Kratos (KTOS) to Report Q4 Earnings on February 23 Amid Sector Volatility

Kratos Defense & Security Solutions (NASDAQ: KTOS) is scheduled to release fourth-quarter earnings after the market closes on Monday, February 23, 2026. The defense contractor enters the report with shares down 12.4% over the past month, underperforming the broader sector average gain of 6.7%. Analysts project revenue growth of 14.7% year-over-year, following a previous quarter where revenue surged 26% to $347.6 million, exceeding expectations. While analyst estimates remained stable over the last 30 days, the company has missed revenue estimates multiple times in the past two years. The stock currently trades at $96.74, implying a potential upside to the average analyst target of $115.70. Recent peer results show mixed market reactions, with Mercury Systems falling 22.3% and Leidos declining 2.7% following their respective earnings announcements.