Kratos Defense & Security Solutions, Inc.(KTOS)Earnings Date, History & Expected Move

Next report date, beat rate and options-implied move

Next report

Oct 29, 2026

KTOS is scheduled to report on Oct 29, 2026, usually after the market closes. Analysts expect EPS of $0.21.

Next report

Oct 29, 2026

In 5 days · usually after close

EPS beat rate

100%

12 of 12 quarters

Avg move after earnings

±7.3%

Up 50% of the time · last 12

Options-implied move

±6.8%

0.93x history · options look fairly priced

Options fairly priced vs history (0.93x)

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EPS: Actual vs Estimate

Reported EPS against the consensus estimate, last 12 quarters.

Green beat or met, red missed, amber sources differ.

Stock Reaction After Earnings

Close-to-close move in the first session that reflected each report.

Dashed lines: average actual move (±7.3%) and what options price for the next report (±6.8%).

Did the stock rise after good news?

The next-day move after each of its last 12 EPS beats and 0 misses.

When it beat expectations

12 reports

▲ Rose 6×

▼ Fell 6×

In plain words: it beat expectations 12 times, but the stock still fell 6 of those 12 times.

Report by report

Aug '26
Beat
▲ +6.7%
May '26
Beat
▼ -7.3%
Feb '26
Beat
▼ -3.8%
Nov '25
Beat
▼ -14.2%
Aug '25
Beat
▲ +8.1%
May '25
Beat
▼ -5.1%
Feb '25
Beat
▲ +5.2%
Nov '24
Beat
▲ +9.0%
Aug '24
Beat
▼ -1.6%
May '24
Beat
▲ +5.8%
Feb '24
Beat
▲ +17.0%
Nov '23
Beat
▼ -3.9%

Clear beats and misses with a known reaction only. What counts as a beat

After an EPS beat

+1.3%

average next-day move · up 50% of 12 times

After an EPS miss

—

Not enough quarters yet

Why did KTOS fall after beating earnings?

6 of KTOS's last 12 reactions went against the EPS result. What stands out in each:

KTOS beat EPS estimates in 12 quarters, and the stock still closed lower the next day 6 times. In 4 of the 6 where we have price data, the stock had already run up before the report.

May 6, 2026EPS beat +23.1%stock -7.3% next day
- It had risen 3.3% in the final week before the report, so good news may already have been priced in.
Feb 23, 2026EPS beat +20.0%stock -3.8% next day
- It had risen 5.9% in the final week before the report, so good news may already have been priced in.
- It opened 5.9% lower as soon as trading resumed.
Nov 4, 2025EPS beat +16.7%stock -14.2% next day
- It opened 8.7% lower as soon as trading resumed.
May 7, 2025EPS beat +33.3%stock -5.1% next day
- It had risen 24.7% in the 20 trading sessions before the report, so good news may already have been priced in.
- It opened 1.5% higher, but sellers took over and it closed -5.1%.
Aug 7, 2024EPS beat +75.0%stock -1.6% next day
- It opened 5.0% lower as soon as trading resumed.
Nov 2, 2023EPS beat +50.0%stock -3.9% next day
- It had risen 20.7% in the 20 trading sessions before the report, so good news may already have been priced in.

Patterns in estimates and prices, not confirmed causes: how we read them.

Was KTOS's earnings move already priced in?

KTOS's move in the month before each of its last 12 reports, against what it did after.

Avg move in the month before

-0.1%

last 12 reports

Higher before the report

42%

of the time

After a run-up of 3%+

Fell 50%

4 reports, avg +1.5%

After a drop of 3%+

Rose 40%

5 reports, avg -0.6%

How the run-up is measured (a move of 5% or more counts as large).

Before vs after each report

Grey: the month before each of the last 12 reports. Green or red: the day after.

Past reports only. How the run-up is measured

Does KTOS hold its opening gap after earnings?

KTOS's opening move after each report and where it closed that day.

In 9 reports KTOS opened at least 1% away from the previous close. It gave back half or more of that gap by the close 3 of 9 times (33%), and fully reversed 1 time. Gaps up faded 2 of 6; gaps down recovered 1 of 3.

