Kratos (KTOS): FY25 Q4 earnings call, Feb 23, 2026
On its Feb 23, 2026 earnings call (FY25 Q4), Kratos said 4 of the 9 words Kalshi listed; Parrot’s count agreed with all 9 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
9 words · 4 settled yes · our count agreed on 9 of 9- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Orbit | Yes | 6 | 7 | ✓ | 78%transcripts from the transcript model | – |
| Zeus | Yes | 5 | 7 | ✓ | 84%transcripts from the transcript model | – |
| Backlog | Yes | 3 | 4 | ✓ | 81%transcripts from the transcript model | – |
| Classified | Yes | 3 | 3 | ✓ | 73%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 51%transcripts from the transcript model | – |
| Autonomous | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Ukraine | No | 0 | 0 | ✓ | 40%transcripts from the transcript model | – |
| Nuclear | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Venezuela | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Backlog”; 4 quoted, at least 25 words apart.
…book-to-bill ratio on top of this 20% growth rate, having a record backlog of $1.573 billion, a record opportunity pipeline of $13.7 billion and with…
…on top of 20% organic growth while also maintaining a record high backlog and record high opportunity pipeline, we believe, is representative of the increasing…
…quarter and 12-month book-to-bill ratio of 1.2:1 and now having a record backlog of $600 million at the end of Q4. Related to the market…
…from Crusoe for 29 units and tie-ins with OpenAI. But what can you say about other customers and backlogs at this point since you've announced?
Where the listed words were said
…platform. The Airbus OneSat software-defined satellite platform offers dynamic in-orbit reconfiguration capabilities, significantly increasing satellite mission capabilities and flexibility,…
…is ready now. For our operational update. We now have 120 Kratos Zeus and Oriole solid rocket motors on order, with deliveries of the SRMs…
…sale of Valkyries, which were reported as company-owned capital assets and previously classified as capital expenditures and therefore, reflected as an inflow in investing activities…
Agents: this page as TSV at /api/v1/appearances/kratos:2026-02-23:earnings_call · words: /api/v1/brief?appearance=kratos:2026-02-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP