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 “Zeus”; 5 quoted, at least 25 words apart.
…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…
…hypersonic franchise is expected to ramp rapidly beginning now this year. Kratos' Zeus solid rocket motors were specifically designed by Kratos for affordable rapid full…
…the majority of the growth? And when you talk about all these Zeus and Oriole SRMs on order, are those all under MACH-TB? Are those…
Okay. Got it. So it's -- MACH-TB will be Zeus, maybe Oriole, but also all of your partners' missiles that they are...
…are tied to missions and launch manifests. And our Aerojet Rocketdyne on Zeus and ATK on Oriole, they've really stepped up, and so we are…
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,…
…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