Kratos (KTOS): FY26 Q2 earnings call, Aug 4, 2026
No Kalshi or Polymarket word markets were listed for Kratos’s Aug 4, 2026 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
4 matches for “Headwind”; 3 quoted, at least 25 words apart.
…up on the guidance for this year. You mentioned some of the headwinds from the shekel. It seems like that's limiting some of the margin…
Seth, you're correct. The biggest headwind that we're facing is that shekel impact. The impact for the second quarter was about $2.5 million, but the…
…unfortunately, to continue for the second half; that is some of the headwind. Otherwise, we would've expected to see more margin expansion in the third…
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