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.

Sources

• Filed financials: edgar — the quarter ending 2026-06-28 filed revenue $458.8M, matching the figure above; the $0.21 EPS above is the company's adjusted (non-GAAP) figure — filed GAAP diluted EPS was $0.02.