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.
7 matches for “Orbit”; 5 quoted, at least 25 words apart.
…platform. The Airbus OneSat software-defined satellite platform offers dynamic in-orbit reconfiguration capabilities, significantly increasing satellite mission capabilities and flexibility,…
…platform, enabling operators to instantly reshape coverage and reconfigure the missions in orbit. Kratos' open-space software C2 and TT&C system with Airbus OneSat software-defined satellites…
…to expect the previously announced acquisition of Israeli-based satellite communications company, Orbit Technologies, which forecasted financial performance is not included in the guidance…
…mentioned earlier, we have not included the estimated impact of the pending Orbit Technologies acquisition in our guidance and will not do so until it…
…aggregate for the year of approximately $50 million; funding of the pending Orbit Technologies acquisition; our Anaconda radar program; our Helios hypersonic and arc chamber…
Where the listed words were said
…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…
…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…
…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