克瑞拓斯安全防卫解决方案(KTOS)
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Kratos Congratulates Stuart Daughtridge for His Nomination as Via Satellite's 2023 Satellite Executive of the Year
Newsfilter· 2024-02-28 21:00
SAN DIEGO, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a technology company in Defense, National Security and Global Markets, is pleased to congratulate Stuart Daughtridge, Kratos VP of Advanced Technology, on being named a finalist for Via Satellite's 2023 Satellite Executive of the Year Award. Nominees are chosen based on their contributions to the global satellite markets, technologies, business practices, services, innovations, advocacy or any combination t ...
Kratos Defense & Security Solutions, Inc. Announces Proposed Public Offering of Common Stock
Newsfilter· 2024-02-22 06:18
公司资金筹集计划 - 公司计划通过发行股票筹集3亿美元资金[1] - 公司计划将募集的净收益用于长期战略,包括投资设施、扩大制造能力、资本支出、加强资产负债表、支付债务和费用[2] 股票发行细节 - 公司的股票发行是基于之前提交给SEC的有效的shelf registration statement[3] - 公司将通过发行招股说明书和附带的招股说明书进行发行[4]
Kratos Defense Nears Buy Point, Two-Year Highs As Air Force Mulls Contractors For Next-Gen Drones
Investors Business Daily· 2024-02-21 03:19
Kratos Defense & Security Kratos Defense & Security KTOS $20.32 $0.452.17%18% IBD Stock Analysis Retreats back below 21.42 buy point. Could form a handle. Composite Rating 91/99 Industry Group Ranking 35/197 Emerging Pattern CupCupA cup-shaped pattern with no handle. Must be at least six weeks long or as long as a year. Buy point is 10 cents above the left-side high. Kratos Defense & Security Solutions is the  IBD Stock of The Day for Tuesday. KTOS stock is working toward an entry as shares trade near the ...
Kratos Defense & Security Solutions: A Good Pick In The Defense Industry
Seeking Alpha· 2024-02-17 21:53
公司表现 - KTOS 公司股价在过去一年表现出色,涨幅超过74%,胜过标普500指数超过53%[1] - KTOS 公司在财务表现上表现强劲,自2019年以来,营收持续增长,2023年达到10.37亿美元,增长44%[3] - KTOS 公司的技术分析显示,股价目前处于上升趋势,价格高于50天、100天和200天移动平均线,显示出强劲的上涨势头[12] 竞争优势 - KTOS 公司的竞争优势和多样化产品组合使其在市场上处于有利地位,特别是在航空航天和国防行业预期增长强劲的情况下[6] - KTOS 公司的创新文化和专注于无人系统的多样化产品组合使其吸引更广泛的客户群体,帮助其多元化收入来源[11] 市场前景 - KTOS 公司的相对估值指标显示,市场对其未来表现充满信心,前景乐观[16] 风险提示 - KTOS 公司面临的风险包括网络安全威胁和股份稀释风险,潜在投资者应该注意这些风险[18]
Kratos Defense (KTOS) Q4 Earnings Top, Revenues Rise Y/Y
Zacks Investment Research· 2024-02-15 21:51
Shares of Kratos Defense & Security Solutions, Inc. (KTOS) surged a solid 17% to reach $20.82 on Feb 15, reflecting investors’ optimism following the company’s latest report.KTOS reported fourth-quarter 2023 adjusted earnings of 12 cents per share, up 50% from 8 cents reported in the prior-year quarter. The bottom line also surpassed the Zacks Consensus Estimate of 8 cents by 50%.Kratos Defense reported GAAP earnings of 2 cents per share against a loss of 7 cents per share in the fourth quarter of 2022.For ...
