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Kratos (KTOS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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For the quarter ended June 2025, Kratos (KTOS - Free Report) reported revenue of $351.5 million, up 17.1% over the same period last year. EPS came in at $0.11, compared to $0.14 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $306.76 million, representing a surprise of +14.58%. The company delivered an EPS surprise of +22.22%, with the consensus EPS estimate being $0.09.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Kratos performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Product sales: $216.6 million versus $188.63 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.
  • Revenues- Unmanned Systems: $73.2 million versus the four-analyst average estimate of $79.14 million. The reported number represents a year-over-year change of -14.7%.
  • Revenues- Kratos Government Solutions: $278.3 million versus the four-analyst average estimate of $228.72 million. The reported number represents a year-over-year change of +29.9%.
  • Revenues- Service revenues: $134.9 million versus the four-analyst average estimate of $117.55 million. The reported number represents a year-over-year change of +26.7%.
  • Gross Profit- Service revenues: $27.7 million compared to the $31.87 million average estimate based on four analysts.
  • Gross Profit- Product sales: $46.1 million versus the four-analyst average estimate of $42.56 million.
  • Operating income (loss)- Unmanned Systems: $-0.3 million versus $-0.5 million estimated by three analysts on average.
  • Operating income (loss)- Kratos Government Solutions: $12.6 million compared to the $14.44 million average estimate based on two analysts.

View all Key Company Metrics for Kratos here>>>

Shares of Kratos have returned +28.1% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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