KTOS Q2 2025 Earnings
Reported Aug 7, 2025 at 4:20 PM ET · SEC Source
Q2 25 EPS
$0.11
BEAT +17.77%
Est. $0.09
Q2 25 Revenue
$351.5M
BEAT +14.93%
Est. $305.8M
vs S&P Since Q2 25
-6.3%
TRAILING MARKET
KTOS +6.8% vs S&P +13.1%
Market Reaction
Did KTOS Beat Earnings? Q2 2025 Results
Kratos Defense & Security Solutions posted a decisive beat in the second quarter of fiscal 2025, reporting adjusted EPS of $0.11 against a consensus estimate of $0.09, a 17.77% beat, while revenue of $351.50 million topped expectations of $305.83 mil… Read more Kratos Defense & Security Solutions posted a decisive beat in the second quarter of fiscal 2025, reporting adjusted EPS of $0.11 against a consensus estimate of $0.09, a 17.77% beat, while revenue of $351.50 million topped expectations of $305.83 million by 14.93% and climbed 17.1% year-over-year. The headline driver was an explosive quarter within the Kratos Government Solutions segment, where Defense Rocket Systems revenue surged 116.6% on hypersonic mission timing and C5ISR grew 25.4%, pushing KGS to 27.1% organic growth. Those gains more than offset weakness in the Unmanned Systems segment, which saw revenue fall to $73.20 million from $85.80 million as a large prior-year international drone shipment did not repeat. For investors watching defense contractors, management's raised full-year guidance, revenue of $1.29 billion to $1.31 billion and Adjusted EBITDA of $114 million to $120 million, alongside a record $13.00 billion bid pipeline and the pending $750 million Poseidon contract, underscores the company's momentum heading into 2026.
Key Takeaways
- • Defense Rocket Systems business organic revenue growth of 116.6% driven by timing of hypersonic missions
- • C5ISR business organic revenue growth of 25.4%
- • KGS segment 27.1% organic growth across all businesses
- • Generational recapitalization of strategic weapon systems with increasing global defense budgets
KTOS YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
KTOS Revenue by Segment
With YoY comparisons, source: SEC Filings
“A generational recapitalization of strategic weapon systems is underway, with significant global funding being committed by the U.S. and its allies, including as represented by a planned U.S. 2026 National Security spend exceeding $1 trillion, NATO committing 5% of member GDP to defense, and Asian allies looking to do the same.”
— Eric DeMarco, Q2 2025 Earnings Press Release
KTOS Earnings Trends
KTOS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KTOS EPS Trend
Earnings per share: estimate vs actual
KTOS Revenue Trend
Quarterly revenue: estimate vs actual
KTOS Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 25 BEAT FY | $0.13 | $0.18 | +34.63% | $345.1M | +2.15% |
| FY Full Year | — | $0.55 | — | $1.35B | — |
| Q3 25 BEAT | $0.12 | $0.14 | +12.36% | $347.6M | +7.88% |
| Q2 25 BEAT | $0.09 | $0.11 | +17.77% | $351.5M | +14.93% |
| Q1 25 | — | $0.12 | — | $302.6M | — |