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Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 ...
SA Transcripts · 2026-05-07 · via All Articles on Seeking Alpha

Q1: 2026-05-06 Earnings Summary

EPS of $0.16 beats by $0.03

 | 

Revenue of

$371.00M

(22.60% Y/Y)

beats by $25.72M

Kratos Defense & Security Solutions, Inc. (KTOS) Q1 2026 Earnings Call May 6, 2026 5:00 PM EDT

Company Participants

Marie Mendoza - Senior VP, General Counsel & Secretary
Eric DeMarco - CEO, President & Director
Deanna Lund - Executive VP, CFO & Director

Conference Call Participants

Sheila Kahyaoglu - Jefferies LLC, Research Division
Michael Crawford - B. Riley Securities, Inc., Research Division
Peter Arment - Robert W. Baird & Co. Incorporated, Research Division
Noah Poponak - Goldman Sachs Group, Inc., Research Division
Kenneth Herbert - RBC Capital Markets, Research Division
Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division
Joseph Gomes - NOBLE Capital Markets, Inc., Research Division
Peter Skibitski - Alembic Global Advisors
Austin Moeller - Canaccord Genuity Corp., Research Division
Andre Madrid - BTIG, LLC, Research Division
Michael Leshock - KeyBanc Capital Markets Inc., Research Division
Cashen Keeler - BNP Paribas, Research Division
Brian Dobson - Clear Street LLC
Gavin Parsons - UBS Investment Bank, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Kratos Defense & Security Solutions First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Marie Mendoza, Senior Vice President and General Counsel. Please go ahead.

Marie Mendoza
Senior VP, General Counsel & Secretary

Thank you. Good afternoon, everyone. Thank you for joining us for the Kratos Defense & Security Solutions First Quarter 2026 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 everyone to please take note of the safe harbor paragraph that is included at the end of today's press release. This paragraph emphasizes the major uncertainties and risks inherent in the forward-looking