Kratos Defense & Security Solutions (KTOS): Q3 revenue rose to $471.8M, up $124.2M year over year
Q3 revenue rose 36% y/y to $471.8M on hypersonics and Orbit/Nomad acquisitions; US segment fell to $74.6M.
What this filing says
Kratos reported third-quarter revenue of $471.8 million, up from $347.6 million a year earlier, driven mainly by its KGS segment and the Nomad and Orbit acquisitions. The US segment revenue fell $12.6 million over the same period. For a shareholder, the filing shows faster top-line growth, though the excerpt does not give profit results.
Key figures
- Q3 revenue
- $471.8 million
- Prior-year Q3 revenue
- $347.6 million
- Nine-month revenue
- $1,301.6 million
- Foreign customer revenue (Q3)
- $78.2 million
- Shares outstanding
- 188,273,508 shares
- Orbit revenue contribution (Q3)
- $23.3 million
Positive for shareholders
- Revenue grew strongly in the quarter, led by the KGS segment and its hypersonic systems business.
- Acquisitions of Nomad and Orbit added revenue in both the quarter and the nine-month period.
Negative for shareholders
- US segment revenue declined $12.6 million in the quarter.
- Cost of revenues rose $95.3 million, showing costs grew alongside sales.
Written by Quantisnow AI from this filing. Not financial advice.
Key terms
- KGS segment:
- Kratos' largest reporting unit, covering its defense rocket support, space, turbine and microwave businesses.
- Hypersonic systems:
- Defense technology designed to fly at speeds above Mach 5.
FAQ
How much did Kratos' revenue grow in the third quarter?
Revenue increased $124.2 million to $471.8 million for the quarter ended September 27, compared with $347.6 million a year earlier.
What drove the revenue increase at Kratos?
The filing attributes most of the increase to the KGS segment, particularly its hypersonic systems work, plus the Nomad and Orbit acquisitions.
Historical context for KTOS
Across the 28 sessions after earlier KTOS headlines, the stock closed higher 11 times and lower 17 times, with a median move of 2.5% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | KTOS | SPY |
|---|---|---|---|
| Oct 28, 2026 | Kratos Receives $33.6 Million Contract to Provide Power Conversion System for NASA’s Historic SR-1 Freedom Nuclear-Powered Spacecraft | -0.4% | +0.3% |
| Oct 26, 2026 | Kratos Defense & Security Solutions Schedules Third Quarter 2026 Earnings Conference Call for Thursday, November 5th | +4.5% | +0.7% |
| Oct 22, 2026 | Oppenheimer initiated coverage on Kratos Defense and Security with a new price target | -1.2% | -1.2% |
| Oct 16, 2026 | Macquarie initiated coverage on Kratos Defense and Security with a new price target | -0.8% | -1.1% |
| Oct 14, 2026 | Kratos Breaks Ground on New AN/SPY-1 Radar and Helios Hypersonics Testing Facilities in Indiana | -2.5% | -1.1% |
| Oct 12, 2026 | Kratos Highlights Recent Successful Flight Tests of the J85 Engine Across Multiple Configurations, Including Lugged Launch, Palletized, and Surface-to-Surface Applicationsand 1 other headline that session | -1.7% | -0.1% |
Keep researching KTOS
- KTOS financial statementsRevenue, profit, cash flow and balance sheet from Kratos Defense & Security Solutions Inc.'s SEC filings.
- What is Form 10-Q?The quarterly report US public companies file with the SEC for each of the first three fiscal quarters, with unaudited financial statements and MD&A.
- Form 10-K vs 10-QThe difference between a 10-K and a 10-Q: what each report contains, filing deadlines by company size, audited vs reviewed financials, and which sections to read first.
- KTOS insider tradesEvery buy and sale reported by Kratos Defense & Security Solutions Inc. officers, directors and large holders.
- KTOS earnings historyPast Kratos Defense & Security Solutions Inc. earnings releases, newest first.
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