% |
| Q2 '25 | $0.09 | $0.11 | Beat +22.2% |
| Q1 '25 | $0.09 | $0.12 | Beat +33.3% |
| Q4 '24 | $0.10 | $0.13 | Beat +27.5% |
| Q3 '24 | $0.08 | $0.11 | Beat +37.5% |
Kratos Defense & Security Solutions Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 300M | 276M | 283M | 303M | 352M | 348M | 345M | 371M |
| Gross margin | 25.7% | 25.1% | 24.7% | 24.3% | 21.0% | 22.2% | 21.4% | 9.4% |
| Operating margin | 4.2% | 2.4% | 1.1% | 2.2% | 1.1% | 2.0% | 3.0% | 1.3% |
| Net income | 7.9M | 3.2M | 3.9M | 4.5M | 2.9M | 8.7M | 5.9M | 12M |
| Net margin | 2.6% | 1.2% | 1.4% | 1.5% | 0.8% | 2.5% | 1.7% | 3.2% |
| EPS | $0.14 | $0.11 | $0.13 | $0.12 | $0.11 | $0.14 | $0.18 | — |
Kratos Defense & Security Solutions Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, Kratos Defense & Security Solutions’s quarterly revenue moved from $300M to $371M. Net margin expanded from 2.6% to 3.2%, against a 9.4% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Kratos Defense & Security Solutions has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Kratos Defense & Security Solutions’s Next Earnings Date?
Kratos Defense & Security Solutions reports earnings on a quarterly schedule. Its most recent report covered Q4 '25. For the confirmed upcoming date — and every other company reporting soon — see the KTOS earnings calendar.
Frequently Asked Questions: Kratos Defense & Security Solutions Earnings
Kratos Defense & Security Solutions's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Kratos Defense & Security Solutions reported Q4 '25 EPS of $0.18 on revenue of $345M (+21.9% YoY). Kratos Defense & Security Solutions beat estimates, reporting $0.18 vs. the $0.17 estimate.
Kratos Defense & Security Solutions reported Q4 '25 revenue of $345M, up 21.9% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the KTOS AI Score.
