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Kratos Defense (GB:0JS0)
LSE:0JS0
Earnings Data
Report Date
Feb 19, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.17Last Year’s EPS
0.13Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call for Kratos Defense & Security Solutions highlighted strong revenue growth, significant program wins, and strategic acquisitions, positioning the company for future success. However, challenges such as increased material costs and cash flow issues due to the federal government shutdown were noted.Company Guidance
Increased Revenue Forecast
Kratos increased its full year 2025 revenue forecast to 14% to 15% organic growth over fiscal '24, up from the original forecast of 11% to 13%. The 2026 forecast is now 15% to 20% growth, up from 13% to 15%.
Significant Program Wins
Kratos secured multiple program wins including Helios, Anaconda, Poseidon, and others, expected to be multiyear, multi-decade programs with significant revenue potential.
Valkyrie Program Developments
Partnerships with Northrop Grumman and Airbus for the Valkyrie program, with expectations for it to become a key offering for the Marines and the German Air Force, among others.
Strong Q3 Financial Performance
Revenues for Q3 were $347.6 million, above the estimated range, with significant contributions from the Unmanned Systems business and defense rocket support and space training.
Acquisition of Orbit
Kratos announced the acquisition of Orbit, a leading provider of satellite-based communication systems, expected to be immediately accretive and enhance growth opportunities.
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 |
|---|---|---|---|
Nov 04, 2025 | $89.97 | $78.21 | -13.07% |
Aug 07, 2025 | $58.31 | $63.94 | +9.65% |
May 07, 2025 | $36.16 | $34.41 | -4.83% |
Feb 26, 2025 | $25.02 | $26.19 | +4.69% |
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 Feb 19, 2026, After Close (Confirmed).
What is Kratos Defense (GB:0JS0) earnings time?
Kratos Defense (GB:0JS0) earnings time is at Feb 19, 2026, After Close (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 (Q4) is 0.17.