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High materiality8/10

Kratos Q3 beat; raised 2026 guidance; backlog and pipeline support upside

Nov 5, 2026, 5:34 PM EST1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong Q3 beat, backlog/pipeline expansion, and raised 2026 guidance imply durable demand and potential multiple expansion; near-term price may remain volatile but fundamentals point to upside as visibility improves.

AI summary

What happened, with direct paths to the underlying reporting

Kratos posted a solid Q3 with revenue of $471.80M and adjusted EPS of 24c, topping estimates. Backlog reached $2.65B with a $15.5B bid/pipeline, prompting an uplift to 2026 revenue guidance of $1.78–$1.81B and long-term targets for 2027. Despite a ~4% after-hours drop, the firm highlighted defense-spending tailwinds and a generational recapitalization, suggesting a durable growth trajectory into 2027.

Q3 revenue $471.80M, beating $471.16M est; adjusted EPS 24c vs 20c.
Revenue up 35.7% YoY; backlog $2.65B; bid/pipeline $15.5B.
Q4 revenue guide $480–$510M; 2026 rev outlook raised to $1.78–$1.81B; 2027 $2.1–$2.2B.
Shares fell ~4% after hours; management cites U.S./allies defense recapitalization as tailwind.

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