Latest news with #KratosGovernmentSolutions
Globe and Mail
2 days ago
- Business
- Globe and Mail
Kratos Defense's Segment Strengthens Role in Critical Defense Domain
Kratos Defense & Security Solutions, Inc. ( KTOS ) is steadily growing its presence in the defense technologies space through its Kratos Government Solutions (KGS) segment. KGS provides a wide range of advanced systems like C5ISR solutions, satellite communications, microwave products, space and cyber systems, turbine technologies and defense rocket support services, which support U.S. and allied military missions. KGS also delivers secure, reliable communication networks and advanced satellite ground systems. These are critical for ensuring uninterrupted intelligence, surveillance and reconnaissance operations. The segment also develops hypersonic-related technologies and is a prime contractor for the MACH TB (Multi-Service Advanced Capability Hypersonic Test Bed) program. As global security challenges rise and defense modernization speeds up, KGS' products and services are expected to gain more traction. Moreover, the recent acquisition of certain assets from Norden Millimeter, Inc. has further improved KGS's microwave and Radio Frequency Capabilities, allowing it to offer even stronger defense solutions. In the second quarter of 2025, KGS revenues rose 29.9% from the previous year to $278.3 million, supported by growth across all business areas and benefits from the Norden acquisition. This result highlights KGS' solid performance and should play a key role in Kratos Defense's long-term growth story. Peers Warranting a Look As defense priorities include secure communications, advanced missile and electronic support, other defense contractors like Lockheed Martin Corporation ( LMT ) and RTX Corporation ( RTX ) also warrant a look. Lockheed Martin provides advanced systems for surveillance, reconnaissance and battle management. One of its key programs includes the Command Control Battle Management Communications, which is the first battle management system capable of integrating across domains. RTX focuses on providing integrated defense systems, radar and missile warning systems that improve situational awareness and threat detection. Its Intelligence, Surveillance and Reconnaissance systems and multi-mission sensors are critical to both U.S. and international defense operations. KTOS' Price Performance, Valuation and Estimates Shares of KTOS have gained 229.7% in the past year compared with the industry 's 45.8% growth. Image Source: Zacks Investment Research The company's shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 7.12X compared with its industry's average of 10.13X. The Zacks Consensus Estimate for KTOS' third-quarter 2025 earnings has moved south in the past 60 days, while the same for the fourth quarter has remained unchanged. KTOS stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Research Chief Names "Single Best Pick to Double" From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all. This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lockheed Martin Corporation (LMT): Free Stock Analysis Report Kratos Defense & Security Solutions, Inc. (KTOS): Free Stock Analysis Report RTX Corporation (RTX): Free Stock Analysis Report
Yahoo
28-02-2025
- Business
- Yahoo
Kratos Defense & Security Solutions Full Year 2024 Earnings: EPS Misses Expectations
Revenue: US$1.14b (up 9.6% from FY 2023). Net income: US$16.3m (up from US$8.90m loss in FY 2023). Profit margin: 1.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. EPS: US$0.11 (up from US$0.068 loss in FY 2023). All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.8%. The primary driver behind last 12 months revenue was the Kratos Government Solutions segment contributing a total revenue of US$865.8m (76% of total revenue). Notably, cost of sales worth US$849.1m amounted to 75% of total revenue thereby underscoring the impact on earnings. The largest operating expense was General & Administrative costs, amounting to US$214.0m (79% of total expenses). Explore how KTOS's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Aerospace & Defense industry in the US. Performance of the American Aerospace & Defense industry. The company's shares are up 1.1% from a week ago. While earnings are important, another area to consider is the balance sheet. We have a graphic representation of Kratos Defense & Security Solutions' balance sheet and an in-depth analysis of the company's financial position. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
