---
title: "Kratos (KTOS) Reports Q4: Everything You Need To Know Ahead Of Earnings"
description: "Aerospace and defense company Kratos (KTOS) is set to report Q4 earnings after market hours on Monday. Last quarter, Kratos exceeded revenue expectations with $347.6 million, a 26% year-on-year increa"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/276525097.md"
published_at: "2026-02-22T03:04:37.000Z"
---

# Kratos (KTOS) Reports Q4: Everything You Need To Know Ahead Of Earnings

> Aerospace and defense company Kratos (KTOS) is set to report Q4 earnings after market hours on Monday. Last quarter, Kratos exceeded revenue expectations with $347.6 million, a 26% year-on-year increase. Analysts expect a 14.7% revenue growth this quarter. Despite missing estimates multiple times in the past two years, investor sentiment in the defense sector remains positive, with average share prices up 6.7%. However, Kratos shares have declined 12.4% recently, with an average analyst price target of $115.70 against a current price of $96.74.

Aerospace and defense company Kratos will be reporting earnings this Monday after market hours. Here’s what investors should know.

Kratos beat analysts’ revenue expectations last quarter, reporting revenues of $347.6 million, up 26% year on year. It was a strong quarter for the company, with a solid beat of analysts’ organic revenue estimates and an impressive beat of analysts’ EBITDA estimates.

Is Kratos a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Kratos’s revenue to grow 14.7% year on year, improving from the 3.4% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Kratos has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Kratos’s peers in the defense contractors segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Mercury Systems delivered year-on-year revenue growth of 4.4%, beating analysts’ expectations by 10.4%, and Leidos reported a revenue decline of 3.6%, falling short of estimates by 2.5%. Mercury Systems traded down 22.3% following the results while Leidos was also down 2.7%.

Read our full analysis of Mercury Systems’s results here and Leidos’s results here.

There has been positive sentiment among investors in the defense contractors segment, with share prices up 6.7% on average over the last month. Kratos is down 12.4% during the same time and is heading into earnings with an average analyst price target of $115.70 (compared to the current share price of $96.74).

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## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Harold Davidson & Associates Inc. Purchases New Position in Kratos Defense & Security Solutions, Inc. $KTOS | Harold Davidson & Associates Inc. has acquired a new position in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) | [Link](https://longbridge.com/en/news/276333421.md) |
| Envestnet Asset Management Inc. Sells 61,702 Shares of Kratos Defense & Security Solutions, Inc. $KTOS | Envestnet Asset Management Inc. has reduced its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) by 37.9 | [Link](https://longbridge.com/en/news/276423632.md) |
| Kratos Defense & Security Solutions Officer Sells Shares | Phillip D Carrai, President of the STC Division at Kratos Defense & Security Solutions, sold 6,500 shares of common stoc | [Link](https://longbridge.com/en/news/276398029.md) |
| Northwestern Mutual Investment Management Company LLC Acquires Shares of 37,623 Kratos Defense & Security Solutions, Inc. $KTOS | Northwestern Mutual Investment Management Company LLC acquired 37,623 shares of Kratos Defense & Security Solutions, Inc | [Link](https://longbridge.com/en/news/276055981.md) |
| Compass Wealth Management LLC Takes Position in Voyager Technologies, Inc. $VOYG | Compass Wealth Management LLC acquired 77,834 shares of Voyager Technologies, Inc. (NYSE:VOYG) valued at approximately $ | [Link](https://longbridge.com/en/news/276433675.md) |

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.