### @KTOS — Confirmed — from the Q1 FY2026 earnings call and quarterly filing
Kratos's first quarter of fiscal 2026 was a beat-and-raise. Revenue hit $371 million, up 22.6% total and 15.8% organically, driven by unmanned systems, defense and rocket support, turbine tech and microwave products. Backlog hit a record at about $2 billion, book‑to‑bill 1.6‑to‑1. Adjusted EBITDA was $38.7 million, above the $25‑30 million range we guided. Full‑year revenue guide lifted to $1.70‑1.76 billion, an estimated 15‑19% organic growth. Cash sits at $1.46 billion, no debt. Think affordability. Okay? All right?
- tier: Confirmed (✓)
- source: KTOS / The quarter, and the raised guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-ktos-src-ktos-q1-beat-and-raise-rotation
- posted: 2026-07-26T05:32:10.717Z