Aug 4, 2026Faded
Opened +13.5%, closed +6.7%
Feb 23, 2026Held
Opened -5.9%, closed -3.8%
Nov 4, 2025Held
Opened -8.7%, closed -14.2%
Aug 7, 2025Held
Opened +1.7%, closed +8.1%
May 7, 2025Reversed
Opened +1.5%, closed -5.1%
Nov 7, 2024Held
Opened +1.1%, closed +9.0%
Aug 7, 2024Faded
Opened -5.0%, closed -1.6%
May 7, 2024Held
Opened +1.9%, closed +5.8%

How gaps, fades and reversals are defined

What the history says

KTOS has beaten EPS estimates in 12 straight quarters.
It fell after 6 of its 12 EPS beats (50%): beating estimates has not been enough on its own.
Options price a ±6.8% move, in line with its usual ±7.3%.

KTOS earnings history

Last 12 reported quarters with the stock's reaction.

Swipe sideways to see every column →

Report date	Time	EPS est.	EPS actual	Surprise	1-day move	3-day move
Aug 4, 2026	After close	$0.15	$0.21	+40.0%	+6.69%	+17.16%
May 6, 2026	After close	$0.13	$0.16	+23.1%	-7.35%	-7.36%
Feb 23, 2026	After close	$0.15	$0.18	+20.0%	-3.85%	-2.30%
Nov 4, 2025	After close	$0.12	$0.14	+16.7%	-14.20%	-13.68%
Aug 7, 2025	After close	$0.09	$0.11	+22.2%	+8.12%	+17.03%
May 7, 2025	After close	$0.09	$0.12	+33.3%	-5.10%	-5.91%
Feb 26, 2025	After close	$0.10	$0.13	+30.0%	+5.25%	+4.21%
Nov 7, 2024	After close	$0.08	$0.11	+37.5%	+9.03%	+14.44%
Aug 7, 2024	After close	$0.08	$0.14	+75.0%	-1.59%	-2.24%
May 7, 2024	After close	$0.05	$0.11	+120.0%	+5.76%	+5.81%
Feb 13, 2024	After close	$0.08	$0.12	+50.0%	+16.97%	+16.69%
Nov 2, 2023	After close	$0.08	$0.12	+50.0%	-3.90%	-0.89%

Consensus for the next report: EPS $0.21, revenue $479.52M.

KTOS Earnings FAQ

Answers computed from Kratos Defense & Security Solutions, Inc.'s reported history

KTOS is scheduled to report on Oct 29, 2026, usually after the market closes. Analysts expect EPS of $0.21.

Over the last 12 quarters with a usable EPS surprise, KTOS beat the consensus estimate 12 times (100%), missed 0 and landed in line 0. It has beaten estimates in each of the last 12 counted quarters.

Across its last 12 quarters with a measured reaction, KTOS moved an average of ±7.3% in the first session after reporting. It closed higher 50% of the time; the largest gain was 17.0% and the largest drop -14.2%.

Options currently price a move of about ±6.8% (nearest at-the-money straddle that expires after the report). It measures the size of the expected move, not its direction. That is 0.93x its average historical move of ±7.3%, so options look fairly priced relative to history.

KTOS fell in the first session after 6 of its last 12 EPS beats (50%). A beat that was already priced in, or weaker guidance, can send a stock lower. In 4 of the 6 of those falls where price data is available, the stock had already risen before the report.

Across its last 12 quarters with price data, KTOS moved an average of -0.1% in the 20 trading sessions before reporting and was higher in 42% of them. After a run-up of 3% or more (4 quarters), it fell the next day 50% of the time, averaging +1.5%. After a drop of 3% or more (5 quarters), it rose the next day 40% of the time, averaging -0.6%. This describes past reports; it is not a forecast.

In 9 reports KTOS opened at least 1% away from the previous close. It gave back half or more of that gap by the close 3 of 9 times (33%), and fully reversed once. A fade means the opening move was partly undone during the first session.

How we calculate these numbers · KTOS: 12 reported quarters, latest Aug 4, 2026. Information only, not investment advice.

Earnings this week

Every report this week with expected moves.

Biggest expected earnings moves

Options-implied vs historical move, ranked.