CoverageForm 410-K10-Q8-K13D13G13F

KTOS · Kratos Defense & Security Solutions, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · KTOS

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$1.35B$1.14B$1.04B$898.30M$811.50M$747.70M
Cost of Revenue$1.04B$849.10M$768.50M$672.30M$586.40M$544.50M
Gross Profit$307.90M$287.20M$268.60M$226.00M$225.10M$203.20M
R&D$40.00M$40.30M$38.40M$38.60M$35.20M$27.00M
SG&A$240.20M$214.00M$197.80M$182.50M$160.20M$144.50M
Total Operating Expenses------
D&A$47.10M$40.30M$33.20M$30.50M$25.70M$24.60M
Operating Income$25.60M$29.00M$31.10M($2.60M)$27.90M$29.30M
Interest Expense$9.60M$15.20M$21.70M$18.30M$23.70M$23.60M
Income Tax$12.00M$10.20M$8.90M$1.40M$3.90M($73.50M)
Net Income$22.00M$16.30M($8.90M)($36.90M)($2.00M)$79.60M
EPS - Basic$0.14$0.11($0.07)($0.29)($0.02)$0.69
EPS - Diluted$0.13$0.11($0.07)($0.29)($0.02)$0.67

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$560.60M$329.30M$72.80M$81.30M$349.40M$380.80M
Accounts Receivable$165.00M$117.50M$128.80M$105.70M$93.90M$95.30M
Inventory------
Accounts Payable$69.60M$82.00M$63.10M$57.30M$50.40M$55.40M
Current Assets$1.26B$872.10M$594.20M$582.60M$758.10M$764.80M
Total Assets$2.47B$1.95B$1.63B$1.55B$1.59B$1.56B
Current Liabilities$311.00M$296.70M$292.50M$234.20M$221.10M$197.60M
Long-term Debt$0$174.60M$219.30M$250.20M$296.70M$301.00M
Total Liabilities$470.90M$597.70M$634.00M$604.00M$629.20M$622.70M
Stockholders' Equity$2.00B$1.35B$976.00M$936.30M$945.10M$925.30M
Retained Earnings($641.90M)($663.90M)($680.20M)($671.30M)($634.40M)($632.40M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow($42.10M)$65.20M$65.20M($25.60M)$35.30M$44.70M
Investing Cash Flow($88.30M)($69.70M)($43.80M)($177.40M)($52.10M)$40.50M
Financing Cash Flow$360.70M$277.60M($30.70M)($63.30M)($9.30M)$247.70M
CapEx$95.30M$58.20M$52.40M$46.50M--
Free Cash Flow($137.40M)$7.00M$12.80M($72.10M)--

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin22.9%25.3%25.9%25.2%27.7%27.2%
Operating margin1.9%2.6%3.0%-0.3%3.4%3.9%
EBITDA margin5.4%6.1%6.2%3.1%6.6%7.2%
Net margin1.6%1.4%-0.9%-4.1%-0.2%10.6%
Free cash flow margin-10.2%0.6%1.2%-8.0%--
FCF / Net income-6.250.43-1.441.95--
R&D / Revenue3.0%3.5%3.7%4.3%4.3%3.6%
SG&A / Revenue17.8%18.8%19.1%20.3%19.7%19.3%
Effective tax rate35.3%38.5%--205.3%-1204.9%
Return on assets0.9%0.8%-0.5%-2.4%-0.1%5.1%
Return on equity1.1%1.2%-0.9%-3.9%-0.2%8.6%
Return on invested capital0.8%1.2%2.1%-0.2%1.1%2.4%
Liquidity
Current ratio4.062.942.032.493.433.87
Quick ratio4.062.942.032.493.433.87
Cash ratio1.801.110.250.351.581.93
Leverage
Debt / Equity0.000.130.220.270.310.33
Debt / Assets0.000.090.130.160.190.19
Debt / EBITDA0.002.523.418.975.545.58
Interest coverage2.7x1.9x1.4x-0.1x1.2x1.2x
Equity multiplier1.241.441.671.661.681.69
Liabilities / Assets0.190.310.390.390.400.40
Efficiency
Asset turnover0.550.580.640.580.510.48
Inventory turnover------
Days sales outstanding45d38d45d43d42d47d
Days inventory outstanding------
Days payable outstanding24d35d30d31d31d37d
Cash conversion cycle------
Valuation
P / E583.9x239.8x---39.4x
P / B6.3x2.9x2.7x1.4x2.6x3.4x
P / S9.3x3.5x2.6x1.5x3.1x4.2x
EV / EBITDA164.8x55.2x43.4x52.9x45.3x56.7x
Growth
Revenue growth (YoY)18.5%9.6%15.5%10.7%8.5%4.2%
Revenue CAGR (3y)14.5%11.9%11.5%7.8%10.4%-0.2%
Revenue CAGR (5y)12.5%9.6%11.4%3.6%3.9%2.6%
Gross profit growth (YoY)7.2%6.9%18.8%0.4%10.8%6.9%
Operating income growth (YoY)-11.7%-6.8%---4.8%-22.9%
Net income growth (YoY)35.0%-75.9%-1745.0%-536.8%
EPS growth (YoY)18.2%-75.9%-1350.0%-509.1%
EPS CAGR (3y)------
EPS CAGR (5y)-28.0%0.0%----
FCF growth (YoY)--45.3%----
FCF CAGR (5y)------
Book value growth (YoY)47.5%38.6%4.2%-0.9%2.1%61.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-28.

Business segments

$1.99B total
Kratos Government Solutions$1.05B · 53.0%
Government Solutions Segment$703.10M · 35.3%
Unmanned Systems Segment$231.20M · 11.6%

Product / service

$1.35B total
Product$877.80M · 65.2%
Service$469.00M · 34.8%

Geographic

$1.61B total
US$1.06B · 66.0%
Non Us$267.70M · 16.6%
Europe$78.10M · 4.8%
Asia Pacific$71.20M · 4.4%
Middle East$66.20M · 4.1%
Other Countries$46.90M · 2.9%
Other North America$19.40M · 1.2%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.41
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Guided Missiles & Space Vehicles & Parts

CompanyRevenue (last FY)Net marginROE
LMT$75.05B6.7%74.6%
RDW$335.38M-67.6%-21.4%
RKLB$601.80M-32.9%-11.5%
LLAP---
MNTS$1.11M-2744.9%-177.8%

Comparing KRATOS DEFENSE & SECURITY SOLUTIONS against the 5 most active filers in the same SIC group.