KRATOS DEFENSE & SECURITY SOLUTIONS, INC. — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Kratos reported Q2 2026 revenues of $458.8M (up 30.5% YoY, 19.1% organic), with Kratos Government Solutions at $379.7M (+36.4%) and Unmanned Systems at $79.1M (+8.1% organic). Operating loss of $1.6M but net income of $4.4M; Adjusted EBITDA of $38.2M. Company raised full-year 2026 revenue guidance to $1.750–$1.810B (18–23% organic growth) and consolidated book-to-bill of 1.3x over last twelve months with $1.990B bookings. Backlog of $2.084B and bid pipeline of $15.0B.
Why this rating
Strong organic growth (19.1%), raised guidance, solid backlog/pipeline relative to $6.5B market cap. Material but execution risk on $250–275M planned 2026 investments remains.
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