Kratos Defense & Security Solutions falls after Q1 rev forecast below estimates

Shares of defence firm Kratos Defense & Security Solutions KTOS.O down 3.4% at $91.09 premarket

Co sees Q1 revenue of $335 mln to $345 mln, midpoint of which is below analyst est. of $343.4 mln - LSEG data

Jefferies says Q1 revenue forecast reflects lag in timing of awards shifted to Q2 related to government shutdown, with acceleration expected in second half

However, co posts Q4 revenue of $345.1 mln, above est. of $327.7 mln; Q4 adj. EPS of 18 cents, beating est. of 16 cents

As of last close, KTOS stock up 24.2%, following 187.7% rise in 2025