Kratos Defense & Security Solutions(KTOS) - 2023 Q4 - Earnings Call Transcript
2024-02-14 10:25
财务数据和关键指标变化 - 2023年第四季度收入为2.738亿美元,超出预期范围[50] - 2023年全年收入为10.37亿美元,较2022年增长12.6%[54] - 2023年第四季度调整后EBITDA为2910万美元,超出预期范围[51] - 2023年全年调整后EBITDA为9540万美元,超出预期范围[54] - 2023年全年经营活动产生的现金流为6520万美元,自由现金流为2110万美元[55] 各条业务线数据和关键指标变化 - 2023年第四季度KGS(政府解决方案)业务收入有17%的有机增长[50] - 预计2024年无人系统业务收入将增长20%-25%[61] - 预计2025年公司卫星业务将实现收入和利润的拐点[26] 各个市场数据和关键指标变化 - 2023年第四季度来自美国联邦政府的收入占69%,来自商业客户13%,来自海外客户18%[57] - 公司在以色列的微波电子业务处于历史最高水平,受益于中东地区导弹系统的需求[122][123] 公司战略和发展方向及行业竞争 - 公司采取与主要系统集成商合作的策略,以提高中标概率和降低风险[83][84][85] - 公司在低成本、快速交付的无人机、涡轮喷气发动机等领域具有独特优势[70][141][149] - 公司预计未来几年内国防和安全领域将出现一次性的大规模建设,为公司带来大量机会[44][149] 管理层对经营环境和未来前景的评论 - 受持续的人才获取和保留挑战以及供应链问题的影响,公司的利润率受到压力[46] - 如果2024财年预算未能在3月8日之前通过,公司将重新评估2024年财务预测[65] - 公司对2024年及以后的发展前景保持乐观,预计将获得大量新的重要合同[17][18][31][32] 问答环节重要的提问和回答 问题1 **Michael Ciarmoli 提问** 询问公司在一些重点无人机项目如CCA和Replicator中的机会[69][70] **Eric DeMarco 回答** 公司在各类无人机项目中都有很好的竞争地位,无论是作为主承包商还是分包商[70][71][72] 问题2 **Peter Arment 提问** 询问公司采取与主承包商合作的策略的背景和考虑[80][81] **Eric DeMarco 回答** 公司在评估不同项目的情况后,选择与主承包商合作以提高中标概率和降低风险[83][84][85] 问题3 **Seth Seifman 提问** 询问无人系统业务在2024年的增长情况[99][100][101] **Eric DeMarco 和Deanna Lund 回答** 无人系统业务将是公司2024年最大的增长动力,主要来自靶机和其他无人机系统的需求增长[100][101][102][103]
Kratos (KTOS) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-02-14 09:01
For the quarter ended December 2023, Kratos (KTOS) reported revenue of $273.8 million, up 9.8% over the same period last year. EPS came in at $0.12, compared to $0.08 in the year-ago quarter.The reported revenue represents a surprise of +8.63% over the Zacks Consensus Estimate of $252.05 million. With the consensus EPS estimate being $0.08, the EPS surprise was +50.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ...
Kratos Wins $579M Single Award IDIQ for Space Force SATCOM C2 System
Newsfilter· 2024-02-14 05:30
SAN DIEGO, Feb. 13, 2024 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a technology company in the defense, national security and global markets, announced today that it is the single recipient for the Command and Control (C2) System Consolidated (CCS-C) Sustainment and Resiliency (C-SAR) indefinite-delivery/indefinite-quantity (IDIQ) contract with a maximum value of $579 million, if all options are exercised. The start date is December 1, 2023, with options going to May 31, 2 ...
Kratos Defense & Security Solutions(KTOS) - 2023 Q4 - Annual Report
2024-02-13 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL ☒ YEAR ENDED DECEMBER 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES AND EXCHANGE ACT OF 1934 Commission file number 001-34460 KRATOS DEFENSE & SECURITY SOLUTIONS, INC. (Exact name of Registrant as specified in its charter) Delaware 13-3818604 (State or other jurisdiction of incorporati ...
Insights Into Kratos (KTOS) Q4: Wall Street Projections for Key Metrics
Zacks Investment Research· 2024-02-12 23:22
收益预测 - Kratos(KTOS)即将发布的报告预计每股收益为0.08美元,与去年同期相比无变化[1] - 分析师预测收入为2.5205亿美元,同比增长1.1%[1] - 分析师们对季度的每股收益预期在过去30天内保持不变[2] 产品销售预测 - 分析师们预测“产品销售收入”将达到1.6009亿美元,同比增长+0.4%[5] - 分析师们预测“产品销售毛利润”将达到4.093亿美元,与去年同期的3.930亿美元相比[8] 无人系统和政府解决方案预测 - 分析师们预测“无人系统收入”将达到5.854亿美元,较去年同期下降6.6%[5] - 分析师们预测“政府解决方案收入”将达到1.9768亿美元,同比增长5.9%[6] 服务收入预测 - 分析师们预测“服务收入”将达到9.179亿美元,同比增长2.1%[7] - 分析师们预测“服务收入毛利润”将达到2.327亿美元,与去年同期的2.210亿美元相比[9] 股价表现 - KTOS股价过去一个月下跌3.7%,而Zacks S&P 500指数上涨5.8%[10]