KTOS earnings — 2026-08-04

Kratos Defense & Security Solutions reported second-quarter revenue of $458.8 million and adjusted EPS of $0.21, both above Street estimates of $410 million and $0.14, according to a Wall St Engine earnings breakdown circulated in the desk's social sweep on Aug 4. Management raised full-year organic revenue growth guidance to roughly 18%-23% and issued third-quarter organic growth guidance of 19%-25%, per the same post. The desk's social sweep read the print as bullish for the sector ("defense sector is soo back"), tying it to the broader rotation-into-defense narrative. Shares closed up 5.41% on the day at $51.87, per the daily summary.