Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript - Thomson StreetEvents

Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript

Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript - Thomson StreetEvents
Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript
Published Aug 04, 2022
19 pages (12682 words) — Published Aug 04, 2022
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Abstract:

Edited Transcript of KTOS.OQ earnings conference call or presentation 4-Aug-22 9:00pm GMT

  
Brief Excerpt:

...Operator Good day, and thank you for standing by. Welcome to the Kratos Defense & Security Solutions Second Quarter 2022 Earnings Conference Call. (Operator Instructions) Please be advised that today's conference is being recorded. And without further ado, I'd like to turn the conference over to Marie Mendoza, Vice President and General Counsel. Please go ahead. Marie C. Mendoza ...

  
Report Type:

Transcript

Source:
Company:
Kratos Defense and Security Solutions Inc
Ticker
KTOS.OQ
Time
9:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst : Eric, I just wanted to first start off, with the wins on the open space, the 3 large programs and the contracts you called out, what is it -- considering the size of the opportunity there, what -- can you quantify what you expect to be sort of the revenue impact in the back half of this year as they ramp, or I guess, more importantly, maybe in 2023 in particular? And how do they factor into the expected double-digit growth next year?


Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst : Okay. Okay. No, that's helpful. And I guess considering the risks around not only this year, but next year, when you look at hiring, what -- operationally, Eric, what are you doing differently maybe now to try and accelerate that to the extent to which you can? I know you're in obviously different parts of the country, but what levers do you have to pull besides just salary perhaps as you look at addressing that issue? Because it's an issue, obviously, across the industry. And so it seems to be phenomenally competitive for talent right now. So how can you maybe accelerate that or differentiate yourself there?


Question: Kenneth George Herbert - RBC Capital Markets, Research Division - Analyst : Appreciate that. And just maybe remind us what percent of your overall contract mix is revenue recognized on a percent complete basis or maybe what could be the risk of incremental delays on those contracts based on your ability to get people in the door?

Table Of Contents

Kratos Defense and Security Solutions Inc Q2 2023 Earnings Call Transcript – 2023-08-03 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 3-Aug-23 9:00pm GMT

Kratos Defense and Security Solutions Inc at Goldman Sachs Industrials & Materials Conference Transcript – 2023-05-10 – US$ 54.00 – Edited Transcript of KTOS.OQ presentation 10-May-23 5:10pm GMT

Kratos Defense and Security Solutions Inc Q1 2023 Earnings Call Transcript – 2023-05-03 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 3-May-23 9:00pm GMT

Kratos Defense and Security Solutions Inc Q4 2022 Earnings Call Transcript – 2023-02-23 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 23-Feb-23 10:00pm GMT

Kratos Defense and Security Solutions Inc Q3 2022 Earnings Call Transcript – 2022-11-03 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 3-Nov-22 9:00pm GMT

Kratos Defense and Security Solutions Inc at Goldman Sachs Industrials & Materials Conference (Virtual) Transcript – 2022-05-12 – US$ 54.00 – Edited Transcript of KTOS.OQ presentation 12-May-22 6:40pm GMT

Kratos Defense and Security Solutions Inc Q1 2022 Earnings Call Transcript – 2022-05-05 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 5-May-22 9:00pm GMT

Kratos Defense and Security Solutions Inc Q4 2021 Earnings Call Transcript – 2022-02-22 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 22-Feb-22 10:00pm GMT

Kratos Defense and Security Solutions Inc Q3 2021 Earnings Call Transcript – 2021-11-03 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 3-Nov-21 9:00pm GMT

Kratos Defense and Security Solutions Inc Q2 2021 Earnings Call Transcript – 2021-08-03 – US$ 54.00 – Edited Transcript of KTOS.OQ earnings conference call or presentation 3-Aug-21 9:00pm GMT

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Thomson StreetEvents. "Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript" Aug 04, 2022. Alacra Store. May 15, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Kratos-Defense-and-Security-Solutions-Inc-Earnings-Call-T15275014>
  
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Thomson StreetEvents. (2022). Kratos Defense and Security Solutions Inc Q2 2022 Earnings Call Transcript Aug 04, 2022. New York, NY: Alacra Store. Retrieved May 15, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q2-2022-Kratos-Defense-and-Security-Solutions-Inc-Earnings-Call-T15275014>
  
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