Skip to contentHome page Seeking Alpha - Power to InvestorsTranscriptsFeb. 23, 2026 11:44 PM ETKratos Defense & Security Solutions, Inc. (KTOS) StockSA Transcripts158.57K FollowersCommentsQ4: 2026-02-23 Earnings SummaryInsightsTranscript InsightsEPS of $0.18 beats by $0.03 | Revenue of $345.10M (21.90% Y/Y) beats by $17.64MKratos Defense & Security Solutions, Inc. (KTOS) Q4 2025 Earnings Call February 23, 2026 5:00 PM ESTCompany ParticipantsMarie Mendoza - Senior VP, General Counsel & SecretaryEric DeMarco - CEO, President & DirectorDeanna Lund - Executive VP, CFO & DirectorConference Call ParticipantsJoshua Sullivan - JonesTrading Institutional Services, LLC, Research DivisionMichael Ciarmoli - Truist Securities, Inc., Research DivisionAnthony Valentini - Goldman Sachs Group, Inc., Research DivisionMichael Crawford - B. Riley Securities, Inc., Research DivisionBrock Cannon - Stifel, Nicolaus & Company, Incorporated, Research DivisionKenneth Herbert - RBC Capital Markets, Research DivisionColin Canfield - Cantor Fitzgerald & Co., Research DivisionPeter Arment - Robert W. Baird & Co. Incorporated, Research DivisionSeth Seifman - JPMorgan Chase & Co, Research DivisionPeter Skibitski - Alembic Global AdvisorsAndre Madrid - BTIG, LLC, Research DivisionTrevor Walsh - Citizens JMP Securities, LLC, Research DivisionHans Baldau - NOBLE Capital Markets, Inc., Research DivisionAustin Moeller - Canaccord Genuity Corp., Research DivisionCashen Keeler - BNP Paribas, Research DivisionClarke Jeffries - Piper Sandler & Co., Research DivisionSheila Kahyaoglu - Jefferies LLC, Research DivisionGavin Parsons - UBS Investment Bank, Research DivisionPresentationOperatorGood day, everyone, and welcome to Kratos Defense & Security Solutions Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. Now it's my pleasure to turn the call over to the Senior Vice President and General Counsel, Marie Mendoza. You may begin.Marie MendozaSenior VP, General Counsel & SecretaryThank you. Good afternoon, everyone. Thank you for joining us for the Kratos Defense & Security Solutions Fourth Quarter and Full Year 2025 Conference Call. With me today is Eric DeMarco, Kratos' President and Chief Executive Officer; and Deanna Lund, Kratos' Executive Vice President and Chief Financial Officer.Before we begin the substance of today's call, I'd like everyoneRead more current KTOS analysis and newsView all earnings call transcriptsCommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.