Kratos Defense & Security Solutions Future Growth

Future criteria checks 4/6

Kratos Defense & Security Solutions is forecast to grow earnings and revenue by 53.1% and 9.7% per annum respectively. EPS is expected to grow by 75% per annum. Return on equity is forecast to be 7.7% in 3 years.

Key information

53.1%

Earnings growth rate

75.0%

EPS growth rate

Aerospace & Defense earnings growth	29.4%
Revenue growth rate	9.7%
Future return on equity	7.7%
Analyst coverage	Good
Last updated	29 Apr 2024

Recent future growth updates

Recent updates

Earnings and Revenue Growth Forecasts

DB:WF5A - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	1,364	47	46	85	4
12/31/2025	1,261	35	31	78	10
12/31/2024	1,139	18	-22	58	10
12/31/2023	1,037	-9	13	65	N/A
10/1/2023	1,013	-20	-39	5	N/A
6/25/2023	967	-26	-40	2	N/A
3/26/2023	934	-29	-86	-44	N/A
12/25/2022	898	-38	-71	-26	N/A
9/25/2022	861	-31	-83	-35	N/A
6/26/2022	833	-24	-68	-20	N/A
3/27/2022	814	-17	-47	1	N/A
12/26/2021	812	0	-16	31	N/A
9/26/2021	806	80	13	59	N/A
6/27/2021	808	84	13	55	N/A
3/28/2021	773	82	24	64	N/A
12/27/2020	748	81	11	47	N/A
9/27/2020	726	6	-11	20	N/A
6/28/2020	709	6	-8	23	N/A
3/29/2020	726	7	-10	19	N/A
12/29/2019	718	11	4	30	N/A
9/29/2019	697	12	10	32	N/A
6/30/2019	672	11	14	35	N/A
3/31/2019	635	7	3	23	N/A
12/30/2018	618	4	-12	10	N/A
9/30/2018	620	-25	-27	-1	N/A
7/1/2018	618	-32	-45	-20	N/A
4/1/2018	614	-35	-42	-15	N/A
12/31/2017	603	-47	-54	-28	N/A
10/1/2017	619	-27	N/A	-21	N/A
6/25/2017	627	-45	N/A	-12	N/A
3/26/2017	648	-48	N/A	-10	N/A
12/25/2016	542	-58	N/A	-13	N/A
9/25/2016	664	-63	N/A	-14	N/A
6/26/2016	661	-35	N/A	-28	N/A
3/27/2016	653	-41	N/A	-35	N/A
12/27/2015	657	-33	N/A	-27	N/A
9/27/2015	672	-29	N/A	3	N/A
6/28/2015	700	-44	N/A	8	N/A
3/29/2015	746	-77	N/A	2	N/A
12/28/2014	763	-76	N/A	7	N/A
9/28/2014	807	-80	N/A	-8	N/A
6/29/2014	842	-78	N/A	-1	N/A
3/30/2014	872	-37	N/A	17	N/A
12/29/2013	844	-29	N/A	21	N/A
9/29/2013	979	-116	N/A	28	N/A
6/30/2013	1,028	-111	N/A	52	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: WF5A is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (0.7%).

Earnings vs Market: WF5A is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: WF5A is expected to become profitable in the next 3 years.

Revenue vs Market: WF5A's revenue (9.7% per year) is forecast to grow faster than the German market (5.5% per year).

High Growth Revenue: WF5A's revenue (9.7% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: WF5A's Return on Equity is forecast to be low in 3 years time (7.7%).

Kratos Defense & Security Solutions Future Growth

Future criteria checks 4/6

Key information

Recent future growth updates

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Affirms Earnings Guidance for the Full Year 2023

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2023

Kratos Defense & Security Solutions, Inc. Revises Earnings Guidance for the Full Year 2022

Kratos Defense & Security Solutions, Inc. Revises Earnings Guidance for the Third Quarter and Full Fiscal Year 2022

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal 2022

Recent updates

Kratos Defense & Security Solutions, Inc. to Report Q1, 2024 Results on May 07, 2024

Kratos Defense & Security Solutions, Inc. Completes Development of the Zeus Solid Rocket Motor (SRM) Family with the Successful Zeus 2 Static Test Fire

Kratos Defense & Security Solutions, Inc., Annual General Meeting, May 21, 2024

Now 21% undervalued after recent price drop

Less than half of directors are independent

Kratos Defense & Security Solutions, Inc. Appoints Bobbi Doorenbos to the Board of Directors

Kratos Defense & Security Solutions, Inc. and Shield AI Inc. Conduct AI-Piloted Flights on the Kratos Tactical Firejet

Now 20% undervalued after recent price drop

Kratos Defense & Security Solutions, Inc. has completed a Follow-on Equity Offering in the amount of $300.000006 million.

Kratos Defense & Security Solutions, Inc. has filed a Follow-on Equity Offering in the amount of $300 million.

