Kratos (KTOS): FY26 Q3 earnings call, Nov 5, 2026

Thu, Nov 5Earnings callSpeaker-labelled transcriptKratos

On its Nov 5, 2026 earnings call (FY26 Q3), Kratos said 4 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.

Updated

Markets

11 words · 4 settled yes · our count agreed on 11 of 11
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Backlog Yes34✓70%n=1+tx from settlement history blended with transcripts–
Orbit Yes11✓91%n=1+tx from settlement history blended with transcripts–
Zeus Yes11✓82%n=1+tx from settlement history blended with transcripts–
Headwind Yes12✓49%transcripts from the transcript model–
Classified No00✓84%n=1+tx from settlement history blended with transcripts–
Nuclear No00✓45%n=1+tx from settlement history blended with transcripts–
China No00✓41%n=1+tx from settlement history blended with transcripts–
Ukraine No00✓38%n=1+tx from settlement history blended with transcripts–
Autonomous No00✓24%n=1+tx from settlement history blended with transcripts–
Tailwind No00✓16%transcripts from the transcript model–
Venezuela No00✓12%n=1+tx from settlement history blended with transcripts–

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 Nov 6, 2026 16:35 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Eric De Marcocompany“Backlog” · prepared

…revenue growth rate of 35.7%, organic growth of 23.2%, bookings of $1.04 billion, a book-to-bill ratio of 2.2:1, and a record backlog of $2.6 billion.

Deanna Lundcompany“Orbit” · prepared

…of 35.8%, excluding the impact of the recent acquisitions of Nomad and Orbit, which contributed $43.7 million. Third quarter 2026 cash flow used in operations…

Eric De Marcocompany“Zeus” · qa

…with Erinyes, first to market with Dark Fury, first to market with Zeus. Being first to market with affordable systems, we are running the table.…

Eric De Marcocompany“Headwind” · qa

I do not expect the headwind to abate. This is really hard because there is a generational rebuild, re-industrialization going on, and we're hiring them,…

Agents: this page as TSV at /api/v1/appearances/kratos:2026-11-05:earnings_call · words: /api/v1/brief?appearance=kratos:2026-11-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP