Will Kratos say “Headwind”?
Kratos said “Headwind” 3 times on its Aug 4, 2026 call (FY26 Q2), and on 3 of its last 8 calls: 1, 1, 0, 0, 0, 0, 0, 3 times. As of Oct 24, 2026, no Kalshi or Polymarket mention market on Kratos saying “Headwind” has settled yet. Parrot’s p for the next listing is 49% (from the transcript model), not a forecast.
- Counts
- company speakers + operator
- Market
- 47¢ Kalshi (may be delayed)
Where it was said
quotes of at most 25 words; select an appearance
Kratos
Headwind
- Probability
- 49% · n=0
- Last calls
- said in 3 of 8
Next listing counts: company speakers + operator
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (0 in prepared remarks, 3 in Q&A); 1 by speakers the rule does not count.
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…
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (0 in prepared remarks, 1 in Q&A); 1 by speakers the rule does not count.
…on subcontractors because that's where we're seeing the biggest impact on those fixed price contracts. So we will continue to see a headwind in 2025.
…win '25 is all at targets and USD. Are you expecting KGS to actually expand margins in '25? Or are there headwinds there as well?
Not counted under the usual rule (company speakers + operator); this word was not listed here.
Counts: company speakers + operator (not listed here; the usual rule)
1 counted (1 in prepared remarks, 0 in Q&A); 1 by speakers the rule does not count.
…and the related cost of qualified personnel, which continues to be a headwind to certain of our operations and profit margins due to the increased…
Questions
- How many times did Kratos say “Headwind” on its last earnings call?
- Kratos said “Headwind” 3 times on its Aug 4, 2026 call (FY26 Q2), and on 3 of its last 8 calls: 1, 1, 0, 0, 0, 0, 0, 3 times.
- Who has to say it for the market to count?
- Under the next market's rule: company speakers + operator.
Cite parrot.markets, “Kratos: ‘Headwind’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/KTOS/words/headwind (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=kratos&word=headwind · quotes: /api/v1/quotes?entity=kratos&word=… · columnar JSON in #parrot-data · llms.txt · MCP