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2024

Full year 2023 earnings released: US$0.07 loss per share (vs US$0.30 loss in FY 2022)

Kratos Defense & Security Solutions, Inc. to Report Q4, 2023 Results on Feb 13, 2024

President of Unmanned Systems Division recently sold €241k worth of stock

Kratos XQ-58A Valkyrie Completes U.S Marine Corps PAACK-P Program Flight

Kratos Defense & Security Solutions, Inc. Announces Board Changes

Third quarter 2023 earnings released: US$0.012 loss per share (vs US$0.063 loss in 3Q 2022)

Kratos Defense & Security Solutions, Inc. to Report Q3, 2023 Results on Nov 02, 2023

Kratos’ Openspace® Satellite Ground Platform Achieves MEF 3.0 Carrier Ethernet Certification

New minor risk - Shareholder dilution

Kratos Defense & Security Solutions, Inc. (NasdaqGS:KTOS) acquired Sierra Technical Services, Inc. from Roger Hayes and Debra Hayes for $27.3 million.

Insider recently sold €1.0m worth of stock

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Affirms Earnings Guidance for the Full Year 2023

Second quarter 2023 earnings released: US$0.022 loss per share (vs US$0.044 loss in 2Q 2022)

Kratos Defense & Security Solutions, Inc. to Report Q2, 2023 Results on Aug 03, 2023

Kratos Defense & Security Solutions, Inc. Successfully Static Test Fires the Zeus 1 Solid Propellant Rocket Motor at Aerojet Rocketdyne'sCam, Arkansas

President of Unmanned Systems Division recently sold €337k worth of stock

Insider recently sold €61k worth of stock

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2023

First quarter 2023 earnings released: US$0.055 loss per share (vs US$0.13 loss in 1Q 2022)

Insider recently sold €96k worth of stock

Full year 2022 earnings released: US$0.30 loss per share (vs US$0.001 profit in FY 2021)

Kratos Defense & Security Solutions, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Kratos Defense & Security Solutions, Inc. Continues Leadership in Satellite Ground Segment Modernization with Introduction of Virtual Channelizer and Combiner

Insufficient new directors

Third quarter 2022 earnings released: US$0.063 loss per share (vs US$0.013 loss in 3Q 2021)

Kratos Defense & Security Solutions, Inc. Revises Earnings Guidance for the Full Year 2022

Kratos Defense & Security Solutions, Inc. to Report Q3, 2022 Results on Nov 03, 2022

Kratos Defense & Security Solutions, Inc. Revises Earnings Guidance for the Third Quarter and Full Fiscal Year 2022

Second quarter 2022 earnings released: US$0.044 loss per share (vs US$0.011 profit in 2Q 2021)

Kratos Defense & Security Solutions, Inc. to Report Q2, 2022 Results on Aug 04, 2022

Kratos Defense & Security Solutions, Inc. (NasdaqGS:KTOS) completed the acquisition of Assets Of The Engineering Division Of Southern Research Institute.

Kratos Defense & Security Solutions, Inc. (NasdaqGS:KTOS) completed the acquisition of Assets Of The Engineering Division Of Southern Research Institute.

Kratos Defense, Minn-Dak Farmers Cooperative Partner to Deploy Self-Driving Trucks to Address Workforce Challenges and Improve the Supply Chain

Independent Director recently bought €123k worth of stock

First quarter 2022 earnings released: US$0.13 loss per share (vs US$0.015 profit in 1Q 2021)

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal 2022

Insufficient new directors

Kratos Defense & Security Solutions, Inc. to Report Q1, 2022 Results on May 05, 2022

Kratos Defense & Security Solutions, Inc., Annual General Meeting, Jun 14, 2022

Insider recently sold €57k worth of stock

Insider recently sold €155k worth of stock

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2022

Kratos Defense & Security Solutions, Inc. to Report Q4, 2021 Results on Feb 22, 2022

Kratos Releases Earth Observation & Remote Sensing Service Chain Enhancements for Its OpenSpace Platform

Kratos Defense & Security Solutions, Inc. Announces It Closes Sales of Its OpenSpace™ Quantum™ and OpenSpace SpectralNet® Products to 23 Customers

Third quarter 2021 earnings released: US$0.013 loss per share (vs US$0.021 profit in 3Q 2020)

Kratos Wins $2.8 Million to Prototype Infrastructure Hardware and Software for Unified Data Library (Udl) to Support U.S. DoD

Kratos Defense & Security Solutions, Inc. Provides Multiple Advanced Missile Targets for Flight Test Aegis Weapon System 33

Kratos Defense & Security Solutions, Inc. Announces Its OpenSpace Platform Designed for Dynamic Ground Operations Now Supports Deployments on the Red Hat OpenStack Cloud Environment to Enable Highly Secure and Scalable Satellite Missions

Kratos Defense & Security Solutions, Inc.'S Air Wolf Tactical Drone System Completes Successful Flight At Burns Flat, Oklahoma Range Facility

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Reaffirms Earnings Guidance for the Full Year of 2021

Second quarter 2021 earnings released: EPS US$0.011 (vs US$0.005 loss in 2Q 2020)

Insider recently sold €313k worth of stock

Insider recently sold €253k worth of stock

USAF, Kratos Release Additional Details of Successful Autonomous Attritable Aircraft Experimentation (AAAx) Flight Series

Kratos Defense & Security Solutions, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of 2021

First quarter 2021 earnings released: EPS US$0.015 (vs US$0.002 in 1Q 2020)