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Kratos (KTOS) reports Q3: everything you need to know ahead of earnings
Kratos, an aerospace and defense company, is scheduled to report third-quarter earnings Thursday after the market closes. Analysts expect revenue to grow 36.3% year over year, while estimates were generally unchanged in the past 30 days. Last quarter, revenue rose 30.5% to $458.8 million and beat expectations.
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What happened
Kratos, an aerospace and defense company, is scheduled to report third-quarter earnings Thursday after the market closes. Analysts expect revenue to grow 36.3% year over year, while estimates were generally unchanged in the past 30 days. Last quarter, revenue rose 30.5% to $458.8 million and beat expectations.
Confirmed
Global impact / market context
The report will show whether Kratos can sustain its expected faster revenue growth. A result below forecasts could challenge assumptions behind sales to defense customers, while a beat could reinforce them; however, revenue alone does not reveal costs or profit per sale.
Analyst inference
Kratos has missed Wall Street revenue estimates multiple times over the last two years, despite beating them last quarter. Two defense peers, Huntington Ingalls and RTX, reported revenue growth of 10.8% and 11.1%, respectively, and both exceeded expectations.
Confirmed
What to watch
- Kratos’s reported third-quarter revenue versus the expected 36.3% year-over-year growth will indicate whether sales are keeping pace with the forecast. Confirmed
- Check whether Kratos reports profit per share alongside revenue; last quarter it beat analysts’ earnings-per-share estimates, a measure of profit allocated to each share. Confirmed
- Compare Kratos’s results with its prior revenue-estimate misses and peer growth, but avoid assuming peer performance guarantees a similar outcome for Kratos. Analyst inference