Earnings call briefThird-quarter 2026

Kratos says it expects approximately $700 million in hypersonic revenue in 2027

Eric DeMarco said on the call that the hypersonic business has received approximately $600 million in funding to date.

GetSignal Kratos Defense & Security Solutions KTOS

Kratos said on its third-quarter call that it expects to approximately triple Firejet production capacity in Oklahoma City by the end of 2027. Kratos also said it received a Valkyrie low-rate initial production contract award. It also said it expects additional Valkyrie awards in 2027.

Quotes from the call

“Kratos’ hypersonic and rocket system business has recently received significant additional new funding of several hundred million dollars, and we remain on track to generate approximately $700 million in revenue in 2027.”

Eric DeMarco, President and Chief Executive Officer

Key facts from the call

2027 hypersonic and rocket system revenue outlook
Approximately $700 million
Expected Firejet production capacity, Oklahoma City
Approximately triple by the end of 2027

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Source: Kratos Defense & Security Solutions' third-quarter 2026 earnings call, November 5, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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