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Kratos Defense (GB:0JS0)
LSE:0JS0
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -2.85%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive developments and challenges. Kratos reported strong revenue growth and a record opportunity pipeline, driven by its hypersonic and drone segments. However, increased costs on fixed price contracts and cash flow challenges were noted, along with potential disruptions due to facility moves.Company Guidance
During the Kratos Defense & Security Solutions' First Quarter 2025 Conference Call, the company provided several key metrics and guidance regarding its financial and operational outlook. Kratos anticipates approximately 10% organic revenue growth for 2025 and 13% to 15% for 2026, driven by a robust opportunity pipeline valued at approximately $12.6 billion, marking an all-time high for the company. The Q1 book-to-bill ratio was 1.2:1, consistent with the last twelve months. Kratos' first-quarter revenue was $302.6 million, exceeding the estimated range, and adjusted EBITDA was $26.7 million, also surpassing expectations. The conference call emphasized the potential for significant contributions from the company's hypersonic franchise, jet engines, and propulsion systems, along with notable opportunities in integrated air and missile defense. The fiscal 2025 CRA, which allows for reprogramming of funds, has brought clarity and increased confidence in Kratos' future growth trajectory. Additionally, Kratos' investment in manufacturing and production capabilities is expected to support anticipated customer orders and requirements.Record Opportunity Pipeline
Kratos' opportunity pipeline stands at approximately $12.6 billion, an all-time high for the company, indicating a large and increasing number of opportunities.
Significant Organic Revenue Growth
Kratos reported approximately 10% 2025 and 13% to 15% 2026 year-over-year organic revenue growth, supported by a Q1 book-to-bill ratio of 1.2:1.
Strong Hypersonic Franchise Performance
Kratos' Dark Fury hypersonic vehicle has successfully flown its initial mission at hypersonic speed, achieving all expectations under a customer-funded contract.
Expansion in Drone and Tactical Systems
Kratos is currently bidding on numerous large multi-hundred million dollar single award opportunities in the drone area, including international contracts.
Financial Performance Exceeds Estimates
Revenues for the first quarter were $302.6 million, above the estimated range of $285 million to $295 million, with adjusted EBITDA at $26.7 million, above the estimated range of $20 million to $24 million.
GB:0JS0 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0JS0 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $36.16 | $34.41 | -4.83% |
Feb 26, 2025 | $25.02 | $26.19 | +4.69% |
Nov 07, 2024 | $23.95 | $25.99 | +8.54% |
Aug 07, 2024 | $20.27 | $19.91 | -1.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kratos Defense (GB:0JS0) report earnings?
Kratos Defense (GB:0JS0) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Kratos Defense (GB:0JS0) earnings time?
Kratos Defense (GB:0JS0) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Kratos Defense stock?
The P/E ratio of Kratos Defense is N/A.
What is GB:0JS0 EPS forecast?
GB:0JS0 EPS forecast for the fiscal quarter 2025 (Q2) is 0.1.