Kratos Defense & Security Solut
KTOS
Jodie read · what matters now
Revenue increased 22.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to KTOS, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 22.6% versus the comparable filing period.
- Net income increased 164.4% versus the comparable filing period.
What weakened
- Operating margin fell 0.9 percentage points.
- Operating cash flow covered only -2.30x net income.
Filing receipts
“Revenues in our KGS segment increased $48.9 million primarily due to increased revenues in our Defense Rocket Support business driven by our hypersonic systems business, as well as growth in our microwave products businesses and turbine technologies businesses, and the contribution of $7.3 million in revenue from the recent acquisition of Nomad Global Communication Solutions, and $13.3 million in revenue from the recent acquisition of Orbit Technologies.”
“Contract liabilities increased $ 34.7 million during the three months ended March 29, 2026, primarily due to revenue recognized in excess of payments received on these performance obligations, including the impact of the recent acquisitions of Nomad and Orbit.”
“14 Contract Estimates Due to the nature of the work required to be performed on many performance obligations, the estimation of total revenue and cost at completion is complex, subject to many variables, and requires significant judgment.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind KTOS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
KTOS is currently a Participant in the organic co-movement group Argentinian Regional Banks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.