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Kratos (KTOS) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Kratos (KTOS - Free Report) reported $471.8 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 35.7%. EPS of $0.24 for the same period compares to $0.14 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $473.69 million, representing a surprise of -0.4%. The company delivered an EPS surprise of +14.29%, with the consensus EPS estimate being $0.21.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $294.9 million compared to the $296.67 million average estimate based on four analysts. The reported number represents a change of +28.1% year over year.
  • Revenues- Service revenues: $176.9 million versus $178.66 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +50.7% change.
  • Revenues- Kratos Government Solutions: $397.2 million compared to the $393.4 million average estimate based on three analysts. The reported number represents a change of +52.5% year over year.
  • Revenues- Unmanned Systems: $74.6 million versus the three-analyst average estimate of $84.51 million. The reported number represents a year-over-year change of -14.5%.
  • Gross Profit- Product sales: $67.7 million versus the four-analyst average estimate of $67.81 million.
  • Gross Profit- Service revenues: $38.3 million compared to the $42.48 million average estimate based on four analysts.

View all Key Company Metrics for Kratos here>>>

Shares of Kratos have returned -14.3% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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