Kratos’ third quarter results saw a negative market reaction despite notable revenue growth and a substantial earnings beat. Management emphasized that the quarter’s performance was driven largely by accelerating demand for its unmanned systems, including shipments of tactical Valkyries to international partners, and robust growth in rocket support and space-related businesses. CEO Eric DeMarco highlighted that Kratos is benefiting from “increasing demand for military-grade hardware or systems and software to support national security,” with the Unmanned Systems division leading the charge thanks to regulatory approvals and new program wins. CFO Deanna Lund added that continued investments in manufacturing and facility expansion were necessary to support the surge in orders but contributed to margin pressures, particularly in long-term fixed price contracts.
The integration of Artificial Intelligence (AI) into military technology is no longer a futuristic concept but an immediate and transformative reality, rapidly redefining global defense strategies. Nations worldwide are investing heavily, recognizing AI's capacity to revolutionize operations by enhancing efficiency, accelerating decision-making, and mitigating risks to human personnel. This technological leap promises a new era [...]
Kratos shares are trading lower after the company reported third quarter financial results and issued fourth quarter sales guidance below estimates. The company agreed to acquire Orbit Technologies.
Shares of aerospace and defense company Kratos (NASDAQ:KTOS)
fell 15.7% in the morning session after the company reported strong third-quarter results but provided a disappointing financial forecast. While Kratos surpassed Wall Street's expectations for its third quarter, with revenue growing 26% year-over-year to $347.6 million and adjusted earnings per share of $0.14 beating estimates, investors focused on the weaker outlook. The company's fourth-quarter revenue guidance of $325 million at the midpoint fell short of analysts' projections. Moreover, the full-year EBITDA guidance was significantly below expectations, and free cash flow worsened to negative $41.3 million from negative $9.2 million in the same quarter last year. This suggested a potential slowdown and increased cash burn, overshadowing the otherwise positive quarterly results and leading to the sharp sell-off.
Aerospace and defense company Kratos (NASDAQ:KTOS) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 26% year on year to $347.6 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $325 million was less impressive, coming in 2.5% below expectations. Its non-GAAP profit of $0.14 per share was 12.3% above analysts’ consensus estimates.
Aerospace and defense company Kratos (NASDAQ:KTOS) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 26% year on year to $347.6 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $325 million was less impressive, coming in 2.5% below expectations. Its non-GAAP profit of $0.14 per share was 17.5% above analysts’ consensus estimates.
New York, NY – October 30, 2025 – Ondas Holdings Inc. (NASDAQ: ONDS), a prominent player in industrial wireless and autonomous drone systems, saw its stock tumble by -5.11% today, signaling a growing unease among investors. The significant decline is attributed to a confluence of factors, primarily heightened investor concern surrounding
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
