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← @unclestocknotes

$KTOS

BULLISH2026-09-15
Price around the call
↑ 2026-09-15
By horizon✗ miss-17.0%
1d
✗ -1.0%
5d
✗ -5.1%
21d
✗ -17.0%
Original post
Unclestocknotes · 2026-09-15

Kratos Defense $KTOS 2026年第二季財報分析 Kratos 這季財報本身幾乎沒有太多可以挑剔的地方。營收與 Adjusted EBITDA 雙雙超過財測,訂單動能維持強勁,而且管理層對 2027 年成長路徑的描述,比多數同業具體。 管理層是直接給出高超音速業務季度增量、2027 年收入目標、引擎產能、Valkyrie 生產節奏,等絕對金額與量產時程。在國防產業裡,願意把 roadmap 講到這麼細,其實不算常見。 公司目前在三個最重要的結構性成長方向,都建立明確的方向 https://t.co/7ua5aLWpn8

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